Recapped.io

Fantastic tool for making mutual plans scalable & interactive.

What do you like best? Recapped is a fantastic tool for making mutual plans scalable (build one and re-using the same core elements for future clientele in the same vertical/industry) & interactive, in that your clients can see it on a web page too and complete tasks, etc. So much better than creating these manually in word each time and emailing them over. The CEO is also working very hard to add on feature requests that we ask for and is taking that under his wing himself, to ...

Easiest software for Enterprise Mutual Action and Account Plans

What do you like best? What I like best is how you can decide line by line what to share externally or internally. This way you can have one document to manage your Enterprise clients mutual action and account plans. Additionally the UI is exceptionally easy so adoption was seamless and with Salesforce integration and a proactive product development team I chose it over Quip. What do you dislike? So far any suggestion I have made has either been developed within 2 weeks or is on ...

If you have a multi-step B2B sales process, Recapped is a game-changer.

What do you like best? It visualizes our sales and onboarding process. We get a complete, transparent view into where we are, what's next, who is doing it, when. Our clients like the platform and it is clean and simple for them to use. Our team's adoption took less than 30 days, which was a first-ever. Recapped's service is great. Most importantly, we saw shortened sales cycles, less ghosting, and a double-digit increase in onboarding success. Less time chasing down clients to "reset" or ...

Great at helping you and your prospects to stick to the plan and timelines you've agreed on.

What do you like best? UI is easy to understand, takes several minutes to get familiar with the tool. Recapped.io team is always listening to its users to provide them with an even more seamless experience. What do you dislike? In the beginning, it was the absence of a "drag & drop" feature when managing the steps of the plan. But they added this feature quickly, so nothing to complain about at the moment. What problems are you solving with the product? What benefits have you ...

Easy to use collaboration & project management tool

What do you like best? I love how easy it is to track and manage long term projects and relationships using Recapped.io What do you dislike? Our greatest hurdle is effectively engaging external collaborators to engage with the platform to our desired specifications. What problems are you solving with the product? What benefits have you realized? We've seen excellent adherence to our workflow and improvements in account performance since we started using Recapped.io over 1.5 ...

Recapped.io is a tool you'll instantly love

What do you like best? Recapped.io is so quick and easy to get started with. I loved the sample templates that allow you to quickly get to the core of your proposal. The interface is intuitive, easy to navigate, and you are never left scratching your head wondering what to do next. With a click of a button you can add new tasks, share with your team and customers quick and easily... it really does it all. The service has completely changed how we send proposals in our company. ...

Nice product

What do you like best? I find recapped.io very simple to use and understand. What do you dislike? I can not post inline photos and images. What problems are you solving with the product? What benefits have you realized? Proposals

Streamlined projects

What do you like best? Recapped.io has helped us to streamline communication. It is a timesaver for sure! What do you dislike? There's nothing to dislike about Recapped.io What problems are you solving with the product? What benefits have you realized? Rather than searching through endless trails of e-mail, now everything is in a central location. What's not to like about that?

Fast baby!

What do you like best? The best feature of recapped is the speed! I can whip up quick quotes and proposals very easily. What do you dislike? Small amount of login choices but templates would make this product a champion! What problems are you solving with the product? What benefits have you realized? Quick proposals that show you mean business! Clients have a small section to leave feedback on my delivered logos.

Pleasantly Surprised

What do you like best? The customization and how easy it is to add or remove and reorder sections. What do you dislike? Nothing worth nothing really stands out at the moment. What problems are you solving with the product? What benefits have you realized? Reps taking too long to get out recaps and variance in professionalism amongst the team. Now our team all has professional recaps and they save time everyday.