Name: Recapped
Author: Recapped

Help Desk

Web and Video Conferencing

Customer Support

Accessibility Testing

Automation Testing

Version Control

Development

Virtual Classroom

Education

AI Document Creation

Business Intelligence (BI)

Calendar

Collaboration

IP PBX

Knowledge Management

Enterprise

Accounting

Budgeting and Forecasting

Financial Planning and Analysis (FP&A)

Financial Research

Financial Risk Management

Trust Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Job Board

Payroll

Talent Intelligence

Talent Management

Time Tracking

Workforce Analytics

Workforce Management

Human Resources

.Net Development

Cloud Storage

Container Security

Deception Technology

Embedded Database

Event Monitoring

Fraud Detection

IT Professional Services

IT Service Providers

Integration Platform as a Service (iPaaS)

Load Testing

Machine Identity Management

Network Diagnostics

Network Performance Monitoring

Office Migration and Repair

Rack Servers

Runtime Application Self-Protection

Service Desk Outsourcing

Telecom Expense Management (TEM)

User Activity Monitoring

Value Stream Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Community

Content Management

Digital Experience Intelligence

Email Marketing

Influencer Marketing

Market Research

Marketing Automation

Mobile Analytics

Social Media Management

Survey & Forms Building

Usability Testing

Web Analytics

Wholesale Marketplace

Marketing

Project Management

Professional Services

AI Sales Agent

Customer Relationship Management (CRM)

Sales

Application Security

Cloud Security Posture Management

Identity Threat Detection & Response Software

Security

Estate Planning

Geographic Information

Tour Operator

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

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### Sales Enablement
User consensus seems to be that Recapped excels in enhancing sales processes and sales team collaboration. Customers appreciate the tool's ability to streamline the sales cycle, improve sales process adherence, and provide a centralized platform for sales enablement. While some users express a desire for stronger Salesforce integration and customization options, overall, Recapped is praised for its effectiveness in driving sales success through enablement features.

### Client Onboarding
Users consistently praise Recapped for its streamlined and efficient client onboarding process. The platform's ability to provide a shared understanding of tasks, progress, and next steps during the transition from sales to implementation has garnered positive feedback. Clients appreciate the organized approach to onboarding, which helps in keeping projects on track and ensuring a smooth handover between teams. Recapped's intuitive interface and user-friendly features have contributed to increased client engagement and satisfaction during the onboarding phase. The platform's support team has also been commended for their responsiveness and assistance in optimizing the onboarding experience for both users and clients.

### Customer Engagement
User consensus seems to be that customer engagement is a strong point of Recapped. Reviewers appreciate how Recapped facilitates interactions with customers, allowing for streamlined communication and collaboration. The platform's ability to centralize customer interactions and provide real-time updates enhances engagement levels and fosters a more dynamic relationship between users and their clients. Customers value the ease of sharing content, such as invoices and documents, which contributes to a more efficient and effective communication process. Recapped's focus on enhancing customer engagement through tailored templates and collaborative tools is well-received by users, who find it instrumental in maintaining strong connections with their clients.

### Document Management
Users generally appreciate Recapped's ability to streamline document sharing and collaboration. While some users find the platform beneficial for creating a central repository for information that is accessible to all parties involved, others highlight the ease of sharing resources with customers and the ability to maintain a mutual timeline in one place. However, there are concerns raised about limitations in document collaboration, such as difficulties in sharing documents that require collaboration and security issues that deter some customers from using the platform. Despite these drawbacks, Recapped's document management functionality is seen as a valuable tool for organizing opportunities and aligning with customers on next steps.

### Communication Strategies
User feedback on Recapped's communication strategies functionality is predominantly positive, with many highlighting the platform's effectiveness in centralizing communication, facilitating knowledge transfer, and improving clarity in deals. Users appreciate the ease of use, ability to attach various types of content, and the platform's role in simplifying the evaluation and buying process for customers. Some users suggest areas for improvement, such as integration with additional features like screen sharing and document signing. In general, Recapped's communication strategies are seen as a valuable asset in enhancing communication flow and maintaining visibility into deal progress.

### Template and Content Sharing
Users consistently praise Recapped for its efficient template creation and content sharing features. The ability to create customizable templates and share content in a centralized platform has garnered positive feedback from users. They appreciate the ease of use in uploading and organizing content, as well as the collaborative nature of the platform that allows for streamlined communication with clients. While some users suggest improvements in template variety and collaborative editing features, overall, Recapped's template and content sharing functionalities are seen as valuable assets in enhancing communication and productivity.

### Project Management
User feedback on Recapped's project management features is diverse, with some users appreciating its ability to streamline task organization and enhance project visibility. However, there are concerns raised about the need for more advanced task management functionalities such as task dependencies and a gantt view. While some users find the platform beneficial for coordinating internal team efforts and keeping clients informed throughout projects, others highlight the limitations in task completion options and folder organization. Despite these mixed opinions, many users acknowledge the potential of Recapped in improving project management processes and fostering collaboration among team members and clients.

### Task and Reminder Systems
Users appreciate the convenience of Recapped's task and reminder systems, noting that it helps in keeping track of action plans and ensuring accountability among team members and clients. While some users find room for improvement in terms of adding more robust features like threads and timestamps for better collaboration, overall, the task and reminder systems are seen as valuable tools for organizing and streamlining workflows. The ability to set reminders, assign tasks, and personalize communication with clients is highlighted as a significant benefit, contributing to a more efficient and structured sales process.

### Collaboration Tools
User feedback on Recapped's collaboration tools is diverse, with some praising its ability to streamline communication with clients and internal teams. The platform's shared workspace feature allows for easy attachment of various types of content, enhancing collaboration efficiency. However, there are suggestions for improvement, such as the desire for more customization options and enhanced branding capabilities. Despite some minor drawbacks, users appreciate the tool's capacity to facilitate real-time collaboration and maintain a centralized hub for project-related information.

### Stakeholder Management
User feedback on Recapped's stakeholder management capabilities varies across reviews. While some users appreciate the tool for its ability to map out important players and keep track of account progress, others express concerns about the need for improved collaboration with stakeholders. The tool's feature allowing for internal and external visibility into account plans is praised for enhancing accountability and streamlining communication. However, there are suggestions for enhancements such as easier editing access for prospects and increased licensing flexibility to accommodate multiple internal team members interacting with a single account. Despite some challenges with adoption and email notifications, users generally find Recapped's stakeholder management functionality beneficial for organizing tasks and facilitating collaboration among stakeholders.

### Strategic Planning
User feedback on Recapped's strategic planning capabilities varies widely. While some users praise the platform for providing a clear and concise way to ensure tasks are completed in a timely manner, others express concerns about the lack of customer engagement with the mutual action plans. The ability to track prospects' engagement with the tool is highlighted as a positive aspect, but there are also mentions of challenges such as the need for customer variables to auto-import information and improvements in the user interface, especially on mobile devices. Despite these mixed reviews, users acknowledge the potential of Recapped's strategic planning features and anticipate enhancements in the future.

### Integration Solutions
Opinions on Recapped's integration solutions vary among users. While some express excitement for upcoming integrations, others find the current offerings lacking. Users appreciate the convenience of having everything in one place but note that the platform can be challenging to navigate. The need for assistance from the Recapped team for integrations is highlighted, with some attributing this to limitations on their end. Despite mixed feedback, the consensus leans towards a positive outlook on the potential of Recapped's integration solutions once enhancements are made.

### Sales Process Optimization
Users have expressed varying opinions regarding Recapped's sales process optimization capabilities. While some users praise its ability to streamline deal cycles and improve communication for closing deals, others have raised concerns about the level of value perceived by customers and certain user interface issues. The platform's features for creating mutual action plans and providing visibility into deal progression have been highlighted as particularly beneficial by users. Despite some reservations, Recapped appears to offer a user-friendly and customizable solution for optimizing the sales process.

### Reporting and Analytics
Users consistently praise Recapped for its enhanced visibility and forecasting capabilities. When it comes to reporting and analytics, users appreciate the platform's ability to provide detailed insights into client engagement and deal progression. The analytics feature allows for a deeper understanding of client interactions within the workspace, aiding in more accurate forecasting and proactive client follow-up. Additionally, users find the reporting functionality to be intuitive and user-friendly, offering clear visibility into key metrics and account plans. Recapped's reporting and analytics tools seem to be a valuable asset for sales teams looking to streamline their processes and improve overall performance.

### Internal Coordination
Users generally praise Recapped for its internal coordination capabilities. The tool is commended for providing a central repository for information that aids in aligning internal teams and external partners. Users appreciate the ease of collaboration with both internal and external stakeholders, allowing for streamlined communication and task management. However, some users express concerns about the need for improved accessibility to features for multiple team members and the challenge of driving adoption among teammates. Despite these minor drawbacks, Recapped's internal coordination functionality is seen as a valuable asset for enhancing project organization and accountability within teams.

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.

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.

Team Edition

Professional Edition

Enterprise Edition

ConnectWise PSA (formerly Manage) is a business management platform for companies that sell, service, and support technology. The platform is cloud-based and integrates automation, help desk and customer service, sales, marketing, project management, and business analytics. It is the hub of the ConnectWise suite.

Subscription

ConnectWise PSA

Recapped

Buying Project Management software is confusing. Want help? Get tips and product info free in this guide.

The Buyer's Guide to Project Management Software

Project management software helps teams plan, coordinate, and execute projects using methods like Agile or Waterfall. Key features include task scheduling, budgeting, and collaboration. Advanced tools offer portfolio-level insights to align projects with business goals. Explore scalable solutions that streamline workflows and improve accountability, with comparisons based on verified user reviews, ratings, and core features.

Project management software provides capabilities to streamline management of complex projects through task management, team collaboration and workflow automation

Task Management

This includes the ability to plan, track, collaborate and report on tasks.

Resource Management

Resource management is workload planning to maximize resources.

Gantt Charts

Gantt charts are charts that show tasks or events along the y-axis displayed against time along the x-axis.

Scheduling

Scheduling capabilities allow users to set schedules on tasks, and create timelines and milestones.

Workflow Automation

Workflow automation is the ability to route work requests along an approval process automatically.

Team Collaboration

Team collaboration capabilities let team members work directly with each other and provide team updates.

Support for Agile Methodology

Agile is a time boxed, iterative approach to development that builds software incrementally instead of trying to deliver it all at once near the end.

Support for Waterfall Methodology

Waterfall methodology is a tradition development method that is linear and sequential.

Document Management

Document management provides for centralized management of all project documents.

Email integration

Email integration allows work requests to be made directly from email.

Mobile Access

Mobile access is the ability to access the software from a smartphone or tablet.

Timesheet Tracking

Timesheet tracking is the ability to track all billable and non-billable hours for each project.

Change request and Case Management

Change request and change management enables tracking of all customer requests including priority and timeframe.

Budget and Expense Management

Budget and expense management provides the capability to track all expenses by employee or department and link them back to department. It also enables hourly rates to be set.

Professional Services Automation

Features that support professional services organizations

Quotes/estimates

Ability to create, manage and send project fee proposals to customers

Invoicing

Ability to create, manage and send invoices to clients during or after completion of a project

Project & financial reporting

Ability to analyze project and financial data based on custom criteria to gather insights and improve business performance

Integration with accounting software

Real-time, two-way sync with accounting or financial software to facilitate project and financial reporting

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