Avoma helps you with AI-generated conversation summary with action items for all your calls and meetings, and automatically syncs it to your CRM. As part of the note-taking process, Avoma smartly organizes the AI-generated notes under smart categories such as Business Need, Pain Points, etc. to retain the context of the call/meeting. You can, however, also create and add custom new categories based on your conversation needs.

If you are in sales (or other customer-facing functions) and have integrated Avoma with your CRM, Avoma automatically syncs the meeting/call summary notes to your CRM so that you don’t have to go through the manual data entry process.