Recapped.io Features
Data Sourcing (5)
Data Sourcing
Compiles data from a breadth of either internal or external sources.
Exporting & Sharing Data
Enables user to communicate data by securely exporting and sharing it.
Multi-Device Data Visualization
Allows users to view data visualizations on several devices.
Interactive Dashboards
Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs.
Data Segmentation
Enables user to segment customer or prospect data in meaningful ways such as by industry or region.
Predictive Analytics (4)
Lead Scoring
Provides scores or rankings of each prospect based on the data provided.
Opportunity Scoring
Provides insights to determine which deals already in the pipeline have the best chance of closing. 12 reviewers of Recapped.io have provided feedback on this feature.
Risk Analysis
Based on 11 Recapped.io reviews. Warns sales teams of accounts that may be at risk of being lost.
Live Forecasting
Provides live customer data so that sales organizations forecasts stay current.
Sales Management (4)
Live Pipeline Management
Updates every time a change is made enabling users to trace a deal through the pipeline. This feature was mentioned in 12 Recapped.io reviews.
Sales Gamification
Enables competition between a sales team by providing things like challenges and scoreboards.
Account-Based Analytics
As reported in 10 Recapped.io reviews. Provides insightful data at the account level to arm salespeople with the most relevant information possible.
Activity Tracking
Enables sales managers to stay on top of their team activities by providing visibility into customer communication. 11 reviewers of Recapped.io have provided feedback on this feature.
Integrated Workflows (7)
Task Management
Based on 55 Recapped.io reviews and verified by the G2 Product R&D team. Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete.
Email Tracking/Automation
Based on 39 Recapped.io reviews and verified by the G2 Product R&D team. Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence.
Calls and Voice
Based on 25 Recapped.io reviews. Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls.
Other Outreach Options
Based on 36 Recapped.io reviews and verified by the G2 Product R&D team. Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more.
CRM Integration
Based on 43 Recapped.io reviews and verified by the G2 Product R&D team. Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach.
Calendar
Based on 35 Recapped.io reviews. Integrates with calendar software so users can seamlessly schedule calls.
Shared Records
Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on. This feature was mentioned in 43 Recapped.io reviews.
Repeatability and Reportability (5)
Content Management
Based on 53 Recapped.io reviews and verified by the G2 Product R&D team. Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc.
Workflow Management
Based on 48 Recapped.io reviews and verified by the G2 Product R&D team. Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems.
Workflow Performance
Based on 47 Recapped.io reviews and verified by the G2 Product R&D team. Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members.
Sales Coaching and Insights
Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints. This feature was mentioned in 43 Recapped.io reviews.
Gamification
Based on 31 Recapped.io reviews. Provides gamifaction features to rank sales reps on performance
Sales Team (3)
Flexible Sales Process
Can operate under at least two distinct sales methodologies This feature was mentioned in 20 Recapped.io reviews.
Training Mode
As reported in 16 Recapped.io reviews. Includes recording and review capabilities to train new salespeople or review old deals
Playbooks
Creates and stores multiple playbooks for sales 16 reviewers of Recapped.io have provided feedback on this feature.
Intelligence (2)
Opportunity Identification
Highlights cross-sell, upsell, and white space opportunities This feature was mentioned in 14 Recapped.io reviews.
Smart Content
Based on 13 Recapped.io reviews. Suggests content appropriate to stage and tone of the deal
Mapping (2)
Multiple Org Charts
Allows multiple relationship maps for each account and opportunity 12 reviewers of Recapped.io have provided feedback on this feature.
Stakeholder Roles
Includes explicit definitions of stakeholder roles This feature was mentioned in 17 Recapped.io reviews.
Content (5)
Document Collaboration
As reported in 44 Recapped.io reviews. Allows users to simultaneously collaborate on a document within the application.
Versioning
Stores different versions of a document. 33 reviewers of Recapped.io have provided feedback on this feature.
E-Signature
As reported in 23 Recapped.io reviews. Allows users to provide an e-signature within the platform.
File Request
Allows businesses to request files from clients. This feature was mentioned in 31 Recapped.io reviews.
Feedback
As reported in 35 Recapped.io reviews. Allows businesses to solicit feedback on projects or documents from clients.
Collaboration (3)
Instant Messaging
As reported in 26 Recapped.io reviews. Provides internal and/or external instant messaging capability.
Project Management
Based on 37 Recapped.io reviews. Offer project management features like task creation and tracking within the application.
Analytics
As reported in 31 Recapped.io reviews. Offer analytics concerning productivity or client engagement.
AI and Automation (5)
Lead Prioritization
As reported in 31 Recapped.io reviews. Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers.
Lead Scoring
Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage This feature was mentioned in 30 Recapped.io reviews.
Best Time of Day Scheduling
Based on 27 Recapped.io reviews. Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations
Buyer Intelligence
As reported in 31 Recapped.io reviews. Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls.
Machine Learning
Based on 26 Recapped.io reviews. Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers based on historical buyer behavior.
Deal Analytics (3)
Engagement Tracking
Track who is looking at proposals and how often or for how long. This feature was mentioned in 30 Recapped.io reviews.
Reporting and Dashboards
Access pre-built and custom reports and dashboards on proposal volume and acceptance. 28 reviewers of Recapped.io have provided feedback on this feature.
Proposal Effectiveness Reporting
Find out which pieces of content are performing best.
Administration and Security (3)
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. This feature was mentioned in 28 Recapped.io reviews.
Alerts and Notifications
As reported in 31 Recapped.io reviews. Program in-app and email notifications for approval milestones or actions.
Regulatory Compliance
As reported in 22 Recapped.io reviews. Meets required regulartory compliances.
Platform (8)
E-Signature
Allows the signor to easily and intuitively sign documents. 16 reviewers of Recapped.io have provided feedback on this feature.
Proposals
Allows users to easily assemble custom fields and variables into reusable templates to automate the proposal creation process. 23 reviewers of Recapped.io have provided feedback on this feature.
CPQ
Based on 18 Recapped.io reviews. Provides users with configure, price and quote capabilties.
Video Proposals
Allows users to attach video proposals within the virtual sales room. This feature was mentioned in 17 Recapped.io reviews.
Content Sharing
Allows users to share relevant marketing content such as whitepapers, studies, and demos within the virtual sales room. This feature was mentioned in 29 Recapped.io reviews.
Content Management
As reported in 29 Recapped.io reviews. Provides users with a repoistory of relevant content to share with clients.
Video Conferencing
Allows users to run video calls within the browser. This feature was mentioned in 17 Recapped.io reviews.
Chat
Allows users to chat with prospects within the virtual sales room. 21 reviewers of Recapped.io have provided feedback on this feature.
Integrations (3)
CRM Integration
Provides features to intregate with CRM software. 24 reviewers of Recapped.io have provided feedback on this feature.
Internal Messaging Systems Integration
Provides features to integrate with internal messaging systems. This feature was mentioned in 18 Recapped.io reviews.
Video Conferencing Integration
Provides features to integrate with vidoe conferencing software. This feature was mentioned in 15 Recapped.io reviews.
Agentic AI - Digital Sales Room (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Agentic AI - Sales Analytics (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Sales Engagement (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Customer Revenue Optimization (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives




