Your firm's relationships are too valuable to live in someone's head
You carry 15-30 key client relationships. You attend 8-15 meetings a week. And you need your entire firm to deliver as if they had your context. RecapCRM makes that possible.
The risks you think about at 2 AM
As managing partner, you know these vulnerabilities intimately. Most CRMs do nothing to address them.
Key person dependency
Including yourself. If your top consultant leaves tomorrow, how much client context walks out the door? Months of relationship nuance, verbal commitments, personal preferences — gone.
Knowledge trapped in silos
Client knowledge lives in individual notebooks, email threads, and memory. No one else on your team can pick up a relationship mid-stream without a lengthy download from the relationship owner.
Slow ramp for new hires
New consultants take 3-6 months to get up to speed on client relationships. They don't know the history, the preferences, the politics. Every meeting feels like starting over for the client.
Commitments falling through cracks
You said you'd send that proposal by Friday. Your associate promised a revised timeline. Neither was tracked. The client noticed. These small failures erode trust faster than anything else.
You don't need a pipeline tracker
Traditional CRMs were built for transactional sales. You run a relationship business. What you need is fundamentally different.
What CRMs give you
- Deal stages and pipeline views
- Manual activity logging after every call
- Contact databases that nobody updates
- Reports on data nobody entered
What you actually need
- A record of what actually happens in client meetings
- Automatic capture of conversations and commitments
- Firm-wide visibility into every relationship
- Institutional memory that outlasts any individual
Built for how you run your firm
RecapCRM captures what actually matters in consulting relationships — automatically, across your entire team.
Firm-wide relationship visibility
See every client interaction across your entire team in one place. Know who met with whom, what was discussed, and what was promised — without asking anyone to log a thing. You finally have the full picture.
Institutional memory that never leaves
Every meeting is automatically documented and linked to the right contacts, accounts, and projects. When someone leaves your firm, their knowledge stays. When someone new joins, they can read the full story from day one.
Relationship health signals
Instantly see which clients haven't been contacted in weeks, which have open commitments past due, and which accounts are over-reliant on a single team member. Spot risks before they become surprises.
Partner transition protection
When a senior consultant moves to a new account or a partner retires, the transition is smooth because every conversation, decision, and commitment is documented. Clients feel continuity, not disruption.
Meeting prep that works for you
Walk into every meeting sharp. RecapCRM surfaces the last 3 conversations, open action items, and key context for every attendee — automatically, before your meeting starts. No more spending 30 minutes digging through notes.
The math is simple
At consulting billing rates, RecapCRM pays for itself before lunch on the first day.
RecapCRM costs $79-149/user/month. Your consultants bill at $150-500+/hour. Every hour of wasted meeting prep, every dropped commitment, every slow ramp for a new hire — that's revenue and trust you're leaving on the table.
What your Monday morning looks like with RecapCRM
No data entry. No chasing people for updates. Just open RecapCRM and you have the full picture.
Review your week
Open your dashboard. See AI-prepared briefings for every meeting this week. Key context, open items, and relationship history — all surfaced automatically.
Check firm health
Scan relationship signals across all accounts. Two clients haven't been contacted in 3 weeks. One has three overdue commitments. You flag them before they become problems.
Walk into your first meeting
You know the last three conversations with this client, what was promised, and what they care about right now. The client feels heard. You feel prepared. No 30-minute prep session needed.
Your firm's relationships deserve more than spreadsheets and memory
Start capturing the conversations, commitments, and context that drive your firm's growth. Free for 14 days, no credit card required.
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