Recapped.io Reviews & Product Details

Recapped is incredibly easy to use for both the sales team and the client. Taking what was once multiple email threads with links and attachments you hope get read - Recapped allows an interactive, single source of record for the client during their evaluation. It also works a great litmus test for engagement and knowing how serious someone is during the sales cycle. Review collected by and hosted on G2.com.

It can take a lot of time to customize your templates early on. There are lots of options and file types so you can get lost in the weeds trying to make things perfect. Review collected by and hosted on G2.com.

Recapped.io is super easy to useand their support team is always there when you need them. It works like a charm with Salesforce, making everyday sales tasks smoother. It’s got all the tools we need to keep deals moving forward.

Love the way it professionalized my sales when I was a rep at Zoom. Used it frequently and easy to implement Value Selling. Review collected by and hosted on G2.com.

Wish that it had a deeper integration with Google calendar. Review collected by and hosted on G2.com.

It provides an easy space to tack all info related to an opportunity. All documents the client needs are in one place. You can set timelines that are clear to all to keep things on track, and assign tasks internally and externally to ensure things move along as needed. Review collected by and hosted on G2.com.

It would be nice if the Salesforce connection would be tied to the specific deal, so that when clicking to create a recapped doc from the Salesforce opportunity it would already immediately populate with that opportunity's info. Review collected by and hosted on G2.com.

Everything is one place, prospects can see everything I put there Review collected by and hosted on G2.com.

Nothing, find it very useful, would not take anything off Review collected by and hosted on G2.com.

We use recap in a unique way, it is forward-facing for how we plan and take notes for all of our sales calls. It displays the information we are looking to obtain as well as portray through the discovery call. With pre-set text boxes, you can fully configure templates and graphs and information which you can use very quickly to assemble an organized sales call. Whether it is the beginning of the sales process or mid-way through a POC review. This platform allows for all notes, segmentations, graphs, commitments and more to be professionally displayed. Review collected by and hosted on G2.com.

When you create a table, you can not configure it the same way as you would in an Excel file. Sometimes i need to be able to move things around without having to copy and paste everything a line lower. Review collected by and hosted on G2.com.

Super helpful to be able to upload content and keep a mutual timeline in one place. You can tailor the amount feedback you receive from customer interaction Review collected by and hosted on G2.com.

I have not sensed any negatives it gives you clear insight into how often a customer is engaging with your content Review collected by and hosted on G2.com.

We love using recapped from onboarding to customer success. It helped us move from spreadsheets to one central place for teams to track the progress of a new customer and a place to collaborate with our customers. For our customers we use it as an informational hub, keeping on going call notes, and tracking any special projects. Review collected by and hosted on G2.com.

As with all new companies and products, there are minor utilization drawbacks that can become monotonous. As we do use it more for account management there are marketing materials we upload and you can only upload one file at a time. Not a big deal, just extra clicks. Yet with every product release Recapped makes an effort to alleviate these pain points! Review collected by and hosted on G2.com.

the customer and I can collaborate during a sales cycle. It keeps them informed and on the same page so there are no suprises Review collected by and hosted on G2.com.

really not much, maybe just make the UI a little easier Review collected by and hosted on G2.com.

Mark and his team are top notch. Product speaks for itself and is easy to use. Would definitely recommend this to other sales teams looking to level up their process Review collected by and hosted on G2.com.

No dislikes - sounds like great enhancements in the pipe Review collected by and hosted on G2.com.

The fact that it's available via the web browser and allows for easy access no matter where you are as long as you have an internet enabled device Review collected by and hosted on G2.com.

When you see the comment that someone uploaded a file, you have to go to the actual section. It could be more helpful if you could access the file via the comment, or clicking on the comment brings you to the section where the file is located. Review collected by and hosted on G2.com.