✨ AI-GUIDED DEAL MANAGEMENT

Ensure your sales process is
‍actually followed. Every time.

 
in half the time

Client-facing Deal Rooms that consolidate everything in one place - so reps can easily follow your process, champions can sell internally for you, and leadership can forecast accurately.  
Stop managing your pipeline in emails and spreadsheets.

Create free account
Get a demo

Trusted by thousands of sellers to win more than $5 billion in revenue

zoomzoom
workdayworkday
QuadientQuadient
ContentsquareContentsquare
BuiltBuilt
alcatrazalcatraz
Safe SecuritySafe Security
PendoPendo
BrightlyBrightly
Second NatureSecond Nature
AuvikAuvik
FormativeFormative
Fuel50Fuel50
industrial-scientificindustrial-scientific

Are deals stalling because your sales process isn't being followed?

Playbooks are static, manual, and live outside daily activities... so they're ignored

Critical sales assets are scattered across emails... so stakeholders miss them

Deal details are hidden across platforms... so it's hard to see what's actually happening

Recapped ‍Deal Rooms streamline workflows and improve visibility

A single place for your entire buyer journey

Account Plan
Deal Room
POC Management
Customer Onboarding
Client Portal
Partner Portal

Transform static plans into dynamic pages

Most account plans are forgotten documents that don't drive action. Teams struggle to keep information in one place, leading to missed opportunities and confused efforts.

Check
Sync directly with your CRM
Check
Centralize account intel and stakeholders
Check
Help teams work together on key accounts
Proof of concept

Help every rep sell like your best

Sales processes are often scattered across many places. This makes it hard for reps to follow the right steps, and for buyers to stay engaged, resulting in lost deals.

Check
Guide reps through each step of the process
Check
Keep all deal info and content in one place
Check
Show real-time updates on deal health
Proof of concept

Make every Proof of Concept go smoothly

Managing multiple trials at once is messy. Teams often lose track of what needs to happen, leading to lost deals and less-than-stellar buyer experiences.

Check
Stay on top of every POC
Check
Track what success looks like and who's involved
Check
Help teams collaborate together with buyers
Proof of concept

Turn onboarding into a seamless journey

Failure to launch can be incredibly costly, especially for SaaS businesses. Onboarding through emails and spreadsheets often feels disjointed to customers, with unclear timelines and progress.

Check
Ensure consistent execution of your playbook
Check
Provide customers with clear visibility into progress
Check
Make it easy to collaborate
Proof of concept

Keep customers engaged with a single link

Without a central place for customers, information is scattered across emails and different tools. This can confuse customers, hurting your brand reputation.

Check
Centralize all client conversations and content
Check
Provide real-time project status and next steps
Check
Sync with all your other tools
Proof of concept

Empower partners to sell on your behalf

Managing channel partners often results in inconsistent deal execution, outdated sales materials, and limited visibility into partner activities. This leads to missed opportunities and inefficient channel management.

Check
Standardize deal collaboration across partners
Check
Keep partners updated with your latest content
Check
Gain real-time visibility into partner activities
Proof of concept
Standardize your entire sales process
from qualification to implementation

How are you going to scale your business if everyone has a different process?
Repeatable templates ensure reps do the right thing at the right time - from discovery to delivery.

Proof of concept

"A much needed tool for any mid-market or enterprise sale. It's definitely improved my close rates too."

Chris Hollister
Chris Hollister
VP of Sales at Guided

"A sales tool like no other. We're speeding up rep onboarding as our entire sales process, customer-facing documentation, and sales templates are in one place"
‍
Will Reeves, Global Sales Director, Orderbot

Sales Deal Room
Proof of Concept
Customer Onboarding
Client Portal
Partner Portal
Account Plan

"A much needed tool for any mid-market or enterprise sale. It's definitely improved my close rates too."

Chris Hollister
Chris Hollister
VP of Sales at Guided

"A sales tool like no other. We're speeding up rep onboarding as our entire sales process, customer-facing documentation, and sales templates are in one place"
‍
Will Reeves, Global Sales Director, Orderbot

Hold stakeholders accountable to next steps so deals don't stall

How confident are you that nothing is falling through the cracks? Drive clear next steps with clients and teammates to accelerate time to value

Automatic email reminders
Mutual Action Plans
Real-time alerts
Deal Engagement Score

"A much needed tool for any mid-market or enterprise sale. It's definitely improved my close rates too."

Chris Hollister
Chris Hollister
VP of Sales at Guided

"It's helping us close deals faster. We can quickly identify which deals are real because our champions are actively engaged."

Tony Stuart, Senior Account Executive, Brightly

EvaluationProof of conceptProof of conceptImprementation

Recapped users close deals 24% faster

EvaluationProof of conceptImprementation
Proof of concept

Enable your champion to sell internally when you're not in the room

How many deals are lost behind closed doors? ‍Consolidate all content so it's easy to share and engage for stakeholders

Proof of concept

Recapped users engage 253% more stakeholders

Book demo ➜
Inspect 10x the deals in ½ the time so forecasts are always accurate

How many of your forecasted deals are at risk? Get granular deal visibility into every action, next step, and buyer engagement so you don't have last-minute surprises.

Track buyer intent signals
Deal reviews and insights
Forecasting reports
Deal Engagement ScoreProof of concept

"A much needed tool for any mid-market or enterprise sale. It's definitely improved my close rates too."

Chris Hollister
Chris Hollister
VP of Sales at Guided

"It's helping us close deals faster. We can quickly identify which deals are real because our champions are actively engaged."

Tony Stuart, Senior Account Executive, Brightly

Recapped users forecast 19% better

Deal Engagement Score
Proof of concept

Integrate and consolidate your tech stack, cutting hours of admin work

How many hours are wasted updating manual systems? Automatically update your CRM with AI, sync bi-directionally, trigger workflows, and more.

EvaluationProof of conceptProof of conceptImprementation

"A much needed tool for any mid-market or enterprise sale. It's definitely improved my close rates too."

Chris Hollister
Chris Hollister
VP of Sales at Guided

"A sales tool like no other. We're speeding up rep onboarding as our entire sales process, customer-facing documentation, and sales templates are in one place"
‍
Will Reeves, Global Sales Director, Orderbot

Recapped users save over 7.5 hours per week

Book demo ➜

123% higher close rates and
‍59% higher contract values

Ashley Moralez
Sr. Manager, Sales Operations

209% higher close rates and
‍17% faster sales cycle

David Folwell
CEO

25% faster sales cycles and
‍higher MEDDICC adoption

Anna McMahon
VP of Sales

LOVED BY THOUSANDS OF SELLERS AND THEIR CLIENTS

 
 
 
 
 
 
 
 

Learn best practices from the
world's fastest growing teams

Learn more