Turn sales conversations into reviewed deal context and structured CRM data

What is Claap 2.0?

Claap is a sales-conversation platform that records and transcribes meetings and brings related communications into deal context. Its official site describes CRM field updates, next steps, blockers, scorecards based on a team's methodology, and access for AI assistants through MCP. Desktop, visible-bot, and mobile capture options support different settings. The practical goal is structured information about a meeting, deal, or company that can be reviewed and used beyond a standalone summary.

Define the fields that matter to a deal

Choose the information the sales team needs to maintain, such as an agreed next step, a blocker, or a qualification criterion. Check the source conversation before accepting an inferred value. Claap supports custom fields and control over synchronization, so map the output to the CRM deliberately. Avoid letting a casual suggestion become a confirmed deal fact simply because it fits a field.

Use scorecards as coaching evidence

The platform includes editable sales-methodology scorecards and different criteria for different roles. Review scores with the actual call context and distinguish a missing question from a negative customer response. When agents consume the conversation history, preserve source access and appropriate permissions. A useful coaching or forecasting workflow should make its reasoning easier to inspect, with a person responsible for correcting the record.

Features to explore

• Sales-call and email context
• Structured CRM field updates
• Editable methodology scorecards
• AI-assistant access through MCP

Who is Claap 2.0 for?

Relevant to sales organizations that need more consistent deal records and coaching context. It fits teams with a defined methodology and CRM structure who can review extracted information and decide how it should influence follow-up or pipeline judgment.

Before you get started

Confirm recording consent, CRM write permissions, retention, and agent access. Review extracted commitments and scorecards against the source; summaries and forecasts can misinterpret uncertainty and should not be treated as confirmed customer intent.