RecordbookHQ
Refreshingly simple partnership management
An incredibly simple sales management platform built so your partnership team can effortlessly manage partners' 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.
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1
Forecast
We combine your closed deals with qualified ones, adjusted by their confidence level, to give you a forecast of future sales.
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2
Closed Won
These are the deals you've successfully sold. Only the ones marked as “Closed-Won” count towards your closed pipeline.
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3
Qualified
These are the opportunities you've qualified and believe are worth chasing in the sales process.
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4
Unqualified
These are the opportunities you've found but haven't yet decided if they're a good fit for what you offer.
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5
Revenue Progress
This shows how much money you've made so far compared to your goal for a specific time period.
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6
Revenue Trend
This tracks how your revenue has changed over time within a specific date range.
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7
Opportunities
These are all your deals, including closed, qualified, and unqualified ones, that you're managing through the sales pipeline.
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8
From/To
This is the time frame you're looking at to capture your pipeline data.
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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.
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1
Record Name & Description
Identify records (aka: accounts, leads, events, you name it) with a clear name and context-providing description.
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2
Tags
Use custom tags to keep things organized and tailor your reports.
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3
Contacts
Connect with everyone involved in the deal, from decision-makers to influencers, both inside and outside your company.
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4
Opportunities
Add and manage sales opportunities effortlessly. We’ve simplified details like milestones and financials so you can focus on closing deals.
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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.
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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.
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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.
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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.
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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.
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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.
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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