Because your crm wasn't built for partners.

Your Deal. Their Cloud.
One Version of the Truth.

Co-selling with AWS, Microsoft or Google Cloud can put a deal on the fast track: marketplace procurement, committed cloud spend, and a field seller who already owns the account. But now the deal lives in your CRM, in ACE or Partner Center, in a spreadsheet your partner team keeps, and in an email thread with your PDM. Every one of them says something different.

Recordbook gives your team and your hyperscaler counterparts one shared record for every co-sell deal. Stages, close dates and next steps stay current on both sides. AWS ACE syncs both ways, so nobody retypes an update into a partner portal again.

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RecordBook co-selling pipeline dashboard — joint pipeline view

the problem

The Portal Tax

Hyperscaler co-sell runs on paperwork. Every opportunity has to exist twice: in your CRM and in the cloud partner's portal (ACE for AWS, Partner Center for Microsoft). The two drift apart the moment anyone gets busy:

The Retyped Update: Your AE moves a stage in the CRM. Someone on the partner team re-keys it into ACE days later, if at all.

The Missing Context: Your PDM emails what the AWS account team committed. It lands in a doc and never reaches the rep walking into the customer meeting.

The Lost Credit: The close date passes and nobody updates the portal. A deal you sourced doesn't count toward your tier that quarter.

Co-sell programs don't stall for lack of deals. They stall for lack of one record.

The problem with co-sell pipelines today
  • Re-keying deals into ACE
  • PDM updates lost in email
  • Close dates nobody updates
  • Sourced vs. influenced fights
How RecordBook fixes the co-sell pipeline
  • Your CRM and ACE stay in sync
  • PDM notes live on the deal
  • Sourced and influenced, on record
  • QBR-ready in an hour, not a week

the solution

One Deal Record.
Both Sides of the Cloud.

Recordbook is the shared workspace between your team and your hyperscaler partner team. Every co-sell opportunity gets one record that both sides can see and trust:

• Two-Way ACE Sync: Stage changes, close dates and deal value move between your CRM and AWS ACE without anyone retyping them.

• Partner Context in One Place: Notes from your PDM, AWS-side contacts and next steps live on the deal, not in someone's inbox.

• An Audit Trail for Credit: Who submitted, when it launched, and every sourced and influenced call, ready for your next partner review.

Your team keeps the strategy. Recordbook does the data-janitor work.

  • "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 portal re-keying

The Partner Pipeline

Before: Your AE updates the deal in Salesforce. A week later someone on the partner team notices, logs into ACE and types the same change in again. Or they don't, and the AWS side keeps working from a stale stage.

After (The Recordbook Way): The update happens once. Recordbook carries it between your CRM and ACE in both directions, so your team and the AWS account team see the same stage and the same close date.

The Partner Pipeline

skip the recap

The PDM Check-in

Before: Your weekly call with your partner development manager opens with twenty minutes of "where is this one?" Half the answers are in a spreadsheet nobody refreshed, and the rest are in someone's inbox.

After (The Recordbook Way): Both sides open the same record before the call. The recap is already done, so the time goes to which deals need the cloud seller's help and how to get it.

The PDM Check-in

proof of co-sell credit

The Partner Review

Before: The week before a QBR with your hyperscaler, someone rebuilds the quarter by hand: which deals you sourced, which you influenced, what launched and what slipped. It all gets pieced together from exports and old threads.

After (The Recordbook Way): The history is already there. Every submission, launch, stage change and sourced or influenced call is logged on the deal, so the review is about next quarter, not about proving last quarter.

The Partner Review

stop chasing the field

The Status Ping

Before: You ask the cloud account team where a deal stands. They check their system, you check yours, and two days later you get a three-word answer.

After (The Recordbook Way): AWS-side changes, like a new contact on the deal or a status update, show up in the view your reps already work in. You know where it stands without asking.

The Status Ping

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 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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