Avoma is an AI meeting assistant that records Zoom, Google Meet, Microsoft Teams and Webex calls, writes notes and files them in your CRM. Its real weight, though, sits in a revenue layer: conversation intelligence, revenue intelligence, a scheduler and a lead router. Paid plans start at $19 per recorder seat per month, billed annually (Startup), and only the people who record pay. Anyone who just watches recordings, reads notes and comments is free. That pricing model is the review in miniature. For a B2B sales or customer success team on a CRM, where a few reps record and many colleagues watch, Avoma is a strong buy. For one person who wants tidy notes, most of it goes unused. Coaching and forecasting cost extra.
Meetings go in, CRM-ready notes come out
Avoma connects to a Google or Outlook calendar and joins meetings by rule: every meeting, only external ones, or none unless asked. Where a platform allows it, recording happens without a bot: Zoom when your company hosts, or through Zoom Cloud recording on a paid Zoom license, Teams cloud recording with a Microsoft license and admin approval, Google Meet native recording, Webex cloud recording when you host on a paid Webex license, the desktop app's Local Recording and in-person meetings on mobile. Everywhere else, the Avoma Assistant bot joins as a participant. Calls from dialers such as Aircall, RingCentral and Zoom Phone flow in too.
Since October 2026, Avoma records Zoom meetings only when Zoom is connected to Avoma; a calendar connection alone no longer works. When another company hosts, the bot joins only if someone from your organization with Zoom connected is on the call. Zoom Cloud recording is unaffected. Check this setting first. Teams that set Avoma up long ago and never revisited Zoom are the likeliest to find gaps in their recording list.
The transcript (70+ languages, unlimited transcription minutes on every plan) feeds AI notes organized by Smart Topics, with key takeaways and action items. Every plan ships 10+ default templates, among them Demo, MEDDIC and SPICED, and 40+ default Smart Topics. Notes from external meetings (Organization privacy by default) save to the matching CRM account, opportunity or contact automatically, while private meetings sync only manually, and Avoma drafts a follow-up email you send from your own Gmail or Outlook. Ask Avoma answers questions about one meeting on every plan, and unlimited 1:1 scheduling links come with every paid plan. Only one CRM connects at a time. Avoma Home, a daily workspace announced in November 2026, is included in all plans.
Who pays: the people who record, nobody else
Avoma charges per recorder seat, the license for anyone who records, transcribes and analyzes their own meetings. Viewers, listeners and collaborators are unlimited and free: they watch recordings, read notes and transcripts, comment and share, but cannot record. All recorders must sit on the same base plan, while add-ons are assigned person by person [1]. Startup caps out at 25 recorder seats and Organization at 100. Enterprise needs at least 10.
Prices shown are what Avoma lists for visitors in the United States, in US dollars. Your price can differ by country, currency and local taxes such as VAT.
| Plan or add-on | Billed annually | Billed monthly | Seat rule |
|---|---|---|---|
| Startup | $19 per recorder seat per month, billed annually | $29 per recorder seat per month, billed monthly | up to 25 recorder seats |
| Organization | $29 per recorder seat per month, billed annually | $39 per recorder seat per month, billed monthly | up to 100 recorder seats |
| Enterprise | $39 per recorder seat per month, billed annually only | not offered | at least 10 recorder seats |
| Conversation Intelligence add-on | $29 per seat per month, billed annually | $35 per seat per month, billed monthly | per user, on top of a plan |
| Revenue Intelligence add-on | $29 per seat per month, billed annually | $35 per seat per month, billed monthly | per user, on top of a plan |
| Lead Router add-on | $19 per seat per month, billed annually | $25 per seat per month, billed monthly | per user, on top of a plan |
These are list prices from the vendor's pricing page, read in November 2026 [2]. There is no free recording plan. Every new account instead gets a 14-day free trial of Organization with all add-ons on, no credit card and as many invited teammates as you like [3]. When it ends, the account becomes a viewer: past recordings, notes and transcripts stay, but nothing new is recorded until you buy seats. Nothing is charged automatically.
Annual billing takes $10 off each recorder seat per month on Startup and Organization, and $6 off each seat of the two intelligence add-ons. Monthly only wins if you leave early. By our arithmetic, Startup billed monthly beats a year billed annually only if you stop within 7 months ($203 against $228 per recorder seat); on Organization the cutoff is 8 months. Startup offers optional expert onboarding for a one-time $1,000. Seat removals and downgrades take effect at the next billing cycle, and Avoma typically refunds nothing mid-subscription; our Avoma pricing breakdown works through the scenarios.
Where the depth lives: two intelligence add-ons and a router
The Conversation Intelligence add-on is the coaching kit. It brings AI call scoring with pre-built MEDDIC, BANT, SPICED and Sandler scorecards plus custom ones, each score justified with timestamps. It adds AI coaching recommendations and Global Ask Avoma, which searches all conversations instead of one. The Live Answer Assistant shows Answer Cards to the rep during a call, never to external participants, and works only for users who hold the add-on.
Revenue Intelligence points at the pipeline instead. It scores deal health from 0 to 100, raises deal and forecast risk alerts, tracks your sales methodology and runs forecasting with submission and roll-up. Its win-loss feature writes the reasons a deal was won or lost back to the CRM. It also unlocks the Dealboard, deal-level Ask Avoma, two-way CRM field updates and native email sync. Forecasting works with Salesforce and HubSpot only. The deal health score needs the deal owner to hold this add-on.
Only people who record their own meetings need a paid seat. List everyone who just watches or reads and give them free viewer access instead.
The Lead Router add-on routes booked meetings by rules, CRM owner and form answers, and lets an SDR hand a prospect to an account executive during a live call. Its inbound routing reads HubSpot and Marketo forms only, even when Salesforce is your CRM. Anyone who manages the router or receives its bookings needs a seat. On Startup, it is also the only route to group, round-robin and embedded scheduling.
Here is how the layers stack. By our arithmetic, ten recorders on Organization billed annually cost $3,480 a year, and the coaching add-on for five of them adds $1,740, for $5,220 a year. The same mix on Startup billed annually comes to $4,020 a year. Avoma's help center says bundling two add-ons takes 10% off the add-on fees, and all three takes 15%. Avoma says, on its pricing page in November 2026, that teams see a 40% higher win rate with Conversation Intelligence. Treat that as marketing.
Startup or Organization: what the extra $10 buys
Moving from Startup to Organization costs $10 more per recorder seat per month at either billing term, or $120 more per recorder seat a year by our arithmetic. The step buys custom note templates and Smart Topics, translation, custom vocabulary, API access, webhooks and the MCP connector for Claude or ChatGPT. AI note regeneration rises from 2 to 4 times per meeting, uploads from 5 to 10 per user per month, and usage dashboard history from 7 to 30 days. Group, round-robin and embedded scheduling come included (on Startup only through the Lead Router add-on), while unlimited 1:1 scheduling links are on every paid plan. Startup suits a small team happy with default templates. For most revenue teams, Organization is the real starting plan.
Enterprise costs $39 per recorder seat per month, billed annually only, with a 10-seat minimum; by our arithmetic that is $4,680 a year at the smallest size. It holds the controls security teams ask for: SSO through SAML or OIDC, SCIM provisioning, mutually signed DPAs, custom data retention and consent modes that require participants to acknowledge or approve recording. Avoma says it supports HIPAA compliance on Enterprise through a BAA. Avoma also says it holds SOC 2 Type II; its plan matrix lists SOC II Compliance as an Organization and Enterprise feature, not on Startup, so buyers who need SOC 2 evidence in their contract should plan on one of those two.
Startup billed monthly costs more than a year billed annually once you stay past 7 months (8 on Organization), and seat removals only take effect at the next billing cycle, typically with no mid-subscription refund.
Revenue teams come out ahead; solo note-takers overpay
The natural buyer is a B2B sales or customer success team that already lives in a CRM. Picture eight account executives recording discovery and demo calls while managers, solutions engineers and executives watch highlights for free. Notes land on the opportunity untouched. Managers score calls against MEDDIC. RevOps forecasts from what buyers actually said. Here the free-viewer model is a genuine saving, because the people who only consume calls never touch the bill.
The fit weakens fast for anyone who just wants notes. Even internal stand-ups need a paid recorder seat. Fathom offers a Free plan with unlimited recordings, though its advanced AI summaries cover only the first 5 calls each month. Granola Business costs $14 per user per month, billed monthly only, and stores no audio. Fireflies Pro costs $10 per seat per month billed annually, though every teammate added to the workspace counts as a seat. That rule is where Avoma's viewer model pays: by our arithmetic, five recorders plus 20 viewers on Avoma Startup billed annually come to $1,140 a year, while all 25 people on Fireflies Pro billed annually come to $3,000 a year. Our Fireflies.ai review covers that side.
The second way to overpay sits inside Avoma. Buying intelligence add-ons for every recorder, when only managers coach and a few people forecast, pays for features most seats never open; on Organization billed annually, the Conversation Intelligence add-on alone doubles a recorder's yearly cost, by our arithmetic. Assign by role. Revenue teams weighing Gong will find it publishes no prices; its pricing page says licenses are priced per user plus a platform fee, quoted on request. Our Avoma vs Gong comparison sets them side by side.
Avoma assigns add-ons per user, so price coaching and forecasting only for the people who will use them. Use the 14-day trial, which has every add-on switched on, to see who actually opens them.
How we score Avoma
We weighed Avoma on the eight axes we apply to every meeting tool, reading its pricing matrix, help center and terms rather than its marketing pages. The marks rise on capture flexibility, the free-viewer model, CRM depth and a steady release pace through 2026. They fall on how much sits behind per-seat add-ons, what Startup leaves out and the security controls kept for Enterprise.
Avoma covers the meeting-notes job with many capture routes: automatic recording of calendar meetings (Google or Outlook calendar connection) on every plan, either with the Avoma Assistant bot or without a bot where the platform allows it: direct Zoom recording when your company hosts (Zoom desktop app 6.5.5 or newer) or Zoom Cloud recording on a paid Zoom license, native Microsoft Teams cloud recording (Microsoft cloud-recording license and a tenant admin's approval), native Google Meet recording, Webex cloud recording when you host on a paid Webex license, and Local Recording in the desktop app for Mac and Windows; the bot joins GoToMeeting, BlueJeans, Lifesize and UberConference and meetings hosted by another company on Zoom. Inviting assistant@avoma.com records a meeting without a calendar, a pasted link records an impromptu meeting, the iOS and Android apps record in-person meetings and upload files, and calls come in from connected dialers (HubSpot Sales Dialer, Outreach, Zoom Phone, Salesloft, Aircall, RingCentral, Copper, Kixie, Dialpad and others). The pricing matrix lists unlimited transcription minutes and unlimited recording storage duration on every plan, real-time transcription in 70+ languages, speaker identification by name, snippets, playlists, comments, global search and downloads (video or audio, transcripts as .vtt or .txt). Past the notes job, the same account reaches into conversation intelligence, revenue intelligence and a scheduler with 1:1 links on every plan. Held back by how much of that depth sits in paid add-ons per seat (coaching and AI scorecards in Conversation Intelligence, forecasting, deal risk and 2-way CRM field updates in Revenue Intelligence, the Lead Router), by translation, custom vocabulary, custom templates and custom Smart Topics starting on Organization, by uploads of 5 files per user per month on Startup (10 on Organization, 20 on Enterprise, one at a time), by Zoom recording that since October 2026 needs Zoom connected to Avoma (when another company hosts, someone from your organization with Zoom connected must be in the meeting), by Zoom webinars not being recorded and Zoom breakout rooms recorded in the main room only, and by usage dashboards that keep 7 days of history on Startup and 30 days on Organization.
Every plan writes AI notes after each meeting: a one-page summary organized by Smart Topics, Key Takeaways and action items, 40+ default Smart Topics and 10+ default templates (Demo, MEDDIC, SPICED, SPIN, 1:1 and others) applied automatically by meeting purpose read from the title, Instant Notes for bot recordings, Live Bookmarks, AI follow-up emails sent from your own Gmail or Outlook outbox, and Ask Avoma on a single meeting with suggested and saved prompts; with the bot, Avoma's help says notes arrive within 2 minutes after the meeting. Organization adds custom templates and custom Smart Topics, AI-powered template rules, translation of transcripts and notes, and 4 regenerations of AI notes per meeting (2 on Startup). The Conversation Intelligence add-on adds AI scorecards (MEDDIC, MEDDPICC, BANT, SPICED, Sandler and custom) with timestamped justifications, auto-scoring rules, AI coaching recommendations, a Live Answer Assistant whose Answer Cards external participants never see, and Global Ask Avoma across all conversations, emails and playlists with web results cited separately; the Revenue Intelligence add-on adds a 0-100 Deal Health score, deal and forecast risk alerts, a sales methodology tracker, forecasting and AI win-loss written to the CRM, plus Ask Avoma at deal and account level. Avoma says it moved Ask Avoma to a more powerful reasoning model in June 2026, and Avoma markets agents, skills, scheduled workflows and Avoma Home (announced November 2026) on top. Held back by the deepest AI (cross-meeting Ask Avoma, scoring, coaching, deal intelligence) sitting in add-ons per seat, Ask Avoma searching CRM data already synced into Avoma rather than the CRM live, Scheduled Prompts drawing on organization credits whose balance and price Avoma does not publish, no published price or plan for AI Tasks or agents, and Avoma's Terms saying it does not guarantee transcript accuracy.
Every plan saves AI notes automatically to CRM records (Account, Opportunity, Contact) and connects natively to Salesforce, HubSpot, Pipedrive and Zoho in one OAuth flow, with Copper and Zendesk Sell as assisted connections through Avoma Support; Avoma can create CRM contacts from external participants by rule and HubSpot or ClickUp tasks from action items. Every paid plan also includes Slack, Microsoft Teams, ClickUp and Zapier, native dialer integrations (for members with a paid recorder seat), the Chrome extension with Gmail CRM associations, and calendar sync with Google and Outlook. From Organization, admins create scoped API keys themselves (up to 10 per organization; 60 requests per minute; endpoints for calls, meetings, notes, transcriptions, recordings, scorecards, templates, users, snippets and engagement analytics), add webhooks (HTTPS only, optional HMAC-SHA256 signature) and connect the Avoma MCP server over OAuth for Claude and ChatGPT. Held back by gates: API, webhooks and MCP are not on Startup; 2-way CRM field updates and native Gmail or Outlook email sync need the Revenue Intelligence add-on; only one CRM can be connected at a time and disconnecting needs Avoma Support; edits made in Salesforce do not sync back to Avoma notes and Avoma pulls Outreach calls without syncing data back; the Zapier app has one trigger and one action; MCP can only write meeting outcome, purpose and privacy, not notes or transcripts; webhook retries are limited and events may be lost; forecasting works with Salesforce and HubSpot only, and Lead Router forms are HubSpot and Marketo forms only.
Once the calendar is connected, Avoma records by the rules set in Quick Start (all meetings, only external meetings, or none by default), as host or participant, and notes, action items and a follow-up email draft appear after the meeting; viewers, listeners and collaborators join free to watch, read, comment and share; the Chrome extension starts the bot or native Google Meet recording in one click; privacy defaults are sensible (internal meetings Private, external meetings Organization, none Public by default) and admins can lock recording rules and defaults. Held back by the set-up a team carries: a calendar connection is required for recording, and since October 2026 Zoom must also be connected to Avoma; each bot-less route has its own requirements (paid Zoom or Webex licenses, a Microsoft cloud-recording license and tenant approval for Teams, Meet recording enabled in the Workspace admin console); Google Meet lists the bot under potential risks and a host must admit it, and on Teams the bot may wait in the lobby; only admins create templates and Smart Topics, buy and assign seats and add-ons, and only Super Admins configure HubSpot and Salesforce; Copper and Zendesk Sell connections, SSO set-up, bulk uploads and CRM disconnection go through Avoma Support; legacy plan names in many help articles make it harder to know what a plan includes; and at the seat limit new users are added as viewers until an admin upgrades.
Avoma charges only the people who record: Startup costs $19 per recorder seat per month billed annually or $29 per recorder seat per month billed monthly (up to 25 recorder seats); Organization costs $29 per recorder seat per month billed annually or $39 per recorder seat per month billed monthly (up to 100); Enterprise costs $39 per recorder seat per month, billed annually only, with a minimum of 10 recorder seats ($4,680 a year at the minimum, by our arithmetic). Viewers, listeners and collaborators are free and unlimited, and every plan lists unlimited transcription minutes and unlimited recording storage duration. Billed annually, Startup and Organization each cost $10 less per recorder seat per month than billed monthly. Held back by the full cost of what the cluster describes: the Conversation Intelligence and Revenue Intelligence add-ons cost $29 per seat per month billed annually or $35 per seat per month billed monthly each, and the Lead Router $19 per seat per month billed annually or $25 per seat per month billed monthly, all on top of the base plan at the same billing term (Avoma's help center says bundling gives 10% off two add-ons and 15% off all three, on add-on fees only); by our arithmetic 10 Organization recorders with the Conversation Intelligence add-on on 5 of them cost $5,220 a year billed annually. There is no free recording plan, only a 14-day free trial of Organization with all add-ons and no credit card, after which the account becomes a viewer that keeps past recordings but cannot record; every recorder must be on the same plan; Startup lacks API, webhooks, MCP, translation and custom templates, and onboarding with an Avoma expert is an optional $1,000 one-time fee on Startup; SSO, SCIM, HIPAA support and custom retention need Enterprise; removals take effect at the next billing cycle and Avoma typically gives no refunds mid-subscription.
Support rises by plan in the pricing matrix: no Customer Success Manager on Startup (onboarding with an Avoma expert is an optional $1,000 one-time fee there), a shared CSM with a dedicated Slack channel, team-specific and recurring trainings, best-practices configuration and onboarding included on Organization, and a designated CSM with concierge onboarding, quarterly business reviews and custom pilot management on Enterprise. Avoma says it holds SOC 2 Type II and ISO/IEC 42001:2023 (August 2026); SOC 2 Type II reports and pentest certificates are available on request through its trust center, and it runs annual third-party penetration testing, encrypts data at rest and in transit and hosts on AWS in the United States. Avoma's Terms give customers 30 days to export after termination. Held back by account and reliability risks the buyer carries: deleting a meeting removes recording, transcript, notes and snippets with no recovery; webhook retries are limited and events may be lost; Avoma typically gives no refunds or credits mid-subscription and termination for convenience needs 30 days of written notice, effective at the end of the term; the plan matrix lists the SOC II Compliance row only on Organization and Enterprise; and smaller teams on Startup get no CSM.
Mean of each platform's displayed rating with at least 30 reviews, weighted by review count (read November 2026): only G2 qualifies, at 4.6 from about 1,360 reviews (read from the search index), so this axis rests on a single platform. Capterra (6 reviews), TrustRadius (18), the App Store iPhone app (16 ratings), the Chrome Web Store Avoma Scheduler extension (8 ratings) and Trustpilot (1 review, so no complaint map is possible) are below the threshold and not counted. No ad-hoc penalty is applied. Avoma's own site badges and its blog analysis of G2 reviews are vendor material and not sources; the Minecraft YouTuber named Avoma is unrelated.
The help center at help.avoma.com is broad and practical: per-platform recording guides (Zoom, Microsoft Teams, Google Meet, Webex), consent and privacy settings, CRM guides per CRM with field mapping and sync rules, dialer set-up, scheduler and Lead Router routing rules, seats, billing and the trial, SSO guides per identity provider, and developer-grade pages for API keys, webhooks, Zapier and the MCP connector (Claude and ChatGPT set-up, OAuth scopes, the list of read and write tools); dev.avoma.com publishes an API reference built from an OpenAPI file, and Avoma posts a monthly product update on its blog. Held back by help articles that are undated and many that were not updated: legacy plan names (Premium, Business, Plus, Starter), plan articles with old prices and seat caps, SSO guides saying Organization or higher while the pricing page lists SSO on Enterprise only, a coaching article describing older AI scorecard limits, and a developer reference that still says API tokens and webhook subscriptions are requested from Support, plus product pages with 60+ or 75+ languages against 70+ on the pricing page, which leaves the pricing page and the newer help articles as the reliable sources.
Weighted across the axes above (weights reflect what actually drives the decision in this category). How we score →
Avoma lands at 3.9/5. Only G2 carries enough Avoma reviews to read as a signal; Capterra, TrustRadius and the app stores hold too few to weigh, and the badges on Avoma's own site are not independent sources. User sentiment is one input among eight. It is not the verdict.
Frequently asked questions
How long does Avoma keep recordings?+
Avoma's pricing matrix lists unlimited recording storage duration on every plan; custom data retention policies are Enterprise only. Deleting a meeting removes its recording, transcript, notes and snippets for good.
Can I upload calls recorded outside Avoma?+
Yes, one file at a time: 5 uploads per user per month on Startup, 10 on Organization and 20 on Enterprise, in .mp4, .avi, .mkv, .mp3 or .wav format.
Does Avoma train AI models on my meetings?+
Avoma says customer meeting data is never used to train AI models and that this can be confirmed contractually in enterprise agreements. Its subprocessor list includes OpenAI and Anthropic for AI and Deepgram and Rev for transcription.
Does Avoma record Zoom webinars or breakout rooms?+
Avoma does not record Zoom webinars, and in Zoom breakout rooms it captures the main room only.
The bottom line
Avoma sells itself as a meeting assistant, but you pay for it as a revenue platform, and that is how to judge it. Our score rewards a tool that records almost anywhere, files clean notes in the CRM, lets the whole company watch for free and grows into coaching, forecasting and routing when a team needs them. Buy it if your sales or success team works deals in a CRM. Start on Organization, use the 14-day trial to learn which add-ons people open, and assign seats by role. Skip it if you only need notes.
- [1] How Avoma pricing works: Recorder Seats, Free Users, and optional Add-Ons (2026-11) https://help.avoma.com/avoma-pricing-recorder-seats-free-users-add-ons
- [2] Avoma pricing plans (2026-11) https://www.avoma.com/pricing
- [3] How Avoma’s 14-day free trial works (2026-11) https://help.avoma.com/how-does-the-avoma-trial-work