Discover how Conversation Intelligence can revolutionize your CRM automation, freeing sales teams from tedious tasks and boosting efficiency by 40%
See how Conversation Intelligence automates CRM, reduces manual effort, and helps you stay ahead
Tedious Manual Data Entry
Spending hours updating CRM? Manual data entry is time-consuming and prone to errors
Missed Key Conversation Insights
Are important details lost after calls? Vital customer insights slip through the cracks
Inconsistent Sales Methodologies
Are sales reps using different approaches? Inconsistent methods lead to unpredictable outcomes
Difficulty Scaling Coaching Efforts
Can't provide personalized coaching at scale? Individual rep development suffers
Fragmented Team Alignment
Are marketing product and sales misaligned? Silos kill customer experience
Forecasting Inaccuracies
Are you missing your targets often? Relying on gut feeling leads to forecast errors
Automate CRM updates, extract conversation insights, ensure consistent sales methodologies, scale coaching efforts, align teams, and improve forecasting accuracy
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.
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 No outdated info.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.
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.
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.
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.
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.
Find answers to common questions about using Avoma for CRM automation
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.
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.
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.
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.
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.
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.