Mutual Action Plans With Software
Stop wasting hours a week closing deals with spreadsheets
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Create repeatable templates with one click
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Consolidate all your deal resources in one place
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Send email notifications to keep buyers accountable
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Closing Deals with Spreadsheets
Have to manually update fields and send reminder emails.
Have to send multiple email or slack messages to assign steps to clients and stakeholders.
Need to make internal facing documents and external documents to hide content from clients.
Must manually manage and add each new stakeholders into your existing deal.
Important content like contracts, links, and PDFs is spread across dozens of emails.
No way to track prospect engagement and interest.
No CRM integration to automatically pull in deal stages, close dates, and other key deal information.
Lack of visibility for sales leadership on where, when, and why a deal is stalled.
Closing Deals with Recapped
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Automatic email reminders and notifications for every stakeholder involved.
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Easily assign steps to clients and internal teammates in seconds.
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Hide content from clients to gather requirements, take deal qualification notes, and share content.
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Quickly add new stakeholders and manage existing relationships.
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Consolidate all your sales content into a single easy-to-find place for buyers and clients.
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Deal Engagement Score that updates in real-time to guide you on your most critical deals.
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Integrate with Salesforce in seconds to automatically pull deal stages, contacts, and other key information.
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Complete visibility for all levels of sales leadership.
What can you do with Recapped?
Create reusable templates for any situation or process
Create standardized sales processes that drive predictable growth.
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One click template creation. One click template duplication.
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Make your own template or steal from one of our pre-built ones.
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Easily edit templates, so your whole team learns from one rep’s mistakes.
Collaborative workspace for every deal
Get yourself, your team and your client collaborating on a deal in one living workspace.
No more jumping between a million tools. Consolidate all of your call notes, action items, and marketing materials in one place.
Enforce your methodology for every rep on every deal
Hold your reps accountable and make it foolproof for them to follow through.
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Assign tasks to every stakeholder involved.
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Send automatic email reminders.
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Increase adoption through simple-to-follow next steps.
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Consolidate your entire deal into a collaborative workspace
Create client-facing workspaces that streamline your sales cycle and give you visibility into what's actually happening.
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Assign tasks to every stakeholder involved.
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Include all content, notes, and next steps in one place.
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Arm your champions with easy to access content.
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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.
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Your reps will start to love updating Salesforce within our tool.
3x
Shortened sales cycle
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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Arjun Patel
CEO at WorkClout
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New deals completed
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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Oceane Ghemmaz
Account Manager at Enroly