Keep revenue moving
between
human decisions
Avoma's agents work the gaps between meetings and reviews, keeping deals watched, risks caught, and CRM current.
Your team shouldn't have to keep checking everything
Which deal needs attention today?
Someone has to work through the pipeline to find the deals that went quiet, lost momentum, or picked up a new risk.
Who's updating CRM after the call?
The conversation moved the deal forward. The CRM won't reflect it until someone goes back and fills in the gaps.
Who was supposed to follow up?
The buyer is waiting because the commitment never became someone's responsibility.
Why are we only hearing about this now?
A new objection, competitor, requirement, or concern can change the deal without everyone knowing about it.
Give your revenue team AI agents that don't wait to be asked
Avoma’s revenue AI agents track what changes across conversations and revenue data, turn it into action, and bring your team in when something needs review, approval, or a decision.
How Avoma's agentic workflows get work done
Workflow starts when the right signal appears
When a meeting ends, a deal goes quiet, or Friday rolls around, Avoma's agents pick up the work at the right moment. No one has to remember to start it.
Agents get the context to understand what's happening
When the work starts, Avoma's revenue AI agents look across the conversations, CRM records, and deal activity connected to it. No one has to piece together what happened from different places.
Tell the agent the outcome you want, not every step to take
Define the goal and the conditions. Avoma handles the analysis.
Turn what AI finds into action across your revenue workflow
Insights turn into work that actually moves the business forward.
Let agents do the work while your team stays in control
Routine work runs independently; judgment calls come back to a person.
Build an agent around the way your team already works
Trigger → Conditions → Instructions → Actions, in one place.
Control what every agent can access and who can use it
Personal agents for individuals, cross-team agents for shared workflows.
The agent does the digging. Your team makes the call.
Not every action should happen automatically. Agents execute routine work independently while people review or approve anything that requires judgment, customer communication, or organizational impact.
Start with agents pre-built for revenue work
Ready-made agents for common workflows you can customize around your process.
Note-taking agent
Captures meeting notes automatically as calls happen.
CRM entry agent
Logs calls, notes, and updates straight into CRM.
Follow up agent
Drafts follow-up emails right after the call ends.
Sequence agent
Builds and adjusts outreach sequences based on activity.
Roleplay agent
Runs practice pitches and objection-handling scenarios.
Coaching agent
Surfaces coaching moments from calls.
Battle card agent
Pulls competitor talking points into the call in real time.
Win-loss analysis agent
Finds patterns across won and lost deals.
Forecasting agent
Rolls up pipeline signals into a forecast view.
Risk detector agent
Flags deals showing signs of stalling or risk.
Every completed task becomes the next useful action
A conversation creates follow-up work. A follow-up reveals a risk. A risk needs an action. The action changes the pipeline and that creates the next thing to review.
Connect agents to the tools your team already uses
CRM
Salesforce, HubSpot
Collaboration
Slack, MS Teams
Calendar
Google, Outlook
Conferencing
Zoom, Meet, Teams
Dialers
Aircall, Dialpad
Task tools
ClickUp, and more
See what happens when AI takes on the busywork
"Our reps stopped doing manual CRM updates. The agent catches what we used to miss."
"Pipeline review prep used to take an afternoon. Now it's ready before I open the doc."
"I review and approve instead of digging through calls for what changed. It's like just the next thing"
Let your team review the work instead of doing all of it.
Build AI agents that understand your revenue context and act while your team stays in control.
