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
- Gamification
Content
- Document Collaboration
- Versioning
- Feedback
Collaboration
- Project Management
Top Rated Recapped.io Alternatives
Recapped.io Categories on G2
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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 | Based on 12 Recapped.io reviews. Provides insights to determine which deals already in the pipeline have the best chance of closing. | 90% (Based on 12 reviews) | |
Risk Analysis | Warns sales teams of accounts that may be at risk of being lost. This feature was mentioned in 11 Recapped.io reviews. | 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 | Updates every time a change is made enabling users to trace a deal through the pipeline. This feature was mentioned in 12 Recapped.io reviews. | 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 | Provides insightful data at the account level to arm salespeople with the most relevant information possible. 10 reviewers of Recapped.io have provided feedback on this feature. | 92% (Based on 10 reviews) | |
Activity Tracking | Enables sales managers to stay on top of their team activities by providing visibility into customer communication. 11 reviewers of Recapped.io have provided feedback on this feature. | 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 | Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls. 25 reviewers of Recapped.io have provided feedback on this feature. | 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. 35 reviewers of Recapped.io have provided feedback on this feature. | 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. This feature was mentioned in 43 Recapped.io reviews. | 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 | Provides gamifaction features to rank sales reps on performance 31 reviewers of Recapped.io have provided feedback on this feature. | 68% (Based on 31 reviews) |
Sales Team
Flexible Sales Process | Can operate under at least two distinct sales methodologies 20 reviewers of Recapped.io have provided feedback on this feature. | 92% (Based on 20 reviews) | |
Training Mode | As reported in 16 Recapped.io reviews. Includes recording and review capabilities to train new salespeople or review old deals | 89% (Based on 16 reviews) | |
Playbooks | Creates and stores multiple playbooks for sales 16 reviewers of Recapped.io have provided feedback on this feature. | 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 | As reported in 13 Recapped.io reviews. Suggests content appropriate to stage and tone of the deal | 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 | Based on 17 Recapped.io reviews. Includes explicit definitions of stakeholder roles | 90% (Based on 17 reviews) |
Content
Document Collaboration | Based on 43 Recapped.io reviews. Allows users to simultaneously collaborate on a document within the application. | 88% (Based on 43 reviews) | |
Versioning | As reported in 32 Recapped.io reviews. Stores different versions of a document. | 83% (Based on 32 reviews) | |
E-Signature | Based on 22 Recapped.io reviews. Allows users to provide an e-signature within the platform. | 74% (Based on 22 reviews) | |
File Request | Allows businesses to request files from clients. 30 reviewers of Recapped.io have provided feedback on this feature. | 81% (Based on 30 reviews) | |
Feedback | As reported in 34 Recapped.io reviews. Allows businesses to solicit feedback on projects or documents from clients. | 84% (Based on 34 reviews) |
Collaboration
Instant Messaging | Based on 25 Recapped.io reviews. Provides internal and/or external instant messaging capability. | 76% (Based on 25 reviews) | |
Project Management | As reported in 36 Recapped.io reviews. Offer project management features like task creation and tracking within the application. | 88% (Based on 36 reviews) | |
Analytics | Offer analytics concerning productivity or client engagement. This feature was mentioned in 30 Recapped.io reviews. | 82% (Based on 30 reviews) |
AI and Automation
Lead Prioritization | Based on 31 Recapped.io reviews. Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers. | 74% (Based on 31 reviews) | |
Lead Scoring | Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage This feature was mentioned in 30 Recapped.io reviews. | 72% (Based on 30 reviews) | |
Best Time of Day Scheduling | As reported in 27 Recapped.io reviews. Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations | 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. 31 reviewers of Recapped.io have provided feedback on this feature. | 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 | As reported in 30 Recapped.io reviews. Track who is looking at proposals and how often or for how long. | 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 | Allows the signor to easily and intuitively sign documents. 16 reviewers of Recapped.io have provided feedback on this feature. | 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 | Provides users with configure, price and quote capabilties. 18 reviewers of Recapped.io have provided feedback on this feature. | 60% (Based on 18 reviews) | |
Video Proposals | Based on 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. 29 reviewers of Recapped.io have provided feedback on this feature. | 93% (Based on 29 reviews) | |
Content Management | Provides users with a repoistory of relevant content to share with clients. This feature was mentioned in 29 Recapped.io reviews. | 88% (Based on 29 reviews) | |
Video Conferencing | Allows users to run video calls within the browser. 17 reviewers of Recapped.io have provided feedback on this feature. | 47% (Based on 17 reviews) | |
Chat | As reported in 21 Recapped.io reviews. Allows users to chat with prospects within the virtual sales room. | 68% (Based on 21 reviews) |
Integrations
CRM Integration | As reported in 24 Recapped.io reviews. Provides features to intregate with CRM software. | 92% (Based on 24 reviews) | |
Internal Messaging Systems Integration | As reported in 18 Recapped.io reviews. Provides features to integrate with internal messaging systems. | 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) |
