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RecapCRM
What it is
RecapCRM is an AI-powered CRM for consulting and advisory firms that records client meetings, creates structured recaps, and builds shared institutional memory. Its assistant can automatically join Zoom and Google Meet calls for real-time transcription with speaker identification. Recaps organize topics, decisions, and action items with owners and deadlines, and can be emailed to clients. Meeting-preparation briefs gather recent conversations, open commitments, concerns, and suggested talking points. Natural-language search works across firm meetings, transcripts, and recaps. The free plan costs nothing and includes up to 3 users, 5 AI meeting recaps per month, 100 contacts, CRM basics, email sync, and calendar integration. Professional costs $79 /user/month, or $63/user/month billed annually, and includes unlimited recaps, prep briefs, unlimited contacts, Zoom and Google Meet recording, transcript search, and a 14-day free trial. Firm costs $129 /user/month, or $103/user/month billed annually, and adds relationship health scores, semantic search, AI agents and client briefs, referral tracking, stakeholder mapping, custom integrations and API access, and priority support. Integrations include Zoom, Google Meet, Gmail, Google Calendar, Microsoft Outlook email and calendar, Stripe, and CSV import; Calendly, Cal.com, Slack, and Zapier are listed as coming soon. The maker describes encryption, access controls, and privacy protections, and states its own SOC 2 certification is on its roadmap.
For and against
For
- Meeting recaps assign owners and deadlines to action items
- Prep briefs gather commitments and talking points
- Searches meetings, transcripts, and recaps with natural language
- Recording consent and pause controls are configurable
Against
- Free plan allows 5 AI meeting recaps per month
- Professional annual rate is $63/user/month
- Calendly, Cal.com, Slack, and Zapier are coming soon
- RecapCRM's own SOC 2 certification is on its roadmap
The verdict
RecapCRM combines meeting capture and searchable records with CRM functions for consulting and advisory work. Review plan limits, integrations, recording controls, and the stated compliance status before selecting a plan.
Who it suits
RecapCRM is aimed at consulting and advisory firms that want structured meeting recaps, preparation briefs, and searchable client conversations. Teams should also consider the plan-specific user and recap limits.
Plans and prices
Free
Up to 3 users · 5 AI meeting recaps/month · 100 contacts · CRM basics
Read 8 Oct 2026 · recapcrm.com
Professional
Unlimited AI meeting recaps · AI meeting prep briefs · Unlimited contacts · Zoom and Google Meet recording
Read 8 Oct 2026 · recapcrm.com
Firm
AI relationship health scores · Semantic search · AI agents and client briefs · Referral tracking
Read 8 Oct 2026 · recapcrm.com
On the record
- 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.recapcrm.com · read 8 Oct 2026
- Conversation search
- Semantic search lets users ask natural-language questions across firm meetings, transcripts, and recaps.recapcrm.com · read 8 Oct 2026
- 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.recapcrm.com · read 8 Oct 2026
- 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.recapcrm.com · read 8 Oct 2026
- 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.recapcrm.com · read 8 Oct 2026
- Meeting capture
- Its AI assistant can automatically join Zoom and Google Meet calls for real-time transcription with speaker identification.recapcrm.com · read 8 Oct 2026
- Meeting preparation
- Meeting prep briefs include recent conversations, open commitments, key concerns, and suggested talking points before a client call.recapcrm.com · read 8 Oct 2026
- Mobile availability
- A maker blog post describes Recap's iPhone app and its built-in Siri and Shortcuts actions.recapcrm.com · read 8 Oct 2026
- 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.recapcrm.com · read 8 Oct 2026
- Product
- RecapCRM is an AI-powered CRM for consulting and advisory firms that records client meetings, creates structured summaries, and builds shared institutional memory.recapcrm.com · read 8 Oct 2026
- Recaps
- AI meeting recaps organize topics, decisions, and action items with owners and deadlines, and can be sent to clients by email.recapcrm.com · read 8 Oct 2026
- 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.recapcrm.com · read 8 Oct 2026
- Support
- The Firm plan includes priority support, and the maker offers contact with its team for questions about security, integrations, and rollout.recapcrm.com · read 8 Oct 2026
