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RecapCRM
What RecapCRM is
RecapCRM is an AI-powered CRM for consulting and advisory firms that turns client meetings into structured records. Its assistant can join Zoom and Google Meet calls for real-time transcription with speaker identification. AI recaps organize topics, decisions, and action items with owners and deadlines, and can be sent to clients by email. Before a client call, meeting briefs gather recent conversations, open commitments, key concerns, and suggested talking points. Natural-language search lets users ask questions across firm meetings, transcripts, and recaps. The free plan includes CRM basics, email sync, calendar integration, up to three users, and five AI meeting recaps per month. Professional adds unlimited recaps, meeting prep briefs, Zoom and Google Meet recording, and full transcript search; it costs $79 a month or $63 per user per month billed annually, with a 14-day trial. The Firm plan is $129 a month and adds features including relationship health scores, semantic search, referral tracking, stakeholder mapping, API access, and priority support. RecapCRM says meeting content is not used to train AI models and that its employees cannot access recordings, transcripts, or recaps under its zero-knowledge architecture.
Who it suits
RecapCRM may suit consulting and advisory firms that want meeting records, preparation briefs, and searchable client conversations. Its free plan covers up to three users, while paid plans add capabilities such as unlimited recaps, transcript search, and API access.
What it does well
- Transcribes Zoom and Google Meet calls with speaker identification.
- Recaps assign action items to owners and deadlines.
- Meeting briefs prepare users for client calls.
- Search meetings and recaps with natural-language questions.
- Recording consent and retention can be configured.
What to know first
- Free plan is limited to five AI meeting recaps monthly.
- Free plan supports up to three users.
- Annual Professional pricing is $63 per user per month.
- RecapCRM's own SOC 2 certification is on its roadmap.
Limits
The Free plan allows up to three users, five AI meeting recaps per month, and 100 contacts. Professional is listed at $79 per user per month, or $63 per user per month billed annually; Firm is listed at $129 per user per month, or $103 per user per month billed annually.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Free | $0 forever · Up to 3 users · 5 AI meeting recaps/month · 100 contacts · CRM basics · Email sync · Calendar integration | Free |
| Firm | $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 | $129 a month |
| Professional | $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 | $79 a month |
As recapcrm.com lists them, read 8 Oct 2026. The maker's own page has the final word.
Getting started
- Visit the RecapCRM website.
- Start with the Free plan or choose Professional or Firm.
- Connect a supported meeting service such as Zoom or Google Meet.
- Set recording consent options and retention for your organization.
Verdict
RecapCRM combines meeting transcription and structured recaps with CRM features, call preparation, and search across a firm’s meeting records. Review its plan limits, recording controls, and certification status when assessing whether it fits your organization’s needs.
Questions
Does RecapCRM have a free plan?
Yes. Free includes up to three users, five AI meeting recaps per month, 100 contacts, CRM basics, email sync, and calendar integration.
How much do the paid plans cost?
Professional costs $79 per user per month, or $63 per user per month billed annually. Firm costs $129 per user per month, or $103 per user per month billed annually.
Is there a free trial?
Yes. Professional includes a 14-day free trial.
Which meeting services does it support?
The listed meeting platforms are Zoom, Google Meet, and Microsoft Teams. Automatic call joining and real-time transcription are described for Zoom and Google Meet.
Is RecapCRM open source?
No open-source status is stated in the listed facts.
What integrations are 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.
Facts from RecapCRM's own pages
- 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, 8 Oct 2026
- Conversation search
- Semantic search lets users ask natural-language questions across firm meetings, transcripts, and recaps. · recapcrm.com, 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, 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, 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, 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, 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, 8 Oct 2026
- Mobile availability
- A maker blog post describes Recap's iPhone app and its built-in Siri and Shortcuts actions. · recapcrm.com, 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, 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, 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, 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, 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, 8 Oct 2026
Where RecapCRM stands on Freedom251
- Meeting Recording Software#20 of 34