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Recapped

Sales Intelligence AI Paid

Recapped is a collaborative client portal platform for B2B sales and customer success teams that replaces long email chains with a structured, trackable workspace for every deal and onboarding project. Sales reps create a Recapped workspace for each prospect that includes a mutual action plan with assigned tasks, due dates, content links, and embedded videos, keeping both buyer and seller accountable to a shared timeline. The platform tracks every buyer interaction, notifying reps when a new stakeholder views the portal, which sections they spend the most time on, and when deadlines for buyer deliverables are approaching to help reps identify at-risk deals and accelerate stalled opportunities.

💰 Pricing
Paid
📂 Category
Sales Intelligence AI
🏷️ Tags
client portal, mutual action plan, deal management, onboarding, B2B sales
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