Use a Mutual Action Plan Platform to consistently close complex deals

Repeatable templates in one click
All your deal resources in one place
Email notifications and next steps to keep reps accountable
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Proof of concept

Consolidate your entire deal into a collaborative mutual action plan

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

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Include all content, notes, and next steps in one place
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Invite every stakeholder together to collaborate
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Arm your champions with easy to access content
Proof of concept
Request demo

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

Chris Hollister
Chris Hollister
VP of Sales at Guided

Templates you can create in minutes. And copy in seconds.

Drive predictable growth and make it foolproof for your reps to follow through.

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One click template creation. One click template duplication.
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Make your own template. Or steal from one of our pre-built ones.
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Easily edit templates, so your whole team learns from one rep’s mistakes.
Deal Engagement Score
Request demo

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

Chris Hollister
Chris Hollister
VP of Sales at Guided
Deal Engagement ScoreForecast Deals
EvaluationProof of conceptImprementation

Hold reps and prospects accountable to a standardized process

Drive methodology adherence like MEDDPICC, MEDDIC, BANT, Sandler, or Challenger. Create a repeatable playbook and ensure the perfect process is followed every single time

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Assign tasks to every stakeholder involved
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Send automatic email reminders
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Increase sales methodology adoption through simple-to-follow next steps
EvaluationProof of conceptImprementation
Request demo

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

Chris Hollister
Chris Hollister
VP of Sales at Guided

Update Salesforce and Hubspot in seconds.

Cut down on back and forth between apps, so your reps can update Salesforce in seconds

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Sync bi-directionally with Salesforce or Hubspot
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Reps can update your deal in one click instead of 14
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Your reps will enjoy updating Salesforce (which means you won't be looking through half empty Salesforce data).
Deal Engagement Score
Request demo

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

Chris Hollister
Chris Hollister
VP of Sales at Guided
Proof of conceptForecast Deals

Get started in minutes with our Template Library

Reccapped platform image

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

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

Chris Hollister
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
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
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
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
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
Arjun Patel
CEO at WorkClout

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