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The simplest way to manage your sales pipeline

Say goodbye to frustrating sales management tools. Meet Recordbook — your new sales manager without the bull***t.

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  • "It's everything our sales team needs on one page."
  • "Finally, a sales tool that simplifies our workflow."
  • "It cuts down admin time and lets us focus on closing deals."
  • "Our sales data is organized and at our fingertips."
RecordbookHQ: Your sales goals, trends and reports at your fingertips

Because your sales tools shouldn't stunt your impact.

  • You’re responsible for generating revenue. But instead of helping, your sales tools often get in your way.
  • Spreadsheets work for about a week, until mistakes inevitably happen. And let’s be honest, an enterprise CRM is a bloated, complicated, and expensive time suck.
  • But when you work with a tool that eliminates unnecessary complications and gives you exactly what you need-so you can focus on selling-that’s when your efforts finally make an impact.
  • Track and manage your entire sales pipeline on a single page.

    It's all about making your sales process smoother and faster. With everything in one place, you can easily see what’s happening and focus on the important stuff, without the hassle of switching between different tools.

    • Monitor the health of your sales pipeline.
    • Track actual and forecast sales performance.
    • Compare progress vs sales goals over any time period.
    Track and manage your entire sales pipeline on a single page.
  • Stay on top of all your deals, conversations, and activity.

    Staying organized and proactive saves an incredible amount of time and effort. With all your notes, tasks, and communications in one place, you can respond quickly, follow up easily, and keep your sales on track.

    • Keep track of important updates and conversations.
    • Assign action items to team members.
    • Get reminders of tasks due now and in the near-future.
    Stay on top of all your deals, conversations, and activity.
  • Access your sales reports and data in just a few clicks

    It's never been easier to see how you're doing and make quick decisions. With instant access to key performance metrics, you can monitor the health of your business, stay agile, and be a step ahead of the competition.

    • Get the sales insights that matter to your team in seconds.
    • Easily create custom sales reports with tags and filters.
    • Eliminate reporting headaches that go with using inadequate sales tool.
    Access your sales reports and data in just a few clicks

The tools your sales team needs. All on one simple page.

Hear how small sales teams win more with Recordbook.

  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 entire teams 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 sales pipeline enjoyable."
  5. "Finally, a sales 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!

Selling is hard enough.
Your sales tools shouldn't be.

Hi there,

I'm Joe, a co-founder of Recordbook. I've been in sales for years, and I know the struggle of managing my day-to-day with messy spreadsheets and a clunky CRM firsthand. It's frustrating and leads to missed revenue opportunities.

That's why we created Recordbook. It's not just another sales tool – it's our solution to a challenge we personally faced everyday. We built it for sales teams like ours. It simplifies the sales management process and makes your day-to-day more efficient, so you can better compete and win.

Recordbook combines all the essential sales management tools sales teams need in one easy-to-use platform. You can track your sales pipeline, manage deals, and stay on top of everything from a single page. No more wasted time or frustration – just sales management made simple.

I hope you find it as useful as we do.


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