RecapCRM
RecapCRM is an AI-powered CRM for consulting and advisory firms that turns client meetings into structured records and shared firm knowledge.
What RecapCRM is
RecapCRM is an AI-powered CRM for consulting and advisory firms that turns client meetings into structured records and shared firm knowledge. Its assistant can join Zoom and Google Meet calls for live transcription with speaker identification. Meeting summaries organize topics, decisions, and action items with owners and deadlines, and can be emailed to clients. Before a call, preparation briefs collect recent discussions, outstanding commitments, concerns, and suggested talking points. Natural-language search spans meetings, transcripts, and recaps. Integrations include Zoom, Google Meet, Gmail, Google Calendar, Microsoft Outlook email and calendar, Stripe, and CSV import; the Firm plan adds REST API access. The maker says data is encrypted at rest and in transit, and that meeting content is not used to train AI models. Organizations can set recording consent controls, pause or stop recordings, choose retention periods of 30, 60, 90, or 365 days, export JSON or CSV, and request deletion within 30 days. An iPhone app is described, with Siri and Shortcuts actions.
Good
- Transcribes Zoom and Google Meet with speakers identified
- Recaps include owners and action deadlines
- Natural-language search spans meetings and recaps
- Configurable consent and retention controls
Watch out
- Free plan limits recaps to five monthly
- Free plan supports up to three users
- Recording retention has defined periods
Who it suits
RecapCRM suits consulting and advisory firms that want searchable meeting records, client recaps, and preparation briefs. Its consent, retention, and access controls may also matter to firms managing sensitive conversations.
Verdict
RecapCRM combines meeting capture with CRM records, searchable recaps, and preparation tools. The free tier has usage limits, while annual paid pricing starts at $63/user/mo.
Plans and prices
From RecapCRM's own pricing page, checked 8 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Free | Free | Up to 3 users · 5 AI meeting recaps/month · 100 contacts · CRM basics · Email sync · Calendar integration · $0 forever |
| Professional | $79 a month | Unlimited AI meeting recaps · AI meeting prep briefs · Unlimited contacts · Zoom and Google Meet recording · Full transcript search · 14-day free trial · $79 /user/month; $63/user/month billed annually, save 20% |
| Firm | $129 a month | AI relationship health scores · Semantic search · AI agents and client briefs · Referral tracking · Stakeholder mapping · Custom integrations and API access · Priority support · $129 /user/month; $103/user/month billed annually, save 20% |
The facts
Each one read from RecapCRM's own pages, with the date it was checked.
What it does
- 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.checked 8 Oct 2026
- Conversation search
- Semantic search lets users ask natural-language questions across firm meetings, transcripts, and recaps.checked 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.checked 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.checked 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.checked 8 Oct 2026
- Meeting capture
- Its AI assistant can automatically join Zoom and Google Meet calls for real-time transcription with speaker identification.checked 8 Oct 2026
- Meeting preparation
- Meeting prep briefs include recent conversations, open commitments, key concerns, and suggested talking points before a client call.checked 8 Oct 2026
- Mobile availability
- A maker blog post describes Recap's iPhone app and its built-in Siri and Shortcuts actions.checked 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.checked 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.checked 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.checked 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.checked 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.checked 8 Oct 2026
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