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onboard clients

Collaborative workspace for you and your client.
Create a checklist of next steps, manage contracts, and communicate in one place.

Free 14 day trial. No credit card required. Easy setup.

The most innovative teams rely on Recapped

Get your deals across the finish line

Say bye to those countless emails and messy spreadsheets.
Everything you need to collaborate on next steps and communicate with clients.

Send Proposals
Manage Deals
Convert Pilots
Onboard Customers

Send beautiful
proposals in seconds

Quickly impress clients with proposals that clearly showcase your skills, align expectations, and eliminate headaches.

Create Mutual Action Plans that win deals

Easily map out the entire buying process to close deals faster, create transparency, and hold everyone accountable.

Convert more pilots
into customers

Keep everyone on the same page, and convert 35% more pilots into paid customers. No more deals falling through the cracks.

Seamlessly onboard customers in record time

Delight customers with a smooth onboarding experience by easily passing ownership to Customer Success

How it works

Quickly create

Include notes from your call, sales content,
or even set next steps for clients

Share a link

Securely engage clients without
complicated usernames or passwords

Collaborate and win

Seamlessly keep everyone on the same
page and close deals in record time

Client communication before Recapped

Recapped consolidates
all communication

Recapped easily integrates with
all your current tools

Cut down on emails

Consolidate everything in one place like notes from your call, relevant content, contracts, and more.

Book a quick demo

Create total transparency

Create a checklist of next steps for clients to complete (with automatic email reminders!)

Try for free

Lose fewer deals

See the status of your deals in real-time, including what tasks have been done

Book a quick demo

Automate admin work

Standardize your process to save hours a week with reusable templates and automatic email reminders

Try for free

Built by sales people for sales people.
Get started in minutes.

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