March 4th, 2019 | Product News
Let's be honest - your reputation can make or break your business. Every second matters when you're working with a potential client.
If you're not communicating with clients in a professional and quick manner, they'll find someone who will.
We believe that you should be able to have all of your client communication in a single, easy to manage place. Not spread out through email, Dropbox, Trello, Google Docs, and who knows where.
You should be able to collaborate
And that's why we're excited to roll out our new Dashboard for Recapped.io.
With the new sort and filter settings, your team can:
Now, the newly added Recent Activity panel will show you exactly what's been happening with your deals.
Whether someone opens the recap, downloads a file, uploads a file, completes a task, or leaves a comment, you'll be able to see in real time.
For some of our customers, this can even completely remove the need for an additional CRM.
And finally, your team can get a clear view of the next steps that need to be completed.
You and your team will see all tasks that have been assigned to you, or your client within the last 7 days (within the last week, and a week in the future)
We're working hard on further integrating Recapped into your current solutions, so be on the lookout for CRM, gmail, and calendar integrations in the near future!