Because your crm wasn't built for partners.

A Partner Has An Update.
You're The Last To Know.

You're managing nine partners at once. Each one lives in a different Slack channel, a different spreadsheet, and an email chain from two months ago. The deals are moving — you just don't know which direction.

Recordbook gives every partner one shared screen. Pipeline, updates, files, and communications, all in one place, for both teams. You stop chasing. You start closing.

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the problem

The Partner Manager Tax

You didn't take this job to spend half your day asking people where things stand. But that's what happens when every co-sell deal lives across systems that don't talk to each other — and you're the one manually bridging them. Every. Single. Day.

The deals aren't the problem. The gap between your world and your partners' world is the problem. And right now, you're filling that gap with your own time.

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

the solution

One Screen.
The Actual Truth.

Recordbook is the shared home for every co-sell deal — no matter how many partners you're juggling. When a stage changes on their side, it changes on yours. When a file gets uploaded, both teams see it. When a note is added, it lives in the deal thread — not buried in a sent folder.

You stop being the person who chases updates. You become the person who already knows. That's not a small thing — that's the difference between managing a partner program and actually running one.

  • "Finally, a joint pipeline management tool that gets it right."
  • "All my partner intel is a click away."
  • "It cuts down admin time and lets us focus on sourcing deals."
  • "No more spreadsheets or bloated sales tools."

the pipeline problem

The Partner Update

Before: Your weekly partner sync starts the same way it always does. Someone shares their screen. The spreadsheet loads. Half the rows are wrong. The next 30 minutes are spent correcting stages, updating dates, and arguing about which version of the deal is actually current. By the time you hang up, the meeting you just had is already stale.

After (The Recordbook Way): The pipeline updates itself. When your partner moves a deal to Proposal in their world, you see it in yours — immediately, automatically, without anyone sending a message. Your weekly sync skips the reconciliation entirely and goes straight to strategy. You know whose move it is on every deal before the call even starts.

The Partner Update

the communication problem

The Context Switch

Before: You're managing five co-sell relationships at once. Partner A is in Slack. Partner B sends everything over email. Partner C updates a shared Google Sheet that three people have edit access to. To understand where any single deal actually stands, you have to open four tabs, read back through thread history, and hope the most recent message is actually the most recent truth.

After (The Recordbook Way): Every deal has one place. Files, stage changes, messages, and updates all live in the same thread, tied to the same record. You open one screen. You know exactly what's happening across every partner, every deal, right now. No archaeology. No 'wait, which Slack channel is this in?'

The Context Switch

the accountability problem

The QBR Prep

Before:: It's the Wednesday before your QBR. You block two days to reconstruct what actually happened last quarter. You're combing through old emails, asking your AEs to fill in blanks they barely remember, cross-referencing a spreadsheet against a Slack thread against a calendar. You build the story from fragments. You walk into the room hoping it holds up.

After (The Recordbook Way): You open the dashboard on Thursday morning and your QBR is already built. Every deal, every stage change, every partner interaction — logged in real time over the past 90 days. You spend an hour putting the deck together. You walk into the room with the complete picture. Your VP asks a hard question and you have the answer before they finish the sentence.

The QBR Prep

the visibility problem

The Status Check

Before: Your CRO stops you in the hall. 'Where does the Acme deal stand?' You don't know off the top of your head. You say you'll find out. You Slack your partner contact. They're heads down. You follow up. They check their CRM. They get back to you 90 minutes later. You forward the answer. The whole loop took half your afternoon.

After (The Recordbook Way): You open Recordbook in ten seconds. Current stage, last activity, next action, who owns what — all right there. You answer before your CRO gets back to their desk. Your partner didn't have to do anything. You didn't have to chase anyone. You just knew.

The Status Check

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 driving pipeline 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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