Recapped.io

Easy to Use Invoicing!

What do you like best? I love that I can send and edit proposals with ease and without the confusion. I used to use a different more complicated software, but my clients and I would spend way too much time in that step of the process. Recapped.io is a great way to increase efficiency and cut down on time spent. What do you dislike? Recapped.io is a newer company so there are some features that I wish the program had. That being said, they are constantly working on adding new ...

Simplifies my client management from pre-sale to project delivery

What do you like best? My clients love being able to see everything in one place. I like being able to create a custom portfolio of work samples for each prospect so they can see previous work, testimonials, and other collateral that helps build trust and credibility. What do you dislike? I keep forgetting to update some of the name fields because they look like fixed titles. A highlighted box around these areas would be a nice reminder to update these areas. Recommendations to ...

Modern All in One Tool

What do you like best? I like That Its a great Project management tool it's nice just doing that but the slick proposal aspect makes it a stone cold beast Priced Right and getting better What do you dislike? It's not much to dislike it does what its designed to do !! Recommendations to others considering the product: Take A chance thank me later, I think theses guys are on to something What problems are you solving with the product? What benefits have you realized? ...

A nifty to-the-point proposal / SOW tool

What do you like best? It really couldn't be simpler. I often create much more in-depth and fancily designed proposals for big projects, for but many, that is overkill. Recapped is a great alternative. Especially when we're looking to nail down details for an SOW as opposed to wowing a client with visuals and what not. What do you dislike? A few more templates couldn't hurt. The nice thing about Recapped is it's kind of a blank canvas for you to build out your proposal document, ...

Pleasantly Surprised

Collaborative Mutual Success Plan tool for Sales, Biz Dev, and CS

What do you like best? 1. Success plans have a clean design, which helps keep customers focused on the content. 2. Template make replicating complex proposals easy. 3. Checklists and task reminders help my team (who does not use project management tools well) keep their promises with prospect and customers. 4. Displays notifications when a prospect views their success plans. Helps us gauge engagement. Especially helpful when a prospect "goes silent" but we can see indications ...

Easier than SharePoint - Great Digital Proposal and Service tool

What do you like best? The ease of use for both admins and guests. No password to control. Guests quickly and without training can use and interact with the system. What do you dislike? There are many ideas to add some features but I don't want to see it become so bloated that it looses the charm of the simplicity to share content with customers and guests. The team is very responsive to change suggestions. What problems are you solving with the product? What benefits have you ...

Best way to send your client everything you need without writing a book in an email to get it done!

What do you like best? Before recapped I was sending my prospects a HUGE, very long email. Sometimes i had to send multiple emails, which can get confusing, due to size restrictions on attachments. I love with recapped, I can send my prospects everything they need and it is all in one place. I love being able to include everything for them in one easy to access link! What do you dislike? I just wish I could get prospects to use recapped more, especially checking off when things are ...

Recapped helps get the job done.

What do you like best? The Recapped checklist is a clearinghouse for information, allowing me to input multiple links for documents, questionnaires, etc. and giving my clients easy access to everything. All of the stuff in one place. What do you dislike? It's definitely a work in progress. Adding links is clunky, the size of the screen dictates whether or not you can actually use the comments or date setting buttons in the checklist, the grey bar at the bottom limits access to ...

Easy Tool to Keep Projects Moving

What do you like best? I like that my client can also make notes in the recap in an easy way so that we can keep project communication open. What do you dislike? I don’t feel like there are many features there that aren’t already available in other free solutions. The same could be done in a shared spreadsheet for example, so I think they could add more features to make it worth the cost. What problems are you solving with the product? What benefits have you realized? ...