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In-person meetings get recorded too.

For most teams, the meeting nobody records is the one in the room. Start the Claap mobile app and it joins all your other conversations.

Claire · Ventro

Meeting recap ready on your phone

  • Deadline: live before January
  • Next step: proposal by Friday
  • Synced to the deal in HubSpot

Trusted by revenue teams at

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  • SOC 2 Type II
  • No training on your data
After the meeting

The meeting comes back as structured notes

  • The mobile app records from the table, with no laptop or bot to change the conversation.
  • An AI summary on your own template, with chapters, so nobody types up field notes that evening.
  • The same AI fields as a remote call, like pain, objections and decision date, filled from the room.

Meetings

Title
Length
Summary
Plumo · Showroom visit
64 min
WritingReady
Gildo · Lunch with the COO
48 min
Ready
Brisa · Warehouse tour
71 min
Ready
Corvo · Trade-show booth
12 min
Ready
Elvio · Steering committee
55 min
Ready
Inkly · Coffee meeting
33 min
Ready

Field visit summary

  1. Pain: stock counts done on paper.
  2. Decision date: before the January audit.
  3. Objection: store Wi-Fi is patchy.
In the CRM

Salesforce and HubSpot, filled from a room

  • Turn on auto-enrich and Salesforce or HubSpot is filled, custom properties included, so in-person deals stop being invisible.
  • A follow-up email is drafted from what was said, so the customer gets the recap while the meeting is fresh.
  • Field meetings sit on the same account record as all your other conversations, so the deal history stays whole.

Deals

Deal
Visit outcome
Stores in pilot
Next step
Plumo - Enterprise Plan
WritingPilot agreed
Writing12 stores
WritingOrder form
Gildo - Pro Plan
Needs IT sign-off
4 stores
IT call
Brisa - Expansion
Warehouse fit
2 sites
Rollout plan
Corvo - Pro Plan
Interested
Not said
Send pricing
Elvio - Enterprise Plan
Steering approved
30 stores
Legal review
Inkly - Pro Plan
Early
1 store
Second visit

HubSpotPlumo - Enterprise PlanUpdated by Claap

Visit outcomeNot setPilot agreed

Stores in pilot12 stores

Next stepSite visitOrder form

Coaching

Field reps get coached too.

  • Each field meeting is scored against MEDDIC, MEDDPICC, BANT or SPICED, so managers can coach it too.
  • Reps get AI coaching and a scorecard on every field meeting, just like on their video calls.
  • The same scorecards grade remote and field calls, so every rep is judged on one standard.

Coaching

Deal
C — Critical Event
S — Situation
P — Pain
I — Impact
Loomi - Pro Plan
3/5
4/5
4/5
3/5
Verd - Business Plan
Scoring2/5
5/5
4/5
5/5
Gala - Pro Plan
5/5
5/5
4/5
3/5
Ostra - Business Plan
5/5
4/5
4/5
3/5
Holt - Pro Plan
3/5
3/5
4/5
3/5
Quoin - Business Plan
4/5
4/5
4/5
4/5

C — Critical Event

2/5

“There’s no real deadline, we’re just exploring.”

On-site visit · 41:20

No bot can join a meeting in a room

The meeting nobody records is the face-to-face one, and opening a laptop changes the conversation. The Claap app records from the table.

The write-up is ready on your phone

Field notes get typed up that evening, or never. Claap turns what was said into goals, current tool stack, pains and an action plan, and you share the recap from your phone.

The field day reaches the CRM too

Reps skip data entry, so in-person deals stay invisible in the CRM. Turn on auto-enrich and the meeting's fields are written to HubSpot or Salesforce.

10,000+

sales reps run their deals on Claap

50%

higher win rates, typically within the first quarter

2x

faster onboarding for new reps

Frequently asked questions

How do I record a meeting that isn't on a screen?

From the Claap mobile app. You start the recording in the room, and it lands in the same workspace as all your other conversations.

Does an in-person recording get the same AI treatment?

Yes, whatever channel the recording came from. Transcription in 99+ languages and an AI summary on your own template come with Pro; automatic chapters, the AI-generated follow-up email and CRM auto-fill come with Business.

Can managers coach on field meetings?

On Business and Enterprise. Call scoring against MEDDIC, MEDDPICC, BANT or SPICED and AI coaching and scorecards start at Business; the workspace dashboard is on Enterprise.

Where does the recording live, and who can see it?

In your Claap workspace, on the same record as the rest of the account. Storage runs 2 years on Pro, 3 years on Business and unlimited on Enterprise. Paid workspaces include free Basic licences (up to 50 on Pro and Business, unlimited on Enterprise) so the wider team can watch, comment and search.

What do the notes from an in-person meeting contain?

Structured notes with the goals, the customer's current tool stack, their pains and an action plan, next to the transcript and the summary. When the meeting is over, you share the recap straight from your phone.

Can I ask questions about a field meeting from my phone?

Yes. ClaapAgent answers questions on what was said, finds commitments and drafts recap emails, summaries or task lists. It covers a single meeting on Pro and all your meetings on Business and Enterprise.

How do I get the Claap mobile app?

In the Claap web app, open Help & Support, then Install Claap recorders, and click Get Mobile App. Sign in with Google, Outlook or your company SSO, and use your work email so recordings match your calendar meetings.

See it on your own pipeline.

A 30-minute demo on your real deals. Replacing Gong or Modjo? Ask how we migrate your history.