AI note taker and meeting summaries for sales
AI notes built for sales conversations: discovery questions, objections, MEDDIC fields and next steps, synced to your CRM and ready for coaching.
Meetings
Meeting summary
- Pain: notes retyped in the CRM.
- Objection: pricing per seat.
- Next step: demo for the VP Sales.
Trusted by revenue teams at
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- GDPR
- SOC 2 Type II
- No training on your data
Notes written the way your team sells
- Write one section per thing you track, for example one per MEDDIC letter, each with its own prompt.
- Discovery, demo and negotiation calls each get their own template, so a demo recap never reads like a discovery note.
- Notes written the same way for every rep can be compared, which is what makes them useful in deal reviews.
Note template
Economic buyer
AI autofillManualParagraph
Section prompt
Who signs, and did they join the call?
Every call adds to the deal, nothing erases it
- Save the questions from your pipeline review as fields: next step, budget, competitor, decision makers, objection raised.
- Each field has its own sync mode: a new objection goes under the old ones, the next step is overwritten.
- Before the next meeting, reread four answers on the deal in a minute.
Deals
Quarra - Enterprise Plan
Updated by Claap
ObjectionsPricingPricing · Security
Next stepSend deckSecurity review
Decision makersCFO, IT lead
The follow-up email, drafted from what the buyer said
- Paste up to three emails you sent before, and the draft matches your own writing style.
- Set tone, length and language per template, so a demo held in French gets a follow-up in French.
- The draft opens in your own email client, ready to check and send the same day.
Meetings
DraftTo Claire Dumas
Suite à notre démo
Merci Claire. Comme promis, le devis pour 12 licences et le guide d’onboarding.
Send
Type during the call, get it back clean
- Jot down the one thing you must not forget, such as a promised price, and let Claap write the rest.
- Each line is timestamped as you type, so you know when in the call it was said.
- Zoom, Meet and Teams calls are recorded without adding a participant, so the buyer sees no bot.
Tovi · Discovery
Key takeaways
- Price: 15% off if signed in November.
- Decision: the CFO makes the final call.
What sales teams want from their notes
A recording next to the text
Making sure that we can capture all the meetings [...] It just takes a transcript in notes [...] it’s not giving us a recording.
What Claap does
Claap keeps the full recording next to the notes.
One deal, many calls
There’s 20 calls that are going to happen during a cycle, but I don’t want the last call to erase the 16 others.
What Claap does
Claap adds each call’s answers under the previous ones.
A follow-up worth sending
It would be also good to have a prepared template right after the call. [...] Like personalized, not just the generic that the team currently does.
What Claap does
Claap drafts your follow-up email from the recording.
“Zero clicks for the reps, and Salesforce still fills itself. My sales team finally gets the deal context instead of a half-filled form.”
Vlad ComanRevOps, SkelloAI note taker for sales, answered
What is an AI note taker?
An AI note taker records a meeting, transcribes it and writes the notes: a summary, key moments and next steps. A note taker for sales goes further: it writes the notes in your sales process, keeps the history of every call of a deal and sends the answers to your CRM. Claap is built for that second job.
How do I automate meeting notes for sales calls?
Connect your Google or Outlook calendar and set which meetings are recorded, for example external calls only. Claap records them, transcribes them and writes the notes after each call, then sends the recap to the people you choose. From Business, the same notes fill the deal in HubSpot, Salesforce, Pipedrive or Attio.
Is the note taker built into Zoom, Meet or Teams enough?
For internal meetings it often is. For sales, check three things: whether it covers your other channels, such as phone calls and meetings on a buyer’s platform; whether the notes follow your sales process; and whether they reach your CRM. Claap records Zoom, Meet, Teams, dialer calls and in-person meetings into one workspace.
Can I customize the AI meeting summaries?
Yes, from Pro. Use a ready-made template per meeting type, such as discovery, demo or negotiation, or write your own sections and prompts, for example one section per MEDDIC letter. Claap then writes every call of that type the same way, which makes notes comparable from one rep to the next.
Does Claap need a bot in the meeting?
No. The Chrome extension, on every plan, and the Mac desktop app, from Pro, record Zoom, Meet and Teams without adding a participant. If you prefer transparency, the meeting bot joins as a visible participant, on every plan. In-person meetings are recorded from the mobile app.
Do the notes sync to my CRM?
From Business, yes: Claap adds the summary, the recording link and the answers to your fields on the right contact, company and deal in HubSpot, Salesforce, Pipedrive or Attio. Each field can append or overwrite. Private recordings are not synced. Slack and Notion work on every plan, and AI follow-up emails start on Business.
How much does an AI note taker cost?
Claap Basic is free: 10 recordings per user and 300 transcription minutes in total. Pro is $32 per user per month billed yearly, with unlimited recordings, 1,000 minutes a month and summary templates. Business is $60 billed yearly, with unlimited minutes, CRM sync and AI follow-up emails. Teammates who only read notes can use free Basic licences.
What is the difference between an AI note taker and a sales call transcription assistant?
A transcription assistant gives you every word, with speakers and timestamps. A note taker turns those words into the summary, the next steps and the CRM fields. Claap does both on the same recording: read the notes after the call, search the transcript when you need the exact sentence.
Which languages are supported?
Claap transcribes 99+ languages on Pro, Business and Enterprise, including English, French, German, Spanish, Italian, Dutch and Portuguese, and writes the notes from that transcript. AI follow-up emails can be set to a language per template.
Is it legal to use an AI note taker on sales calls?
Recording laws vary by country, and many require every participant to know the call is recorded, so say it at the start of the call. With the meeting bot, the recorder is visible in the participant list. Claap is GDPR compliant and never trains AI models on your data. Check local rules with your legal team for regulated conversations.
Stop typing notes after your next call.
A 30-minute demo on your real deals. Or start free and let Claap take notes on this week’s calls.