Skip to content

Deal Report, Company Report & a refreshed Meeting Report

Three new things at once: a brand new Deal Report and Company Report that give revenue teams the full deal story (not just the CRM stage), plus a refreshed Meeting Report layout with a cleaner hierarchy.

18 May 2026 · 2 min read

This release is all about giving revenue teams the full deal story, not just the CRM stage. Three new things at once: a brand new Deal Report, a brand new Company Report, and a refreshed Meeting Report layout.

📊 Deal Report (Business)

Open any deal in Claap and you'll now see a complete, AI-generated report pulled from every meeting, email, and CRM signal attached to it.

Here's what you'll find:

  • An AI summary in a fixed Context / Progress / Decision / Risk format, grounded in your actual calls, not just CRM fields.
  • An activity timeline showing inbound vs outbound touchpoints over the last 30 days. At a glance, you can see which deals went quiet.
  • Stakeholders, next steps, and full meeting history in one view, so you stop digging through individual recordings before every prep call.
  • A one-click jump back to your CRM when you need to update a field.

Pipeline review used to mean either trusting the AE narrative or watching hours of calls. Now you can scan 30 deals in 15 minutes and walk into your 1-1s with one specific coaching question per rep.

💡 Pro tip — sort the Deals list by activity gap to surface the deals that went silent. Your forecast will thank you.
o

__wf_reserved_inherit
Deal Report in Claap

🏢 Company Report (Business)

Same idea, one level up. Open a company in Claap and you'll get a 360° view across every deal and every meeting tied to that account.

This is the surface that finally makes Claap usable for:

  • Account Managers and KAMs running multi-thread enterprise deals (6+ stakeholders, 5+ calls across 3 months): one stakeholder map, one meeting history, one source of truth shared between AE, CSM, and manager.
  • CSMs prepping a renewal or QBR: 10+ touchpoints since onboarding, aggregated into one AI brief in 5 minutes — no more rebuilding the customer story from scratch every quarter.
  • Sales leaders reviewing top accounts: no more re-asking AEs where things stand.

✨ A refreshed Meeting Report

The individual meeting recap got a clean new layout — same data, sharper hierarchy.

  • Key takeaways, Next steps, Decisions, and the Transcript link are now structured sections instead of one long block.
  • The new shell is shared with Deal Report and Company Report, so it's the same patterns and the same UX everywhere you read a Claap recap.

Available to everyone, on every plan.

What's next

Deal Report and Company Report are the first pillar of our deal forecasting roadmap. AI deal-health scores, MEDDIC / SPICED methodology scoring, CRM activity feeds, and risk alerts are all on the roadmap over the next few weeks.

Tell us what you'd want first — reply to your nearest Claap contact, or jump into the new Deals tab in the sidebar and start playing.

Share
What's new