Close deals and onboard clients
Collaborate with clients on mutual action plans that bring all stakeholders together, drive accountability, and ensure nothing falls through the cracks.
Automatic email reminders help keep clients, stakeholders, and team members accountable to next steps
No more searching through countless email threads and spreadsheets. A single place for you and your client
Gain visibility into the status of your deals without complicated reports, and jump in before it's too late
Drive best practices on every deal with reusable templates, ensuring everyone performs their absolute best
Recapped integrates with Salesforce, Dropbox, Google Drive, and a lot more
Loop in your account management team once contracts are signed without skipping a beat