Access to the Companies view is included with Business licences. |
The Companies view automatically centralizes customer activity at the company level.
This helps teams understand:
Which accounts are active
Which companies require follow-up
What conversations already happened
What meetings are scheduled next
How engaged a company currently is
Instead of reviewing isolated meetings or emails one by one, teams can now access a chronological company timeline containing all important interactions.
This is especially valuable for:
Sales preparation
Customer Success continuity
Leadership visibility
Team collaboration
Account health reviews
The Companies view helps you understand how your team interacts with customer accounts over time.
By centralizing meetings and activities at the company level, Claap makes it easier to:
Prepare for calls
Track engagement
Coordinate across teams
Identify inactive accounts
What counts as a company activity?
A company activity represents any tracked interaction linked to contacts from that company.
Currently, activities include:
Meetings
Emails
These activities appear in the Company drawer timeline.
Upcoming meetings
The Upcoming meetings section shows future scheduled meetings involving contacts associated with the company.
This helps teams:
Stay informed about upcoming conversations
Coordinate customer touchpoints
Prepare before meetings happen
Benefits
Better meeting preparation
Improved customer continuity
Easier collaboration across sales and customer teams
Activity timeline
The Activities timeline displays past interactions in chronological order.
This gives teams a complete overview of account engagement.
You can quickly understand:
When the last interaction happened
Which meetings took place
How active an account is
Benefits
Reduce context switching
Improve account handovers
Maintain a clear customer history
Identify dormant accounts faster
Understanding the Last interaction column
The Last interaction column in the Companies table updates automatically whenever:
A meeting occurs
An email interaction happens
This field helps teams prioritize follow-ups and identify accounts that may need attention.
Example use cases
Scenario | Why it matters |
No activity for 30 days | Potential churn risk or stalled deal |
Recent meeting yesterday | High engagement account |
Frequent interactions | Strong active opportunity |
How activities improve team collaboration
Centralized activity tracking helps:
Sales teams
Understand deal momentum
Prepare for follow-ups
Track stakeholder engagement
Customer Success teams
Monitor customer health
Review historical conversations
Improve onboarding continuity
Leadership teams
Gain visibility into account activity
Identify engagement trends
Improve forecasting discussions