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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.
Hold prospects accountable
Create a checklist of next steps with automatic email reminders for clients to complete
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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
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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