Product Management

The Product Management module maintains a centralized catalog of all services and products available for the sales team to pitch.

📋 Key Features

  • Standardized Catalog: Ensures all sales representatives are selecting from the exact same list of approved products, preventing typos and confusion in reporting.
  • Category Management: Group products logically (e.g., Cloud Servers, Bare Metal, Software Licenses) to make them easy to find during deal creation.
  • Pricing Models: Support for varied pricing structures, tracking what services carry Monthly Recurring Charges (MRC) versus Annual/One-time charges (ARC).
  • Integration with Orders & Deals: Every Deal Pipeline entry and Won Order directly references this product catalog, allowing for highly accurate sales reporting by product type.