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Claap for Agencies

Amplify client value, streamline collaboration, and scale your impact. Leverage conversation intelligence, AI insights, and automated documentation to deliver exceptional client results and deliverables while reducing manual hassle.

Claap for Agencies
  • GDPR
  • SOC 2 Type II
  • No training on your data

Claap for Agencies

Capture Client insights

Meetings

Title
Source
Recording
Fiora · Monthly client review
Google Meet
RecordingTranscribed
Gorra · Campaign kickoff
Zoom
Transcribed
Halvo · Brief call
Google Meet
Transcribed
Isko · Reporting call
Teams
Transcribed
Jarvo · Workshop
In person
Transcribed
Kesta · Check-in
Google Meet
Transcribed
MaxChloeRuben
09:33 / 41:27

Client call recorded, no bot

Deliver exceptional value

Deals

Deal
Client goal
Next deliverable
Budget
Tovi - Retainer 2027
More qualified demos
Q1 campaign plan
€8k / month
Quarra - Website rebuild
WritingLaunch in March
WritingHomepage wireframes
Writing€42k
Wendly - Retainer 2027
Lower CAC
Ads audit
€6k / month
Gradly - Brand refresh
New positioning
Messaging deck
€25k
Holmo - SEO retainer
Rank on pricing terms
Content calendar
€5k / month
Cartly - Paid social
Pipeline from LinkedIn
Creative test
€12k

HubSpotQuarra - Website rebuildUpdated by Claap

Client goalLaunch in March

Next deliverableHomepage wireframes

Budget€42k

Scale your team & services

Agents

Onboard each new hire from our best client calls

Creating agentAgent created

Ramp Trainer

Turns closed deals into voice roleplays where an AI plays the buyers your reps will meet.

Sam M.128

Customer Onboarding Deck Builder

Persona-specific onboarding decks per closed-won deal, grounded in the CRM record.

Léa P.37

Customer Story Writer

A customer story page per won deal: quotes, ROI metrics, deal timeline, ready to publish.

Jonas D.44

Ramp TrainerAPPMon 9:00Slack#onboardingWeek 1 for Nina: 5 client calls to watch, 2 role-plays.Picked from the calls your best account leads ran.

Streamline client deliverables

Agents

Customer Onboarding Deck BuilderA branded onboarding deck for each new client, from the sales calls.ActivateActive

Triggers

When a deal is wonAny deal, any owner

Tools

SlackSend messages

Customer Onboarding Deck BuilderAPP#client-fennix · nowFennix onboarding deck is ready: 3 goals, 2 owners, kick-off Tuesday.

Maintain perfect accountability

Claude

Which client promises from this month did nobody deliver?

  • list_recordingsfolder: Clients38 calls
  • get_recording_fieldspromise, owner38 records
  • list_tasksstatus: open4 tasks

4 promises: 2 for Fiora, 1 for Gorra, 1 for Halvo. All due this week.

get_recording_fields · returned

{ "client": "Fiora",
  "promise": "New landing page by Friday" }

Build a team of a-players

Coaching

Deal
Budget
Brief clarity
Timeline
Next step
Wisp - Business Plan
3/5
4/5
3/5
3/5
Loomi - Pro Plan
Scoring2/5
5/5
4/5
4/5
Verd - Business Plan
5/5
3/5
3/5
5/5
Gala - Pro Plan
4/5
3/5
4/5
5/5
Ostra - Business Plan
4/5
4/5
4/5
4/5
Holt - Pro Plan
5/5
4/5
4/5
4/5

Budget

2/5

“We’ll see what the budget looks like after Q1.”

Client call · 16:02

Team Alignment

Ensure everyone from sales to delivery teams has the full client context.

Client Intelligence Hub

Capture and organize all client information in a single source of truth to inform strategy and execution across teams.

Deliverable Creation

Transform meeting recordings into polished summaries, emails or documents in minutes.

Asynchronous Collaborative Videos

Streamline client relationships by creating video clips for quick, personalized updates.

accelerate client results & ROI.

Turn insights into coaching gold. Instantly analyze sales conversations, spot patterns, and deliver targeted coaching. Build client playbooks effortlessly. Extract winning tactics and key objections from all call recordings. Scale coaching impact. Use AI automations to coach more clients with less effort.

Refine messages with real feedback.

Capture authentic market responses. Document genuine customer reactions to campaigns, messaging, and value propositions. Demonstrate campaign impact. Track and showcase how your marketing strategies influence customer conversations and buying decisions. Create compelling case studies. Extract powerful customer testimonials and success stories directly from recorded conversations.

CLEAN CRM data, maximize tool adoption.

Automate CRM filling and enrichment. Turn all sales calls into AI-powered notes, automatically filling your tools. Working with Hubspot, Salesforce, Pipedrive, Attio, and more. Track implementation success. Monitor how operational changes impact client conversations and business outcomes. Measure performance against the client sales playbook to identify coaching opportunities and winning strategies.

data-driven strategies with less effort.

Preserve client context. Build a complete picture of client needs, challenges, and goals regardless of team changes. Generate market insights at scale. Analyze patterns from client engagements to identify industry trends and winning strategies. Accelerate new consultant onboarding. Provide new team members with immediate access to engaging training, client history, and internal knowledge.

10,000+

sales reps run their deals on Claap

50%

higher win rates, typically within the first quarter

2x

faster onboarding for new reps

Turn every client into your next success story.