ReCaptured
Everything that's included.
Every module, every seat.
Seven modules on one platform
CRM
Companies, people and deals are records. Email threads, calendar events, files and meeting notes link to the record they belong to.
Projects & tasks
Work runs as projects, with tasks that have an owner and a due date. Tasks are tied to the record, so the work and the customer stay together.
Files
Files live on the record they belong to. Google Drive files link to records without moving. Files are scanned before anything reads them.
Chat
Channels and direct messages, next to the work they're about. Slack connects today.
Meetings & notebooks
Meeting notes and notebooks attach to the record they concern. When you ask the assistant what was agreed, they are what it cites.
Assistant that cites its source
Your assistant works only from your organization's records. It cites the source behind every answer. If it can't cite it, it says so.
Roles & permissions
Roles decide what each person can see. External guests are free, so the people you work with can join without a seat.
The same platform runs underneath both.
- One connected record for everything the business touches: people, work, money, files and conversations.
- An assistant that answers only from your records and cites the source behind every answer.
- Most changes are configuration, not code, so new fields and workflows go live in days.
- You own your data. Export all of it, in standard formats, any time you ask.
If it can't cite it, it says so.
- Open deals
- 2 · $184k
- Last contact
- Call, Oct 21
- Contract
- v3, signed
- Owner
- D. Okafor
What's still open on Saltmarsh before Friday's site visit?
Two things: the revised quote (D. Okafor, due Wednesday) and the site-visit checklist. The contract itself is signed, version 3.
Sources: Tasks · Meeting notes, Oct 14 · Contract v3Did they approve the change order?
I can't find a record of that. There's no approval on change order #2 in tasks, email, or notes.
- Send revised quoteWed
- Site-visit checklistFri
- Change order #2: get approvalWaiting
- Daily logToday
Illustrative, fictional data.
Keep the tools you already use
Slack, Gmail, Microsoft 365, Google Calendar and Google Drive connect today; threads, events and files link to records without moving. QuickBooks and Xero sync is in development; we'll announce it when it's live, not before.