Access to the Deals view is included with Business licences. |
The Deals view helps sales teams centralize deal context in one place.
Instead of jumping between your CRM, meetings, emails, recordings, and notes, Claap automatically brings together your latest customer activity and AI insights so you can:
review opportunities faster,
identify deal risks earlier,
prepare better follow-ups,
and keep your pipeline moving.
What is the Deals view?
You'll find it in the left sidebar of your Claap workspace, right between Companies and Contacts.
The Deals view is your dedicated space in Claap to follow every business opportunity you're working on. From the first conversation to closed-won (or closed-lost), this is where you'll keep an eye on your pipeline and make sure nothing falls through the cracks.
The Deals page automatically displays opportunities synced from your connected CRM.
Supported CRM integrations include:
Once synced, deals become searchable and enriched with customer activity from Claap.
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Click on it and you'll land on a view that lists all the deals tied to your workspace, with smart filters to help you focus on what matters.
What you can do from the Deals view
The Deals view helps you monitor your pipeline without constantly switching tools.
From this page, you can:
view all deals in a centralized table,
search for opportunities quickly,
filter and sort your pipeline,
monitor recent customer activity,
open detailed deal insights,
and review AI-generated deal summaries.
This is especially useful for:
pipeline reviews,
forecast meetings,
account handoffs,
manager coaching,
and prioritizing follow-ups.
Use default views to focus on the right deals
At the top of the Deals page, you'll see five tabs that let you slice your pipeline depending on what you need to focus on:
My deals | This is your default view. It shows only the deals where you're the deal owner, so you can quickly see what's on your plate without getting distracted by the rest of the team's pipeline. |
All deals | The full list of every deal in your workspace, regardless of who owns them. Useful when you need a global view, or when you're looking for a specific deal that might not be yours.
Useful for:
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Open | This view filters down to deals that are still in progress. Ideal when you want to focus on what's currently moving and where your attention is needed. |
Won | A view of all deals you've successfully closed. Great for celebrating wins, reviewing what worked, or simply taking stock of your performance. |
Lost | The deals that didn't make it. Don't underestimate this view: it's a goldmine for learning. Going back through lost deals is one of the best ways to spot recurring objections, missed signals, or patterns to improve on. |
If you've just started using Claap or haven't created any deals yet, you'll see a friendly message: No deal listed yet Stay tuned, new deals will show up right here.
Deals will automatically appear here as they're created either manually, through your CRM integration (HubSpot, Salesforce), or as you record meetings linked to specific accounts.
Understand the Deals table
Depending on your CRM configuration, the table may display :
Deal | Displays the deal name, this helps you quickly identify the opportunity and the account it belongs to. |
Deal Owner | Displays the person responsible for managing the opportunity. This is useful for:
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Stage | Displays the current CRM stage of the opportunity. Stages help teams understand where opportunities are in the sales process. |
Amount | Displays the value of the deal. This helps teams:
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Deal age | Displays how long the deal has existed. This helps identify:
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Deal close date | Displays the expected closing date of the opportunity. This helps teams prioritize opportunities that require immediate attention. |
Contacts | Displays the contacts associated with the deal. This helps teams quickly understand:
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Last month activity | This timeline can include:
The activity visualization helps teams quickly assess:
Healthy deals usually show:
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AI Deal Summary | Displays Claap’s AI assessment of the deal status. The AI status helps teams quickly identify opportunities that may require attention based on:
This helps managers and reps focus on the deals most likely to need action. |