Simple pricing. No surprises.
Less than one billable hour pays for a month of RecapCRM. Start free, upgrade when you're ready.
Free
For individuals and small teams getting started.
Get Started Free- Up to 3 users
- CRM basics (contacts, companies, deals)
- 5 AI meeting recaps/month
- 100 contacts
- Email sync (Gmail, Outlook)
- Activity timeline
- Calendar integration
Professional
$63/user/month billed annually Save 20%
For growing firms that live in meetings.
Start 14-Day Free Trial- Everything in Free, plus:
- Unlimited AI meeting recaps
- AI meeting prep briefs
- Action item extraction
- Client-facing recap emails
- Unlimited contacts
- Meeting recording (Zoom + Google Meet)
- Full transcript search
- CSV import + guided migration
Firm
$103/user/month billed annually Save 20%
For firms that need full relationship intelligence.
Contact Sales- Everything in Professional, plus:
- AI relationship health scores
- Semantic search (ask anything)
- AI agents & client briefs
- Referral tracking
- Stakeholder mapping
- Proactive relationship alerts
- Custom integrations + API access
- Priority support
How we compare
| CRM | Price | AI Recaps | Meeting Prep | Auto-Capture |
|---|---|---|---|---|
| Salesforce | $75-300/user/mo | ✗ | ✗ | ✗ |
| HubSpot | $45-150/user/mo | ✗ | ✗ | ✗ |
| RecapCRM | $79/user/mo | ✓ | ✓ | ✓ |
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.