Collaborative Close Plans in Seconds
Share client-facing close plans to win deals faster, manage stakeholders, and ensure nothing falls through the cracks.
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Get Powerful Visibility Into Your Client Interactions
No more searching through your inbox or manually updating spreadsheets.
Everything you and your client needs in one Mutual Action Plan.
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Hold prospects accountable
Create a checklist of next steps with automatic email reminders for clients to complete
Create repeatable sales process
Cut your admin time down with reusable templates and automation
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Forecast deals with pinpoint accuracy
Gain real-time visibility into the status of your deals without complicated reports
Manage your entire deal in one place
Drive deals from Proof of Concept to onboarding all in one place
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Integrate directly with Salesforce
Recapped seamlessly ties into your existing workflow, making it easy to adopt
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Clone your best sales reps
Ensure best practices are always followed and stop losing deals.
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Recapped helped us shorten our sales cycle significantly, it helped aligned both parties in a seamless way. I also saw a noticeable difference in terms of proactiveness from the customer - no more confusion on next steps or lost email attachments.
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Recapped is such a beneficial tool to provide visibility to our clients and organize the next steps to move forward with the onboarding plan. We know what's coming, & have personalized workspaces for each client.
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