Product & Service Management
Define, price, and manage your entire catalog
About this Module
Centralizes your product and service catalog — defining offerings, pricing tiers, bundles, and availability. From physical goods to subscription services, maintain a single source of truth that feeds into sales, billing, and marketing across the platform.
Key Features
How It Integrates
Provides product catalog for deal line items and quote generation with real-time pricing
Syncs product revenue categories for accurate financial reporting and tax classification
Feeds product data into marketing campaigns for targeted product promotions and launches
Ideal Use Cases
Manage a catalog of managed service tiers with usage-based pricing and automatic upsell recommendations
Maintain a BOM-linked product catalog with variant management and production cost association
Define insurance product portfolios with coverage tiers, premium structures, and regulatory compliance metadata
Product Preview
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