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Built for Customer Success

Every QBR captured. Every check-in documented. Churn signals detected.

RecapCRM turns your customer meetings into structured intelligence — so your CS team catches risk signals early and never forgets what was promised.

The CS tool stack is broken

You're paying for CRM, CS platform, and conversation intelligence separately. And still losing context.

30-40%

of customer meetings are documented by CSMs — the rest is lost institutional knowledge

$200-500

per user per month — the combined cost of CRM + CS platform + conversation intelligence across 3 separate tools

#1

predictor of churn beyond product usage is relationship quality — and that lives in conversations, not dashboards

From customer meeting to actionable intelligence

Churn signals surface automatically. Expansion cues never get missed.

1

QBR or check-in recorded

Quarterly business reviews, onboarding calls, support escalations, executive check-ins — every customer conversation captured automatically.

2

AI extracts health signals

Satisfaction cues, frustration signals, expansion interest, stakeholder changes, competitor mentions — all extracted and categorized automatically.

3

Health score updates automatically

Relationship health score adjusts based on real conversations — not just product usage. Alerts fire when sentiment shifts.

CRM, CS platform, and conversation intelligence — unified

Everything your CS team needs, without the three-tool tax.

QBR Capture & Prep

Record every QBR. Before the next one, get a brief with everything discussed previously — wins, concerns, open items, and promises made.

Onboarding Call Documentation

Capture every onboarding call so nothing falls through the cracks. Requirements, expectations, success criteria — all documented.

Churn Signal Detection

AI flags competitor mentions, frustration language, stakeholder disengagement, and declining meeting sentiment — before the cancellation email arrives.

Health Score from Meeting Sentiment

Relationship health scored from actual conversation tone and content — not just login frequency. The signal your usage dashboards miss.

Stakeholder Change Alerts

Detect when your champion mentions leaving, a new VP joins, or decision-makers change. The relationship risk your CRM can't track.

Handoff Briefs When CSMs Change

When a CSM transitions an account, generate a complete relationship brief from all past conversations. No more starting from scratch.

How RecapCRM compares

Replace Gainsight + Gong with one tool at a fraction of the cost.

Feature RecapCRM Gainsight + Gong Vitally ChurnZero
Meeting recording Built-in Gong No No
Conversation intelligence Built-in Gong No No
Customer health scoring From conversations From usage From usage From usage
CRM / contact management Built-in Needs Salesforce Needs CRM Needs CRM
Handoff briefs Auto-generated Manual Manual Manual
Combined cost From $19/user $200+/user $100+/user $100+/user

One tool for CRM, customer success, and conversation intelligence. Finally.

Capture every customer meeting, detect every churn signal, prepare every QBR — without the three-tool tax.