Recapped is a mutual action plan (MAP) and digital deal room platform that helps B2B sales teams align with buyers on next steps, share resources, and track deal progress in a shared workspace. It replaces scattered email threads and attachment chains with a single, organized deal room.
Product Overview
Recapped creates a branded client portal for each deal or onboarding project where both the sales team and buyer can view tasks, upload documents, and track milestones. Its CRM sync keeps deal progress visible in Salesforce and HubSpot, while its engagement analytics show which resources buyers are consuming.
Key Features
- Mutual Action Plans: Shared task lists with due dates and ownership for both seller and buyer to track deal progress together.
- Digital Deal Rooms: Branded client portal consolidating proposal, case studies, contracts, and next-step tasks in one URL.
- Buyer Engagement Analytics: Tracks which documents and links buyers view with time-stamped activity logs.
- Onboarding Projects: Extends deal rooms into customer onboarding plans with task assignments for CS and the new client.
- CRM Sync: Syncs deal room activity and task completion back to Salesforce and HubSpot opportunity records.
Best For
Mid-market and enterprise B2B sales teams with complex, multi-stakeholder deals who want to improve buyer alignment and accelerate time to close.
Pricing
Custom pricing based on team size. Contact Recapped for a demo and quote.
Key Integrations
Salesforce, HubSpot, Pipedrive, Slack, DocuSign, PandaDoc, Notion
Pros
- Mutual action plans create accountability and shared visibility with buyers
- Extends naturally into customer onboarding, reducing handoff friction
- CRM sync keeps deal progress visible without manual updates
Cons
- Buyer adoption depends on the quality of seller implementation and coaching
- Feature overlap with digital sales rooms like Aligned or Dock
