Because your crm wasn't built for partners.

Your Resellers Close Deals.
Are You In The Loop?

You're managing a channel of 20 resellers. Some are active. Some have gone quiet. Most of them update their pipeline when they feel like it, which means your forecast is built on whatever they remembered to tell you last week.

Recordbook gives you a live window into every reseller's pipeline. No more chasing updates, no more surprise closes, no more quarter-end scrambles. You see what's happening across your entire channel — in real time, without asking.

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the problem

The Channel Visibility Gap

Managing a channel means being accountable for revenue you don't directly control. Your resellers own the customer relationships. They own the deals. But you own the number — and if the channel misses, that's on you.

The problem is you can't manage what you can't see. And right now, your view into your resellers' pipelines is whatever they tell you, whenever they tell you. That's not a channel strategy. That's hope.

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

the solution

Your Entire Channel.
One Screen.

Recordbook gives you a live view across every reseller relationship you manage. When a partner updates a deal, you see it. When a deal stalls, you see that too. Every stage change, every communication, every file — in one place, for both teams, in real time.

You stop managing your channel through a patchwork of spreadsheets and check-in calls. You start managing it the way it was supposed to work — with visibility into what's happening, in time to do something about it.

  • "Finally, a tool that gives me real visibility into my reseller pipeline."
  • "All my channel intel is a click away — no more chasing updates."
  • "It cuts down admin time and lets us focus on enabling our partners."
  • "No more spreadsheets or bloated sales tools."

the blind pipeline problem

The Pipeline Check-In

Before: It's Monday morning. You need to know where your channel pipeline stands. You open your spreadsheet — half the rows haven't been touched since last week's check-in call. You send a round of updates requests to your top resellers. Some reply by noon. Some reply Wednesday. Two don't reply at all. By Thursday you have a picture of the pipeline that's already three days old, built from partners who update when it's convenient for them, not when you need to know.

After (The Recordbook Way): You open Recordbook on Monday morning and the pipeline is already current. Every deal your resellers are working updated in real time as they work them — no check-in required. You see which resellers are active, which deals are moving, and which ones have gone quiet. You spend Monday morning actually managing your channel instead of chasing it.

The Pipeline Check-In

the surprise problem

The Deal You Almost Missed

Before: A reseller emails you on a Thursday afternoon. They have a deal closing next week and they need help with pricing. You've never heard of this deal. It's been in their pipeline for four months. You could have helped three weeks ago when it stalled — you could have jumped on a call, brought in a SE, escalated to your VP. But you didn't know it existed. Now you're scrambling with six days to go and a customer who's already forming opinions about how buttoned up your channel is.

After (The Recordbook Way): You would have seen this deal the day it was created. Recordbook surfaces every deal your resellers add to their pipeline — immediately, automatically. When it stalled in month three you would have spotted it, reached out, and had three weeks to help instead of six days. The deal doesn't become a fire drill because you were never in the dark to begin with.

The Deal You Almost Missed

the enablement gap problem

The Misaligned Pitch

Before: A reseller loses a deal. You jump on a call to debrief. As they walk you through what happened, you realize the problem — they were positioning the product wrong. They were selling it as something it isn't. The prospect had questions your reseller couldn't answer. The deal was dead before it ever had a chance. You have no idea how long they've been pitching it this way or how many other deals have died for the same reason.

After (The Recordbook Way): You would have seen the deal thread as it developed. When the messaging started going sideways, the notes and communications in Recordbook would have shown you early enough to step in. A quick message, a shared resource, a 20-minute call — and the pitch gets corrected before it costs you a deal. Visibility into your channel's deals isn't just about forecasting. It's about catching problems before they compound.

The Misaligned Pitch

the channel forecast problem

The VP Ask

Before: Your VP asks for the channel forecast on Wednesday afternoon. You open three spreadsheets. One is from your Monday check-in with your top reseller. One is from an email thread with two others. The third is a shared Google Sheet that somebody updated last Tuesday. You spend an hour pulling it together, making your best guesses about which numbers are still current, and formatting it into something that looks like a real forecast. You submit it knowing it's already partially stale.

After (The Recordbook Way): You open Recordbook and the channel forecast is already built — live deal data from every reseller, aggregated automatically, current as of this morning. You copy the numbers in five minutes. Your VP gets a forecast built from real pipeline activity, not partner check-ins and educated guesses. And when they ask a follow-up question about a specific reseller or deal, you have the answer without making another call.

The VP Ask

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!

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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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