Collaborative Close Plans in Seconds

Share client-facing close plans to win deals faster, manage stakeholders, and ensure nothing falls through the cracks.

Get Powerful Visibility Into Your Client Interactions

No more searching through your inbox or manually updating spreadsheets.
Everything you and your client needs in one Mutual Action Plan.

Hold prospects accountable

Hold prospects accountable

Create a checklist of next steps with automatic email reminders for clients to complete

Create repeatable sales process

Cut your admin time down with reusable templates and automation

Recapped Action Plan for Enterprise

Forecast deals with pinpoint accuracy

Gain real-time visibility into the status of your deals without complicated reports

Manage your entire deal in one place

Drive deals from Proof of Concept to onboarding all in one place

Handoff Smoothly

Integrate directly with Salesforce

Recapped seamlessly ties into your existing workflow, making it easy to adopt

Sales Opportunity
Clone Best Reps

Clone your best sales reps

Ensure best practices are always followed and stop losing deals.

Enterprise TemplateMutual Action PlanSlack Collaboration

By Sales People,
For Sales People