Access to the Deals view is included with Business licences. |
Claap enriches your CRM deals with meetings, recordings, emails, contacts, and AI-generated insights to help you better understand what is happening across your pipeline.
Instead of manually reviewing dozens of interactions, the Deals view helps you quickly identify:
deal momentum,
stakeholder involvement,
recent progress,
and potential risks.
This article explains:
how activities are linked to deals,
how the activity timeline works,
how AI Deal Summaries are generated,
and how to get better insights from customer interactions.
How Claap associates activity with deals
Claap automatically connects customer interactions to deals whenever possible.
This association is based on the relationships between:
deals,
companies,
contacts,
meetings,
recordings,
and emails.
Activities linked to a deal may include:
meeting recordings,
calls,
emails,
and calendar meetings involving associated contacts.
This allows sales teams to understand the full history of an opportunity without searching across multiple tools.
Monitor deal momentum with the Activity Timeline
Inside the Deal drawer, you’ll find an Activity Timeline.
The timeline gives you a visual representation of how active a deal has been over time.
This is especially useful during:
pipeline reviews,
forecast meetings,
manager coaching,
and deal inspections.
How the timeline works
Each dot represents activity that happened on a given day.
Activities happening on the same day are grouped into a single dot.
Timeline activity can include:
meetings,
recordings,
and emails.
Larger dots represent days with more activity.
This helps teams quickly identify:
highly engaged opportunities,
inactive deals,
communication gaps,
or spikes in activity before key milestones.
Why the Activity Timeline matters
The timeline helps sales teams assess opportunity health at a glance.
Healthy deals often show:
regular customer engagement,
recent interactions,
and continuous communication.
On the other hand, long periods without activity may indicate:
stalled opportunities,
internal blockers,
low buyer engagement,
or unclear next steps.
Managers can also use the timeline during coaching sessions to identify deals that need attention.
Understand AI Deal Summaries
The AI Deal Summary is designed to help teams quickly understand the status of an opportunity without reviewing every interaction manually.
The summary is generated from:
CRM properties,
meeting transcripts,
recordings,
and emails associated with the deal.
What the AI summary includes
The AI summary focuses on four key areas.
Context
Why the customer is evaluating a solution and what outcome they are trying to achieve.
Examples:
replacing an existing workflow,
improving onboarding,
scaling sales coaching,
reducing manual work.
Progress
What has already happened in the sales process.
Examples:
demo completed,
pilot launched,
pricing reviewed,
security review started,
stakeholder alignment confirmed.
Decision
The current buying process and expected timeline.
Examples:
procurement validation,
executive approval,
legal review,
expected decision date.
Risk
The main blocker or uncertainty affecting the deal.
Examples:
unclear timeline,
missing stakeholder,
budget concerns,
competitor evaluation,
low engagement.
Why AI Deal Summaries are useful
The Deal Summary helps teams save time during:
pipeline reviews,
account handoffs,
forecasting,
and manager coaching.
Instead of manually reviewing:
CRM notes,
meeting recordings,
email threads,
and call transcripts,
teams can quickly understand:
where the deal stands,
what happened recently,
what still needs to happen,
and what could put the opportunity at risk.
Managers can also use summaries to coach reps more effectively and identify deals that require attention.
AI summaries are grounded in activity
Claap generates summaries based only on the information available in the deal activity.
If information is missing or unclear, the summary may indicate uncertainty instead of making assumptions.
Examples:
“timeline unclear”
“decision process not confirmed”
“stakeholder not identified”
This helps keep summaries reliable and actionable.
Edit AI-generated summaries
You can manually edit the Deal Summary directly from the Deal drawer.
This is useful when you want to:
add internal context,
clarify next steps,
refine wording,
or complete missing information.
Identify key stakeholders
The Contacts section helps teams understand who is involved in the opportunity.
You can quickly identify:
champions,
decision-makers,
evaluators,
and additional stakeholders.
This helps reduce the risk of:
single-threaded deals,
missing executive alignment,
or incomplete buying committees.
Prepare upcoming meetings
The Upcoming section displays future meetings associated with deal contacts.
This helps teams prepare for:
demos,
negotiations,
renewals,
and customer follow-ups.
Upcoming meetings update automatically when linked calendar events are detected.
Best practices for better Deal insights
To get the most accurate and useful insights in Claap:
Keep CRM deal stages updated
Associate the correct contacts to each deal
Record customer calls whenever possible
Sync calendars and emails
Add clear next steps during conversations
Ensure stakeholders are correctly linked in your CRM
The richer the activity associated with a deal, the more valuable the AI insights become.