“Handoffs stay consistent and visible”

Pros

Recapped.io has become a key part of both our sales and post-sales workflow. We originally brought it in because we wanted a more consistent experience from the beginning of the sales cycle all the way through implementation and it helped us define that process clearly while keeping communication centralized between our internal team and stakeholders on the customer side. After we got it set up, it also made coverage much easier for our Sales team since anyone could step in and keep things moving if someone was out sick or taking time off. It's simple to see exactly where each client is in the sales process and you can also track how engaged the main stakeholders are. Another big advantage is how naturally it supports the handoff from Sales to post-sales and Implementations. Customers just keep using the same platform they used during the sales cycle, including for signing their contract, which makes the transition process very hassle free. Once a client moves into implementation, our team can lay out exactly what we need from them to hit specific milestones by certain dates. On top of that the Salesforce integration has worked really well for us, both for pulling in data and pushing updates back so the opportunity stays current there too.

Cons

At this point I really can't think of anything specific that needs improvement. If anything, it might be nice to see integrations with even more software platforms although I'm not sure I'm fully aware of everything it already supports.

“Great workspace with helpful onboarding”

Pros

Right from onboarding the platform is organized and very user-friendly. Mark joined a call with my new tech firm and walked me through many of the features the software offers to simplify pursuits and make collaboration feel effortless. Customer support has also been excellent throughout.

Cons

It's honestly hard to point to many downsides this early in my use. If I had to mention one thing, the add content tab could use a more modern look.

“customizable platform that works well”

Pros

Navigating the platform is very easy and it's simple to customize it to match the way you want to work.

Cons

At this point I honestly don't have any complaints. I've been enjoying it a lot.