Organizing layout and notes for a demo. Also helpful for storing quotes, resources, etc. Review collected by and hosted on G2.com.

Pretty much everything works. Could be nice to have more customizations. Review collected by and hosted on G2.com.

The ability to have a common platform for customers and internal teams to ensure alignment and track engagement. Review collected by and hosted on G2.com.

None that we have discovered while using the platform. Review collected by and hosted on G2.com.

On the customer success team, we like having the ability to share the onboarding process with customers externally while simultaneously having the option to make certain line items only visible to our team internally. From a CSM perspective specifically, this is very helpful for clear communication throughout the onboarding process. On a fundamental level, Recapped assists our onboarding process by explaining organizational goals and expectations. Recapped also helps our teams effectively communicate with colleagues, supervisors, and customers. Recapped will influence individual ownership and accountability during onboarding processes. Through Recapped, we can create a centralized source for onboarding processes, expectations, and materials to best support our customers. Recapped also creates transparency for our customers throughout the timeline of the onboarding process. Recapped creates clear target goals for customers. While implementing a new system internally, Recapped is simple enough to walk through, follow the prompts, and begin building out a strategy. Recapped will help our company to continue creating processes to achieve optimal levels of growth and accomplishment measurable by customer satisfaction and retention. Recapped will influence the attendance, compliance, and success of onboardings at Leasecake. Internally, Recapped will contribute to collaboration and cooperation across all teams. Review collected by and hosted on G2.com.

Integrations with partnered platforms would help our customers have more accurate engagement scores. Yes, we want to see that our customers are engaging with recapped while receiving onboarding information, but we also want to see if they are in our platform once we've given them access. This is especially helpful when trying to gain insight into the customer's investment in the platform during POV processes with sales. Since our service requires compliance from customers, it is important to know they are invested in the platform as a gauge for how the process of gathering official documents will be, as it can be a tedious process for our customers. I wish I could star workplaces that someone else has created as we collaborate with these lists across 3+ teams internally. My biggest fear in implementing this list system is that it will be too much to introduce not only 1 but 2 software systems simultaneously. However, as stated previously, Recapped design almost feels self-explanatory while creating new workflows. Review collected by and hosted on G2.com.

It is really intuitive and easy to use (this coming from someone who isn't great with technology). A lot of drag and drop functionality makes it really quick to pull everything together. Very helpful for prospects also to keep all resources and documents in one place so you are constantly having to send the same thing to them multiple times. Review collected by and hosted on G2.com.

Haven't found anything yet that I dislike. Review collected by and hosted on G2.com.

I love that Recapped is used as a central hub for anything the prospect will ever need. No more looking thru emails to see what was sent/wasn't sent. You can hide what isn't relevant for the time being, edit on the fly and track the prospect's activity. Easily shared with others, so everyone is on the same page and has access to the same information. Review collected by and hosted on G2.com.

I can't think of anything that I dislike honestly. The solution is very easy to use and understand. Maybe the only thing I dislike is sometimes I can't tell who is reviewing content in Recapped but that doesn't happen often. Review collected by and hosted on G2.com.

Usability, communication, internal collaboration. It made creating mutual action plans super easy and repeatable. I used Recapped religiously to effectively step mutual action plans with all of my prospects which resulted in hundreds of thousands of net new ARR for my book of business and organization. Recapped is super easy to use for both myself and the customer to have specific tasks completed, and I was constantly asked if this was our organization's product and where they could get something like this for their own sales team. Review collected by and hosted on G2.com.

The only thing I didn't like was the navigation bar which was promptly updated and is much easier to use for my customers. Review collected by and hosted on G2.com.

I love that everything is centralized in one area; this makes it easier for our customers to locate the information they need in one place. Review collected by and hosted on G2.com.

When an operator uploads a file - it doesn't indicate what section the attachment was uploaded to.

And it would be great if the customer had the ability to leave a comment on a specific section, as opposed to a general comment. Review collected by and hosted on G2.com.

Recapped.io has been an amazing tool to implement into our marketing department operations! We use to compile information for new hires to ensure that they are set up for success and can reference back to general information in their first few months on the team. It keeps everything streamlined, plus it's really easy to use, update and template for the future! Review collected by and hosted on G2.com.

Nothing that I can think of! Sometimes the notifications on who is viewing the document is a little bit delayed, but nothing that is a huge issue or blocker for what the software is meant for. Review collected by and hosted on G2.com.

The most helpful features of Recapped.io are the assigning of tasks to customers and internal staff with a due date. The automatic emails with reminders for tasks that are due are awesome and help engage company representatives and customers and keep the processes going. Review collected by and hosted on G2.com.

The Dashboard should have a list of items that are due today, tomorrow, and for the week. This would make it easier to see at a glance, what tasks need immediate attention. Review collected by and hosted on G2.com.

Recapped.io is intuitive and easy to use. I love being able to see prospect engagement in real time. The library is super helpful, too, as far as creating new workspaces. Review collected by and hosted on G2.com.

I can't think of any. I've only had one prospect (Fintech) say no to accessing Recapped.io, and that's because they're tightly locked down. And this isn't a dislike at all, but I can do a better job leveraging Next Steps and creating Mutual Action Plans, for example. Review collected by and hosted on G2.com.