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Recapped.io

The Customer Collaboration Platform

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Overview

Recapped.io allows sales teams to create shared workspaces with their buyers, outlining the steps, stakeholders, and resources needed to get a deal done. This improves transparency, accountability, and collaboration, leading to faster deal cycles and better buyer experiences. It provides visibility into buyer engagement and helps sales teams manage complex deals more effectively.

✨ Key Features

  • Mutual Action Plans
  • Collaborative Customer Workspaces
  • Content Management and Sharing
  • Buyer Engagement Tracking
  • Sales Process Templates

🎯 Key Differentiators

  • Strong focus on the B2B buyer experience and collaboration.
  • Easy-to-use platform for creating and managing mutual action plans.
  • Analytics on buyer engagement within the shared workspace.

Unique Value: Recapped.io helps sales teams win more deals by creating a transparent and collaborative buying experience that aligns sellers and buyers.

🎯 Use Cases (4)

Managing Complex B2B Sales Cycles Improving Buyer Collaboration and Experience Customer Onboarding and Implementation Proof of Concept (POC) Management

✅ Best For

  • Creating mutual action plans for enterprise deals to align with buyers on next steps.
  • Centralizing all deal-related communication and content in a shared workspace.
  • Tracking buyer engagement to better forecast deal close dates.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • High-velocity, transactional sales with simple buying processes.
  • Teams not focused on a collaborative sales approach.

🏆 Alternatives

Accord Dooly Quip

Compared to using documents or spreadsheets for action plans, Recapped.io provides a much more professional and engaging experience. Versus other mutual action plan tools, it is known for its ease of use and focus on the core collaborative workflow.

💻 Platforms

Web

🔌 Integrations

Salesforce HubSpot Google Drive Dropbox Slack

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Dedicated Support (Enterprise tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ SSO ✓ SOC 2 Type II

💰 Pricing

Contact for pricing

✓ 14-day free trial

Free tier: N/A

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