Built for Consulting Firms

Your firm's memory. Every meeting, every relationship, always ready.

RecapCRM is the first CRM built specifically for consulting firms. It records your client conversations, creates structured recaps, and builds institutional memory that stays with the firm — not in someone's head.

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Consulting runs on relationships. Your CRM doesn't.

Traditional CRMs were built for transactional sales — pipelines, deal stages, and close dates. Consulting firms need something fundamentally different.

60-80%

Revenue from repeat clients

Yet CRMs are built for one-time deal closing, not long-term relationship nurturing.

79%

New business from referrals

No CRM tracks referral chains, warm introductions, or relationship context. Source: Hinge Research

$1M+

Walks out the door

When a senior consultant leaves, relationships worth 2-5x their salary leave with them. That knowledge is gone forever.

Two very different realities

Which one sounds like your firm?

Without RecapCRM

Meeting ends

You tell yourself you'll write notes later

You write notes (maybe)

If you do, they're in a notebook, Slack DM, or sticky note

Update CRM fields (probably not)

80% of CRM fields go unfilled at consulting firms

Prep for next meeting by scrolling email

15 minutes of searching to piece together context

Colleague leaves, and you lose everything

Years of client relationships vanish overnight

With RecapCRM

Meeting ends

AI creates a structured recap automatically

CRM updates itself

Contacts, action items, and context flow in without any manual entry

Before the next meeting, you get a brief

Full context: what was discussed, what was promised, what's outstanding

Ask any question about any client

"What did we promise Acme about the Phase 2 timeline?"

When someone leaves, the knowledge stays

Every conversation is captured, searchable, and permanent

Everything a consulting firm needs. Nothing it doesn't.

No pipeline gimmicks, no lead scoring, no spam email tools. Just the features that actually matter for relationship-driven firms.

Meeting Recording

Your client calls are captured — Zoom, Google Meet, Teams, or in-person via mobile. One click to record, or set it to auto-capture every calendar meeting.

AI Meeting Recaps

Not raw transcripts — structured summaries with key decisions, action items, commitments, and follow-ups. Organized by topic, ready to share with your team.

Meeting Prep Briefs

Walk into every meeting prepared. Before each call, get an AI-generated brief: relationship history, open action items, recent communications, and what you promised last time.

Ask Your CRM Anything

"What did we discuss with Acme about pricing?" "Who mentioned budget concerns last quarter?" Semantic search across every conversation, email, and note.

Relationship Health

Know which clients need attention before they tell you. Automatic signals based on meeting frequency, sentiment trends, and engagement patterns across your team.

Institutional Memory

Knowledge that survives staff turnover. Every meeting, decision, and relationship insight is captured in a searchable, permanent record that belongs to the firm.

How RecapCRM compares

No vertical CRM exists for consulting. Firms default to tools built for other industries.

	RecapCRM	Salesforce	HubSpot	Spreadsheets
Native meeting recording	Yes	No	No	No
AI meeting summaries	Yes	Add-on	Add-on	No
Meeting prep briefs	Yes	No	No	No
Semantic search	Yes	Basic	Basic	Ctrl+F
Auto CRM updates from meetings	Yes	No	No	No
Built for relationships (not pipelines)	Yes	No	No	N/A
Setup time	5 min	Weeks	Days	Hours
Price per user/mo	From $0	$75+	$45+	Free

Ready to build your firm's institutional memory?

Start free. Your very next meeting will have a structured recap waiting.

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