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

Easiest software for Enterprise Mutual Action and Account Plans. Can be implemented in minutes. It makes every collaborative process enjoyable.

Tracey Solanas

VP of Enterprise Sales at VTS

Recapped helps me stay on track with what's actually going on, and to easily collaborate with external partners.

Ryan Driscoll

Global Partner Manager at Qualtrics

At any given time, we can look at our roadmap and see exactly why we decided that a feature was important. That’s what attracted us to Recapped.

Lisa Williamson

Director of Product Management, Barco

Recapped.io is intuitive and easy to use. I love being able to see prospect engagement in real-time. The library is super helpful, too, as far as creating new workspaces. I can now quickly and easily share collateral with prospects. Everything's in a centralized place which is far better than sending a long-winded email with multiple links/attachments.

Ken Malave

Enterprise Account Executive, AB Tasty

Great digital sales room solution for HubSpot! Deals were difficult to manage across emails, texts, Slack messages, etc. And syncing data to HubSpot was manual. Recapped gives us a great way to organize the sales process. We're 2/2 on deals, winning both since we started using it.

Harris Kenny

Founder, Intro CRM

We always talk about the sales process. To be able to bring a sales process into a place that is interactive is crucial. To get to a close, so many activities and conversations need to happen. Sales people get overwhelmed on how to get to a close, but Recapped allows you to take a step back and really take a look at the sales process as a step-by-step process.

Austin Levy

Mid-Market Account Executive, VTS

Recapped is solving the problem of organizing a sales cycle and getting stakeholder engagement throughout the process. It is helpful to have a one-stop-shop for information that prospective customers can access. Recapped made it easier for me to share information with prospective customers. On-demand content to help accelerate sales cycles and avoid utilizing expensive resources was very helpful. I also used the solution to track the progress on my sales cycles with a project plan. Beyond that, the imbedded analytics were great for determining who was looking at what and for how long. Also a great UX.

Justin Starer

Account Executive, Workday

It vastly improves our buyers journey. It creates a 1-stop shop for anything needed for our prospects in the sales cycle. We were up and running with Recapped in 2 day! Amazing support team. Just try it. You will not be dissapointed.

Gary Mello

VP of Solutions Engineering, Vali Cyber

The customer experience that we are able to provide to our clients from Sales to Onboarding to Customer Support, on the Recapped platform is exceptional. The UX is user-friendly and our customers don't need a technical background or PM background to use the Recapped. As we are building out our CX Program, having the platform be flexible with pre-built integrations (to CRMs, etc) allows for smooth handoffs between Pre-Sales and Post- Sales and creates a unified experience for the customer. Recapped truly is a bridge between your core Operational applications on the Commercial side of your business to best serve your clientele.

Erin Stearns

Chief Revenue Officer, MainStem, Inc.

Recapped is serving as a communication tool internally to streamline communication, processes, and expectations internally to create a smoother handoff from sales to CS. Recapped is also externally helping our customers understand the onboarding process and their expectations to have the most efficient experience. It centralizes the onboarding materials and references, creating a smooth process and a positive customer experience. It is simple enough to present to a customer with an overwhelming amount of learning for a new system. Recapped will positively contribute to the overall performance of the company as communication is a great value of success among organizations.

Megan Hooper

Customer Success Manager, Leasecake

Absolute Game changer tool! Recapped helps me better keep my deals on track, not having to live out of Salesforce and having everything on one platform which has helped me close more deals faster. Makes it incredibly easy to follow the sales methodologies we use and helped me with my AE's actually following the framework. No complaints! I was hesitant how my buyers would adopt this tool during the sale process, but they love being involved in the process!

Sales Leader

Mid-Market, Consumer Services

One of the best sales tools I have ever purchased. I feel most sales tools are built to speed up sales and do more "quantity" of sales activities but Recapped is focused on the quality of those actions. It's very easy to use, and our reps are diving deeper in discovery, getting better next steps, and overall have better clarity in their deals.

Sales Leader

Mid-Market, Computer Software

Collaboration and onboarding with clients can be a pain with email threads and missed messages - Recapped keeps everyone internally and externally aligned.

Jordan Hollander

CEO, Hotel Tech Report

All of our resources can be hosted in one place so ease of access. Everything used to be housed in a homemade google doc, but now it can be labeled and viewed in Recapped. Easy to use product - great resource!

Arielle Hassan

Customer Success Manager, Second Nature

Recapped allows me, my team, and my clients to view what we are working on. I can also see who views the shared workspace and how the client has interacted with my information. I am able to attach documents, videos, and photos to my shared workspace so the client doesn't need to reach out to me and my support team. It's amazing.

Nicholas Young

Account Executive, Clyde

Recapped is extremely helpful, especially with larger, more complex sales cycles. I love the visibility you have into who's viewed the mutual action plan from the client side, what they viewed, etc. It's also really helpful to be able to hide certain parts of the plan from the client. Having a central source of truth for everyone involved in the deal from both sides of the desk is super helpful. Everyone from both sides should know exactly what's going on at any given time, and who to reach out to from the other side based on what it is that they need.

Mike Derkrikorian

Enterprise Account Executive, FullStory

The best Mutual Action Plan solution to deliver deeper qualification and more deals. Recapped is a super simple & intuitive MAP solution that is built from a sales perspective. As a result, we have seen adoption throughout the sale process to other departments like pre-sales, implementation & CS. Recapped delivers on the core challenge of deeper qualification & improving close rate efficiency.

Jonathan Fianu

Global Head of Revenue Operations, ComplyAdvantage

Recapped is a solid DSR solution to help AEs close complex, multi-layered deals. It helps us educate multiple stakeholders in our sales process with consistent information. I like having a single space to consolidate information and educate multiple prospect stakeholders consistently.

Account Executive

SMB, Computer Software

Recapped has streamlined our customer onboarding process tremendously. Having everything in one place and being able to communicate within Recapped has saved us time, money, and a lot of headaches. It helps us stay on track and focus on what is essential.

Kerrie McHugh

Head of CX, MainStem, Inc.

The Tool Ive been Dreaming About. Recapped keeps my prospects more engaged in the sales process and makes for a much easier and more organized sales cycle. Especially when selling to a champion, this is one of the best resources on the market. The next steps feature and the reminders to prospects make it extremely useful.

Account Executive

Mid-Market, Information Technology Services

Recapped has been a great tool to use for enterprise deals! Ease of use and the ability to get everyone to access the workspace easily.

Jason Peak

Director of Sales, Alcatraz.ai

Great strategic sales workspace! Instead of juggling multiple emails and content from me, Recapped makes a mutual evaluation plan very easy for the customer. It enables their evaluation / buying process. Super helpful to be able to upload content and keep a mutual timeline in one place. You can tailor the amount of feedback you receive from customer interaction.

Matt Mallin

VP Enterprise Sales, Case Status

The templates are the best thing about Recapped. It allows us to find collateral sent to a client without having to dig through a lengthy inbox.

David Rembisz

Strategic Sales Executive, Provenir

One of those tools you wonder how you managed without it! Awesome product! We are keeping CS and Sales teams closely aligned with the customer, presenting everything in one central place with complete visibility of all relevant content and events.

Simon Dempsey

Chief Commercial Officer, Plan3

My experience with Recapped has been helpful so far and I use it for my more complex deals in SMB. It’s one central location for a full deal cycle streamlining communication and a clear path for both sides in a partnership.

Daniel Cunningham

Account Executive, Zoom

Recapped allows us to manage our entire sales process and customer engagement. This allows us to not only understand how a deal is progressing but provides true visibility into forecasting with the engagement score. We are speeding up time to onboard our sales reps as our entire sales process, customer-facing documentation, and sales templates are in one place. We also have accurate visibility into how our prospects are engaging within the workspace, allowing us to understand the likelihood of a deal truly.

Will Reeves

Global Sales Director, Orderbot

Great for onboarding clients on our process! We do not have to chase clients/remind them of things so much. Really helps cut back admin time for employees to focus time on other tasks that also need addressing. This will also help our clients see the things that are upcoming, so we can stay on task/on time as we progress projects forward. It also cuts out a lot of client questions and emails, a lot of questions are now templated answers for our company within this platform. Internally, it makes all pieces of the business feel heard and taken care of with clients. It is important for each part of the business to be highlighted and explained properly to clients, so they know what to expect.

Alyssa Pals

Account Manager, Ph.Creative

We are using Recapped for a transparent and easy way to onboard our customers with multiple stakeholders and tracking ongoing support. Loving it so far.

Trace Herchman

VP of Sales and Business Development, Get Hair MD