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Simple is back.
And it's better than ever.

An incredibly simple sales management platform built so your sales team can effortlessly manage sales pipeline, opportunities, activity, and reports all on one page.

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Your sales pipeline at your fingertips.

Track your sales pipeline, measure progress, and forecast the future, all in seconds.

RecordbookHQ: Your sales data, front-and-center are always up-to-date
  1. 1
    Forecast

    We combine your closed deals with qualified ones, adjusted by their confidence level, to give you a forecast of future sales.

  2. 2
    Closed Won

    These are the deals you've successfully sold. Only the ones marked as “Closed-Won” count towards your closed pipeline.

  3. 3
    Qualified

    These are the opportunities you've qualified and believe are worth chasing in the sales process.

  4. 4
    Unqualified

    These are the opportunities you've found but haven't yet decided if they're a good fit for what you offer.

  5. 5
    Revenue Progress

    This shows how much money you've made so far compared to your goal for a specific time period.

  6. 6
    Revenue Trend

    This tracks how your revenue has changed over time within a specific date range.

  7. 7
    Opportunities

    These are all your deals, including closed, qualified, and unqualified ones, that you're managing through the sales pipeline.

  8. 8
    From/To

    This is the time frame you're looking at to capture your pipeline data.

  9. 9
    Goals

    This helps you track revenue against your goals for all pipeline categories: closed, qualified, and unqualified.

Your sales opportunities, simple & organized.

Manage all your sales opportunities with ease, all on a single page.

RecordbookHQ: Everything you need to create and amange a sale opportunity
  1. 1
    Record Name & Description

    Identify records (aka: accounts, leads, events, you name it) with a clear name and context-providing description.

  2. 2
    Tags

    Use custom tags to keep things organized and tailor your reports.

  3. 3
    Contacts

    Connect with everyone involved in the deal, from decision-makers to influencers, both inside and outside your company.

  1. 4
    Opportunities

    Add and manage sales opportunities effortlessly. We’ve simplified details like milestones and financials so you can focus on closing deals.

  2. 5
    Notes

    Keep track of important info, updates, and interactions related to each opportunity. Notes create a timeline and keep your team in the loop.

  3. 6
    Actions

    Set tasks and steps needed to move the deal forward. Assign deadlines and team members to keep everything on track towards closing.

Your sales activity & reports in just a few clicks.

Finally, an incredibly simple way to track sales activity and access sales reports.

  1. 1
    Access sales data instantly.

    Just type an account name into the search bar to quickly find all the details you need. The sales pipeline updates automatically with the latest data for that account.

    Access sales data instantly.
  2. 2
    Generate custom sales reports.

    Easily filter opportunities by name, tags, account, contact, and product or service metrics. Your pipeline updates automatically with your filters. Filters are key for personalized sales reports.

    Generate custom sales reports.
  3. 3
    Keep track of sales activity and opportunities.

    Manage your sales activity right here. Sort tasks by upcoming actions, recent notes, or deals by sales metrics like close date, stage, or revenue. Never get asked for an update on your activity again.

    Keep track of sales activity and opportunities.
  4. 4
    Stay on top of your work with notifications.

    Get alerts when tasks are due, so you never miss a deadline. It's like having a personal assistant to keep you on track and focused on closing deals.

    Stay on top of your work with notifications.
One screen. Zero learning curve.

With Recordbook the days of managing your sales workflow with some unnecessary combination of spreadsheets, docs, email, text messages, and our personal fav, a complicated & expensive CRM, are over.

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