Mutual Action Plans
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Use a Mutual Action Plan Platform to consistently close complex deals
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Consolidate your entire deal into a collaborative mutual action plan
Create client-facing action plans that streamline your sales cycle and give you visibility into what's actually happening
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Include all content, notes, and next steps in one place
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Invite every stakeholder together to collaborate
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Arm your champions with easy to access content
Templates you can create in minutes. And copy in seconds.
Drive predictable growth and make it foolproof for your reps to follow through.
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One click template creation. One click template duplication.
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Easily edit templates, so your whole team learns from one rep’s mistakes.
Hold reps and prospects accountable to a standardized process
Drive methodology adherence like MEDDPICC, MEDDIC, BANT, Sandler, or Challenger. Create a repeatable playbook and ensure the perfect process is followed every single time
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Assign tasks to every stakeholder involved
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Send automatic email reminders
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Update Salesforce and Hubspot in seconds.
Cut down on back and forth between apps, so your reps can update Salesforce in seconds
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Sync bi-directionally with Salesforce or Hubspot
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Reps can update your deal in one click instead of 14
Get started in minutes with our Template Library
Gain real-time visibility into your deals without complicated reports and make deal reviews more efficient.
Recapped is easily the biggest game changer to our sales stack. THIS is how EVERY team should be selling!
After using Recapped, clients have shared:
"A much needed tool for any mid-market or enterprise sale. It's definitely improved my close rates."
— Chris Hollister, VP of Sales at Guided
"Our clients love the platform."
— Andrew Smallwood, Director of Sales at Second Nature
"I don't know how we managed deals before Recapped."
— Lee Insinga, COO at Datasembly
Spreadsheets and sticky notes aren't a strategy
“Complete game changer!”
“It changed the way our customers buy, the way we do deal reviews...”
— Tracey Solanas, VP of Enterprise Sales