Because your crm wasn't built for partners.

One Alliance.
Two Versions of the Truth.

You're running a strategic partnership worth millions in pipeline. The relationship is strong. The intent on both sides is real. But when it comes to the actual deals — stages, ownership, next steps — your data and your partner's data tell two different stories.

Recordbook gives both sides of your alliance one shared pipeline. Same deals, same stages, same truth. Visible to both teams in real time. No more reconciliation before every executive conversation.

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the problem

The Alliance Alignment Gap

The hardest part of running a strategic alliance isn't the relationship — it's the gap between what you know and what you can prove. Your pipeline feels healthy. Your partner thinks it's healthy. But when someone asks for the numbers, both sides pull from different systems and the story falls apart.

At the alliance level, that's not a minor inconvenience. It's a credibility problem. With your most important partner. In front of your executives. And it happens every single quarter.

The Alliance Alignment Gap
  • Manual CRM & sheet syncing
  • Deal info buried in DMs
  • Asking "where are we?" daily
  • Arguing over broken numbers
The Alliance Alignment Gap
  • They update, you see it now
  • One home for files and chat
  • See progress without pings
  • One dashboard you both trust

the solution

One Pipeline.
Both Sides. Always Current.

Recordbook is the shared home for your joint pipeline — built specifically for the way strategic alliances actually work. When a stage changes on your side, it changes on theirs. When a deal gets updated, both teams see it. When an exec asks for a number, both sides give the same answer.

You stop walking into executive conversations hoping the data holds up. You start walking in knowing it's right. That's not a small upgrade — that's what it looks like when an alliance actually runs like one.

  • "Finally, a sales tool made for cloud co-sell teams."
  • "All my alliance intel is a click away."
  • "No more spreadsheets or bloated tools — we actually trust our pipeline now."
  • "It cuts down admin time and lets us focus on sourcing deals."

the alignment problem

The Pipeline Review

Before: Your CRO and your partner's VP of Alliances are getting on a call Friday. By Wednesday you're already dreading it. You pull your pipeline report. They pull theirs. The numbers don't match — they never match. You spend Thursday on the phone with your counterpart trying to reconcile two spreadsheets that were never designed to talk to each other. You walk into Friday's call with a number you're not fully confident in.

After (The Recordbook Way): Both sides pull from the same pipeline. When your CRO asks for the number on Thursday afternoon, you open Recordbook and give them the live figure — the same one your partner's VP will give when asked. Friday's call skips the reconciliation entirely. You spend the full hour on pipeline strategy, not pipeline cleanup. Both sides walk out aligned because they were never misaligned to begin with.

The Pipeline Review

the co-sell credit problem

The Attribution Conversation

Before: End of quarter. A deal closes. Now comes the conversation nobody wants to have — who gets credit? Your team touched it in February. Their field rep got involved in April. There's a cloud marketplace transaction attached. Nobody tracked the progression cleanly because nobody had a system that both sides were actually using. The attribution argument takes two weeks and leaves both teams feeling shortchanged.

After (The Recordbook Way): Every deal in Recordbook has a timestamped history from day one — who added it, when each side engaged, how the stages moved, what was communicated along the way. When a deal closes, the story is already written. The attribution conversation takes ten minutes because the record is sitting right there, agreed on by both sides, in real time the whole way through.

The Attribution Conversation

the QBR problem

The Performance Review

Before: Alliance QBRs are supposed to be strategic. Instead, the first 45 minutes are spent on data. Your side has one set of numbers. Their side has another. Someone built a slide deck from a spreadsheet that was current three weeks ago. By the time both sides agree on what actually happened last quarter, half the meeting is gone and everyone is tired before the strategy conversation even starts.

After (The Recordbook Way): Both sides walk into the QBR looking at the same dashboard. Pipeline sourced, influenced, and closed — all tracked in real time, all visible to both teams throughout the quarter. There's no data debate because there's only one dataset. The first five minutes confirm the numbers. The remaining 55 minutes are spent on what you're going to do next quarter. That's what an alliance QBR is supposed to look like.

The Performance Review

the field handoff problem

The AE Handoff

Before: Your AE and their field rep are supposedly working the same account. In practice, your AE has context their rep doesn't have. Their rep has had conversations your AE doesn't know about. Nobody briefed anyone. The customer gets two slightly different pitches in the same week and starts wondering if the partnership is real or just a logo on a slide deck. The deal doesn't die — but it gets slower and harder than it needed to be.

After (The Recordbook Way): Both reps work out of the same deal record. Every customer interaction, every stage change, every file and note — shared in real time. Your AE knows what their rep said yesterday. Their rep knows what happened on your side last week. The customer gets one coherent story from both sides because both sides know the same story. The deal moves faster because nobody is filling in gaps at the last minute.

The AE Handoff

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 driving 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!

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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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