CRM data enrichment automated with conversation intelligence

Auto-capture sales activity, sync CRM fields instantly, and flag deal risks without adding work for your reps.

CRM data enrichment

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Where CRM enrichment breaks down

CRM data gaps create downstream issues from poor forecasts to broken handoffs and coaching blind spots.

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Manual CRM entry is unreliable

Reps forget to log activities or skip fields, creating spotty or outdated CRM records.

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Pipeline views get skewed

Opportunities look active even if there's been no contact in weeks.

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Risk signals go unnoticed

Churn and deal risk indicators get buried in call notes or never logged at all.

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No win-loss visibility

Teams close deals without truly understanding what’s working or why they’re losing. Debriefs are anecdotal, and postmortems rarely capture voice-of-customer detail.

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Deal scoring is inconsistent

Managers use different judgment to qualify deals without standardized signals.

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Reps spend more time typing than selling

CRM updates, note-taking, follow-up emails; the admin work eats into actual selling time.

How conversation intelligence fixes CRM data

Conversation intelligence automates enrichment with real-time updates from calls, emails, and CRM so teams operate with aligned, accurate deal data.

Update CRM fields automatically

Real-time pipeline analytics

Streamline CRM hygiene by auto-filling fields with extracted insights like next steps, decision-makers, and call outcomes. Keep pipeline stages current without asking reps to log anything.

Update CRM fields automatically
Update CRM fields automatically
Track buyer engagement

Real-time pipeline analytics

Visualize the last touch, contact frequency, and engagement gaps across your pipeline. Spot ghosted deals early and prioritize reps’ follow-up based on actual buyer activity.

Track buyer engagement
Track buyer engagement
Analyze wins and losses intelligently

Real-time pipeline analytics

Extract win-loss reasons from calls, emails, and meetings automatically. Identify patterns like competitor mentions, pricing pushback, or decision criteria and sync them directly to CRM fields for fast, scalable insights.

Analyze wins and losses intelligently
Analyze wins and losses intelligently
Surface deal risks before it’s too late

Real-time pipeline analytics

Catch red flags early with smart alerts and conversation insights. Avoma analyzes calls and updates your CRM to highlight deal risks, buyer objections, and silence from champions so you can step in when it matters most.

Surface deal risks before it’s too late
Surface deal risks before it’s too late
Automate notes, skip the manual logging

Real-time pipeline analytics

Capture and sync every meeting detail to your CRM automatically. Free your reps from typing up notes or forgetting to update fields. Let AI do the busywork so your team can focus on selling, not admin.

Automate notes, skip the manual logging
Automate notes, skip the manual logging
Build forecasts from real deal status and progress

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.

Build forecasts from real deal status and progress
Build forecasts from real deal status and progress

The results speak for themselves, so do our customers.

How Avoma powers CRM enrichment

Get answers to common questions about using Avoma’s conversation intelligence to automate, enrich, and maintain accurate CRM data at scale.

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.

Does Avoma sync churn data to my CRM?

Yes. Avoma integrates with CRMs like Salesforce and HubSpot, automatically logging churn-related signals such as sentiment shifts, buyer disengagement, and stage stalls. This makes churn risk prediction visible across your entire revenue system.

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.

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.

How does Avoma help improve forecast accuracy?

Avoma captures every sales conversation and turns it into structured, searchable data. It also integrates with Salesforce, HubSpot, and other CRMs to auto-log meeting notes, next steps, and deal data without manual entry. This gives you real-time visibility into deal progression, buyer intent, and pipeline health so your forecast is grounded in truth, not gut feel.

Does Avoma support multi-threaded deals?

Yes, Avoma supports multi-threaded deals. It captures and organizes conversations with multiple stakeholders in one place. This helps sales reps manage complex deals more effectively and ensures no important details or contacts are missed.

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