Keep revenue moving
between
human decisions
Avoma's AI 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
A call ends, a deal goes quiet, or a set day rolls around, and Avoma's agents pick up the work right then.
You don't have to remember to start it.
Agents get the context to understand what's happening
Once the work starts, Avoma's revenue AI agents pull from the conversations, records, and activity tied to it.
You don't have to go piece it together yourself.
That means calls and communication history, account and deal records, and whatever else is signaling right now.
Tell the agent the outcome you want, not every step to take
Set the goal and the conditions, and Avoma runs the analysis.
You describe what you want found and what you want understood, and the agent works out how to get there.
Turn what AI finds into action across your revenue workflow
The insights turn into real work across your stack.
Avoma's AI agents build outputs and reports, update your CRM and other connected systems, and notify your team over Slack or email, or triggers whatever comes next in the workflow.
Let agents do the work while your team stays in control
The routine stuff runs on its own, and judgment calls land on a person.
The agent does the digging, surfaces what it finds and why it matters, and recommends a next move.
The final call stays with your team.
Build an agent around the way your team already works
Trigger, conditions, instructions, and actions all live in one place.
You pick when the agent kicks off, define what it looks at and what it's trying to accomplish, and set what happens next.
Control what every agent can access and who can use it
Personal agents work for individuals, and cross-team agents work for shared workflows.
Personal ones handle the work close to one person's day-to-day, while cross-team ones handle the workflows that span the whole revenue org.
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.
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.
