Verified User in Computer Software
UC
Verified User in Computer Software
Mid-Market (51-1000 emp.)
"Super tool to deliver your content in a professional way and keep track of your customer engagements"
5/5
What do you like best about Recapped.io?

It is a no-code website-looking portal development tool to me. I like how easy it is to use and there is almost every kind of content format available. Review collected by and hosted on G2.com.

What do you dislike about Recapped.io?

Three things:

1. There are no multiple uploads for pictures and files from the desktop which adds a lot of steps for UX when you have more than 1 file/picture to upload.

2. Recently, I created a proposal page for my client on Recapped, I realized that the table format is very inadequate for adding detailed contents such as a "list of services to be delivered". That is why I created my table in excel and got snapshots and added them as pictures in Recapped.

3. There is no formatting for the pictures posted within text areas, I cannot move them. Also, there is no formatting option for the tables which causes them to look a bit unprofessional. Review collected by and hosted on G2.com.

Isaiah W.
IW
Isaiah W.
Account Executive
Mid-Market (51-1000 emp.)
"Tool to separate your organization from competition, making it easier for your buyers to buy."
5/5
What do you like best about Recapped.io?

Help's me manage each deal I'm working on, yet is tailored to each prospect. Provides complete transparency for everyone involved. The tool is entirely customizable as well. Review collected by and hosted on G2.com.

What do you dislike about Recapped.io?

I have not run into anything I dislike. The team here is continuously improving the product and truly cares about your experience. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
AI
Verified User in Information Technology and Services
Small-Business (50 or fewer emp.)
"Recapped as a Project Plan for Customer - Great!"
5/5
What do you like best about Recapped.io?

The best part about recapped is the ability to add reminders to specific to do list items and comment/chat back and forth with clients directly on their project plan. Review collected by and hosted on G2.com.

What do you dislike about Recapped.io?

I would love if there was a simple way to close out a project plan once completed - not in a bad way, a celebration that all items are done, like a status change. Review collected by and hosted on G2.com.

Verified User in Computer Software
AC
Verified User in Computer Software
Mid-Market (51-1000 emp.)
"Recapped.io: The Ultimate Mutual Action Plan"
5/5
What do you like best about Recapped.io?

Our company has a pretty robust tech stack for our company size so as an Enablement/Ops lead, I've come to understand the importance of a true partnership with vendors. I can easily say the Recapped team is my favorite vendor relationship. They take product requests seriously and are always happy to engage with the team to ensure we're reaching maximum levels of customer satisfaction and efficiency. Review collected by and hosted on G2.com.

What do you dislike about Recapped.io?

The product has changed a lot in just the year we've been using it, and that's for the better. I can honestly say that there hasn't been a thing we disliked about the product that hasn't already been changed or included on the roadmap. Review collected by and hosted on G2.com.

Austin L.
AL
Austin L.
Mid Market Account executive
Enterprise (> 1000 emp.)
"Recapped has been helpful in organizing the activities we need to get the outcomes we want"
4.5/5
What do you like best about Recapped.io?

Since VTS is a team selling environment, having one source of truth for an account plan, list of activities, and org charts is imperative. Review collected by and hosted on G2.com.

What do you dislike about Recapped.io?

Org Chart. Everyone on the team needs to understand the stakeholders at our clients. I wish there was an easy way to upload or input an org chart. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
UI
Verified User in Information Technology and Services
Mid-Market (51-1000 emp.)
"David Rembisz - Sales Executive"
4/5
What do you like best about Recapped.io?

The templates are the best thing about recapped. Review collected by and hosted on G2.com.

What do you dislike about Recapped.io?

I'm a new user, so nothing yet. If/when something is bad, I'll reach out. Review collected by and hosted on G2.com.

Verified User in Computer Software
UC
Verified User in Computer Software
Mid-Market (51-1000 emp.)
"Recapped is a Sales team dream!"
5/5
What do you like best about Recapped.io?

I could feature dump about recapped all day, but to name of a few features...

1. The ability to share links to specific tabs to direct prospects to an area of the recapped plan

2. Content library that allows all users to collaborate and use links, files, texts, etc. that have already been created

3. Assigning tasks to clients makes it easy to promote accountability

4. Allowing clients to share and fill in areas makes collaboration much easier throughout the selling cycle Review collected by and hosted on G2.com.

What do you dislike about Recapped.io?

I wouldn't say this is a true dislike, but it would be awesome to have a little more guidance provided to collaborators that I share recapped with for the first time to increase their engagement from the start with the tool. Review collected by and hosted on G2.com.

Simon D.
SD
Simon D.
Chief Commercial Officer
Small-Business (50 or fewer emp.)
"One of those tools you wonder how you managed without it! Awesome product!"
5/5
What do you like best about Recapped.io?

I like how Recapped creates an external-facing view of a project and collaborates with the prospect, rather than all the info living inside an internal CMS. Review collected by and hosted on G2.com.

What do you dislike about Recapped.io?

There could be room to improve how you brand the workspace and content thumbnails, but I believe these updates are coming very soon - so otherwise, I like everything about the tool! Review collected by and hosted on G2.com.

Kayla C.
KC
Kayla C.
Luxury Travel Advisor
Small-Business (50 or fewer emp.)
"Recapped for Internal Client Services Process"
4/5
What do you like best about Recapped.io?

I like that it's completely customizable with the option to add links, photos and more in each section. I'm able to integrate videos for client-facing projects. Review collected by and hosted on G2.com.

What do you dislike about Recapped.io?

The navigation and left-hand sidebar threw me off at first and could be a little easier to navigate. Review collected by and hosted on G2.com.

Verified User in Computer Software
AC
Verified User in Computer Software
Small-Business (50 or fewer emp.)
"Great way to keep track of tasks"
4.5/5
What do you like best about Recapped.io?

The templates have helped us standardize our CX processes. I like the ability that our whole team as well as our clients can collaborate on one document. Review collected by and hosted on G2.com.

What do you dislike about Recapped.io?

Ideally, the template/documents would be updated in real time (if my colleague is making changes, I want to be able to see the changes occur and not have to constantly refresh the page). Review collected by and hosted on G2.com.