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Recapped.io
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Recapped.io Features
What are the features of Recapped.io?
Integrated Workflows
- Task Management
- Email Tracking/Automation
- Other Outreach Options
- CRM Integration
- Calendar
- Shared Records
Repeatability and Reportability
- Content Management
- Workflow Management
- Workflow Performance
- Sales Coaching and Insights
Content
- Document Collaboration
- Versioning
- File Request
- Feedback
Collaboration
- Project Management
Recapped.io Categories on G2
Filter for Features
Data Sourcing
Data Sourcing | Compiles data from a breadth of either internal or external sources. | Not enough data | |
Exporting & Sharing Data | Enables user to communicate data by securely exporting and sharing it. | Not enough data | |
Multi-Device Data Visualization | Allows users to view data visualizations on several devices. | Not enough data | |
Interactive Dashboards | Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs. | Not enough data | |
Data Segmentation | Enables user to segment customer or prospect data in meaningful ways such as by industry or region. | Not enough data |
Predictive Analytics
Lead Scoring | Provides scores or rankings of each prospect based on the data provided. | Not enough data | |
Opportunity Scoring | Provides insights to determine which deals already in the pipeline have the best chance of closing. 12 reviewers of Recapped.io have provided feedback on this feature. | 90% (Based on 12 reviews) | |
Risk Analysis | Based on 11 Recapped.io reviews. Warns sales teams of accounts that may be at risk of being lost. | 91% (Based on 11 reviews) | |
Live Forecasting | Provides live customer data so that sales organizations forecasts stay current. | Not enough data |
Sales Management
Live Pipeline Management | Based on 12 Recapped.io reviews. Updates every time a change is made enabling users to trace a deal through the pipeline. | 97% (Based on 12 reviews) | |
Sales Gamification | Enables competition between a sales team by providing things like challenges and scoreboards. | Not enough data | |
Account-Based Analytics | As reported in 10 Recapped.io reviews. Provides insightful data at the account level to arm salespeople with the most relevant information possible. | 92% (Based on 10 reviews) | |
Activity Tracking | As reported in 11 Recapped.io reviews. Enables sales managers to stay on top of their team activities by providing visibility into customer communication. | 94% (Based on 11 reviews) |
Integrated Workflows
Task Management | Based on 55 Recapped.io reviews and verified by the G2 Product R&D team. Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete. | 93% (Based on 55 reviews) | |
Email Tracking/Automation | Based on 39 Recapped.io reviews and verified by the G2 Product R&D team. Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence. | 79% (Based on 39 reviews) | |
Calls and Voice | Based on 25 Recapped.io reviews. Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls. | 57% (Based on 25 reviews) | |
Other Outreach Options | Based on 36 Recapped.io reviews and verified by the G2 Product R&D team. Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more. | 69% (Based on 36 reviews) | |
CRM Integration | Based on 43 Recapped.io reviews and verified by the G2 Product R&D team. Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach. | 86% (Based on 43 reviews) | |
Calendar | Integrates with calendar software so users can seamlessly schedule calls. This feature was mentioned in 35 Recapped.io reviews. | 76% (Based on 35 reviews) | |
Shared Records | Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on. 43 reviewers of Recapped.io have provided feedback on this feature. | 89% (Based on 43 reviews) |
Repeatability and Reportability
Content Management | Based on 53 Recapped.io reviews and verified by the G2 Product R&D team. Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc. | 91% (Based on 53 reviews) | |
Workflow Management | Based on 48 Recapped.io reviews and verified by the G2 Product R&D team. Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems. | 90% (Based on 48 reviews) | |
Workflow Performance | Based on 47 Recapped.io reviews and verified by the G2 Product R&D team. Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members. | 86% (Based on 47 reviews) | |
Sales Coaching and Insights | As reported in 43 Recapped.io reviews. Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints. | 77% (Based on 43 reviews) | |
Gamification | Based on 31 Recapped.io reviews. Provides gamifaction features to rank sales reps on performance | 68% (Based on 31 reviews) |
Sales Team
Flexible Sales Process | Can operate under at least two distinct sales methodologies This feature was mentioned in 20 Recapped.io reviews. | 92% (Based on 20 reviews) | |
Training Mode | Based on 16 Recapped.io reviews. Includes recording and review capabilities to train new salespeople or review old deals | 89% (Based on 16 reviews) | |
Playbooks | As reported in 16 Recapped.io reviews. Creates and stores multiple playbooks for sales | 91% (Based on 16 reviews) |
Intelligence
Opportunity Identification | Highlights cross-sell, upsell, and white space opportunities This feature was mentioned in 14 Recapped.io reviews. | 88% (Based on 14 reviews) | |
Smart Content | Suggests content appropriate to stage and tone of the deal 13 reviewers of Recapped.io have provided feedback on this feature. | 91% (Based on 13 reviews) |
Mapping
Multiple Org Charts | Based on 12 Recapped.io reviews. Allows multiple relationship maps for each account and opportunity | 89% (Based on 12 reviews) | |
Stakeholder Roles | Includes explicit definitions of stakeholder roles 17 reviewers of Recapped.io have provided feedback on this feature. | 90% (Based on 17 reviews) |
Content
Document Collaboration | Allows users to simultaneously collaborate on a document within the application. 44 reviewers of Recapped.io have provided feedback on this feature. | 88% (Based on 44 reviews) | |
Versioning | Based on 33 Recapped.io reviews. Stores different versions of a document. | 84% (Based on 33 reviews) | |
E-Signature | Allows users to provide an e-signature within the platform. This feature was mentioned in 23 Recapped.io reviews. | 75% (Based on 23 reviews) | |
File Request | Allows businesses to request files from clients. This feature was mentioned in 31 Recapped.io reviews. | 82% (Based on 31 reviews) | |
Feedback | Allows businesses to solicit feedback on projects or documents from clients. This feature was mentioned in 35 Recapped.io reviews. | 84% (Based on 35 reviews) |
Collaboration
Instant Messaging | Based on 26 Recapped.io reviews. Provides internal and/or external instant messaging capability. | 77% (Based on 26 reviews) | |
Project Management | As reported in 37 Recapped.io reviews. Offer project management features like task creation and tracking within the application. | 88% (Based on 37 reviews) | |
Analytics | Offer analytics concerning productivity or client engagement. 31 reviewers of Recapped.io have provided feedback on this feature. | 83% (Based on 31 reviews) |
AI and Automation
Lead Prioritization | Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers. This feature was mentioned in 31 Recapped.io reviews. | 74% (Based on 31 reviews) | |
Lead Scoring | Based on 30 Recapped.io reviews. Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage | 72% (Based on 30 reviews) | |
Best Time of Day Scheduling | Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations 27 reviewers of Recapped.io have provided feedback on this feature. | 65% (Based on 27 reviews) | |
Buyer Intelligence | Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls. This feature was mentioned in 31 Recapped.io reviews. | 76% (Based on 31 reviews) | |
Machine Learning | See feature definition | As reported in 26 Recapped.io reviews. Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers
based on historical buyer behavior. | 62% (Based on 26 reviews) |
Deal Analytics
Engagement Tracking | Track who is looking at proposals and how often or for how long. This feature was mentioned in 30 Recapped.io reviews. | 91% (Based on 30 reviews) | |
Reporting and Dashboards | As reported in 28 Recapped.io reviews. Access pre-built and custom reports and dashboards on proposal volume and acceptance. | 86% (Based on 28 reviews) | |
Proposal Effectiveness Reporting | Find out which pieces of content are performing best. | Not enough data |
Administration and Security
User, Role, and Access Management | As reported in 28 Recapped.io reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 86% (Based on 28 reviews) | |
Alerts and Notifications | As reported in 31 Recapped.io reviews. Program in-app and email notifications for approval milestones or actions. | 91% (Based on 31 reviews) | |
Regulatory Compliance | Meets required regulartory compliances. This feature was mentioned in 22 Recapped.io reviews. | 82% (Based on 22 reviews) |
Platform
E-Signature | As reported in 16 Recapped.io reviews. Allows the signor to easily and intuitively sign documents. | 66% (Based on 16 reviews) | |
Proposals | As reported in 23 Recapped.io reviews. Allows users to easily assemble custom fields and variables into reusable templates to automate the proposal creation process. | 83% (Based on 23 reviews) | |
CPQ | Based on 18 Recapped.io reviews. Provides users with configure, price and quote capabilties. | 60% (Based on 18 reviews) | |
Video Proposals | As reported in 17 Recapped.io reviews. Allows users to attach video proposals within the virtual sales room. | 67% (Based on 17 reviews) | |
Content Sharing | Allows users to share relevant marketing content such as whitepapers, studies, and demos within the virtual sales room. This feature was mentioned in 29 Recapped.io reviews. | 93% (Based on 29 reviews) | |
Content Management | Provides users with a repoistory of relevant content to share with clients. 29 reviewers of Recapped.io have provided feedback on this feature. | 88% (Based on 29 reviews) | |
Video Conferencing | Based on 17 Recapped.io reviews. Allows users to run video calls within the browser. | 47% (Based on 17 reviews) | |
Chat | Allows users to chat with prospects within the virtual sales room. This feature was mentioned in 21 Recapped.io reviews. | 68% (Based on 21 reviews) |
Integrations
CRM Integration | Provides features to intregate with CRM software. This feature was mentioned in 24 Recapped.io reviews. | 92% (Based on 24 reviews) | |
Internal Messaging Systems Integration | Provides features to integrate with internal messaging systems. 18 reviewers of Recapped.io have provided feedback on this feature. | 68% (Based on 18 reviews) | |
Video Conferencing Integration | As reported in 15 Recapped.io reviews. Provides features to integrate with vidoe conferencing software. | 60% (Based on 15 reviews) |
Agentic AI - Digital Sales Room
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data |
Agentic AI - Sales Analytics
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data |
Agentic AI - Sales Engagement
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
Agentic AI - Customer Revenue Optimization
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
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