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.
Pipeliner CRM Product catalog feature and administration view

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.

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.

Screenshots
Product Catalog Administration
Opportunity Detail Product Catalog

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Frequently Asked Questions

The Product Catalog is a centralized database within Pipeliner CRM that holds all your company’s products and services. It acts as a single source of truth, allowing your sales team to quickly add items to sales opportunities, automate pricing, and create accurate, professional quotes.

It eliminates errors in two key ways. First, it ensures everyone uses the same approved product names, SKUs, and prices, preventing inconsistencies. Second, it automatically calculates the total opportunity value as products and quantities are added, removing the risk of manual calculation mistakes.

Yes. You can create and manage multiple price lists for the same product. This is perfect for setting different prices for various sales channels, geographic regions, customer types, or promotional periods (e.g., Q3 vs. Q4 pricing). You can even apply a bulk percentage discount to an entire price list.

Absolutely. Pipeliner CRM allows you to create custom product forms and fields to capture any detail your business needs, such as a manufacturer’s code, a warranty start date, or any other specific data point relevant to your products or services.

Reps can build complex opportunities in seconds without leaving the deal they are working on. Powerful search and category filtering allow them to find and add the right products instantly. Since all calculations are automatic, they save significant time on administrative tasks and can focus more on selling.

Pipeliner CRM offers a native integration with PandaDoc. You can automatically populate your branded PandaDoc templates with product information—including line items, quantities, and pricing—directly from a Pipeliner Opportunity. This ensures every proposal is consistent, professional, and accurate.

The Product Catalog and its advanced features, such as multiple price lists and the Whitespace View, are available in our EnterpriseEnterprise Enterprise (in the context of sales) is a relatively large organization typically composed of multiple levels, locations, and departments which need multi-layer software systems that support collaboration across a large corporate environment. Tier, which is designed for businesses seeking a complete and powerful sales solutionSolution Solution is a combination of ideas, strategies, processes, technologies and services that effectively helps an organization achieve its goals or hurdle its challenges..

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