Recapped.io

1. Success plans have a clean design, which helps keep customers focused on the content.

2. Template make replicating complex proposals easy.

3. Checklists and task reminders help my team (who does not use project management tools well) keep their promises with prospect and customers.

4. Displays notifications when a prospect views their success plans. Helps us gauge engagement. Especially helpful when a prospect "goes silent" but we can see indications that they're reviewing the proposal.

1. Email task reminders and "view" notifications are great, but pile up in my inbox. They often get lost or ignored. Would love a Slack integration that pings the internal team when a task is due or an account views the project.

2. Driving adoption among my teammates is challenging. There's a learning curve, but once you get over it you get a lot out of the tool.

1. Collaborating with prospects on complex partnership deals.

2. Developing strategic plans with customers, and project managing success plans.

Before recapped I was sending my prospects a HUGE, very long email. Sometimes i had to send multiple emails, which can get confusing, due to size restrictions on attachments. I love with recapped, I can send my prospects everything they need and it is all in one place. I love being able to include everything for them in one easy to access link!

I just wish I could get prospects to use recapped more, especially checking off when things are done or letting me know updates!

I love having everything in one place and being able to send a short & sweet email with a simple link as opposed to multiple emails that could get confusing!

The ease of use for both admins and guests. No password to control. Guests quickly and without training can use and interact with the system.

There are many ideas to add some features but I don't want to see it become so bloated that it looses the charm of the simplicity to share content with customers and guests. The team is very responsive to change suggestions.

We have a quick and low cost / effort tool to share information with customers for both sales and the service processes. Way too easy to use and add content. We reduced the time to send, engage, and follow up with new sales customers from about 35 mins to about 8 mins.

Recapped is easy to set up, easy to use, and clients gain visibility into our program in a professional format.

Overall, the program is great. I would like to be able to add more colors, but really not a big deal.

I recommend recapped for a company looking to quickly get control of their process and organize it in an easy to use and understand format both internally and externally.

Recapped allows us to coordinate between internal team members, stay organized on projects, and keep the client informed during set up and throughout the client lifecycle.