TrustRadius Insights
Recapped has proven to be a valuable tool for users across various industries who are looking to improve their customer interactions and …
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Product Details
- About
- Tech Details
What is Recapped?
Recapped Features
- Supported: Collaboration Tools
- Supported: Customizable Templates
- Supported: Task Management
- Supported: Contact Management
- Supported: Document Management
- Supported: Project Management
- Supported: Version Control
- Supported: Content Library
- Supported: Pipeline Management
- Supported: RFP Management
- Supported: Templates
- Supported: Workflow Management
- Supported: Email Management
- Supported: Alerts/Notifications
- Supported: Email Templates
Recapped Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Web-Based |
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TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
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Recapped has proven to be a valuable tool for users across various industries who are looking to improve their customer interactions and streamline their sales processes. Customers have found that the centralized location provided by Recapped allows them to keep track of customer interactions and notes, resulting in improved visibility and up-to-date information on the status of each customer. This not only helps with proactive follow-ups in the middle of the sales cycle but also reduces the number of emails exchanged, improving overall efficiency among team members. By providing clearer visibility of upcoming tasks and prioritization, Recapped enables users to develop strategic plans with customers and effectively project manage success plans. Executives and team members appreciate the better visibility into the sales process that Recapped offers, allowing them to easily track accounts' progress. The software's centralized location for all information makes it easy to share with customers, saving significant time in sending, engaging, and following up with new sales customers. Recapped has also proven effective for managing long sales cycles with multiple technical details and stakeholders. Users have successfully replaced clumsy workflows and spreadsheets with Recapped for client onboarding, improving organization and communication with partners. It serves as a central hub for data during the onboarding process, simplifying prospect and client communication by putting clear next steps in place. Recapped's templates for complex proposals save users time and effort in creating professional documents, while its ability to centralize information makes it easier to get timely feedback from customers and deliver quick proposals. Finally, the collaboration features offered by Recapped make it easy to work on contracts and deals, as well as share project estimates with clients for a streamlined workflow. Users find this software easy to use, saving time for both them and their clients - a feature that receives positive feedback from clients themselves. Overall, Recapped has become an essential tool for users looking to enhance their professionalism, streamline workflows, improve communication with customers, and ultimately drive successful sales and onboarding processes.
Users commonly recommend Recapped.io for its ease of use and essential internal account management. They suggest using it for communication and planning with clients and prospects. Several users mention that Recapped.io is a great tool for collaborating with prospects and having a shared work environment to communicate. They advise taking the time to set up Recapped.io properly and exploring all its functionality and tools, as there are more tools available than one might initially think. Users also believe that Recapped.io is focused on the quality of sales actions and provides better clarity in deals compared to other sales tools. They suggest getting in touch with the Recapped team to see the value of the product for oneself and recommend learning how to pitch the tool to prospects. Additionally, users appreciate the superb support from the Recapped team and believe that Recapped will be an integral part of their business moving forward. Some users even believe that Recapped.io has the potential to become an industry leader if they stay on track. Overall, users recommend setting up a meeting and getting a demo of Recapped.io to fully understand its capabilities, as it fills an unmet need for sales teams.