# Avoma > Source: https://agentsindex.ai/avoma ![](https://agentsindex.ai/img/128/logos/avoma.com.png?v=1793494956000) AI meeting intelligence that turns calls into CRM updates, revenue signals, and agent workflows. Avoma is a revenue meeting platform that records calls, transcribes them, creates notes, and syncs structured information to CRM records. Its conversation and revenue tools analyze call patterns, surface deal risks, and let agents act on meeting data through workflow, API, and MCP connections. - Best for: Revenue teams that need meeting intelligence tied to CRM and deal workflows - Look elsewhere if: - you want to use it for real without paying - you want any plan without talking to sales - you need to cancel any time on every plan - you need the full API on every plan Starting price $29 a seat a month From [avoma.com/pricing](https://www.avoma.com/pricing), checked 29 October 2026 - MCP server Yes - API Partly, on Organization - Open source Not stated - Self-host No What we checked - Pages last read: 29 October 2026 - Facts checked: 20 facts From 10 sources [How we check](https://agentsindex.ai/methodology)[Editorial policy](https://agentsindex.ai/editorial-policy#not-for-sale) [Visit Avoma](https://agentsindex.ai/go/avoma) [Compare](https://agentsindex.ai/compare?cat=conversation-intelligence&products=avoma) ## Avoma connects meeting capture to revenue operations Avoma is substantially broader than a transcript archive. Its meeting assistant records calls, creates real-time transcripts, generates notes, drafts follow-up emails, and writes structured fields into connected CRM records. The vendor says the CRM function can link recordings, transcripts, and notes to the right deal, contact, and opportunity automatically, including methodology fields such as MEDDIC, BANT, and SPICED. This makes the product a conversation intelligence system with a meeting capture layer rather than a standalone note taker. Its [meeting assistant page](https://www.avoma.com/ai-meeting-assistant) describes the post-call work, while its [recording page](https://www.avoma.com/ai-meeting-assistant/meeting-recording-software) specifies calendar based recording rules, participant consent, searchable transcripts, notes, and two-way Salesforce and HubSpot sync. The scope also includes scheduling and lead routing, call scoring and coaching, and revenue intelligence. Avoma's [main product page](https://www.avoma.com/) groups those into Meeting Assistant, Scheduler and Lead Router, Conversation Intelligence, and Revenue Intelligence. This matters for a buyer evaluating the entry plan: the $29 monthly recorder-seat price starts with the meeting assistant, while conversation and revenue intelligence are separately listed add-ons on the current pricing page. ## Agents act on revenue signals within defined controls The agentic product is not limited to answering a question about a single call. Avoma says an agent can start when a meeting ends, when a deal goes quiet, or at a set time, then examine conversations and revenue records, create reports, update connected systems, and notify people. Its [agentic workflow page](https://www.avoma.com/agentic-ai-platform) says routine work runs on its own, while judgment calls land on a person. The same page shows a drafted follow-up awaiting AE approval, alongside completed CRM note and deal-stage updates. Access is constrained by agent type. The vendor says personal agents can use meetings a person can access, including private meetings, whereas cross-team agents use organization and publicly visible meetings only. Avoma also publishes a [scoped API key guide](https://help.avoma.com/api-integration-for-avoma) that limits keys to a user's non-private meetings, everything a user can see, or non-private meetings across the organization. Legacy keys are a notable exception: the documentation says they retain full organization access until revoked. ## MCP provides both retrieval and selected write actions Avoma has a public MCP server for Claude and ChatGPT. According to the [MCP page](https://www.avoma.com/agentic-platform/mcp), an assistant can retrieve transcripts, notes, summaries, action items, scorecards, and meeting results by account, rep, date, or topic. It can also use Ask Avoma through MCP or the external API. With write access enabled, the page says agents can classify meetings, log outcomes, set privacy, and push interpreted information to downstream tools. That is a more capable connection than a read-only search integration, but it needs organization controls. The same page describes a Settings dashboard showing the people and AI tools connected to Avoma, their access level, connection date, state, and tool usage. Separately, Avoma's [API documentation](https://help.avoma.com/api-documentation) describes programmatic access to recordings, transcripts, summaries, notes, and coaching insights, but says API access is available on select plans, has a 60-request-per-minute limit, and requires administrator-managed credentials. ## Pricing starts per recorder seat, with free viewers The practical starting price is $29 per recorder seat each month on Startup, with viewers free. The annual selection shows $19 per recorder seat per month, and the page prints [Save up to 33%](https://www.avoma.com/pricing). Startup is capped at 25 paid seats and Organization at 100, while Enterprise has a 10-seat minimum and is annual only. Conversation Intelligence and Revenue Intelligence are additional $29 per seat per month add-ons on annual billing. There is a real free path, but it is limited. [Pricing](https://www.avoma.com/pricing) promises an unrestricted 14-day Organization-plan trial with all add-ons enabled and says viewers and collaborators are always free. The company also says no credit card is required. A buyer who needs Avoma to record meetings should therefore treat the trial as evaluation access and the $29 Startup monthly rate as the self-serve paid starting point. Enterprise asks buyers to schedule a demo, so not every purchase route is self-serve. ## Published privacy promises conflict with the privacy policy Avoma's [security page](https://www.avoma.com/security) says it maintains SOC 2 Type II and ISO/IEC 42001:2023 certifications, supports GDPR compliance, encrypts customer data at rest and in transit, and hosts software in AWS facilities in the USA. Its [security checklist](https://www.avoma.com/blog/ai-notetaker-security-features) adds that customer meeting data is never used to train AI models and that the commitment can be confirmed in enterprise agreements. It also says administrators can set retention periods for recordings and transcripts, though its price page presents custom retention policies as an Enterprise feature. The broader [privacy policy](https://www.avoma.com/privacy-policy) is narrower in one explicit place: it says Google Workspace API data is not used to develop, improve, or train generalized AI or machine-learning models. Elsewhere, it says personal information is used to make the service better and continue developing it, and permits use of anonymous or aggregated information for testing, development, control, and operation. Those statements do not resolve the difference between the strong meeting-data claim and the policy's more limited language. Buyers with strict training restrictions should seek the enterprise contractual wording rather than relying on the checklist alone. ## Account termination allows export but has term limits Avoma's [terms](https://www.avoma.com/terms) allow termination for convenience with 30 days' prior written notice. It takes effect at the end of the current subscription term and is not refundable. After termination, customers can export their data for 30 days, after which Avoma says it will delete customer personal data within 30 days or sooner on request, subject to backup, archival, and legal-retention exceptions in its data processing addendum. The exit path has documented per-meeting downloads. The [help center guide](https://help.avoma.com/downloading-a-meeting) lets a host, participant, administrator, or the host's manager download the recording, transcript, or both. Video, audio, and VTT or TXT transcript formats are named. Avoma is cloud SaaS on AWS and explicitly says on-premise deployment is unavailable. Its terms provide no written uptime percentage and instead state that it cannot guarantee uninterrupted or error-free service. ## Avoma price and terms ### Terms - Free trial: Yes View-only seats are always free · The terms in full · Recorder access begins with an unrestricted 14-day Organization-plan trial, with all add-ons enabled. - Card to start: Not required - Sign up without sales: Some plans ### What needs a higher plan - Organization: Public API, Single sign-on - Enterprise: Retention you control, Audit log ## For AI agents - MCP server: Yes - API: Partly Organization [![Avoma](https://agentsindex.ai/img/1024/screenshots/avoma/pricing.webp)](https://agentsindex.ai/img/1920/screenshots/avoma/pricing.webp) Pricing page, captured 1 November 2026 [avoma.com/pricing](https://www.avoma.com/pricing), checked 29 October 2026 ## What we checked on Avoma Yes Partly No What it costs to start Yes ### What the price counts The entry paid path bills a monthly amount for each recorder seat, while viewers remain free. > Per "recorder" seat per month. Billed monthly. Viewers are free. Startup plan card, monthly billing state [avoma.com/pricing](https://www.avoma.com/pricing) Checked 29 October 2026 What it costs to start Partly ### Free tier Avoma offers an unrestricted 14-day trial and continuing free viewer seats, but recorder users need a paid plan afterward. > Free 14-day trial of the Organization plan Pricing page, trial benefits above billing selector [avoma.com/pricing](https://www.avoma.com/pricing) Checked 29 October 2026 What it costs to start Partly ### Self-serve signup Startup and Organization show a self-serve trial signup, while Enterprise directs prospective buyers to schedule a demo. > Start a free trial Startup and Organization plan cards; Enterprise plan card uses Schedule a demo [avoma.com/pricing](https://www.avoma.com/pricing) Checked 29 October 2026 What it costs to start No ### Card to start The published trial invitation says a payment card is not required before trying all Avoma features. > No credit card is required. Try all features of Avoma for free. AI Meeting Assistant hero, free-trial call to action [avoma.com/ai-meeting-assistant](https://www.avoma.com/ai-meeting-assistant) Checked 29 October 2026 What it costs to start Partly ### Contract Startup has a monthly option, whereas Enterprise is explicitly annual-only, so term flexibility differs across plans. > Billed annually only. Viewers are free. Enterprise plan card [avoma.com/pricing](https://www.avoma.com/pricing) Checked 29 October 2026 What it costs to start Partly ### Cancel any time Customers can terminate for convenience with 30 days' notice, but cancellation takes effect after the current subscription term and is not refundable. > The termination would take effect at the end of the current subscription term and is not eligible for refund. Terms of Use, Termination for Convenience [avoma.com/terms](https://www.avoma.com/terms) Checked 29 October 2026 What it works with Yes ### Works with Avoma names Zoom, Google Meet, Microsoft Teams, Salesforce, HubSpot, Slack, ClickUp, and multiple calendar, CRM, and dialer integrations. > Avoma integrates with your favorite tools. Integration directory, conferencing, CRM, dialer, and collaboration categories [avoma.com/integrations](https://www.avoma.com/integrations) Checked 29 October 2026 What it works with Partly ### Public API Documented APIs expose recordings, transcripts, summaries, notes, and coaching insights, but access is limited to select plans and administrators manage keys. > API access is available on select plans. Getting started with the Avoma API, Before you begin [help.avoma.com/api-documentation](https://help.avoma.com/api-documentation) Checked 29 October 2026 What it works with Yes ### MCP server Avoma publishes an MCP server that connects Claude and ChatGPT to meeting data and can update meeting metadata when write access is enabled. > Avoma's AI meeting notetaker MCP server connects Claude and ChatGPT directly to your transcripts, notes, scorecards, and deal outcomes MCP product page, introductory statement [avoma.com/agentic-platform/mcp](https://www.avoma.com/agentic-platform/mcp) Checked 29 October 2026 What it does on its own Yes ### Acts on its own Revenue agents can start from a meeting, a deal condition, or a schedule and perform configured workflow work without a person starting every run. > A call ends, a deal goes quiet, or a set day rolls around, and Avoma's agents pick up the work right then. How Avoma's agentic workflows get work done, workflow trigger [avoma.com/agentic-ai-platform](https://www.avoma.com/agentic-ai-platform) Checked 29 October 2026 What it does on its own Yes ### Limits on what it may do Personal agents can use a person's accessible meetings, while cross-team agents are confined to organization and publicly visible meetings. > Cross-team Organization and publicly visible meetings only. Control what every agent can access and who can use it [avoma.com/agentic-ai-platform](https://www.avoma.com/agentic-ai-platform) Checked 29 October 2026 What it does on its own Yes ### No code needed The agent builder presents triggers, conditions, instructions, and actions as configuration choices rather than requiring users to write workflow code. > Trigger, conditions, instructions, and actions all live in one place. Build an agent around the way your team already works [avoma.com/agentic-ai-platform](https://www.avoma.com/agentic-ai-platform) Checked 29 October 2026 What happens to your data Yes ### No training on your data Avoma states that customer meeting data is never used to train AI models and says enterprise agreements can confirm that commitment contractually. On the page: Security checklist, Category 4, Q13 Security checklist, Category 4, Q13 [avoma.com/blog/ai-notetaker-security-fe…](https://www.avoma.com/blog/ai-notetaker-security-features) Checked 29 October 2026 What happens to your data Partly ### Retention you control Admins can set retention periods for recordings and transcripts, but the current pricing page places custom data retention policies in Enterprise security features. > Admins can set configurable retention periods for recordings and transcripts. Security checklist, Category 1, Q4 [avoma.com/blog/ai-notetaker-security-fe…](https://www.avoma.com/blog/ai-notetaker-security-features) Checked 29 October 2026 What happens to your data No ### Self-hosted Avoma describes itself as cloud SaaS on AWS and expressly says on-premise deployment is unavailable. > Avoma is a cloud-based SaaS product hosted on AWS. On-premise deployment is not available. Security checklist, Category 4, Q15 [avoma.com/blog/ai-notetaker-security-fe…](https://www.avoma.com/blog/ai-notetaker-security-features) Checked 29 October 2026 What happens to your data Yes ### Take your data out Customers have a 30-day post-termination export window, and the help center documents downloads of recordings and transcripts in standard formats. > Customer may, during the thirty (30) day period following the date of termination, export Your Data Terms of Use, Term and Termination [avoma.com/terms](https://www.avoma.com/terms) Checked 29 October 2026 Whether a company can buy it Yes ### Security audits Avoma names SOC 2 Type II and ISO/IEC 42001:2023 certifications, and says its SOC 2 design, security, and operations underwent an independent audit. > We maintain SOC 2 Type II and ISO/IEC 42001:2023 certifications Security and Compliance Built for Enterprise Trust [avoma.com/security](https://www.avoma.com/security) Checked 29 October 2026 Whether a company can buy it Partly ### Single sign-on Avoma supports Okta SSO through OIDC or SAML 2.0 for Organization plan customers and higher, with setup involving Avoma Support or a customer success manager. > You must be on the Organization plan or higher in Avoma SSO with Okta guide, Prerequisites [help.avoma.com/setup-up-single-sign-on-…](https://help.avoma.com/setup-up-single-sign-on-sso-with-okta-oidc-for-your-avoma-accounts) Checked 29 October 2026 Whether a company can buy it Partly ### Audit log Enterprise security features include granular access controls and audit logs, while the public material does not define events, retention, or export options. On the page: Plan comparison, Security row, Enterprise column Plan comparison, Security row, Enterprise column [avoma.com/pricing](https://www.avoma.com/pricing) Checked 29 October 2026 Whether a company can buy it No ### Uptime promise Avoma's public terms say it uses commercially reasonable availability efforts but explicitly does not guarantee uninterrupted or error-free service. > We cannot guarantee that the Service will operate in an uninterrupted or error-free manner. Terms of Use, Our Services [avoma.com/terms](https://www.avoma.com/terms) Checked 29 October 2026 ## Avoma alternatives - [Gong](https://agentsindex.ai/gong) · Revenue AI that captures customer interactions and maps agent outputs into CRM workflows. · On quote Checked 29 Oct · [Visit](https://agentsindex.ai/go/gong) - MCP server - API - Open source - Self-host - [Sybill](https://agentsindex.ai/sybill) · Records sales calls and updates CRM deal and company fields on its own after each meeting, no approval needed. · Free, then $36 a seat a month Checked 1 Nov · [Visit](https://agentsindex.ai/go/sybill) - MCP server - API - Open source - Self-host - Avoma and its 2 alternatives · 1 of the 2 publish a price. | Avoma | From $29 a seat a month | 29 Oct | | --- | --- | --- | | [Gong](https://agentsindex.ai/gong) | On quote | 29 Oct | | [Sybill](https://agentsindex.ai/sybill) | Free, then $36 a seat a month | 1 Nov | ## Questions about Avoma - How much does Avoma cost?: Avoma costs $29 a seat a month. From avoma.com/pricing, checked 29 October 2026. - Does Avoma have an API or an MCP server?: It has an API on Organization. It has an MCP server. - Is Avoma open source, and can you host it yourself?: You cannot host it yourself. - What have we checked on Avoma?: 20 facts, under these headings: What it costs to start, what it works with, what it does on its own, what happens to your data, whether a company can buy it. - How do we check Avoma?: We hold 20 facts on Avoma, quoted from 10 pages. Facts and price last checked 29 October 2026. [How we check every listing](https://agentsindex.ai/methodology) ## Sources and changes Last changed 1 November 2026 Sources 10 - Read 29 October 2026 · avoma.com /pricing - Read 29 October 2026 · avoma.com /agentic-ai-platform - Read 29 October 2026 · avoma.com /blog/ai-notetaker-security-features - Read 29 October 2026 · avoma.com /terms - Read 29 October 2026 · avoma.com /security - Read 29 October 2026 · avoma.com /agentic-platform/mcp - Read 29 October 2026 · avoma.com /ai-meeting-assistant - Read 29 October 2026 · help.avoma.com /api-documentation - Read 29 October 2026 · avoma.com /integrations - Read 29 October 2026 · help.avoma.com /setup-up-single-sign-on-sso-with-okta-oidc-for-your-avoma-accounts ## Is this yours? AI assistants like ChatGPT, Claude and Perplexity opened AgentsIndex pages 1,443 times from 17 October to 3 November. Claim it free, then see who reads this page and carry the verified owner mark. You confirm it with an email at avoma.com. 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