--- title: "Field sales recording app for in-person meetings | Claap" description: "Record in-person and field sales meetings from the Claap mobile app, then get the same transcript, summary, CRM fields and call scoring as a video call." url: https://www.claap.io/product/in-person-meetings language: en --- # 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. [Book a demo](https://www.claap.io/contact)[Start for free](https://app.claap.io/sign-up) - [![G2](https://www.claap.io/badges/g2-logo.webp)480+ G2 reviews](https://www.g2.com/products/claap/reviews) - 30-min demo - SOC 2 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 ![Revolut](https://www.claap.io/logos/revolut.svg)Infopro Digital![Skello](https://www.claap.io/logos/skello.svg)![Qonto](https://www.claap.io/logos/qonto.svg)![Dash0](https://www.claap.io/logos/dash0.svg)TransferRoom ![G2 Leader, Mid-Market, Spring 2026](https://www.claap.io/badges/g2-leader-mid-market.webp)![G2 High Performer, Summer 2026](https://www.claap.io/badges/g2-high-performer.webp) [![G2](https://www.claap.io/badges/g2-logo.webp)480+ reviews on G2](https://www.g2.com/products/claap/reviews) - 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 PPlumo - Enterprise Plan WritingPilot agreed Writing12 stores WritingOrder form GGildo - Pro Plan Needs IT sign-off 4 stores IT call BBrisa - Expansion Warehouse fit 2 sites Rollout plan CCorvo - Pro Plan Interested Not said Send pricing EElvio - Enterprise Plan Steering approved 30 stores Legal review IInkly - Pro Plan Early 1 store Second visit ![HubSpot](https://www.claap.io/media/630b650d-662a7742591e0633a79f8633_hubspot-orange.svg)**Plumo - Enterprise Plan**Updated by Claap Visit outcome~Not set~**Pilot agreed** Stores in pilot**12 stores** Next step~Site visit~**Order 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 LLoomi - Pro Plan **3/5** **4/5** **4/5** **3/5** VVerd - Business Plan Scoring**2/5** **5/5** **4/5** **5/5** GGala - Pro Plan **5/5** **5/5** **4/5** **3/5** OOstra - Business Plan **5/5** **4/5** **4/5** **3/5** HHolt - Pro Plan **3/5** **3/5** **4/5** **3/5** QQuoin - 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. Other features ## Also in Claap The same captured conversations feed every one of these. - [### Online meetings Every meeting recorded automatically, without a bot. Open](https://www.claap.io/product/online-meetings) - [### Calls & VoIP Dialer call recording, analyzed like a video call. Open](https://www.claap.io/product/calls-voip) - [### Emails Half the deal happens in email. Capture it too. Open](https://www.claap.io/product/emails) - [### AI Recording AI sales call recording for 100% of your conversations. Open](https://www.claap.io/product/ai-recording) - [### Revenue Agents Revenue agents that do the work after every call. Open](https://www.claap.io/product/revenue-agents) - [### AI Context Layer AI that finally knows your deals. Open](https://www.claap.io/product/ai-context-layer) ## See it on your own pipeline. A 30-minute demo on your real deals. Replacing Gong or Modjo? Ask how we migrate your history. [Book a demo](https://www.claap.io/contact)[Start for free](https://app.claap.io/sign-up)