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Close deals and onboard clients faster with Mutual Action Plan Software

About Recapped

Recapped is Mutual Action Plan software powered by AI that helps sales teams guide reps, automate admin tasks, and provide real-time deal insights for buyers. It serves B2B sellers seeking faster closes and consistent playbooks by giving visibility into deal status and engagement.

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Key Features

Across the deal lifecycle, Recapped provides a guided AI-assisted workflow that translates opportunities into Mutual Action Plans, highlights risks, and keeps buyers aligned:

AI Sales Copilot

acts as a “sales manager” AI agent that guides reps on every deal, automates admin tasks, and consolidates everything for buyers in one place, pulling CRM data and deal history to speed progress (close deals 31% faster).

Real-time Deal Scoring

assigns live risk scores and engagement signals to each deal, surfacing issues early so teams can intervene before deals stall.

Deal Status & Activity Tracking

provides a real-time view of deal stage and related activities, ensuring internal teams and buyers stay on the same page.

Playbook Standardization

enforces consistent sales playbooks across deals, reducing variation and enabling scalable execution.

Summary

Best for B2B sales teams, sales enablement/ops, and deal desks handling complex, multi-stakeholder deals.

Free

$0/user/month* / monthly

  • Unlimited Digital Sales Rooms
  • Embed 100+ content sources
  • Buyer engagement analytics
  • Mutual Action Plans
  • Hide internal content
  • Task manager
  • Password protect

Collaborate

$45/user/month / monthly

  • Unlimited content management
  • Up to 4 users
  • Unlimited collaborative workspaces
  • Unlimited templates
  • Unlimited view-only users
  • Handoff to post-sales
  • Leadership insights and trends
  • Gong, Zoom integration New
  • Export to PDF New
  • Tab-level permissions New
  • Salesforce & HubSpot integration
  • Automatic email reminders

Integrate

$95/user/month / monthly

  • Up to 4 users
  • Unlimited collaborative workspaces
  • Salesforce, HubSpot integration
  • Embed inside Salesforce
  • Zapier integration
  • Slack integration
  • Org charts
  • Deal tracker New
  • Custom deal scoring New
  • AI generated Business Cases New
  • Salesforce & HubSpot integration
  • Automatic email reminders

Automate

Contact us / monthly

  • 10+ users
  • Advanced user permissions
  • Org charts
  • AI CRM updates New
  • AI Sales Coaching New
  • AI MEDDICC grading New
  • AI generated content Soon
  • Guaranteed SLA's
  • Single Sign On (SSO)
  • Dedicated Customer Success
  • Mutual Action Plan training
  • White-glove onboarding experience

Team

$600/month / monthly

  • Unlimited users
  • Unlimited storage
  • Up to 4 users
  • Unlimited collaborative workspaces
  • Unlimited reusable templates
  • Unlimited view-only licenses
  • Leadership insights
  • Gong and Zoom integration
  • PDF exports
  • Tab-level permissions New
  • Salesforce & HubSpot integration
  • Automatic email reminders

Business

$1,250/month / monthly

  • Unlimited users
  • Sync bi-directionally to Salesforce and HubSpot
  • Up to 4 users
  • Unlimited collaborative workspaces
  • Manage deals in Salesforce with embedded rooms
  • Connect to 7,000+ apps without code using Zapier
  • Real-time notifications in Slack
  • Visually map accounts with org charts
  • Customizable Deal Tracker
  • AI Generated Business Cases New
  • Salesforce & HubSpot integration
  • Automatic email reminders

Enterprise

Contact us / monthly

  • 10+ users
  • Advanced user permissions
  • Org charts
  • Unlimited users
  • AI CRM updates New
  • AI Sales Coaching New
  • AI MEDDICC grading New
  • AI Generated Sales Content Soon
  • Guaranteed SLA's
  • Single Sign On (SSO)
  • Dedicated Customer Success
  • Mutual Action Plan Training
  • White-glove onboarding

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