--- title: "Recapped Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Recapped Software - reviews, pricing plans, popular comparisons to other Sales Enablement products and more." source_url: "https://www.capterra.com/p/180049/Recapped-io/" page_type: "product" language: "en" publication_date: "2026-10-15" --- # Recapped Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 15, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Recapped ## What is Recapped? Consolidate your entire deal (notes, resources, next steps) all in one collaborative workspace. Hold reps accountable with a deal engagement score, deadlines, and automatic email reminders. Create and duplicate templates with one click. Make sure your reps sell with consistency and nothing falls through the cracks. See buyer activity and deal engagement with interactive dashboards, so you know exactly what's happening in your deals. Save your deals. Sell smarter. Close consistently. ## What is Recapped used for? [Collaboration](https://www.capterra.com/collaboration-software/)[Sales Engagement Platform](https://www.capterra.com/sales-engagement-platform-software/)[Task Management](https://www.capterra.com/task-management-software/) Top alternative Featured Overall rating Based on 48 user reviews Reviews sentiment Positive 85% Neutral 10% Negative 4% Starting price $29 Per Feature, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Recapped?[Manage this product listing](https://www.g2.com/products/recapped-io/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Recapped 4.2 (48) VS. [4.7 (2,934)](https://www.capterra.com/p/158456/JotForm-4-0/reviews/) Starting Price $29 Per Feature, Per Month Starting Price $39 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.4 (48) Ease Of Use 4.7 (2,910) Value For Money 4.2 (41) Value For Money 4.5 (2,341) Customer Service 4.3 (37) Customer Service 4.5 (2,169) ## Recapped alternatives Highest Rated [5.0 (2)](https://www.capterra.com/p/255292/Twenty5/#reviews) Starting price $6250.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.7 (695)](https://www.capterra.com/p/162588/HoneyBook/reviews/) Starting price $36.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Responsive, formerly RFPIO](https://www.capterra.com/p/148054/Responsive/) [4.5 (190)](https://www.capterra.com/p/148054/Responsive/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/148054/Responsive/) [Agiled](https://www.capterra.com/p/206203/Agiled/) [4.7 (350)](https://www.capterra.com/p/206203/Agiled/reviews/) Starting price $30.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/206203/Agiled/) ## FAQs about Recapped Overview ### Which roles and teams benefit most from Recapped? Recapped is most used by sales leaders, regional sales managers, and partner relationship managers who need to organize customer conversations, track deal progress, and coordinate follow-up actions. CEOs, presidents, founders, and managing directors use it to maintain visibility into revenue opportunities, align commercial teams, and review account activity. Answer based on 48 reviews Overview ### What company size and specific industries is Recapped built for? Recapped is designed for B2B organizations of any size that need support for sales leadership, sales management, sales enablement, and customer success. It is built for companies in business-to-business sales environments rather than consumer-facing industries, making it a fit for teams focused on managing revenue and customer relationships. Features and Usability ### What are the key features of Recapped? Recapped includes CRM, pipeline management, and forecasting for sales tracking, plus contact management and email management with email tracking and email templates. It also offers proposal generation and RFP management, along with document management, version control, client portal access, task management, reminders, and workflow management. Integrations ### Which third-party tools and platforms does Recapped integrate with? Recapped integrates with 4 third-party tools: Docusign and Dropbox Sign for e-signatures, plus HubSpot CRM and Salesforce Sales Cloud for CRM workflows. These native connections cover document signing and customer data management across sales processes. Answer based on 3 reviews Getting Started and Support ### What training and onboarding options does Recapped offer? Recapped provides live online sessions, webinars, and documentation to help teams get started. Live online sessions and webinars support guided instruction and feature walkthroughs, while documentation offers written reference material for self-paced review and step-by-step support when needed. Answer based on 1 reviews Getting Started and Support ### What customer support options does Recapped offer? Recapped offers Email/Help Desk, a Knowledge Base, and Phone Support. These support channels give users direct contact and self-service help for setup and troubleshooting. No reviewer feedback is available here to describe response times, helpfulness, or common support frustrations. ## Features AI summary Based on 2,485 Sales Enablement reviews Capterra data shows that buyers of sales enablement software rank the following features as their top priorities: - **Contact Management** (**55%** of reviewers rated this feature as critical) - **Contact Database** (**58%**) - **Lead Management** (**52%**) Recapped supports **Contact Management**, which gives teams a clear way to organize customer relationships and keep account details up to date. However, it does not include **Contact Database** or **Lead Management**. Instead, it offers **CRM** (**58%**), a feature reviewers also rate as important, helping businesses keep customer information in one place and giving teams better visibility into sales activity and follow-up work. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Automatic Formatting Automatically formats data in a predetermined way Chat/Messaging Communicate using direct chat or messages within the system Client Portal Private online space that lets businesses securely share documents and provide information access to clients Collaboration Tools Provides a channel for team members to share AI models, media files, communicate, and work together Contact Management Manage, organize, and store contact information Recapped 27 features ### All Features - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Automatic Formatting: Automatically formats data in a predetermined way - Chat/Messaging: Communicate using direct chat or messages within the system - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Contact Management: Manage, organize, and store contact information - Content Library: Centralized repository to store content and assets - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Templates: Pre-made examples and templates for emails - Email Tracking: Track delivered, received, and opened emails - Forecasting: Form predictions based on past and present data/trends - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Project Templates: Pre-designed project plans that can be customized - Proposal Generation: Create proposals based on costs of labor and materials - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - RFP Management: Manage and process incoming documents detailing requests for proposals - Task Management: Create, manage and track all task activities and progression - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Templates: Sample files or documents that could be customized as needed or used as is - Version Control: Track revisions and updates made to files and navigate between different versions - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.0 (48) 4.0 Based on 48 reviews ## Pricing Value for money 4.2 (41) Free Trial Basic $29.00 Per Feature,Per Month Value for money 4.2 (41) 4.2 Based on 41 reviews ## Integrations [ Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[ Docusign](https://www.capterra.com/p/121506/Docusign/)[ HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[ Dropbox Sign](https://www.capterra.com/p/144797/HelloSign/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.3 (37) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.3 (37) 4.3 Based on 37 reviews ## User reviews Overall rating 4.2 Based on 48 reviews Filter by rating Counts reflect reviews available in this feed. 5(21) 4(20) 3(5) 2(1) 1(1) Mentioned topic Recent reviews first, then most helpful Chris F. CEO Used the software for: Less than 1 year ### "Best purchase!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 12, 2019 I have to tell you that this is one of the best things we have ever bought. Our clients love the fact that we have all of their resources in one place. It's so easy for our clients to use and it looks cool branded in our logos and colors. The support has been as well. Pros I love the fact that we can use our domain and its all branded with our logo and colors. Plus how easy it is for our clients to use. Cons I really don't have anything that I like least. They have truly thought of everything. MD Managing Director Managing Director Used the software for: Less than 1 year ### "Value for money" 5.0 January 30, 2019 Really easy to use , helped us organise Pros Easy of use , My team is always on the same page Cons Should have a payment options for clients to accept and pay , like linking with PayPal etc PP Peter P. Founder Used the software for: Less than 1 year ### "Average, But Serviceable Proposal and Client Tracking Tool" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 5/10 February 11, 2019 The live chat is responsive the one time I used it so far, but it's not 24/7. They only answered me for a few seconds, then said it was late for them and would have to resume the next day. It's not terrible, but they didn't really resolve my issues that night. Pros I like how it's an all-in-old tool that deals with proposals, pricing tables, and task management for clients. It's a basic Word style editor, which is pretty familiar for me and most people. Overall, the UI is intuitive, though there were a few quirks. I didn't need much training to figure out how to use the tool. For what it promises to do -- proposals, pricing, and task management -- it delivers, but at a basic level. Cons The email invites don't send (even after hours) to certain email addresses. It seems like business addresses aren't receiving my proposals, but stuff like aol, gmail, etc. are receiving them fine. Inserting hyperlinks don't actually make the links clickable. This may be a bug. Inserting extra content blocks for links also sometimes lags and lags, so the link never resolves. When it does resolve, it may sometimes pull the wrong metadata descriptions from the webpage too. I wish there were more design features to make the proposals look more beautiful. Also, the pricing features are extremely limited. They need to allow for multiple pricing options, such as allowing the client to choose various packages, hourly rates, etc. Not just X service = Y price, and that's it. I also don't like how the software adds up all the costs because if you are laying out the different package options, they aren't going to buy ALL packages, yet the totaled price Recap uses includes everything. FO Founder Founder Used the software for: Less than 1 year ### "Very good proposal software, looking forward to more features" 5.0 January 30, 2019 I've gotten my first payment for our project already. I can see this tool becoming invaluable over time, even for the small part of the workflow it has helped improve. I look forward to seeing how it evolves over time. Pros Having a dedicated tool that lets me focus my communication with clients is crucial, and I like the way that the page is laid out in a clear and consistent manner. The ability to get feedback and communicate in real time with clients here is great. Cons One client of mine had issues accessing the site using Internet Explorer. I didn't really dig into it as he was able to access it using Chrome (what I would have recommended), but since I only have a mac, I couldn't replicate his issue. According to him, all he saw was a blank screen in IE. I'm also looking forward to getting more features from the roadmap. Jayme A. CEO Used the software for: Less than 1 year ### "Recapped.io = Intuitive and user friendly" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 February 4, 2019 Overall, I have been happy with recapped.io. I think at this price, its an absolute steal. I am happy to use it and my clients all like how simple and easy to use the software is! Pros Recapped.io was my choice after moving from a more complicated software that left my clients and I wishing for something a little more user friendly. I love that this program has all the major features I want without being bloated with useless features or overly complicated menus. The ease of use for my clients and I is definitely the biggest selling point. Cons The software is new, so it does not have every integration you could want. The team there is very supportive and is working hard to make sure that the user base's needs are met. I have full faith that they will roll out more useful features and integrations in the near future! Mario A. Director of Network Engineering Used the software for: Less than 1 year ### "Easy to use proposal delivery software" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 11, 2019 Pros Very easy to create the proposals and deliver them to clients. We have been using Google Docs for years and this simplified the process. Cons The LinkedIn login was kind of a turn off. I understand the premise behind easy logins having built a TON of applications that use social authentication but that being said I also am well aware of how easy it is to implement alternative logins. Not a deal breaker. Matt M. Director of Sales Used the software for: I used a free trial ### "evaluating usefulness for my group specifically" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 6/10 January 30, 2019 i've been in it twice. Customer Service (mark) has been over the top responsive. Month to month at that price point, at our infant stage of standing up the sales process, deters me from mentioning it in the quarterly spend, however gives me a chance to use it personally to vet then launch w/ sales team. Pros it exists. meaning reps do need a way to professional and quickly recap their conversations and get analytics on the next steps. Cons we have a growing tech stack. as sales director in a professional services firm there are a lot of tools and hands during a customer journey. we're still exploring our tech stack and where recapped fits in in best practices. so for the price, evaluating the tool and getting sales people to use. it's more of a function of defining our sales process cadence vs. recapped specifically. MR Manager, Risk Benefits & Leave Management Manager, Risk Benefits & Leave Management Used the software for: Less than 1 year ### "Recapped.io everything I needed and more" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 31, 2019 They took the time to walk me through the program and answer my questions personally. No trying to wade through tutorials and trying to figure it out on my own. Made it easy to use. Pros The ease of use (and resuse) of contracts and now being able to capture payments as well. Cons At this point, can't think of a darn thing. Goldie R. CEO Used the software for: Less than 1 year ### "Great tool to keep communications clear" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 February 11, 2019 It's really helpful in keeping the communication channels clear with my clients. They send a text, I say put it in the recap, the send an email, I say put it in the recap. Pros Very easy to use, my clients were able to use it immediately Cons Didn't log me in automatically. Had to add my email again when adding a comment Harj G. National Director Used the software for: Less than 1 year ### "Must have for any business that conducts 1-on-1 Sales" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 11, 2019 Pros Incredibly intuitive and easy to use. Customer support is incredible. Cons Some features are still in development phase but nothing that will stop you from using the platform. In fact, the road mapped features will simply ADD value to what they already offer. [View all Reviews](https://www.capterra.com/p/180049/Recapped-io/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.