About Recapped

Recapped.io is a cloud-based solution, which helps business development teams, freelancers and agencies provide guidance to prospects about the sales cycle and track customer engagement. The platform also allows users to create proposal documents containing recaps of conversations and share them with stakeholders in the pipeline.

Key features of Recapped.io include a content repository, version control, requirements management, and automatic formatting. The client portal allows firms to consolidate all communication with prospects and assign next steps with deadlines in the form of checklists. The application comes with reusable templates, allowing teams to utilize best practices for reaching out to prospects. Recapped.io also enables firms to chat with clients in real-time to eliminate email chains.

Recapped.io’s dashboard helps track user activity and generate reports based on client engagement. The platform supports integration with various third-party applications such as HubSpot CRM, DocuSign, HelloSign and Salesforce.

Pricing starting from:

US$29,00/month

  • Free Trial
  • Subscription

Devices

Business size

S M L

Markets

United States

Supported Languages

English

Pricing starting from:

US$29,00/month

  • Free Trial
  • Subscription

Images

Recapped.io: next steps check-list screenshot
Recapped.io: dashboard updates screenshot
Recapped.io: conversation recap screenshot
View 4 more
Recapped screenshot: Recapped.io: next steps check-list screenshot Recapped screenshot: Recapped.io: dashboard updates screenshot Recapped screenshot: Recapped.io: conversation recap screenshot

Features

Total features of Recapped: 31

  • Alerts/Notifications
  • Automatic Formatting
  • Chat Transcript
  • Chat/Messaging
  • Collaboration Tools
  • Contact Management
  • Content Library
  • Customizable Templates
  • Document Management
  • Document Storage
  • Document Templates
  • Drip Campaigns
  • Email Address Extraction
  • Email Alerts
  • Email Distribution
  • Email Invitations & Reminders
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Pipeline Management
  • Project Management
  • Project Templates
  • Proposal Generation
  • RFP Management
  • Requirements Management
  • Task Management
  • Template Management
  • Templates
  • Version Control
  • Workflow Management

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Reviews

Overall rating

4,2 /5
(48)
Value for Money
4,2/5
Features
4/5
Ease of Use
4,4/5
Customer Support
4,3/5

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Showing 5 reviews of 48
Chris F.
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Best purchase!

Reviewed on 2019/02/08

I have to tell you that this is one of the best things we have ever bought. Our clients love the...

I have to tell you that this is one of the best things we have ever bought. Our clients love the fact that we have all of their resources in one place. It's so easy for our clients to use and it looks cool branded in our logos and colors. The support has been as well.

Pros

I love the fact that we can use our domain and its all branded with our logo and colors. Plus how easy it is for our clients to use.

Cons

I really don't have anything that I like least. They have truly thought of everything.

Response from Recapped

We're glad to hear that you're really enjoying Recapped, Chris! Please let us know if there is anything we can do to help or make the experience better.

Verified Reviewer
Overall rating
  • Industry: Consumer Goods
  • Company size: 51-200 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Recapped Review

Reviewed on 2019/02/04

I definitely appreciate the personal touch/care with customer service

I definitely appreciate the personal touch/care with customer service

Pros

Its serving its purpose of being able to keep everything in one spot... I like that you can attach documents and I like having a checklist

Cons

Wish it would be live with edits as opposed to having to refresh the page to see them (i.e. live like a google sheets doc would be).

Also- if we're constantly adding the same person to be invited onto all our recappeds.... I wish there was a way to just click their name/have a favorites invite tab

Response from Recapped

Thanks for the feedback! We actually are working on making everything "live" (like a Google Doc). Keep a look out for the updates in the future

Peter P.
Overall rating
  • Industry: Education Management
  • Company size: Self Employed
  • Used Other for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 5.0 /10

Average, But Serviceable Proposal and Client Tracking Tool

Reviewed on 2019/02/09

The live chat is responsive the one time I used it so far, but it's not 24/7. They only answered me...

The live chat is responsive the one time I used it so far, but it's not 24/7. They only answered me for a few seconds, then said it was late for them and would have to resume the next day. It's not terrible, but they didn't really resolve my issues that night.

Pros

I like how it's an all-in-old tool that deals with proposals, pricing tables, and task management for clients. It's a basic Word style editor, which is pretty familiar for me and most people. Overall, the UI is intuitive, though there were a few quirks. I didn't need much training to figure out how to use the tool. For what it promises to do -- proposals, pricing, and task management -- it delivers, but at a basic level.

Cons

The email invites don't send (even after hours) to certain email addresses. It seems like business addresses aren't receiving my proposals, but stuff like aol, gmail, etc. are receiving them fine.

Inserting hyperlinks don't actually make the links clickable. This may be a bug.

Inserting extra content blocks for links also sometimes lags and lags, so the link never resolves. When it does resolve, it may sometimes pull the wrong metadata descriptions from the webpage too.

I wish there were more design features to make the proposals look more beautiful.

Also, the pricing features are extremely limited. They need to allow for multiple pricing options, such as allowing the client to choose various packages, hourly rates, etc. Not just X service = Y price, and that's it. I also don't like how the software adds up all the costs because if you are laying out the different package options, they aren't going to buy ALL packages, yet the totaled price Recap uses includes everything.

Response from Recapped

Hey Peter, sorry about those issues. I'm looking into them personally. Historically our deliverability rates are over 99%, so I'm not sure why they wouldn't receive the emails.

Verified Reviewer
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 2-10 Employees
  • Used Other for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 5.0 /10

I guess I didn't really need it.

Reviewed on 2019/02/08

Meh.

Meh.

Pros

I don't know that I have any. I've used it a handful of times but stopped trying to integrate it into my day-to-day after some headaches setting it up and not getting responses on questions.

Cons

Difficult to configure, key info missing. When I started with this software last summer there was no info about what size logo to upload and no matter what I uploaded it would stretch the logo out of proportion.

I finally had my question about this answered about six weeks after sending it. It looks like they have since updated the settings page with info about logo size, but by then I had moved on to something else.

Matt M.
Overall rating
  • Industry: Events Services
  • Company size: 11-50 Employees
  • Used Other for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 6.0 /10

evaluating usefulness for my group specifically

Reviewed on 2019/01/29

i've been in it twice. Customer Service (mark) has been over the top responsive. Month to month at...

i've been in it twice. Customer Service (mark) has been over the top responsive. Month to month at that price point, at our infant stage of standing up the sales process, deters me from mentioning it in the quarterly spend, however gives me a chance to use it personally to vet then launch w/ sales team.

Pros

it exists. meaning reps do need a way to professional and quickly recap their conversations and get analytics on the next steps.

Cons

we have a growing tech stack. as sales director in a professional services firm there are a lot of tools and hands during a customer journey. we're still exploring our tech stack and where recapped fits in in best practices. so for the price, evaluating the tool and getting sales people to use. it's more of a function of defining our sales process cadence vs. recapped specifically.

Showing 5 reviews of 48 Read all reviews

Recapped FAQs

Below are some frequently asked questions for Recapped.

Recapped offers the following pricing plans:

  • Starting from: US$29,00/month
  • Pricing model: Subscription
  • Free Trial: Available

Individual license is $29 per month, with team licenses starting at $39

We do not have any information about Recapped features

Recapped has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

Recapped supports the following languages:

English

Recapped supports the following devices:

Recapped integrates with the following applications:

DocuSign, HelloSign, HubSpot CRM, Salesforce Sales Cloud

Recapped offers the following support options:

Email/Help Desk, Knowledge Base, Phone Support

Related categories

See all software categories found for Recapped.