Recapped.io Reviews

Super helpful to be able to upload content and keep a mutual timeline in one place. You can tailor the amount feedback you receive from customer interaction

I have not sensed any negatives it gives you clear insight into how often a customer is engaging with your content

Instead of juggling multiple emails and content from me it makes a mutual evaluation plan very easy for the customer it enables their evaluation / buying process

Recapped.io makes it easy to keep all of the information related to a deal in one place for stakeholders to review. It also keeps the mutual action plan front-and-center so nothing falls through the cracks.

I haven't come across much that I haven't liked about the platform.

A sales cycle often involves multiple stakeholders. However, they aren't always involved in every meeting or every email thread. Therefore, instead of emailing around transcripts, recordings, meeting minutes, and mutual action plans, Recapped.io gives us a central place to organize all of that information for everyone involved in the buying process on the client side.

Recapped is incredibly easy to use for both the sales team and the client. Taking what was once multiple email threads with links and attachments you hope get read - Recapped allows an interactive, single source of record for the client during their evaluation. It also works a great litmus test for engagement and knowing how serious someone is during the sales cycle.

It can take a lot of time to customize your templates early on. There are lots of options and file types so you can get lost in the weeds trying to make things perfect.

Better way to engage and share information with decision makers. Eay tool to empower your champions to make business cases when you can't be part of their internal meetings.

The ability to have a common platform for customers and internal teams to ensure alignment and track engagement.

None that we have discovered while using the platform.

Too many methods of communication that get lost with texts and individual emails.

It's easy to use, has a content library and ability to update CRM in Recapped.io or your CRM so you don't have to log into multiple systems to make updates. Also, it helps keep deals on track once they engage with the workspace.

I have not found anything to dislike at this point.

It helps keep everyone accountable for tasks and determining timeline and decision processes.

It is very customizable and it is easy to get started. I also like how you can hide sections for the Presentation Mode.

I have nothing to complain about. It has been a very helpful tool for me thus far.

It is helping my sales process to be more organized and keeping all information pertaining to the process in one location. It also gives the Prospect a one source of truth.

The fact that it's available via the web browser and allows for easy access no matter where you are as long as you have an internet enabled device

When you see the comment that someone uploaded a file, you have to go to the actual section. It could be more helpful if you could access the file via the comment, or clicking on the comment brings you to the section where the file is located.

If you're working in client-focused positions, recapped is the way to go!

Recapped helps keep me organized to ensure that each of my clients' have a solid foundation during their onboarding process, and my clients love the fact that all important information is available for them in one place.

My favorite part about Recapped is the transparency that I have with me and the customer. During my first Welcome call, I have the Recapped all prepared with our onboarding schedule, action items between the calls, and a place for me to hyperlink any help documents or screen recordings. I use Recapped every day and the customer support has been great whether it comes to them training us or answering any questions that we had. There are tons of good features with many more to come I believe. We also have a very good integration with Salesforce to automatically bring in notes from the Salesforce opportunity.

I honestly have not yet run into a downside. A few months ago there was a feature that I wish Recapped had, but I totally forgot what it was. I guess it was not too important. Recapped is great.

Recapped is helping us with our customer onboardings. I am a Customer Success Manager at a SaaS company, and we use Recapped during all of our onboarding calls to show our onboarding plan, what they should be working on in between calls, and to keep tab of screen recoridngs from all of our prior sessions.

We use recap in a unique way, it is forward-facing for how we plan and take notes for all of our sales calls. It displays the information we are looking to obtain as well as portray through the discovery call. With pre-set text boxes, you can fully configure templates and graphs and information which you can use very quickly to assemble an organized sales call. Whether it is the beginning of the sales process or mid-way through a POC review. This platform allows for all notes, segmentations, graphs, commitments and more to be professionally displayed.

When you create a table, you can not configure it the same way as you would in an Excel file. Sometimes i need to be able to move things around without having to copy and paste everything a line lower.

Organizing all the notes and commitments from the client

Enabled me to display the information in a professional manner

Keeping tabs or tasks and actions that are required to advance the sales cycle

It's a one-stop shop for buyers. We no longer have to manage a long chain of multiple emails with different stakeholders.

I don't always feel that the engagement scores reflect the reality of the deal, but that's pretty impossible to measure

The allow me to create a "digital sales room" so I can keep my buyer aligned with our sales process (with dates and deadlines), as well as curate marketing materials, security docuemnts, and pricing plans all in one place.