The Recapped alternative for customer onboarding
Recapped shut down on August 1, 2026. If you used it to run client onboarding, kickoffs, mutual action plans, and document exchange, Collect replaces that side directly, tasks as action plans, two-way documents, video messages, and a branded portal, all in one place.
Recapped, a digital sales room and customer onboarding platform, shut down on August 1, 2026. Existing customers need to export their data and migrate active onboarding workflows.
Recapped published customer-offboarding guidance, including a data schema on GitHub, so teams can export spaces, action plans, and documents before access ends.
Recapped, a digital sales room and customer onboarding platform, shut down on August 1, 2026. For the onboarding half, kickoffs, mutual action plans, document exchange, and client communication, Collect is a direct replacement. For pre-sale deal rooms and buyer engagement tracking, a dedicated digital sales room is the right tool; Collect deliberately starts once the deal is signed.
Why Recapped customers need a replacement
- Recapped closed on August 1, 2026, so existing customers need a replacement now.
- Onboarding, action plans, and document exchange still need a home.
- Client-facing kickoff and communication workflows have to move somewhere reliable.
- Teams want to export their data before access ends.
Collect as the Recapped alternative
Recapped described itself as a digital sales room and customer onboarding platform. Collect fully replaces the onboarding half: run mutual action plans with tasks assignable to clients or teammates, exchange documents both ways, record and embed personalized video messages, and keep everything in a branded client portal. Collect starts once the deal is signed, so pair it with a dedicated digital sales room if you also need pre-sale deal rooms.
Explore the pieces: document collection, client portal, customer onboarding, tasks & action plans, and video messages.
Where Collect pulls ahead
- A live, actively developed platform, not a product that has shut down.
- A hosted MCP server for Claude and ChatGPT, plus AI portal builder, document validation, file renaming, and data extraction.
- Two-way CRM sync and CRM cards for HubSpot and Pipedrive, with requests triggered from HubSpot workflows.
- A built-in mobile scanner and cloud sync that files documents into subfolders, renamed, across five storage providers.
- Enterprise controls: custom roles and permissions, SSO, and SAML.
Collect vs. Recapped at a glance
| Feature | Collect | Recapped |
|---|---|---|
| Status | Active | Shut down August 1, 2026 |
| Deal stage | Post-close onboarding | Pre-sale deal rooms + post-close onboarding |
| Client portal | Branded, secure client portal | Was a shared client workspace |
| Mutual action plans | Yes, tasks and mutual action plans, assignable to clients or teammates | Was a core feature |
| Two-way documents | Two-way: collect files and share documents back | Was supported |
| Video messages | Yes, camera, screen, or both, embedded in the portal | Was supported |
| E-signature | Yes, via DocuSign | Was supported |
| Document collection | Core, with reminders and approvals | Was supported |
| Buyer engagement tracking | Not built in (post-close focus) | Was a core feature |
| CRM integration | Two-way sync with HubSpot and Pipedrive, CRM cards, requests triggered from HubSpot workflows, and status written back | Was supported |
| AI | AI portal builder, document validation, automatic file renaming, and data extraction, plus a hosted MCP server for Claude and ChatGPT | n/a |
| Mobile scanner | Built-in mobile scanner: clients scan paper to clean PDFs from their phone | n/a |
| Cloud storage sync | Auto-dispatch to Box, Dropbox, Google Drive, OneDrive, and SharePoint, sorted into subfolders with renamed files | n/a |
| Enterprise (SSO, SAML, custom roles) | Custom roles and permissions, SSO and SAML, plus optional hosting on your own S3 | n/a |
| Security | Encryption, audit logs, MFA, roles and permissions, data retention | n/a |
Pricing compared
From $129/month (Pro, 5 seats included), $349/month (Business), from $849/month (Enterprise). Seats are bundled, not billed per user. 7-day free trial, no credit card.
No longer available, Recapped shut down on August 1, 2026.
Pricing as of 2026.
Who each tool is best for
- Recapped customers who used it for client onboarding and kickoffs
- Teams that ran mutual action plans and document exchange post-sale
- Anyone who needs video messages and a branded portal for onboarding
- Teams that want CRM-connected onboarding after the deal closes
- If you relied on Recapped for pre-sale deal rooms, choose a dedicated digital sales room
- If you need buyer engagement tracking and deal intelligence before signature
- Collect is not a pre-sale tool; it starts once the deal is signed
How to migrate off Recapped
Because Recapped has shut down, export your data first, then rebuild your onboarding in Collect. Recapped published a customer-offboarding data schema on GitHub to help teams retrieve their content.
- Export your Recapped data (spaces, action plans, and documents) using their published customer-offboarding guidance before access ends.
- Rebuild your standard onboarding as a Collect template: action-plan tasks, document requests, and a welcome video message.
- Import your client list and connect HubSpot or Pipedrive so onboarding triggers from a closed deal.
- For any pre-sale deal-room needs, adopt a dedicated digital sales room alongside Collect.
Frequently asked questions
What is the best alternative to Recapped?
For the customer onboarding side of Recapped, kickoffs, mutual action plans, document exchange, and client communication, Collect is a direct replacement. It offers tasks as action plans, two-way documents, video messages, e-signature, and a branded portal from $129/month. For pre-sale deal rooms, pair it with a dedicated digital sales room.
When did Recapped shut down?
Recapped shut down on August 1, 2026. Existing customers should export their data and move active onboarding workflows to a replacement platform.
How do I export my data from Recapped?
Recapped published customer-offboarding guidance, including a data schema on GitHub, so teams can export their spaces, action plans, and documents. Do this before your access ends, then rebuild your onboarding in your new tool.
Does Collect replace everything Recapped did?
Collect replaces Recapped’s customer onboarding half in full: mutual action plans, document exchange, video messages, e-signature, and a branded portal. It does not replace pre-sale deal rooms or buyer engagement tracking, because Collect starts once the deal is signed.
What should we use after the contract is signed?
Collect. Once a deal is signed, Collect runs the kickoff, the mutual action plan, the document exchange, and client communication in one branded portal, with automated reminders and CRM sync.
Information verified September 2026. Recapped details are drawn from public sources:
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