Conversation-first 1
The meeting creates the record
RecapCRM starts with what clients and consultants actually discuss, then turns it into structured relationship context.
AI relationship CRM for consulting firms
The CRM that remembers every client conversation
RecapCRM records your client meetings, creates structured summaries, and builds
institutional memory that stays with your firm. Zero data entry. Every meeting. Always
ready.
Capture Bring every client conversation into the relationship record
Connect Link decisions, commitments, and context to the right client
Reuse Prepare, search, follow up, and hand over from shared memory
Features
Everything happens automatically
Your CRM knows a meeting happened. It has no idea what was discussed. RecapCRM changes that.
Meeting Recording
AI joins your calls automatically. Real-time transcription with speaker identification. Works with Zoom, Google Meet, and Teams.
Learn more →AI Meeting Recaps
Topics discussed. Decisions made. Action items with owners and deadlines. Linked to the client record. Zero typing.
Learn more →Meeting Prep Briefs
Before every client call, get a brief: last conversations summarized, open commitments, key concerns, suggested talking points.
Learn more →Ask Your CRM Anything
Search across all your meeting transcripts with natural language. Find what was discussed, decided, or promised — instantly.
Learn more →Relationship Health
AI-scored relationship health with trend detection. Know which clients need attention before small issues become lost accounts.
Learn more →Institutional Memory
When someone leaves, the knowledge stays. Every conversation captured, searchable, and shared across the firm.
Learn more → Why RecapCRM is different
Built around the relationship lifecycle
Pipeline CRMs record stages and fields. RecapCRM is designed to preserve the conversations that make a consulting relationship valuable.
Firm memory 2
Context belongs to the firm
Client history stays accessible through handoffs, role changes, and growth instead of living in one person's notes.
Useful again 3
Every recap improves the next meeting
Past decisions, commitments, and concerns become preparation material, searchable answers, and continuity for the team.
How it works
Three steps to total recall
Record. Recap. Remember. Set up in 3 minutes, works from your very next meeting.
Meeting ends, AI was listening
- Connect your calendar
RecapCRM detects meetings from your Google Calendar or Outlook. The AI assistant joins automatically — no app install for participants.
- Real-time transcription
Full transcription with speaker identification. Works with Zoom, Google Meet, and Microsoft Teams. Every word captured.
01
Record
Meeting ends, AI was listening
AI creates structured summary
- Topics, decisions, action items
Not a raw transcript dump. A structured recap: topics discussed, decisions made, action items with owners and deadlines.
- One click to send to client
Send a polished, client-facing recap email directly from RecapCRM. Professional, branded, and ready to go.
02
Recap
AI creates structured summary
Knowledge stays with the firm
- Institutional memory, built automatically
Every conversation is searchable, linked to the client record, and shared across the firm. When someone leaves, the knowledge stays.
- Ask your CRM anything
Natural language search across all your meetings. 'What did we promise Acme about the Q3 timeline?' — answered instantly.
03
Remember
Knowledge stays with the firm
Start with your next meeting
Try RecapCRM free. Your next meeting is covered.
Connect your meeting workflow, capture the conversation, and begin building a shared client history your firm can use.
- - Structured meeting recaps
- - Context before the next call
- - Search across conversations
- - Shared relationship history
Q2 Strategy Review — Acme Corp
47 min · 3 participants
Action Items
- Send revised SOW by Friday — Sarah
- Schedule stakeholder alignment — Marcus
- Review budget proposal — James
Frequently asked questions
Your questions, clearly answered
Everything you need to know about setup, security, and daily usage. Click any question to view details.
Talk to our team 01 What is RecapCRM and who is it for?
RecapCRM is an AI-powered CRM built for consulting and advisory firms. It records your client meetings, creates structured summaries, and builds institutional memory that stays with your firm.
It's designed for relationship-driven businesses where the value isn't in a pipeline — it's in the conversations you have with clients every day.
02 How does the meeting recording work?
RecapCRM connects to your calendar (Google Calendar or Outlook) and detects upcoming meetings. An AI assistant automatically joins your Zoom or Google Meet calls.
There's no app to install for participants. The meeting is transcribed in real-time with speaker identification, and a structured recap is generated within minutes of the meeting ending.
03 Is my meeting data secure?
Yes. All recordings and transcripts are encrypted with AES-256 at rest and TLS 1.3 in transit. We offer configurable consent workflows so you control who knows about and approves recording.
Role-based access controls ensure only authorized team members can access specific client data. We're on the path to SOC 2 Type II compliance.
04 What makes RecapCRM different from Salesforce or HubSpot?
Traditional CRMs are built for sales pipelines and require manual data entry. Consulting firms have a 30% CRM adoption rate because the tools don't fit the workflow.
RecapCRM captures data automatically from your meetings — the richest source of client intelligence. No typing, no logging activities, no empty CRM fields.
05 Can I try RecapCRM for free?
Yes. The Free plan includes up to 3 users, CRM basics, and 5 AI meeting recaps per month — forever. No credit card required.
Professional and Firm plans come with a 14-day free trial so you can experience unlimited recaps, meeting prep briefs, and full relationship intelligence.
06 How long does it take to set up?
About 3 minutes. Connect your calendar, configure your consent preferences, and RecapCRM starts working from your very next meeting.
There's no complex migration or onboarding process. You can import existing contacts via CSV if you'd like, but it's not required to get started.