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Reviews on evidence

Forecast on what was actually said.

Deal forecasting, account scoring and contact insights, built from the calls. Risks and next steps land on the deal, so reviews run on evidence.

Reports
📈Activity💬Interactions🌶️SPICED Scoring📊MEDDPICC⚖️Win-Loss Deals+

Commit

€412k

92% of quota

Best case

€598k

+€186k

Quota

€450k

this quarter

At risk

€96k

4 deals

Slipped

€74k

2 deals

Commit against quota, by stage

Weighted by the risks Claap read on the calls, not by stage alone.

  • Negotiation€268k
  • Proposal€144k
  • Qualification€96k
  • Discovery€64k
  • Slipped out€74k

Quota €450k

Northwind Logistics

“Legal wants the DPA before any pilot.”

Discovery3 Sep · 15:20

Claaprisk flagged, 3 Sep

The CRMclose date never moved

  • EU hosting
  • GDPR
  • SOC 2 Type II
  • No training on your data
Evidence

The forecast reads the conversation.

  • Risk and next step on the deal, not in a call
  • Risks and next steps written onto the deal, not a note.
  • Fields written straight into Salesforce and HubSpot, custom objects included.
Meetings
🎬All meetings👤My meetings✂️My video clips🌶️SPICED Scoring📞Cold Call Scoring💡Product Feedback+
08:14 / 32:07

Visser & Co · DiscoveryDiscovery17 Sep · 32 min · Google Meet

  1. 13:58Sam M.How are you handling call notes today?
  2. 14:06Anneke V.Honestly, the reps write them up after. Some do, some do not.
  3. 14:22Anneke V.It’s fine for now, we just wish it were quicker.
  4. 14:41Sam M.When a deal slips, how long before anyone notices?
  5. 14:52Anneke V.The forecast call. So, worst case, a fortnight.
  6. 15:20Pieter B.Legal wants the DPA before any pilot, that is the blocker.

Field · risk

Legal review not started

Read from

“Legal wants the DPA before any pilot.”

Visser & Co · Discovery15:20

Accounts

Account scoring and contact insights.

  • Account scoring on the Enterprise plan.
  • Contact insights on the Enterprise plan.
  • Custom AI credits, versus 1,000 per licence per month on Business.
Companies
🏢All companies💚Healthy⚠️At risk🔁Renewing 90d+
Company
Owner
Health AI
Renewal
Seats used
Signal AI
Calls
BBrackman & VossBrackman
92
12 Jan
140 / 150
Champion promoted
6
KKessler RetailKessler
88
3 Feb
96 / 100
Expansion asked for
11
NNorthwind LogisticsNorthwind
61
28 Nov
48 / 80
Champion left
16
MMeridian CareMeridian
84
19 Mar
72 / 75
Onboarding complete
21
OOtava SystemsOtava
44
30 Oct
31 / 60
Pricing raised twice
7
AAurelia PharmaAurelia
57
14 Dec
22 / 40
Usage down 3 weeks
12
VVisser & CoVisser
76
8 Feb
64 / 70
New team onboarded
17
HHalden GroupHalden
38
21 Oct
12 / 45
No exec sponsor
22
LLindqvist MediaLindqvist
69
5 Apr
30 / 35
Integration stalled
8

Halden Group · Health

At risk38/100

Why it dropped

“Nobody has owned this since Marta left.”

Renewal call09:41 · yesterday

Win/loss

Why deals were won and lost, counted.

  • Won and lost, then the win driver and the primary reason.
  • Which competitor was in the deal, and where it turned.
  • Each dimension carries its share of deals and a month-by-month trend.
Reports
📈Activity💬Interactions🌶️SPICED Scoring📊MEDDPICC⚖️Win-Loss Deals+

Closed won

31

+6

Closed lost

44

−3

Win rate

41%

+2 pts

Avg cycle

68d

−9d

Calls read

412

this quarter

Why deals were lost

Reason read off the closing calls, not the reason typed into the CRM.

  • Price vs budget17
  • Security review11
  • No champion8
  • Timing / no event5
  • Status quo3

44 lost deals · last quarter

Price vs budget · 17 deals

“It’s not the price, it’s paying for seats that only log in once a week.”

Lindqvist Media · Closing call18:02

12 of the 17 are seat count, not total cost. The CRM has all 17 filed under “Price”.

Risk written down, not remembered

Pipe reviews run on opinion. Every deal carries an AI summary read off its calls, emails and CRM properties. Where they are silent it says so.

Single-threaded, before it costs the deal

A deal with one contact looks like a deal with a committee, right up until it dies. The deal names who is actually in the conversation.

Silence is a signal on the deal

A deal can hold its stage for six weeks with nobody talking to the buyer. A saved view puts the inactive deals in front of you.

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

Which plan includes deal forecasting?

Enterprise. Deal forecasting, account scoring and contact insights are Enterprise-only. Enterprise also includes everything in Business, so call scoring and AI coaching come with it.

What is the forecast built from?

The conversations themselves. Claap captures the calls, scores them against your methodology, and writes the resulting fields into Salesforce and HubSpot natively, so risks and next steps sit on the deal record.

Is there a seat minimum on Enterprise?

Enterprise is priced on quote, with custom AI credits, unlimited recordings and unlimited storage. Talk to sales for the exact terms for your team size.

How does the win/loss report know why a deal was lost?

Each deal records where the read came from: a buyer interview, the call transcript, or the rep alone. That attribution is one of the report's dimensions, so you can see how much of the picture rests on a rep's own account before you act on it.

Do we still need our CRM's own forecasting?

Claap doesn't replace your CRM. It fills it, including custom objects, and adds the conversation evidence behind each deal. You keep control of what syncs and when.

See it on your own pipeline.

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