Recapped.io

Excellent Platform For Our Team & Clients

What do you like best? Recapped is easy to set up, easy to use, and clients gain visibility into our program in a professional format. What do you dislike? Overall, the program is great. I would like to be able to add more colors, but really not a big deal. Recommendations to others considering the product: I recommend recapped for a company looking to quickly get control of their process and organize it in an easy to use and understand format both internally and externally. ...

Great Addition to Our Sales TechStack

What do you like best? The collaboration and single repository for every deal. Makes it super-easy to understand the deal, where the deal is progressing, failing. It also provides a huge advantage to new sales people coming on inheriting opps. What do you dislike? Mobile rendering not in place yet and commenting is a little clunky but those are things they are addressing in the next 30-60 days What problems are you solving with the product? What benefits have you realized? ...

Game changer for organization with my partners!

What do you like best? As my business grew and became more complex, my need for organization grew with it. I wanted a place to put every single thing my partner needed to know in one place. I wanted to display clear expectations to my partners, clearly list pricing, and what subscription they had, show timelines, list key players and contact details, have all their links and guides in one place and have a collaborative place where my partners could upload documents and leave ...

Recapped Will Rock Your Socks

What do you like best? Recapped is one of the best softwares to keep up with deals that I've been fortunate enough to use. The interface is easy to navigate for my clients, which is key. it also takes care of nudging clients in the right direction as far as sticking to timelines. What do you dislike? Honestly, I don't dislike anything. I wish I had more to say than that. Recommendations to others considering the product: If you want a way to track your deals and foster ...

A much needed tool for any mid-market and/or enterprise sale.

What do you like best? I love the ability to create custom landing pages for every deal that I am working. It is SO much better than Google Slides and sending a ton of content via email. It's more efficient for the rep and a much better experience for the prospect. What do you dislike? I wish there was a way to create tabs for different conte, instead of having 1 landing page with all of the information. I would like to create custom tabs (e.g. "Tech Facts & Security Information", ...

Easy to use and has been a game changer for our business!

What do you like best? Recapped.io has been a breathe of fresh air to use for onboarding new clients. I can't believe the old way we used to do things. Since using Recapped.io it has increased our client engagement during onboard to another level and we have been setting company records month over month since we found this gem of a platform. Our clients love using it and we have not heard one single complaint. The Saleforce integration has been a bright spot as we can now access the ...

it works - it keeps getting better - what more do you want?

What do you like best? the whole model takes away hours of proposal writing time What do you dislike? file management can be a bit wonky at times- but nothing that prevents you from publishing What problems are you solving with the product? What benefits have you realized? everybody “wants” a proposal but nobody wants to read or write them. give them a recapp and save time on both sides.

Fantastic platform, fantastic support!

What do you like best? I love the ease in adding tasks, being able to hide completed and internal notes or tasks, I love the ability to add files directly to the task, customers tend to think it is an easy platform to manage. What do you dislike? Allow owner or other Second Nature (internal) people who the Recapped has been shared with to mark tasks complete using the checkbox regardless of who it is assigned to. I would like to only see the Recapped I am a part of rather than all ...

Collaboration has never been easier to keep track of

What do you like best? I like how concise the UE is. It's laid out logically and it is very simple to follow along. When I invite prospects or clients on to Recapped.io I don't have to spend time walking them through how to use it. What do you dislike? It would be nice to have quick glances of what happened in Recapped through email, instead of having to log in to Recapped to see what action has taken place. What problems are you solving with the product? What benefits have you ...

Keeps me on track

What do you like best? Setting reminders to collaborators/recipients for task completion. What do you dislike? As a collaborator, I would like to have the option to complete tasks that aren't assigned to you. I'm often not the owner of the recapped and I'm unable to complete tasks for recipients without removing their name from the assigned task first. What problems are you solving with the product? What benefits have you realized? No longer missing steps in our process. ...