Recapped.io

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 ...

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", ...

Good for follow up

What do you like best? Recapped helps to...recap what happened in meetings and makes follow ups easy. I like it best when customers are able to reply straight from their inbox insteading of logging into various apps. What do you dislike? Lack of folder system. When there are too many projects, sometimes it is a bit hard to find specific projects. Table manipulation can be improved upon, right now it may be too basic. What problems are you solving with the product? What benefits ...