3 steps. 3 minutes to set up.
See exactly how it works
No black box. No hand-waving. Here's the full picture of how RecapCRM turns your meetings into searchable, actionable relationship intelligence.
01 Record
Connect your calendar, AI joins calls automatically
- Connect your Google Calendar or Outlook in one click
- AI assistant automatically joins scheduled meetings
- Real-time transcription with speaker identification
- No app install required for participants
01
Record
Connect your calendar, AI joins calls automatically
02 Recap
Structured recap generated in minutes
- Topics discussed, not a raw transcript dump
- Decisions captured with context
- Action items with owners and deadlines
- One-click client-facing recap email
02
Recap
Structured recap generated in minutes
03 Remember
Institutional memory that outlasts any individual
- Every conversation searchable and linked to client records
- AI-generated prep briefs before every meeting
- Natural language search: 'What did we promise Acme?'
- Relationship timeline across your entire firm
03
Remember
Institutional memory that outlasts any individual
Ready to see it in action?
Start free. Your very next meeting will have a structured recap waiting.