RecordbookHQ
Run your sales pipeline
from your AI
Tell Claude, Gemini, or ChatGPT what happened and Recordbook updates your sales pipeline. That's the whole product, and that's the point.
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the problem
Sales software was built
for a world before AI
For 25 years, sales software has worked one way. You log in, find the right tab and fill in the boxes. It stores the data. You do the work. Maybe you’ve used a CRM for years and still spend Friday afternoons catching it up. Or you went back to a spreadsheet. Same problem. It’s only right on the day you update it.
- You go to it every time
- Made for a sales department
- Out of date by Friday
- Hours lost to data entry
- It lives in your chat
- Made for people who sell
- Up to date as you talk
- Seconds to update a deal
the solution
Talk to your AI
Your pipeline updates itself
Say what happened in Claude, Gemini or ChatGPT. Recordbook logs the deal, sets the next step and keeps your pipeline current. You never touch a form.
- "All my sales intel is a click away."
- "Finally, a sales tool made for cloud co-sell teams."
- "It cuts down admin time and lets us focus on sourcing deals."
- "No more spreadsheets or bloated sales tools."
no more manual sync
The Pipeline Update
The legacy way: You finish a great call and mean to write it down. The next call starts. By Thursday you can't remember the number they said. The AI way: You tell Claude: "Acme wants a proposal by Friday, about $12k." It's logged before your next call.
nothing slips
The Deal at Risk
The legacy way: You find out a deal is in trouble when it's already gone. The signs were there: no reply in weeks, a close date that keeps sliding, no next step. Nobody was looking. The AI way: You ask, "Which deals are at risk?" You get each one, why it's at risk and what to do next.
know what's coming
The Month Ahead
The legacy way: Are you going to hit your number this month? You open the spreadsheet, squint, and guess. The AI way: You ask, "Am I going to hit my number?" You get what's likely to close, how far off you are and the deal that closes the gap.
stop the pestering
The Status Update
The legacy way: You're co-selling Globex with another company. They email again: "Any update?" You stop what you're doing to write one. Again. The AI way: You tell your AI, "Share Globex with Maya at AWS." Now your co-sell partner asks their own AI and sees the same history you do. No more update emails.
straight from the source
Don't take our word for it
We could tell you how much time you’ll save, but we’d rather let the people actually closing deals tell you. Here is how Recordbook is making work a little quieter (and a lot more organized) for teams like yours.
- “We'd been dealing with the headache of spreadsheets for years, until we stumbled upon Recordbook. Now, it's our go-to.”
- "Wow, it’s just so simple to use. We’re able to track and manage our joint sales pipeline, opportunities, and activity all on one page.”
- "It’s everything we need to manage our day-to-day and nothing we don’t... We’re incredibly glad we found it.“
- "I've tried a bunch of tools before, but this one takes the cake. It's intuitive, sleek, and makes managing my pipeline enjoyable."
- "Finally, a joint pipeline management tool that gets it right! It's made my workflow smoother so I can focus on selling."
- "Recordbook is a total game changer! It's like having a personal assistant for my sales pipeline."
Want more reviews? We've got plenty of 'em... or just try Recordbook for yourself!
check it out right now
Simple pricing. Zero bloat.
We don’t believe in lock-ins or "bait and switch" trials. Try Recordbook and see if it actually fixes your workflow. If it works for you, great—stick around. If not, that’s fine too. No hard feelings, no persistent sales calls.
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Which AI assistants does it work with?
Recordbook connects through MCP, an open standard, so it works inside Claude, Gemini, ChatGPT and other compatible assistants. There's also a clean web dashboard whenever you want the big picture.
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Do I need a CRM first?
No. This is it. If you're on a spreadsheet today, Recordbook replaces it. If you're paying for a CRM you never open, it replaces that too.
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I'm a team of one. Is this overkill?
No. It was made for exactly that. There's nothing to set up and nothing to maintain. You talk, and it keeps track.
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How many people can I add?
As many as you need. A co-founder, a contractor, a partner on one deal. Same price.
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What features do I get?
All of them. Nothing is held back for a higher tier. Free or paid, you get the full product on day one.
Built by folks who’ve been there
Hey there,
For years we ran deals and managed pipelines across too many tools. The worst part of the job was never the selling. It was feeding the CRM.
Every sales tool promises to save time. You still end up filling in boxes so a dashboard looks right on Friday afternoon. And most of those tools were built for a sales department. Most of us don't have one. We are one.
That was the deal software offered for 25 years: it stores the data, and you do the typing.
AI changes that deal. Once you can tell an assistant what happened in plain English, logging into a database to fill in fields feels backwards.
So we built the CRM that gets out of the way. Recordbook rests on a few simple beliefs:
The best interface is no interface. Tell your AI what happened, and let the database update itself in the background.
Software should be quiet. No 47-click setups, no bloated menus, and no per-seat tax when your team grows.
One clean truth. Whether you check the board or ask your AI where a deal stands, the history is accurate, timestamped and ready.
Thanks for giving it a look. We hope it gives you your Fridays back.
The Recordbook Team
