RecordbookHQ
Product
All the features of RecordbookHQ
Recordbook and Crossbeam solve different problems in the partner stack. Crossbeam maps account overlap across your ecosystem; Recordbook is the shared workspace where two teams actually run the co-sell deal. Here's when to use each — and when you need both.
A tactical 2026 guide to AWS ACE for ISVs: eligibility, the co-sell flow, opportunity types, common failure modes, and how to keep ACE and your CRM in sync.
Co-selling is the fastest-growing motion in B2B software and the worst-instrumented. What it is, why AWS ACE and Azure Partner Center are pushing it, why spreadsheet reconciliation is killing it, and what a fixed operating model looks like in 2026.
Advanced Sales Reports: Any View of Your Pipeline in a Few Clicks
Combine filters, tags, sort, search and date windows to build any sales report you need from live deals, with no exports and no spreadsheet to keep up to date.
Sales Goal Tracking: Progress Against Quota, in Real Time
Set as many sales goals as you need, for the company, a team, a rep or a period, and see progress against each one as deals move.
Sales Forecasting: From and To Dates, Payment Dates and In-Period Revenue
How Recordbook builds a forecast from your deals: confidence-weighted Forecast, From and To dates, payment dates and in-period revenue, with a worked example.
Stay on Track with Sales Action Items
Give every deal a next step with an owner and a due date. How Recordbook's action items work, and how they keep co-sell deals from stalling.
Be in the Know with Sales Notes
Sales notes give every deal a timestamped history anyone can read. How to use them, a note format that works, and why they matter when you share deals with partners.
Know Your Sales Contacts: Every Person on Every Deal
Keep track of every person on every deal, including buyers, champions, blockers, your team and your partner's, and see in one filter everything a contact is part of.
Access Sales Intel in Seconds: Accounts in Recordbook
Link every deal to an account and one search gives you the full picture: every opportunity, every contact, and that account's own pipeline.
Create Custom Sales Reports with Tags
Tags turn any slice of your pipeline into an instant report, by partner, program, industry or segment. How they work, and a tagging scheme that holds up.
Sales Management, All on One Screen: Products and Services Lines
Products and services lines hold the close date, stage, revenue and attribution behind every deal. Here is each field, and how to use them so the pipeline stays right.
Sales Tracking and Reporting Made Easy: Search, Filter, Sort and Act
Four tools for tracking every deal and reporting on it in seconds: search, filters, sort and color-coded action items, plus three weekly routines that use them.
What's in a Sales Opportunity? Every Field, and Why It Matters
The parts of a Recordbook sales opportunity, what each one is for, and how they add up to one deal record your team and your partner can both trust.
Understanding Your Sales Pipeline: Closed, Forecast, Qualified and Unqualified
What every number in your Recordbook pipeline means, how the forecast is weighted, and how to read it when you sell with a partner.