Collaborative Close Plans in Seconds
Share client-facing close plans to win deals faster, manage stakeholders, and ensure nothing falls through the cracks.
![](https://cdn.prod.website-files.com/61af7c094ef4b24b1e3eda92/61d72ffc07f91c3b9ffbf595_Dashboard%20(2).png)
![](https://cdn.prod.website-files.com/61af7c094ef4b24b1e3eda92/61c498c7f268a1469d978222_Engagement.png)
![](https://cdn.prod.website-files.com/61af7c094ef4b24b1e3eda92/61dd7c884fc6e578332ad132_Content.png)
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.
![](https://cdn.prod.website-files.com/61af7c094ef4b24b1e3eda92/61b0cc2ffd6da3a93f220bba_Card-2.png)
![](https://cdn.prod.website-files.com/61af7c094ef4b24b1e3eda92/61b0cc2eda5875debe460fc9_Card-1.png)
![](https://cdn.prod.website-files.com/61af7c094ef4b24b1e3eda92/61b0cc2e41d4017e8d1e8181_Card.png)
![Hold prospects accountable](https://cdn.prod.website-files.com/61af7c094ef4b24b1e3eda92/61e0247f6fb5b4face445342_Card-min.png)
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
![Recapped Action Plan for Enterprise](https://cdn.prod.website-files.com/61af7c094ef4b24b1e3eda92/61cc706c703169672481da0b_Card%20Top.png)
![](https://cdn.prod.website-files.com/61af7c094ef4b24b1e3eda92/61dd7e406f843c63a6db539d_Card%20(1).png)
![](https://cdn.prod.website-files.com/61af7c094ef4b24b1e3eda92/61bb3642f28abd12ef7c81b0_Engagement.png)
![](https://cdn.prod.website-files.com/61af7c094ef4b24b1e3eda92/61bb3642ba2feb20fd8c480d_Card%20(2).png)
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
![Handoff Smoothly](https://cdn.prod.website-files.com/61af7c094ef4b24b1e3eda92/61bb33dd00eaad01938e41d1_Card%20(1).png)
Integrate directly with Salesforce
Recapped seamlessly ties into your existing workflow, making it easy to adopt
![Opportunity](https://cdn.prod.website-files.com/61af7c094ef4b24b1e3eda92/61b75dd17d7caf4cc6f26c1a_Cards.jpg)
![Sales Opportunity](https://cdn.prod.website-files.com/61af7c094ef4b24b1e3eda92/61b75dd1be2dce1f47970337_Card.jpg)
![Clone Best Reps](https://cdn.prod.website-files.com/61af7c094ef4b24b1e3eda92/61c33a50178f7f22aabdfad8_Group%2034.png)
Clone your best sales reps
Ensure best practices are always followed and stop losing deals.
![Enterprise Template](https://cdn.prod.website-files.com/61af7c094ef4b24b1e3eda92/61b8940d3baba2806509c135_Rows-2.png)
![Mutual Action Plan](https://cdn.prod.website-files.com/61af7c094ef4b24b1e3eda92/61b894024b54ef1582263187_Rows-1.png)
![Slack Collaboration](https://cdn.prod.website-files.com/61af7c094ef4b24b1e3eda92/61bb5ad3a49eaa38aac35acd_Rows.png)
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.
![Arjun Patel](https://cdn.prod.website-files.com/61b0ca6a09da56d977963111/61c33d80eeb07f31c8f34aea_Ellipse%203%20(7).jpg)
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.
![Oceane Ghemmaz](https://cdn.prod.website-files.com/61b0ca6a09da56d977963111/61c33d8b94157d30565d0dc8_Ellipse%203%20(8).jpg)