Companies Drawer: Access Contacts, Deals, Meetings, and Activity History in One Place

The Companies drawer gives teams a centralized account-level overview without requiring them to switch between multiple tabs, CRM tools, or meeting platforms. Instead of manually searching for customer information, users can instantly access the full history and current status of an account directly from the Companies view.

This creates a significantly faster workflow for:

The Companies drawer is especially valuable before customer meetings because it provides immediate visibility into:

By keeping all customer context in one place, teams can stay aligned and move faster without losing important information.

The Company drawer is a side panel that opens directly inside Claap when selecting a company from the Companies table.

It acts as a centralized workspace where teams can review customer information, relationships, meetings, and activities without leaving the page.

Instead of jumping between:

everything is accessible from a single unified interface.

This helps teams maintain full account context during customer interactions and internal reviews.

From the Companies table:

The drawer opens instantly without navigating away from the current page, allowing users to continue browsing companies while reviewing account details.

This makes account research significantly faster and more fluid.

At the top of the drawer, you’ll see the main company information.

This includes:

The header helps users quickly confirm they are reviewing the correct account while providing fast access to external CRM systems when deeper edits are required.

The Contacts section displays all people associated with the company.

Each contact appears as an interactive tile containing key contact information.

When you click on a contact:

This allows users to immediately review individual-level information without losing the company context.

Teams can use this section to:

The Deals section displays all opportunities associated with the company.

Each deal appears as a clickable tile.

When selected:

This gives teams direct access to pipeline information and deal progression without needing to search inside the CRM.

Users can quickly understand:

This is especially useful during:

The Upcoming meetings section displays future scheduled meetings involving contacts linked to the company.

This gives teams immediate visibility into what conversations are happening next.

Users can quickly prepare for:

The section helps teams stay proactive by ensuring important meetings remain visible directly from the company profile.

The Activities section displays a chronological history of customer interactions.

Activities are organized from newest to oldest, helping teams quickly understand recent engagement.

The timeline may include:

This gives users a complete overview of the relationship history without searching across multiple systems.

The timeline is particularly valuable before customer calls because it helps teams instantly understand:

Before joining a customer call, teams can quickly review:

This reduces preparation time while improving conversation quality.

Managers and account owners can instantly assess:

without opening multiple tools.

Customer context becomes easier to share across:

Everyone works from the same centralized account view.

Instead of spending time navigating complex CRM interfaces, teams can access the most relevant information directly inside Claap.

This creates a smoother and faster working experience.

To get the most value from the Company drawer:

This helps maintain a streamlined workflow while keeping customer context centralized.