RecapCRM
recapcrm.com
Spec sheet
- Product
- RecapCRM is an AI-powered CRM for consulting and advisory firms that records client meetings, creates structured summaries, and builds shared institutional memory.Read 8 Oct 2026 · recapcrm.com
- Integrations
- Available integrations include Zoom, Google Meet, Gmail, Google Calendar, Microsoft Outlook email and calendar, Stripe, CSV import, and a Firm-plan REST API; Calendly, Cal.com, Slack, and Zapier are listed as coming soon.Read 8 Oct 2026 · recapcrm.com
- Privacy
- The maker says meeting content is not used to train AI models and that RecapCRM employees cannot access recordings, transcripts, or recaps under its zero-knowledge architecture.Read 8 Oct 2026 · recapcrm.com
- Support
- The Firm plan includes priority support, and the maker offers contact with its team for questions about security, integrations, and rollout.Read 8 Oct 2026 · recapcrm.com
- Compliance status
- The maker describes GDPR-compliant data handling and SOC 2 Type II certified hosting, while stating that RecapCRM's own SOC 2 certification is on its roadmap.Read 8 Oct 2026 · recapcrm.com
- Conversation search
- Semantic search lets users ask natural-language questions across firm meetings, transcripts, and recaps.Read 8 Oct 2026 · recapcrm.com
- Data retention
- Organizations can configure recording retention for 30, 60, 90, or 365 days, export data in JSON or CSV, and request deletion within 30 days.Read 8 Oct 2026 · recapcrm.com
- Encryption and access
- The maker says data is encrypted with AES-256 at rest and TLS 1.3 in transit, with role-based access controls and organization-scoped keys.Read 8 Oct 2026 · recapcrm.com
- Meeting capture
- Its AI assistant can automatically join Zoom and Google Meet calls for real-time transcription with speaker identification.Read 8 Oct 2026 · recapcrm.com
- Meeting preparation
- Meeting prep briefs include recent conversations, open commitments, key concerns, and suggested talking points before a client call.Read 8 Oct 2026 · recapcrm.com
- Mobile availability
- A maker blog post describes Recap's iPhone app and its built-in Siri and Shortcuts actions.Read 8 Oct 2026 · recapcrm.com
- Recaps
- AI meeting recaps organize topics, decisions, and action items with owners and deadlines, and can be sent to clients by email.Read 8 Oct 2026 · recapcrm.com
- Recording controls
- Recording consent can be configured to notify participants, require opt-in, or give control to the meeting host; recordings can be paused or stopped during a meeting.Read 8 Oct 2026 · recapcrm.com
Plans and prices
Free Free $0 forever Up to 3 users · 5 AI meeting recaps/month · 100 contacts · CRM basics · Email sync · Calendar integration Read 8 Oct 2026 · recapcrm.com
Professional $79 a month $79 /user/month; $63/user/month billed annually, save 20% Unlimited AI meeting recaps · AI meeting prep briefs · Unlimited contacts · Zoom and Google Meet recording · Full transcript search · 14-day free trial Read 8 Oct 2026 · recapcrm.com
Firm $129 a month $129 /user/month; $103/user/month billed annually, save 20% AI relationship health scores · Semantic search · AI agents and client briefs · Referral tracking · Stakeholder mapping · Custom integrations and API access · Priority support Read 8 Oct 2026 · recapcrm.com
Where Specifiction places it
- Meeting Recording Software#23 of 347.8