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Inconsistent rep performance?

Here's how to clone your best sales rep.

Recapped helps teams stick to their best practices with reusable templates and automation. We enable creating repeatability, so you can stop wasting hours of admin time and focus on what matters - closing deals.

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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.

Consolidate your entire deal into a collaborative mutual action plan

Create client-facing workspaces 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

Forecast deals on buyer engagement, not Salesforce stages

Track everything buyers are viewing and doing in real-time. No more forecasting deals based on a hope and prayer. Now, you have Buyer-Centric Forecasting™

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Make real decisions with Deal Engagement Score

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Track prospects engagement and behavior

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Project manage your deals, pilots, and implementations

Hold prospects and teammates accountable to next steps

Stop chasing stakeholders with "just checking in" emails. Ensure nothing falls through the cracks, and streamline your entire sales cycle from Discovery through Delivery.

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Assign tasks for prospects, teammates, and partners

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Send automatic email reminders

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Replace manual spreadsheets and emails

Enforce your sales methodology with a repeatable process

Every deal matters now, and you have to do more with less. 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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Increase sales methodology adoption for reps

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Save templates for every situation

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Clone your best reps and drive best practices

Integrate with your tools and eliminate hours of manual data entry

You've probably invested a lot in your tech stack, and aren't getting your full value. Now you can cut down on the amount of tools you're jumping between, and increase productivity for your team

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Sync bi-directionally with Salesforce and HubSpot

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Update and manage your deals 5x faster

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Enforce best practices and drive CRM hygiene

The #1 Customer Collaboration Platform trusted on over 50,000 deals