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Text Content

Solutions

USE CASE

For Sales Leaders
Gain powerful visibility into your deals
Salesforce Integration
New
Update Salesforce without headaches

PRODUCTS

Manage PoC's
Easily manage complex Proof of Concepts
Close Plans
Collaborative Close Plans in Seconds
Mutual Action Plans
Mutual Action Plan software by Recapped
Sales Handoffs
Seamlessly handoff your deals to post-sales
Onboard Clients
Onboard clients in half the time
Resources

RESOURCES

Blog & Resources
Free resources and content
Templates
Kickstart your sales collaboration
Free Template
New
Completely free Google Sheets format
Security
Your security is our top priority
ROI Calculator
Calculate Your Recapped ROI

COMPANY

About Us
Learn more about Recapped team
Careers
We're Hiring
See open positions
TemplatesCustomersPricing
Log inRequest demo





CLOSE DEALS & ONBOARD CLIENTS UP TO 75% FASTER


MANAGE


 
IN HALF THE TIME

Instantly create Mutual Action Plans that help you close deals faster, know
what’s actually happening in a deal, and enable your champions.

Accelerate time to revenue
Standardize your entire sales playbook
Handoff seamlessly to post-sales
Get free trial
Request demo




TRUSTED BY THE WORLD’S FASTEST GROWING TEAMS





GO FROM CHAOS AND COMPLEXITY TO SIMPLICITY

Whether you're closing deals or onboarding clients, it's easy for things to fall
through the cracks.
Especially in complex deals. Between all the back and forth, how much revenue
are you leaving on the table?

Life can be simpler.
Recapped is the easiest way to collaborate on deals, pilots, and
implementations.
No more countless emails, spreadsheets, and headaches. Crazy, right?




COLLABORATIVE WORKSPACE FOR EVERY DEAL

Get yourself, your team and your client collaborating on a deal in one living
workspace.

No more jumping between a million tools. Consolidate all of your call notes,
action items, and marketing materials in one place.




CONSOLIDATE YOUR ENTIRE DEAL IN A COLLABORATIVE WORKSPACE

Create client-facing action plans that streamline your sales cycle and give you
visibility into what's actually happening

Include all content, notes, and next steps in one place

Invite every stakeholder together to collaborate

Arm your champions with easy to access content


Get free trial
Request demo

"A much needed tool for any mid-market or enterprise sale. It's definitely
improved my close rates too."

Chris Hollister
VP of Sales at Guided


FORECAST WITH BUYER ENGAGEMENT, NOT CRM STAGES

Track everything buyers are viewing and doing in real-time. No more forecasting
deals based on a hope and prayer. Now, you have Buyer-Centric Forecasting™

Make real decisions with Deal Engagement Score

Track prospects engagement and behavior

Project manage your deals, pilots, and implementations


Get free trial
Request demo

"A much needed tool for any mid-market or enterprise sale. It's definitely
improved my close rates too."

Chris Hollister
VP of Sales at Guided



HOLD PROSPECTS AND TEAMMATES ACCOUNTABLE TO NEXT STEPS

Stop chasing stakeholders with "just checking in" emails. Ensure nothing falls
through the cracks, and streamline your entire sales cycle from Discovery
through Delivery.

Assign tasks for prospects, teammates, and partners

Send automatic email reminders

Replace manual spreadsheets and emails


Get free trial
Request demo

"A much needed tool for any mid-market or enterprise sale. It's definitely
improved my close rates too."

Chris Hollister
VP of Sales at Guided


ENFORCE YOUR SALES METHODOLOGY WITH A REPEATABLE PROCESS

Every deal matters now, and you have to do more with less. Drive methodology
adherence like MEDDPICC, MEDDIC, BANT, Sandler, or Challenger. Create a
repeatable playbook and ensure the perfect process is followed every single
time.

Increase sales methodology adoption for reps

Save templates for every situation

Clone your best reps and drive best practices


Get free trial
Request demo

"A much needed tool for any mid-market or enterprise sale. It's definitely
improved my close rates too."

Chris Hollister
VP of Sales at Guided



INTEGRATE WITH YOUR TOOLS AND ELIMINATE HOURS OF MANUAL DATA ENTRY

You've probably invested a lot in your tech stack, and aren't getting your full
value. Let's cut down on the amount of tools you're jumping between, and
increase productivity for your team

Sync bi-directionally with Salesforce and HubSpot

Update and manage your deals 5x faster

Enforce best practices and drive CRM hygiene


Get free trial
Request demo

"A much needed tool for any mid-market or enterprise sale. It's definitely
improved my close rates too."

Chris Hollister
VP of Sales at Guided


THE PERFECT CHOICE FOR ANY 

maker 🔧
creative 🥳
coffee-lover ☕️
developer 💻
designer ✏️
creator ⚡️
maker 🔧
creative 🥳
coffee-lover ☕️
developer 💻
designer ✏️
creator ⚡️
maker 🔧
creative 🥳
coffee-lover ☕️
developer 💻
designer ✏️
creator ⚡️
maker 🔧
creative 🥳
coffee-lover ☕️
developer 💻
designer ✏️
creator ⚡️



GET STARTED IN MINUTES WITH OUR TEMPLATE LIBRARY



Gain real-time visibility into your deals without complicated reports and make
deal reviews more efficient.

Get free trial
Request demo



THE ONLY CUSTOMER COLLABORATION PLATFORM TRUSTED ON OVER
35,000 DEALS

Request demo


Recapped is easily the biggest game changer to our sales stack. THIS is how
EVERY team should be selling!

Chris Hollister
VP of Sales at Guided

If you have a multi-step B2B sales or onboarding process, Recapped is a
game-changer. Our clients love the platform.

Andrew Smallwood
Director of Sales at Second Nature

Recapped is such a beneficial tool to provide visibility to our clients and
organize the next steps to move forward with the onboarding plan. We know what's
coming, & have personalized workspaces for each client.

Oceane Ghemmaz
Account Manager at Enroly

I don't know how we managed deals before Recapped. We get clear insights into
what the reps are doing and can save deals before it's too late. Amazing.

Lee Insinga
COO at Datasembly

A much needed tool for any mid-market or enterprise sale. It's definitely
improved my close rates.

Ian Grady
Enterprise Account Executive at Pendo

Recapped helped us shorten our sales cycle significantly, it helped aligned both
parties in a seamless way. I also saw a noticeable difference in terms of
proactiveness from the customer - no more confusion on next steps or lost email
attachments.

Arjun Patel
CEO at WorkClout
Customer Success


SALES HANDOFF

Your buyer is now your new customer. Provide a seamless handoff experience for
your new customer through this template.


Customer Success


SALES HANDOFF

Your buyer is now your new customer. Provide a seamless handoff experience for
your new customer through this template.

Methodology


ENFORCING CHALLENGER SALES

Use this template to create Mutual Action Plans with your buyers, and ensure
Challenger Sales methodology is used on every single deal.


Methodology


ENFORCING CHALLENGER SALES

Use this template to create Mutual Action Plans with your buyers, and ensure
Challenger Sales methodology is used on every single deal.

Agency


DIGITAL MARKETING PROPOSAL

Use this template to create a simplified plan that organizes all scope of work,
deliverables, and communication into one place.


Agency


DIGITAL MARKETING PROPOSAL

Use this template to create a simplified plan that organizes all scope of work,
deliverables, and communication into one place.

75%
Faster implementations

Enterprise deals require more buttoned up technical validation to close –
Recapped provides this in a clear and organized way.

Jacob Stein
Chief of Staff at Clyde
39%
Faster handoff & implementations

If you have a multi-step B2B sales or onboarding process, Recapped is a
game-changer. Our clients love the platform.

Andrew Smallwood
Director of Sales at Second Nature
72%
Sales volume increase

I don't know how we managed deals before Recapped. We get clear insights into
what the reps are doing and can save deals before it's too late. Amazing.

Lee Insinga
COO at Datasembly
64
New deals completed

Easiest software for Enterprise Mutual Action and Account Plans. Can be
implemented in minutes.

Tracey Solanas
VP of Enterprise Sales at VTS
96%
Conversion rate increase

A much needed tool for any mid-market or enterprise sale. It's definitely
improved my close rates too.

Ian Grady
Enterprise Account Executive at Pendo
30x
Return on investment

Recapped is easily the biggest game changer to our sales stack. THIS is how
EVERY team should be selling!

Chris Hollister
VP of Sales at Guided
3x
Shortened sales cycle

Recapped helped us shorten our sales cycle significantly, it helped aligned both
parties in a seamless way. I also saw a noticeable difference in terms of
proactiveness from the customer - no more confusion on next steps or lost email
attachments.

Arjun Patel
CEO at WorkClout
52
New deals completed

Recapped is such a beneficial tool to provide visibility to our clients and
organize the next steps to move forward with the onboarding plan. We know what's
coming, & have personalized workspaces for each client.

Oceane Ghemmaz
Account Manager at Enroly


SPREADSHEETS AND STICKY NOTES AREN'T A STRATEGY

Gain your unfair advantage
“I could never go back to selling without Recapped. It's changed the way our
customers buy, the way we do deal reviews, and how we onboard new employees.
Complete game changer!”
Chris Hollister
VP of Enterprise Sales


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PRODUCT

OverviewBlogTemplatesFree TemplateROI CalculatorPricingLoginRequest Demo

SOLUTION

For Sales LeadersProof of ConceptsClose PlansMutual Action PlansSales
HandoffsOnboarding ClientsDeepSync™Recapped vs Google

PRIVACY

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COMPANY

About Us
Careers
Hiring!
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