AI-powered CRM automation

Is your team drowning in manual CRM data entry?

Discover how Conversation Intelligence can revolutionize your CRM automation, freeing sales teams from tedious tasks and boosting efficiency by 40%

crm automation

"Avoma has transformed our sales process, providing insights we never had before!"

Is CRM Automation Draining You?

See how Conversation Intelligence automates CRM, reduces manual effort, and helps you stay ahead

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Tedious Manual Data Entry

Spending hours updating CRM? Manual data entry is time-consuming and prone to errors

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Missed Key Conversation Insights

Are important details lost after calls? Vital customer insights slip through the cracks

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Inconsistent Sales Methodologies

Are sales reps using different approaches? Inconsistent methods lead to unpredictable outcomes

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Difficulty Scaling Coaching Efforts

Can't provide personalized coaching at scale? Individual rep development suffers

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Fragmented Team Alignment

Are marketing product and sales misaligned? Silos kill customer experience

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Forecasting Inaccuracies

Are you missing your targets often? Relying on gut feeling leads to forecast errors

CRM Automation Solutions by Avoma

Automate CRM updates, extract conversation insights, ensure consistent sales methodologies, scale coaching efforts, align teams, and improve forecasting accuracy

Turn every conversation into clean CRM data

Real-time pipeline analytics

Map insights from sales calls directly into your CRM with zero effort. Auto-fill fields like next steps, pain points, and buying intent. Say goodbye to guesswork and hello to consistently clean, actionable data.

Turn every conversation into clean CRM data
Turn every conversation into clean CRM data
Sync CRM fields in both directions instantly

Real-time pipeline analytics

Keep Avoma and your CRM perfectly aligned with 2-way sync. Update a field in your CRM or in Avoma, and it reflects everywhere. No duplicates. No outdated info. Just real-time alignment across your entire sales stack.

Sync CRM fields in both directions instantly
Sync CRM fields in both directions instantly
Trigger follow-ups without lifting a finger

Real-time pipeline analytics

Auto-generate follow-up emails and tasks right after each call. Never drop the ball on action items again. Keep deals warm and moving forward even when your reps forget or get swamped.

Trigger follow-ups without lifting a finger
Trigger follow-ups without lifting a finger
Standardize sales methodologies automatically

Real-time pipeline analytics

Auto-tag calls and sync methodology fields to your CRM. No rep effort needed. Enable mapping conversations to your chosen sales framework and updates CRM fields consistently, so you can enforce the right process without enforcing the manual work.

 Standardize sales methodologies automatically
 Standardize sales methodologies automatically
Scale coaching without watching every call

Real-time pipeline analytics

Auto-surface coachable moments and rep-specific patterns from call data. Identify what top performers do differently and guide each rep with data-backed feedback without spending hours scrubbing through recordings.

Scale coaching without watching every call
Scale coaching without watching every call
Forecast smarter with real-time deal insights

Real-time pipeline analytics

Pull win/loss signals directly from calls, not just rep updates. Automate deal stage changes and get a more accurate pipeline without chasing reps. Align your forecast with reality based on what buyers actually said.

Forecast smarter with real-time deal insights
Forecast smarter with real-time deal insights

The results speak for themselves, so do our customers.

Frequently Asked Questions

Find answers to common questions about using Avoma for CRM automation

Which CRMs does Avoma integrate with?

Avoma integrates seamlessly with major CRM platforms, including Salesforce, HubSpot, Pipedrive, and others. The integration synchronizes meeting data, conversation insights, and follow-up tasks to your CRM records, ensuring complete visibility without manual data entry. This two-way sync ensures your team can access Avoma insights from within your CRM and maintains consistent data across systems.

How can I integrate Avoma with other CRMs not listed?

For CRMs not directly supported, Avoma offers API key-based integration for Premium-level accounts or above. Contact Avoma’s Customer Success team (help@avoma.com) with your CRM’s API key for setup assistance. Alternatively, use platforms like ApiX-Drive for no-code integrations.

What data does Avoma sync with the CRM?

Avoma syncs meeting notes, summaries, next steps, follow-up tasks, custom fields, and call intelligence insights. You choose what gets mapped where based on your workflow.

How does Avoma's 2-way CRM sync work?

Avoma automatically syncs key data like meeting notes, action items, and deal insights between your CRM and Avoma in both directions. Any updates made in either system are instantly reflected in the other, keeping everything in perfect sync.

Can I customize what gets synced to the CRM?

Yes. You have full control over what data gets pushed or pulled. Configure field mapping, define sync rules, and decide whether certain fields should be updated automatically or manually.

Does Avoma overwrite existing CRM data?

No. Avoma only updates CRM fields when configured to do so, and it respects your existing workflows. You can set sync rules to prevent accidental overwrites or unnecessary updates.

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