Recapped.io Features

Compiles data from a breadth of either internal or external sources.

Enables user to communicate data by securely exporting and sharing it.

Allows users to view data visualizations on several devices.

Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs.

Enables user to segment customer or prospect data in meaningful ways such as by industry or region.

Provides scores or rankings of each prospect based on the data provided.

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.

Based on 11 Recapped.io reviews. Warns sales teams of accounts that may be at risk of being lost.

Provides live customer data so that sales organizations forecasts stay current.

As reported in 12 Recapped.io reviews. Updates every time a change is made enabling users to trace a deal through the pipeline.

Enables competition between a sales team by providing things like challenges and scoreboards.

Provides insightful data at the account level to arm salespeople with the most relevant information possible. 10 reviewers of Recapped.io have provided feedback on this feature.

Based on 11 Recapped.io reviews. Enables sales managers to stay on top of their team activities by providing visibility into customer communication.

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.

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.

As reported in 25 Recapped.io reviews. Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls.

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.

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.

Integrates with calendar software so users can seamlessly schedule calls. 35 reviewers of Recapped.io have provided feedback on this feature.

As reported in 43 Recapped.io reviews. Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on.

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.

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.

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.

As reported in 43 Recapped.io reviews. Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints.

Provides gamifaction features to rank sales reps on performance 31 reviewers of Recapped.io have provided feedback on this feature.

Can operate under at least two distinct sales methodologies 20 reviewers of Recapped.io have provided feedback on this feature.

Includes recording and review capabilities to train new salespeople or review old deals 16 reviewers of Recapped.io have provided feedback on this feature.

Creates and stores multiple playbooks for sales 16 reviewers of Recapped.io have provided feedback on this feature.

Highlights cross-sell, upsell, and white space opportunities This feature was mentioned in 14 Recapped.io reviews.

Suggests content appropriate to stage and tone of the deal This feature was mentioned in 13 Recapped.io reviews.

As reported in 12 Recapped.io reviews. Allows multiple relationship maps for each account and opportunity

Includes explicit definitions of stakeholder roles This feature was mentioned in 17 Recapped.io reviews.

Allows users to simultaneously collaborate on a document within the application. 44 reviewers of Recapped.io have provided feedback on this feature.

As reported in 33 Recapped.io reviews. Stores different versions of a document.

Based on 23 Recapped.io reviews. Allows users to provide an e-signature within the platform.

Allows businesses to request files from clients. 31 reviewers of Recapped.io have provided feedback on this feature.

Based on 35 Recapped.io reviews. Allows businesses to solicit feedback on projects or documents from clients.

Provides internal and/or external instant messaging capability. 26 reviewers of Recapped.io have provided feedback on this feature.

Offer project management features like task creation and tracking within the application. 37 reviewers of Recapped.io have provided feedback on this feature.

Based on 31 Recapped.io reviews. Offer analytics concerning productivity or client engagement.

As reported in 31 Recapped.io reviews. Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers.

As reported in 30 Recapped.io reviews. Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage

Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations 27 reviewers of Recapped.io have provided feedback on this feature.

Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls. This feature was mentioned in 31 Recapped.io reviews.

Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers based on historical buyer behavior. 26 reviewers of Recapped.io have provided feedback on this feature.

Based on 30 Recapped.io reviews. Track who is looking at proposals and how often or for how long.

As reported in 28 Recapped.io reviews. Access pre-built and custom reports and dashboards on proposal volume and acceptance.

Find out which pieces of content are performing best.

As reported in 28 Recapped.io reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Based on 31 Recapped.io reviews. Program in-app and email notifications for approval milestones or actions.

Meets required regulartory compliances. 22 reviewers of Recapped.io have provided feedback on this feature.

Based on 16 Recapped.io reviews. Allows the signor to easily and intuitively sign documents.

Allows users to easily assemble custom fields and variables into reusable templates to automate the proposal creation process. This feature was mentioned in 23 Recapped.io reviews.

Provides users with configure, price and quote capabilties. This feature was mentioned in 18 Recapped.io reviews.

Allows users to attach video proposals within the virtual sales room. 17 reviewers of Recapped.io have provided feedback on this feature.

Allows users to share relevant marketing content such as whitepapers, studies, and demos within the virtual sales room. 29 reviewers of Recapped.io have provided feedback on this feature.

Based on 29 Recapped.io reviews. Provides users with a repoistory of relevant content to share with clients.

As reported in 17 Recapped.io reviews. Allows users to run video calls within the browser.

Allows users to chat with prospects within the virtual sales room. 21 reviewers of Recapped.io have provided feedback on this feature.

Provides features to intregate with CRM software. 24 reviewers of Recapped.io have provided feedback on this feature.

Provides features to integrate with internal messaging systems. This feature was mentioned in 18 Recapped.io reviews.

Based on 15 Recapped.io reviews. Provides features to integrate with vidoe conferencing software.

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives