Access to the Companies view is included with Business licences. |
Why this feature matters
The Companies view helps teams:
Save time : No need to manually search through meetings, contacts, or CRM tools.
Everything related to a company is centralized : Improve account visibility
Sales, Customer Success, and leadership teams can quickly understand account activity and engagement : Stay aligned across teams. Everyone works from the same company repository and interaction history.
Understand every company, contact, deal, and interaction without switching tools
The Companies view is designed to give sales, customer success, and revenue teams a complete overview of every company linked to their workspace.
Instead of manually navigating between meetings, contacts, CRM records, and deals, the Companies view centralizes everything in a single workspace.
This allows teams to:
Quickly understand account history
Access the right stakeholders faster
Track deal activity more efficiently
Prepare better for customer conversations
Reduce context switching during the day
For growing teams managing dozens or hundreds of accounts, this view becomes the operational hub for customer relationship management inside Claap.
What is the Companies view?
The Companies view is your central hub for all the businesses you're working with in Claap. Whether you're following up on active deals, checking who you spoke to last, or just looking for a specific account, this is where everything comes together. You'll find it in the left sidebar of your Claap workspace. | 
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The Companies view helps you keep track of every business you interact with in Claap. Instead of jumping between meetings, contacts, and deals, you can now access all company-related information from a single place.
Whether you're managing a sales pipeline, preparing for a customer call, or reviewing account activity, the Companies view gives you instant visibility into:
The companies in your workspace
The contacts linked to each company
Related deals
Past interactions
Upcoming meetings
This makes it easier to stay organized, collaborate across teams, and prioritize follow-ups.
Once you click on it, you'll land on a clean, sortable table listing every company tied to your workspace.
What you’ll see in the Companies view
The Companies page displays a sortable table containing all companies detected and stored in your workspace.
Each row represents one company. By default, the table includes the following columns:
Column | Description |
Company | Company name and logo |
Contacts | People linked to this company |
Deals | Related deals connected to the company |
Last interaction | Most recent meeting or email activity |
The table is designed to help you quickly understand:
Which accounts are active
Who you recently interacted with
Which deals are attached to a company
Which companies may require follow-up
Navigating the three main views
The Companies view comes with 3 predefined tabs to help you focus on the right accounts :
Recent
This is your default landing view. It shows the companies you've interacted with most recently, sorted by Last interaction date. Perfect for picking up where you left off after a busy day or coming back from a few days off.
Best for:
Continuing conversations after meetings
Following up with recently active accounts
Prioritizing daily account management
Active deals
This view filters down to only the companies that currently have an active deal attached to them. Use it when you want to focus on your pipeline and stay on top of what's moving.
Best for:
Managing pipeline activity
Monitoring ongoing opportunities
Prioritizing revenue-driving accounts
All companies
The full list. Every company in your workspace, no filters applied. Ideal when you're searching for a specific account or want a complete overview of your book of business.
Best for:
Searching for a specific account
Reviewing all customer relationships
Auditing workspace activity
Understanding the columns
Each row in the table represents a company, and here's what each column tells you:
Company: The name and logo of the company. Click on it to open the company's full profile.
Website: The company's domain, useful for quickly identifying the right account when names are similar.
Contacts: The people from that company who have been part of your meetings. You'll see their initials as colored avatars, with a "+X" indicator if there are more than three.
Deals: The active or past deals linked to that company. You can have multiple deals per company, and each one is clickable to open the full deal details.
Last interaction: The most recent date you had a meeting or activity tied to that company. Great for spotting accounts that might need a follow-up.
You can also click + Add column on the right to customize the table with additional fields that matter to you.
Frequently asked questions
Can I manually create a company? Not yet. At the moment, companies are automatically generated from your existing workspace data.
Can I edit company information? Editing companies is currently not supported.
Who can access the Companies view? The Companies view is only available for Business users.
Can I customize columns? Yes. You can add additional columns depending on your workflow.