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Unfortunately, after 7 long years Recapped is shutting down 7/31/2026 and will not be taking on new customers.

Create a consistent onboarding process in minutes

Improve time to value with a customer onboarding platform that's less complicated than Monday.com and is less time consuming than Google Sheets.

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Consolidate all your content into a single easy-to-find workspace for team members and clients

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Assign next steps with automatic email reminders

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Create a repeatable, professionally branded onboarding experience for every client

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Smart dashboard to track all your onboarding timelines in one place

Onboarding clients the old way

Wasting hours creating each onboarding spreadsheet manually

Creating extra processes because there is no easy way to hide content that clients shouldn't see

Losing logos, art, and brand guidelines because they're spread out across dozens of emails and individual desktops.

Looking through tens of spreadsheets just to review your team's onboardings and calculate bandwidth

Reviewing each spreadsheet separately and manually sending email reminders

Manually pulling in data from other CRM tools and inputting it into your spreadsheet

Spending needless time helping your team members find the right sheet and figure out how to pick up where others left off

Having to guess what your team and client engagement is

Onboarding clients with Recapped

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Create a new onboarding page in seconds

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Hide content from clients to gather requirements, take deal qualification notes, and share content

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Consolidate all your sales content into a single easy-to-find place for buyers and clients

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Smart dashboard to see all your onboarding timelines, their status and latest activity

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Automatic email reminders and notifications for every stakeholder involved

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Integrate with your CRM to automatically pull key information

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Next steps dashboard to see tasks due by individual or team to easily pick up where someone else has left off

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An engagement score that tracks everything your team members and clients are doing in real-time

How Recapped works

1. Create the perfect onboarding process

You can start with a blank slate or start from a pre-built.

2. Reps clone it and customize it

Your team can make a copy with one click and professionally brand it to your customers.

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3. Give your clients a great onboarding experience

Your clients will get automatic email reminders and notifications to keep everything on track.

What can you do with Recapped?

Hold your clients & team accountable to next steps

Make sure nothing falls through the cracks with email reminders and automatic notifications

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Assign tasks to any stakeholder involved.

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Send automatic email reminders.

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Increase sales methodology adoption through simple-to-follow next steps.

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Complete Visibility for You and Your Clients

Instantly see a visual snapshot of all your client engagements

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See an activity log that tracks everything your team and clients are doing in real-time.

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Invite every stakeholder together to collaborate.

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An engagement score so you know how clients are engaging with your onboardings.

Consolidate your entire onboarding process in one workspace

Create workspaces that put all your sales content into a single easy-to-find place for buyers and clients

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Include all your content, notes, next steps, and more in one place.

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Invite every stakeholder together to collaborate.

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Hide content from clients to gather requirements, take deal qualification notes, and share content.

Create a new onboarding process in minutes

Make the onboarding journey seamless, customized and consistent at every step.

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Create an onboarding process that your reps can clone and customize.

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Make your own process. Or steal from dozens of our pre-built ones.

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No coding required – just drag and drop your way to a seamless customer experience.

Integrate easily with your existing tools

Make your onboarding process as simple and frictionless as possible.

Instead of fighting to integrate our products into your existing technology, take advantage of pre-built integrations.

Cut down on back-and-forth between apps, so your team can update client details in seconds. No further training or re-orienting needed.

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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

Cut your onboarding time in half

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