Update Salesforce without headaches

Update and manage your deals and while enabling your buyers at the same time. A single place for your entire deal to live.

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Manage opportunites and accounts in seconds
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Improve data hygiene and forecasting
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Sales Force and Recapped Integration

Manage opportunities, set next steps, share content, and track buyer engagement all on one page

No more jumping between a million tools. Consolidate your entire deal in a collaborative action plan for you, your team, and your buyer.

Seamlessly update and manage Opportunities, Accounts, and Next Steps. Gain back hours of your day.

Opportunity
Sales Opportunity
Recapped Action Plan for Enterprise

Sell with repeatable consistency

Templatize your sales motion to ensure every deal is qualified, updated, and follows best practice.

Improve data hygiene and forecasting

No more "did you update Salesforce?" slack messages. Save hours per day of busy work, and get direct insights into deals

Deal Engagement ScoreForecast Deals
Handoff Smoothly

Handoff smoothly
to post-sales

Collaborate with internal Sales Engineers and Customer Success teams from discovery through renewals.

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Salesforce Today