What’s New at Recapped!🎯
We’ve been working hard to deliver the products and features that matter to you! This update features a brand new way to comment in workspaces, content controls, and the announcement of our SOC2 type 2 compliancy, just to name a few. Let’s jump in!
Comment Threads 💬
We want to make it easier to speak directly to the content blocks within your workspace. Engaging with your prospects directly on the content that matters can help move deals along and guide your prospects to the right collateral. Each comment acts as its own thread that can be resolved or replied to all from within the workspace! Click HERE to learn more about the new comment threads!
Content Usage 🤔➡ 🥳
No more playing the guessing game! This was one of our most heavily requested items. We’re pleased to announce you’re now able to see how many times a template or content block has been used by your team. Easily understand what content is used in Closed Won opportunities, remove content that hasn’t been used, and continue to optimize your current strategy.
Hide Sample Templates 🙈
We get it, you’re totally capable of creating your own templates! You’re now able to hide the out of the box “Sample” templates with a click of a button. Visit your Settings > Team > Controls and toggle on. We’ll leave you to it 🙂
SOC2 Type II Compliance 🤓
As of January 2023, we are SOC2 Type II compliant! Recapped utilizes enterprise-grade best practices to protect our customers’ data and works with independent experts to continuously monitor and verify our security, privacy, and compliance controls. We’ve received our SOC 2 Type II attestation report with the help of Drata and MJD Advisors. To read more about our SOC2 Type II compliance click HERE.
In case you missed these updates from Q1…
Dashboard Filters 🆕
Sorting through the information that matters just got a whole lot easier! You’re now able to save workspace views with the fields that are most important to you. Combine items like CRM stage, opportunity/deal amount, close date, tags, and much more! Save views to easily access the most critical fields on every deal.
Updates to Share Modal 🆕
Share modal is getting an upgrade! The updated share modal makes it super easy to share and collaborate! You can share workspaces externally with prospects or clients, and internally to maximize cross functional collaboration efforts. This update brings us one step closer to Contact Syncing to CRM which will be released later this year.
What other features do you want to see?