Recapped.io

Recapped.io

Recapped
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About

Katalyst is an AI sales agent that works your Salesforce pipeline, turning calls, emails, and signals into Salesforce updates, next steps, and account plans so enterprise sales reps close deals, not tabs. It surfaces timely signals, summarizes every touchpoint, and keeps every deal always up to date by capturing customer interactions across meetings, notes, emails, and calls, then updating the relevant deal fields in Salesforce. With always-updated pipeline data, teams can improve forecasting, pipeline analysis, and win/loss visibility without relying on manual CRM hygiene. Katalyst turns every interaction into action by using the company playbook, deal history, and deal context to suggest the right next step, then writes it back to Salesforce. It also deploys critical deal signals such as leadership moves, hiring, events, news, 10-Ks, and website activity, helping reps engage buyers at the right time and move opportunities forward with confidence.

About

A living workspace for complex deals. Mutual action plans that keep prospects accountable and ensure nothing falls through the cracks. Keep everything in one spot. Ensure clients complete next steps. Automatic email reminders help keep clients, stakeholders, and team members accountable to next steps. Consolidate your entire deal in one place. No more searching through countless email threads and spreadsheets. A single place for you and your client. Accurately forecast deal outcomes. Gain visibility into the status of your deals without complicated reports, and jump in before it's too late. Clone your best reps with repeatable playbooks. Drive best practices on every deal with reusable templates, ensuring everyone performs their absolute best. Integrate into your existing workflow. Recapped integrates with Salesforce, Dropbox, Google Drive, and a lot more.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Enterprise account executives who need an AI sales agent to keep Salesforce updated, surface deal signals, prepare account plans, and draft timely follow-ups

Audience

Inside sales teams

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$49 per user per year
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Katalyst
Founded: 2024
United States
www.joinkatalyst.com

Company Information

Recapped
Founded: 2017
United States
www.recapped.io

Alternatives

Alternatives

DealHub

DealHub

DealHub.io

Categories

Categories

Proposal Management Features

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
Requirements Management
Revision Management
RFP Management
Task Management
Templates
Version Control

Integrations

HubSpot CRM
Salesforce
CircleBack
Docusign
Dropbox
Dropbox Sign
Fireflies.ai
Gmail
Gong
Google Calendar
Google Drive
HubSpot Customer Platform
Microsoft Outlook
Notion
Slack

Integrations

HubSpot CRM
Salesforce
CircleBack
Docusign
Dropbox
Dropbox Sign
Fireflies.ai
Gmail
Gong
Google Calendar
Google Drive
HubSpot Customer Platform
Microsoft Outlook
Notion
Slack
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