Automatic note-taker and AI summaries for sales
AI notes built for sales conversations: discovery questions, objections, MEDDIC fields, next steps. Auto-synced to your CRM, ready for coaching, structured for AI agents.
Visser & Co · DiscoveryDiscovery17 Sep · 32 min · Google Meet
Summary AI
Anneke confirmed the budget is approved for 40 seats but would not commit to a date before legal has the DPA. Pieter raised the security review as the only hard blocker. Pricing came up twice, both times against the seat count rather than the total.
Next steps AI
- Send the security pack to Pieter before Friday.
- Confirm the seat count with Anneke.
- Book the legal review for the week of the 23rd.
Notes · MEDDIC template
Visser & Co · DiscoverySynced to HubSpot
Metrics40 seats · €45k approved
Economic buyerAnneke Visser · CFO
Decision processSecurity, then legal
Identified painNotes missing from the CRM
ChampionPieter · Sales Ops
- EU hosting
- GDPR
- SOC 2 Type II
- No training on your data
From the call to the CRM without typing a line.
Connect your calendar
Claap reads your Google or Outlook calendar and records the meetings your auto-record rules pick, external calls only or everything.
Talk to the buyer
Claap takes the notes while you run discovery. No second tab, no typing while the prospect explains their process.
Get notes you can act on
Minutes after the call: the summary, the next steps, the recap email and, from Business, the CRM fields filled in.
Every call recorded, with or without a bot.
- Meeting bot for Zoom, Meet and Teams on every plan.
- Chrome extension on every plan, Mac desktop app from Pro.
- In-person meetings recorded from the mobile app.
Sam M.
Léa P.Sam M.
Jonas D.Léa P.
Mara K.Sam M.Jonas D.Mara K.Sam M.
Visser & Co · DiscoveryRecording
Sam
Anneke
PieterNo bot joined the call
Every word, every speaker, in 99 languages.
- 99-language transcription from Pro.
- Speaker insights on every plan.
- Search inside every transcript from Pro.
Visser & Co · DiscoveryDiscovery17 Sep · 32 min · Google Meet
- 13:58Sam M.How are you handling call notes today?
- 14:06Anneke V.Honestly, the reps write them up after. Some do, some do not.
- 14:22Anneke V.It’s fine for now, we just wish it were quicker.
- 14:41Sam M.When a deal slips, how long before anyone notices?
- 14:52Anneke V.The forecast call. So, worst case, a fortnight.
- 15:20Pieter B.Legal wants the DPA before any pilot, that is the blocker.
Visser & Co · Discovery
TranscribedDutch and English
Chapters and topicsAutomatic
AI credits used0
99 languages, detected per call. The transcript and the summary come with the recording.
Chapters on this call
00:00 Intros and agenda
06:20 Current stack and workarounds
14:02 Pricing and seat count
21:40 Security and the DPA
Your sales process, not generic minutes.
- Summary templates and custom templates from Pro.
- Custom prompts per section from Pro.
- Recap email to attendees on every plan.
New AI field
objectionmulti-select
What to look for
Which concerns did the buyer raise that were not resolved on the call?
Writes todeal.objections_c
Runs on every new callAuto-fill on
Notes that land in the deal, not a doc.
- HubSpot, Salesforce, Pipedrive and Attio from Business.
- CRM auto-enrichment and AI-written follow-ups from Business.
- Highlights to Slack and Notion on every plan.
Deal · Visser & Co
8properties writtenSynced to CRM
Next stepAI
Security review, then pricing
Economic buyerAI
Anneke Visser · CFO
Written to HubSpot+6 more
The calls where a missed note costs a deal.
Discovery calls
Pains, current tools, decision process and budget come back as notes you can forward to your manager without rewriting.
Deal reviews and forecast calls
Managers read what the buyer said on the last three calls instead of asking the rep to remember it.
Handover to customer success
The CSM starts from the promises made during the sale, in the buyer's own words, not from a blank page.
10,000+
sales reps run their deals on Claap
50%
higher win rates, typically within the first quarter
2x
faster onboarding for new reps
FAQ: AI note-taking for sales
How to choose the right automatic note taker?
Check four things. Platforms: it should record Zoom, Google Meet and Microsoft Teams, plus calls where bots are not welcome. Language: if you sell outside English, you need transcription in the languages your buyers speak; Claap covers 99 from Pro. Format: generic meeting minutes are not sales notes, so look for templates that follow your process (MEDDIC, BANT, your own). Destination: notes that stay in the note-taker get read once; notes that fill your CRM get used.
What platforms are available to record meetings with Claap?
Zoom, Google Meet and Microsoft Teams, with a meeting bot on every plan. The Chrome extension records without a bot on every plan, the Mac desktop app from Pro, and the mobile app records in-person meetings. Dialer calls from Aircall, Ringover and lemlist VoIP come in through their integrations from Pro.
Does Claap's AI take notes for you?
Yes. Once your calendar is synced, Claap records the meetings your rules select, transcribes them and writes the notes: summary, key moments, next steps and a recap email. You do not type anything during or after the call. You can still edit the notes before sharing them.
Can I customize the AI meeting notes and summaries?
Yes, from Pro. Use a ready-made template per meeting type (discovery, demo, negotiation) or write your own sections and prompts, for example one section per MEDDIC letter. Claap then structures every call of that type the same way, which is what makes notes comparable across reps.
Does Claap integrate with my existing tools and send notes automatically to them?
Slack and Notion work on every plan. HubSpot, Salesforce, Pipedrive and Attio are included from Business, where Claap fills the deal and contact fields from the call on its own. Zapier, Make, n8n and webhooks are also available from Business, and the Claap API on Enterprise.
Do I need to pay a note-taking license to everyone?
No. Basic is free: 10 recordings per user and 300 transcription minutes in total. Pro is €24 per user per month billed yearly (€30 monthly), with unlimited recordings and 1,000 minutes a month. Business is €48 billed yearly (€60 monthly), with unlimited minutes, CRM auto-enrichment and AI coaching. Paid workspaces also include free Basic licences for teammates who only need to read and comment.
What transcript languages are available?
Claap transcribes 99 languages on Pro, Business and Enterprise, including English, French, German, Spanish, Italian, Dutch, Portuguese, Polish, Arabic, Hindi, Japanese, Korean and Chinese. Transcripts do not consume AI credits.
What are the legal considerations for using an automatic note taker?
Recording laws vary by country, and many require every participant to consent, so tell buyers the call is recorded; with the meeting bot, the recorder is visible in the participant list. Claap is GDPR compliant, hosted in the EU, SOC 2 Type II certified, 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.