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The easier, more flexible alternative to Outreach Success Plans

See why Recapped is the #1 platform for sharing client-facing success plans, creating repeatable playbooks, and forecasting deals with confidence.

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TRUSTED BY TOP SALES TEAMS EVERYWHERE

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"Recapped has more flexibility and customization, without the rigidness"

While a more rigid "one size fits all" approach works in a lot of scenarios, like top-of-funnel prospecting, we believe flexibility is critical.

Every buyer has a different internal process that requires sellers to adapt and tailor their approach. Especially in today's with an ever-growing number of stakeholder

Product

Share client-facing workspaces

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Save reusable templates

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Bi-directionally sync to CRM fields

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Custom branding

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Purpose built for sellers to collaborate internally and with clients

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Free view-only licenses for internal users

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Can be used as standalone platform

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Easy drag-and-drop editor

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Flexibility

Adaptable to any methodology, sales process, or buyer journey

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Customize workspaces with unique tab layout

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Enable sellers to create personalized playbooks

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Share templates and best practices with teammates

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Collaborate with real-time comments

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Content

Manage your content library

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Track buyer engagement & views

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Upload all types of content formats

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Embed content anywhere within the workspace

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Hide internal content from external clients

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LEADING THE REVENUE EXECUTION SPACE

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Outreach is an awesome top-of-the-funnel prospecting tool that allows admins to create a repeatable process for Biz Dev, SDRs, etc. Having been designed with SDRs in mind, Outreach works great for users who need to follow a rigid playbook without much left to interpretation.

AEs that need the autonomy to be creative on every deal, create specific repeatable content, and own the process (within a framework of course) often have a tough time adopting.

Managing Outreach from a central location also makes it difficult to capture the creativity that’s needed to close deals efficiently.

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Outreach is a great internal close plan with linear processes.

Recapped is purposefully built for client-facing mutual action plans, collaboration, and flexibility.

Recapped can be used as a standalone platform, whereas Outreach Success Plans are an addition to Outreach’s prospecting tool.

Supporting features: Client-facing collaboration, XYZ, XYZ

Secret weapon for your revenue organization

Sign up for 3 seats of Recapped, and get 2 free!

Includes a free Recapped SPICED Framework Template.

Proof of concept

Purpose-built product

Outreach is a great internal close plan with linear processes.

Recapped is purposefully built for client-facing mutual action plans, collaboration, and flexibility. Recapped can be used as a standalone platform, whereas Outreach Success Plans are an addition to Outreach’s prospecting tool.

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Client-facing collaboration
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Proof of concept

"A much needed tool for any mid-market or enterprise sale. It's definitely improved my close rates too."

Chris Hollister
Chris Hollister
VP of Sales at Guided

Flexibility and customization

Ability to customize Outreach plans is limited due to static page structure. Not all deals are the same.

Recapped workspaces and templates can be customized to match any workflow, internal process, or buyer journey.

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Deal Engagement Score

"A much needed tool for any mid-market or enterprise sale. It's definitely improved my close rates too."

Chris Hollister
Chris Hollister
VP of Sales at Guided
Deal Engagement ScoreForecast Deals
Proof of concept

Content management and engagement

Outreach is limited in the type of content users can upload, and where it can be uploaded. Additionally, all uploaded content is visible to everyone, including clients.

Recapped has the ability to embed files, videos, links, PDF’s, PowerPoints, and more. Content can be hidden from clients, templatized, and revealed at the appropriate time and stage of the deal.

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Client-facing collaboration
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Proof of concept

"A much needed tool for any mid-market or enterprise sale. It's definitely improved my close rates too."

Chris Hollister
Chris Hollister
VP of Sales at Guided
Create custom branded collaborative spaces for you, your team, and clients
Identify and forecast accurately with our Deal Engagement Score
Communicate with clients and track their engagement in one place
Standardize your entire process while having complete flexibility
Seamlessly update your CRM and recap your conversation notes
Hold teammates and clients accountable to next steps with automatic email reminders
Share relevant marketing content to help enable your champions

By Sales People,
For Sales People