Because your crm wasn't built for partners.

Co-sell pipeline a mess?
We built the fix.

RecordBook connects your CRM and your partner's CRM into one shared workspace — with AI that surfaces stalled deals, pulls action items, and kills the status-update meeting that could've been an email that could've been nothing at all.

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the problem

Your co-sell pipeline is
held together with duct tape.

Spreadsheets. Slack threads. A CRM that was never built for two companies to share. Deals falling through the cracks because both sides think the other is following up. Nobody is.

Your co-sell pipeline is</br>held together with duct tape.
  • Spreadsheets nobody trusts
  • CRMs that can't talk to each other
  • Weekly syncs with stale updates
  • Deals dying because nobody followed up
Your co-sell pipeline is</br>held together with duct tape.
  • Both CRMs connected, one pipeline
  • Real-time data, always current
  • AI that flags what's stuck
  • Reports on command, not on request

the solution

A single source of truth
for your co-sell pipeline.

Your Salesforce. Their HubSpot. Both connected to one AI-powered workspace where every co-sell account, opportunity, and report lives in one place. No toggling. No exporting. No "let me pull that up and get back to you."

  • "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

Before: You open a spreadsheet that hasn't been updated in twelve days. Half the call is spent correcting dates and stages while someone manually types in the changes. It’s a "review" of information that's already wrong.

After (The Recordbook Way): The pipeline is a live mirror. When a partner updates a deal in their world, it moves in yours. The "review" is happening in real-time, every day, so you never have to waste an hour "fixing the list."

The Pipeline Update

the meeting killer

The Weekly Check-in

Before: You spend 40 minutes of a 60-minute call just "getting on the same page." Most of the meeting is spent answering: "Did you talk to them?" and "Where does the contract stand?"

After (The Recordbook Way): You skip the recap entirely because everyone already knows the status. The meeting is 15 minutes of pure strategy. You aren't reciting data; you’re actually closing deals.

The Weekly Check-in

instant proof of work

The Performance Review

Before: You spend the day before your 1:1, or the week before a QBR, digging through sent folders and old chat threads to reconstruct the truth. You’re building a case for your own hard work based on blurry memories and "I think we're close" guesses.

After (The Recordbook Way): You just pull up the dashboard. The entire history of every deal—every stage change, every file, and every win—is logged automatically. You spend the meeting discussing your successes, not trying to prove they happened.

The Performance Review

stop the pestering

The Status Update

Before: You send a "just checking in" email. Your partner doesn't reply for three hours. You ping them. They check their CRM and get back to you. You’ve both wasted 20 minutes on a three-word update.

After (The Recordbook Way): You just look at the screen. The status is right there, clear as day. No pestering, no waiting, and no "guessing" if the ball is in their court. You have the answer before you even have to ask.

The Status Update

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.

  1. “We'd been dealing with the headache of spreadsheets for years, until we stumbled upon Recordbook. Now, it's our go-to.”
  2. "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.”
  3. "It’s everything we need to manage our day-to-day and nothing we don’t... We’re incredibly glad we found it.“
  4. "I've tried a bunch of tools before, but this one takes the cake. It's intuitive, sleek, and makes managing my pipeline enjoyable."
  5. "Finally, a joint pipeline management tool that gets it right! It's made my workflow smoother so I can focus on selling."
  6. "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 just try Recordbook for yourself!

check it out right now

Why it's free to start

We don’t believe in lock-ins or "bait and switch" trials. Try Recordbook for free 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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  • How many users can I add?

    As many as you need. We don't punish you for growing your team or collaborating with more partners. Add everyone involved in the deal at no additional charge.

  • What features do I get?

    All of them. We don’t hide the "good stuff" behind higher tiers or enterprise gates. Whether you’re on a free plan or a paid one, you get the full Recordbook experience from day one.

  • Do you offer annual billing?

    Nope. We only do month-to-month. We want to earn your business every 30 days. If we aren't providing value, you shouldn't be paying us. No long-term contracts, no trapped budgets.

  • How do I cancel?

    Anytime, in about ten seconds. No "call to cancel," no retention specialists, and no jumping through hoops. Just click the cancel button in your profile. You won’t be billed again.

  • Free? C'mon. What’s the real price?

    No catch. You can use the free version forever if it fits your needs. If you decide to upgrade for more storage or higher deal limits, it's a flat $99 per month. Simple, straightforward, and fair—just the way software should be.

Built by folks who’ve been there

Hey there,

For years, we’ve worked deals that involved too many teams, too many companies, and way too many spreadsheets. We spent more time "aligning" in DMs and cleaning up stale pipelines than actually selling.

It was a mess. It felt like a second job we didn’t want. So we built something better.

Recordbook is the tool we always wanted. It’s built on a few simple beliefs:

Software should be quiet. No fluff, no bloat, no 47-click setups.

Data should be shared. If you’re working the deal together, you should see the same truth.

Work should be honest. No more guessing where a lead stands.

Just a shared system that helps you source, influence, and close deals without losing your mind in the process.

Thanks for giving it a look. We hope it brings some much-needed calm to your workday.

The Recordbook Team


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