Product

Track progress against any sales goal in real-time.

Instantly gain insights into your sales performance.

Assign action items, set due dates, stay up-to-date on the next steps to win a deal.

Store and access information about a sales opportunity.

Stay organized with the different people with whom you've engaged throughout the sales cycle.

Quickly gain a complete picture of sales and sales pipeline for a specific account.

Easily categorize and organize sales opportunities for custom tracking and reporting purposes.

A radically simple sales management solution. Your sales pipeline, sales opportunities, and sales activity on a single screen.

With Recordbook's sales tracking and reporting functionality, there are unlimited ways to view your sales pipeline and sales data in seconds.

Everything you need to create and manage sales opportunities is here.

Your sales data, front-and-center, and always up-to-date.