Recapped.io Reviews & Product Details

At our organization, we use Recapped.io as part of the sales and post sales lifecycle. We started using it because we wanted to deliver a more consistent sales experience from start to finish. Recapped allowed us to map out that process and centralize communication between our team and stakeholders at our target companies. Once in place, Recapped enabled our Sales team to continue working seamlessly if someone was sick or needed to take time off. You can easily see where clients were in the sales process and you can even see how engaged those key stakeholders are. Finally, Recapped allows us to transition from our Sales Team to post-sales/Implementations with ease. Customer's simply continued accessing the same system they had been throughout the sales process (and also the same system they signed their contract in). Once a client was transitioned to Implementations, our team was able to chart out what we would need from our clients in order to deliver certain milestones on certain dates. Recapped also happened to integrate with Salesforce beautifully - both pulling and sending data to keep the opportunity up to date within that system. Review collected by and hosted on G2.com.

Still nothing I can think of to improve. Maybe you could integrate with more software solutions but I'm not even sure I know the full capabilities there. Review collected by and hosted on G2.com.

Streamlined workspace and very easy to use, user friendly UX. Great customer support. Mark jumped on call during my onboarding with a new tech firm and walked me throug many of the carrots the software offers to streamline pursuits and make collaboration a breeze Review collected by and hosted on G2.com.

this is not an easy one ot answer at this point in my use. the add content tab could be modernized Review collected by and hosted on G2.com.

Tons of things!

- Loved that the founder Mark was willing to get on, no cost, with me and make sure he understood my current task management, sales process, deal management and how the tool could help (even giving me pointers and tweaks on some of the workspaces I was creating).

- Love that you can hide what you don't want prospects to see so you can still keep organized with all the next steps but make it easy for them.

- Love that prospects or customers can get alerts on key items and that you get alerts when they complete.

- Love that you can create workspace templates to "rinse and repeat" best practice next steps.

- Love the dashboard, Salesforce integration and easier way to update next steps.

- Love all the objects you can add to a workspace to make it more custom.

- Friendly cost structure

- Quick to get ROI Review collected by and hosted on G2.com.

- Nothing huge - perhaps only thing I'd say is I think the UI can be modernized slightly on the workspace view. BUT that's a ticky tacky thing and the feedback I was getting from my customers was positive. Review collected by and hosted on G2.com.

Recapped has been very useful as an organizational tool to manage complex, larger deals. It centralizes documentation and communication with the prospective client. This saves our prospects time in having to sift through emails to find relevant information. It provides a clean view of everything in one place and makes me, the seller, appear more organized and professional. This can help a lot to make an impression that we are most qualified and prepared to work with their organization. Review collected by and hosted on G2.com.

I'm using Recapped for my larger deals. I have not used it with smaller opportunities. However, that is more personal preference rather than what other people's realities will be. Review collected by and hosted on G2.com.

Super easy to navigate and customize the platform to your liking. Review collected by and hosted on G2.com.

Can't say any negative things at the moment. I like it alot! Review collected by and hosted on G2.com.

Recapped is truly a full lifecycle tool for Sales and Client Success professionals. I've come to rely on Recapped during every phase of the Sales movement - sharing summaries of conversations, communicating next steps, providing resources. You can also chart engagement via this platform - a helpful way to know if your efforts are tracking with your prospects. This is a simple yet amazing tool that will allow you to come across as a subject matter expert. Review collected by and hosted on G2.com.

In all honesty, I can't think of one thing that I dislike about Recapped. Review collected by and hosted on G2.com.

Simplicity and ease of use for both internal and customers. Receive a ton of engagement through PoC and sales engagements, much more than any other tool used previously. Super customizable and ability to hide tasks that are internal only. Review collected by and hosted on G2.com.

The only thing is when changing due dates it doesn't automatically re-arrange in chronological order. It's not that big of a deal and easy to manually drop. Review collected by and hosted on G2.com.

My favorite part about Recapped is the transparency that I have with me and the customer. During my first Welcome call, I have the Recapped all prepared with our onboarding schedule, action items between the calls, and a place for me to hyperlink any help documents or screen recordings. I use Recapped every day and the customer support has been great whether it comes to them training us or answering any questions that we had. There are tons of good features with many more to come I believe. We also have a very good integration with Salesforce to automatically bring in notes from the Salesforce opportunity. Review collected by and hosted on G2.com.

I honestly have not yet run into a downside. A few months ago there was a feature that I wish Recapped had, but I totally forgot what it was. I guess it was not too important. Recapped is great. Review collected by and hosted on G2.com.

Recapped.io is extremely user friendly & has truly helped our business in organizing our deals & holding ourselves & our prospects accountable to deal management. Not to mention, the onboarding & Sales process was top notch & the on-going communication & updates on the tool have been fantastic! Review collected by and hosted on G2.com.

I don't dislike anything! Mark & his team are doing a great job at making product enhancements are quick as they can. They have taken our feedback & made changes quickly & I couldn't ask for a better experience. Review collected by and hosted on G2.com.

easy to use templates and serves as a differentiator for us in the market; prospects like it Review collected by and hosted on G2.com.

would be great if the invites (emails) were white labeled when inviting people to the MAP Review collected by and hosted on G2.com.