You Did the Work.
Get the Credit.

You brought the customer. You have the relationship. You're delivering the project. But when it comes time to close, transact, and capture co-sell credit, you're navigating your partner's system, your own system, and a deal record that neither of you fully trusts.

Recordbook gives both sides of your co-sell deal one shared pipeline. Every stage, every update, every communication — in one place, for both teams. You get the visibility to manage the deal. You get the record to prove what happened. You get the credit you earned.

RecordbookHQ: Your sales goals, trends and reports at your fingertips

the problem

The Service Partner Paradox

You do the most work in the deal. You own the customer relationship. You're accountable for delivery and satisfaction. And yet when it comes to pipeline visibility, co-sell credit, and marketplace attribution — you're working with less information than the partner who showed up later and did less.

That's the service partner paradox. The more capable you are, the more deals you run, the more the coordination tax compounds. Because every co-sell motion you execute adds another partner system, another communication thread, and another version of the deal record you have to reconcile manually.

Manual CRM & sheet syncing
Deal info buried in DMs
Asking "where are we?" daily
Arguing over broken numbers

They update, you see it now
One home for files and chat
See progress without pings
One dashboard you both trust

the solution

One Deal Tracked
In One Place

Recordbook is the shared home for every co-sell deal you run — whether you're working with a hyperscaler, an ISV, or both simultaneously. When you add a deal, both sides see it. When a stage moves, both sides see that too. Every communication, every file, every update — tracked in one place from the moment the deal starts to the moment it closes.

You stop doing the work and losing the credit. You start building a deal record that proves exactly what happened, who did what, and when — so the attribution conversation at quarter close is a formality, not a fight.

"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."

the credit problem

The Attribution Fight

Before: The deal closes. Your team sourced it, nurtured it for six months, and delivered the implementation. Your hyperscaler rep got involved in month four, made two calls, and helped with the marketplace transaction. End of quarter, the co-sell credit conversation starts. Their system shows them as the primary. Your system shows you. Nobody has a clean record of who did what and when because nobody was tracking it in a shared place. The argument takes two weeks and ends with both sides feeling like they gave up something they deserved.

After (The Recordbook Way): Every interaction is timestamped in Recordbook from the moment the deal opens. Who sourced it. When each side engaged. What was communicated. How the stages moved. When the deal closes, the story is already written — in a record both sides have been looking at the whole time. The attribution conversation takes fifteen minutes because the evidence isn't in dispute. You did the work. It's right there.

the engagement problem

The Partner Who Goes Dark

Before: Your AWS rep was locked in for the first two months. On every call, helping shape the deal, pushing it through their internal approval process. Then they went quiet. Two weeks pass. Three. You don't know if they're still engaged, if something changed on their side, if the deal fell off their radar, or if there's a problem you don't know about yet. You send a check-in email. They reply four days later with a one-liner. You still don't actually know where things stand on their side.

After (The Recordbook Way): You open Recordbook and you can see exactly when your AWS rep last touched the deal — last login, last update, last message. If they've been quiet for two weeks, you know it immediately and you can re-engage before the momentum dies. If they've been active, you can see what they've been doing. You stop guessing whether your hyperscaler partner is still in the deal. You just know.

the deal details problem

The Transaction That
Almost Didn't Close

BEFORE Before: The deal is done. The customer is ready to transact through the AWS marketplace. Now comes the part nobody tells you about — getting both sides aligned on the exact deal structure, the private offer details, the pricing, the contract terms, and the timeline. Your team has one version. The other rep has another. The customer has questions neither of you can answer without checking with the other first. What should take three days takes three weeks because there's no shared place where both sides are working from the same information.

After (The Recordbook Way): The deal structure lives in Recordbook alongside everything else — visible to both teams, updated in real time, with the full communication thread attached. When the customer has a question, either side can answer it. When something changes, both sides see it immediately. The transaction closes in days, not weeks, because both teams are working from the same document instead of emailing attachments back and forth.

The Transaction That</br>Almost Didn't Close

the multi-partner problem

The Partner Portal Circus

BEFORE Before: You're co-selling with a hyperscaler on one deal, an ISV on another, and working a three-partner deal on a third. Each partner has their own co-sell portal. Each one wants updates in their own format, on their own timeline, registered in their own system. You're essentially running three parallel administrative processes on top of the actual deals — logging the same information in different places, in different formats, for different audiences, none of which talk to each other. By the time you've updated all three, the first one is already out of date.

After (The Recordbook Way) Every deal lives in Recordbook regardless of which partner is on the other side. AWS deal, Azure deal, GCP deal, ISV deal — same system, same structure, same real-time visibility. You log an update once and both sides of that deal see it. Your pipeline is in one place, not scattered across three portals. Your team spends their time advancing deals, not maintaining three separate administrative records of the same work.

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.

“We'd been dealing with the headache of spreadsheets for years, until we stumbled upon Recordbook. Now, it's our go-to.”
"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.”
"It’s everything we need to manage our day-to-day and nothing we don’t... We’re incredibly glad we found it.“
"I've tried a bunch of tools before, but this one takes the cake. It's intuitive, sleek, and makes managing my pipeline enjoyable."
"Finally, a joint pipeline management tool that gets it right! It's made my workflow smoother so I can focus on selling."
"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!

check it out right now

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.

Try FREE Now No credit card required

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

Try FREE Now

You Did the Work.Get the Credit.