Spend more time selling, not updating your CRM or chasing follow-ups. Free up your reps 4+ hours/week with AI-powered meeting workflows and lead routing.
Manual busywork slows everything down Reps aren’t inefficient, their workflows are. When too much time goes to admin, revenue takes a hit.
CRM updates eat into selling time
Reps spend hours updating opportunity fields, logging notes, and cleaning up contacts, instead of running calls.
Follow-ups fall through the cracks
Late or missed follow-ups hurt conversion rates and make buyers lose interest.
Booking meetings takes too long
Prospects bounce when forms, emails, and scheduling back-and-forth drag on.
Coaching insights are hard to surface
Without structured data from calls, managers can't coach on what really drives outcomes.
Missed details hurt pipeline quality
When meetings aren't recorded or summarized, key buyer insights get lost.
Lead routing is clunky and manual
High-intent buyers get delayed or sent to the wrong rep, wasting precious momentum.
Work smarter across every rep interaction AI removes friction from every stage, scheduling, calls, follow-ups, CRM, to improve team performance without adding headcount.
Automatically detect and log key buyer signals, like budget, timeline, objections, into the correct CRM fields using pre-mapped frameworks (MEDDIC, SPICED, NEAT, or your own). Eliminate hours of manual data entry while improving data quality and forecast accuracy.
Skip the post-call scramble. Automatically generate meeting notes based on your custom templates. Give reps notes they can instantly use to update deals, prep for next steps, or share with stakeholders.
Remove follow-up delays. Auto-generate professional, context-aware emails after every call, complete with summaries and action items, so reps can follow through while it’s still fresh.
Replace email ping-pong with instant scheduling. Use dynamic booking links that respect rep availability, round-robin rules, and CRM ownership so buyers always meet the right person without friction.
Stop manually assigning inbound leads. Set up routing rules once using form data or CRM properties and instantly assign qualified prospects to the right rep the moment they convert.
Never miss key details again. Record, transcribe, and organize every call into searchable smart chapters, so reps can revisit insights, and managers can review what matters most.
Stop digging through old call notes. Let your AI assistant instantly answer questions like “What did they say about pricing?” using accurate meeting data: perfect for follow-ups, coaching, or deal reviews.
Sales efficiency measures how effectively your team converts effort into revenue. It’s about minimizing manual work and maximizing selling time. This is where tools like Avoma can help streamline workflows.
Avoma automates key parts of your sales process, like meeting scheduling, call summaries, CRM updates, and follow-up emails, so reps can focus on selling and managers can act on accurate data.
With Avoma, you can automate CRM data entry, note-taking, follow-ups, meeting recording, lead routing, and scheduling. These automations help reps save 4+ hours per week and reduce operational friction across the funnel.
Avoma integrates with platforms like Salesforce, HubSpot, and Marketo. This allows you to sync notes, update CRM fields automatically, and route leads based on form submissions or ownership rules.
No. Avoma is built to assist, not replace your team. It handles repetitive tasks so reps can sell more effectively, and managers get reliable insights to coach and forecast with confidence.
You can get started in under an hour. Most teams begin with meeting notes and scheduling, then expand into CRM automation and lead routing as their workflow evolves.