How SEO.AI Scaled Deal Management with Claap’s Smart Automation

What You’ll Learn
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✅ How SEO.AI eliminated post-meeting admin work with smart automation

✅ How Claap created a centralized knowledge hub for better team collaboration

✅ How flexible licensing options enabled scalable growth without complexity

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How SEO AI Uses Claap

The Challenge: Meeting Overload and Fragmented Knowledge
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As SEO.AI accelerated growth, their teams struggled with inefficient processes that hindered scalability:

• Time-consuming admin work: Reps wasted hours taking notes, writing follow-ups, and manually updating CRM records
• Disconnected tools: Meeting recordings lived on one platform while training content lived on another
• Scaling bottlenecks: Previous tools like Grain and Loom couldn't scale with their growing team

Pontus Bäckman, their Head of RevOps, mentioned that:

We needed a tool that wasn't just a meeting recorder but could scale with us as our team grows and help organize knowledge better

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The Solution: an Intelligent Meeting Hub
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SEO.AI implemented Claap to transform their approach to meeting management and team collaboration:

✔ Automated Post-Meeting Workflows

• Claap automatically generated meeting summaries, follow-up emails, and CRM updates
• Critical insights like competitor mentions and budget discussions mapped directly to HubSpot fields

✔ Centralized Knowledge Repository

• Customizable channels organized meeting recordings and training clips in one searchable workspace
• Teams could easily access past meetings, demos, and training materials in a structured library

✔ Flexible Collaboration Framework

• Different roles received appropriate access levels and features based on their needs
• AEs used advanced sales analytics while CS teams leveraged basic functionality

The ability to push structured insights directly into HubSpot fields is just incredible. It ensures accuracy and helps us track deal progress effortlessly.

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The Results: Enhanced Efficiency and Scalability
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Implementing Claap delivered measurable improvements across SEO.AI's operations:

🚀 30 minutes saved per meeting: Automated follow-ups, summaries, and CRM updates eliminated manual work

📚 Improved knowledge sharing: Searchable repository of meetings and clips accelerated onboarding and training

⚡ Seamless scalability: Teams could grow without worrying about switching tools or adding complexity

🔄 Streamlined workflows: Integration with existing tools created a cohesive tech stack without friction

This flexibility was a key factor in our decision to switch. With Claap, we can optimize costs while ensuring the right teams have the features they need.

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The Future: Building on Success
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With Claap fully integrated into their operations, SEO.AI is positioned to continue scaling efficiently while maintaining quality across customer interactions.

The company now has a foundation for ongoing improvement in deal management, team collaboration, and operational excellence as they grow.

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