Product Catalog

Centralize your products, streamline quoting, and empower your sales team to win more deals. Eliminate manual errors and unlock hidden revenueRevenue Revenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales. opportunities with a single source of truth for your entire productProduct Product refers to anything (an idea, item, service, process or information) that meets a need or a desire and is offered to a market, usually but not always at a price. portfolio.

Are you tired of juggling pricing spreadsheets, dealing with inaccurate quotes, and wasting valuable selling time on manual dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. entry? When your product and pricing information is scattered, your sales cycleSales Cycle Sales Cycle is a repeating process characterized by a predictable sequence of stages that a company undergoes as it sells its products and services to customers. suffers. Inconsistent quotes erode clientClient A client is an entity who pays another entity for products purchased or services rendered. Also called a customer. trust, administrative burdens slow down your reps, and you miss critical growth opportunities.

It’s time to move from chaos to control.

Your Central Hub for Perfect Pricing and Product Management

Pipeliner CRM Product Catalog serves as the central hub for your entire portfolio of products and services. Designed to be powerful yet flexible, it ensures your sales team operates with maximum efficiency and accuracy.

• Create a Single Source of Truth: Define every product or service you offer, complete with SKUs, units of measure (e.g., Each, Lb, Box), and rich descriptions. When your team needs product information, they know exactly where to find it—always up-to-date and accurate.
• Capture Every Crucial Detail: Your business is unique. That’s why you can create custom product forms and fields to capture the specific data you need. Whether it’s a manufacturer’s code for a machine or a start date for a service warranty, you can tailor your catalog to fit your business perfectly.
• Adapt to Any Market with Flexible Pricing: Easily create and manage multiple price lists for different channels, regions, or time periods (e.g., Q3 pricing vs. Q4 pricing). You can even apply a bulk discountDiscount Discount means a promotional reduction in the cost of a product or service, commonly deployed to speed up sales. or surcharge to an entire price list by a set percentage, saving hours of manual updates.
• Organize for Clarity and Speed: Group products into custom categories and sub-categories. This not only helps your sales team find products instantly but also unlocks powerful, granular reporting on what’s selling and what’s not.

Empower Your Sales Team to Build Winning Quotes in Seconds

Integrate your catalog directly into your sales workflow and watch your team’s productivity soar. Give them the tools to build complex, accurate deals without ever leaving the Opportunity view.

• Seamlessly Build Opportunities: Reps can instantly add products from the catalog to any sales opportunity. With powerful search and category filtering, they’ll find the right items in seconds.
• Eliminate Guesswork with Automatic Calculations: As products and quantities are added, the Opportunity value is automatically calculated and updated. This ensures every quote is 100% accurate, eliminating costly errors and building trust with your prospects.
• Create Professional, Organized Quotes: Group products with Section Headers within an Opportunity. When you export to a quote, these headers create a clean, professional document that’s easy for your clients to understand—perfect for separating hardware, services, and subscription costs.

Unlock Deeper Insights and Seamless Workflow Integrations

The Product Catalog is more than a list; it’s a strategic tool that connects to the rest of your business ecosystem, turning sales data into actionable intelligence.

From Opportunity to ‘Signed’ in Record Time with PandaDoc

Our native PandaDoc integration allows you to generate beautiful, branded, and consistent proposals and quotes effortlessly.

• Populate your PandaDoc templates with product information directly from your Pipeliner CRM Opportunity.
• Embed a dynamic “Pricing table” that pulls line items, quantities, and pricing automatically.
• Ensure brand consistency and professionalism on every document you send.

Turn Sales Data into Business Intelligence with BI Feeder

Export your product and sales data from Pipeliner CRM to your favorite BI tools like Power BI, Tableau, or Google Data Studio. By connecting product sales data with information from finance and marketingMarketing Marketing is the field, set of actions, or practice of making a product or service desirable to a target consumer segment, with the ultimate aim of effecting a purchase., you can:

• Analyze product performance across different segments.
• Identify purchasing trends.
• Make data-driven decisions to optimize your product strategy.

A New Dimension of Strategic Selling: The AccountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company. ‘Products Tab’

Go beyond the deal and analyze the entire customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. relationship. The dedicated “Products Tab” on every Account record gives you an unprecedented view of buying patterns and future opportunities.

• See What They’ve Bought & What’s in the PipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process.: Get an instant overview of all products linked to an Account across Open, Won, and Lost opportunities. Understand your customer’s history at a glance.
• Visualize Buying Trends: Use the Trend View to see which product categories a customer is buying over time. Are they adopting new services or have purchases of a key product dropped off?
• The ‘Whitespace View’: Your Engine for Cross-SellingCross-selling Cross-selling B2B is when a customer purchases a product and they are offered a second product at a discount or as a reward. and UpsellingUpselling Upselling is a selling technique where a seller introduces a more expensive, an upgrade, or add-on to a buyer to increase the average order value.: This is where the magic happens. The Whitespace View compares your customer’s purchasing history against similar accounts, instantly highlighting products they aren’t buying but should be. You can create a new Opportunity directly from this view with the target product already included, turning insight into action with a single click.

Frequently Asked Questions

• What is a Product Catalog in a CRM? A Product Catalog within a CRM, such as Pipeliner CRM, is a centralized database of all products and services a company offers for sale. It allows sales teams to quickly and accurately add these items to sales opportunities, automate pricing calculations, and create consistent quotes.
• How does Pipeliner CRM Product Catalog improve sales accuracy? It ensures all reps use the same approved product names, SKUs, and prices from a single source of truth. By automatically calculating the total opportunity value based on selected items and quantities, it eliminates manual math errors that can leadLead Lead refers to a prospect or potential customer (who can be an individual or organization) that exhibits interest in your service or product; or any additional information about such entity. to inaccurate quotes.
• Can I manage different prices for the same product in Pipeliner CRM? Yes. You can create multiple, distinct price lists. This is ideal for working with different pricing for direct salesDirect Sales Direct Sales is the method of selling a product or service in a location other than the associated retail stores or offices, wherein the seller personally engages a prospect in a physical or face-to-face environment such as a home or a cafe. vs. distributors, promotional periods, or for other geographic regions.
• How does this feature help me find new sales opportunities? The “Whitespace View” in the Account Products Tab is a powerful tool for growth. It analyzes what a customer has purchased and compares it to similar customers, automatically identifying gaps and suggesting specific products for cross-selling or upselling.
• How does Pipeliner CRM integrate with quoting tools like PandaDoc? Pipeliner CRM has a seamless, native integration with PandaDoc. You can map product fields from your Pipeliner CRM Opportunities directly to PandaDoc templates, allowing you to generate professional, accurate, and branded quotes populated with your CRM data in just a few clicks.

Ready to Transform Your Sales ProcessSales Process Sales Process is a series of strategic steps or a set of activities aimed at driving sales growth through the alignment of personnel, market insight, methodologies, relevant business units, and technology.?

Stop chasing data and start closing deals. See how Pipeliner CRM’s Product Catalog can bring clarity, speed, and intelligence to your sales cycle.