Salesboom's CRM Product Catalog puts your entire product database in one place — group products, set discounts, import data from external sources, and give your sales team instant access to accurate pricing. No spreadsheets. No silos. Just faster deals.
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3 Groups ActiveGroup discounts applied automatically · Linked to quotes & orders
Scattered product data in spreadsheets, shared drives, and disconnected tools creates pricing errors, slow quote cycles, and missed upsell opportunities.
Sales reps pull prices from stale spreadsheets and lose deal credibility when customers discover the quote doesn't match current pricing or available discounts.
Without automated group discount rules, reps calculate promotions manually — leading to errors, inconsistent pricing, and approval delays that frustrate customers.
There's no way to see which products belong to the same category or bundle — making targeted promotions impossible and upsell opportunities invisible.
Moving product records from external systems or ERP platforms means hours of manual re-entry — with no validation, no categorization, and no duplicate detection.
Without a structured, searchable catalog, new team members spend weeks learning what products exist, what they cost, and which promotions currently apply — time that should be spent selling.
When product information lives outside the CRM, reps must manually transfer pricing into quotes — creating errors, delays, and a broken workflow that costs deals.
The Salesboom CRM Product Catalog is a centralized module that stores your entire product database — from names and descriptions to pricing tiers, expiry dates, and discount configurations. Because it lives natively inside the CRM, every sales rep, service agent, and manager works from the same real-time data.
Salesboom makes it simple to build and maintain a product catalog that reflects your real business — whether you have 50 products or 50,000.
Navigate to the Products tab, select "New Catalog," and fill in the required details including catalog name, associated product group, discount rules, and applicable date ranges. Each catalog acts as a logical container that keeps your product offering organized and easy to manage.
Click "Add Products" within any catalog, select the relevant products from your master product list, and confirm with "Add to Catalog." Products can belong to multiple catalogs — letting you create targeted offers like seasonal promotions or partner pricing without duplicating records.
Set special discount percentages or fixed-price rules at the catalog level so every product within that group automatically reflects correct promotional pricing. Discount rules can be scoped to specific SKUs, time periods, or customer segments — giving your pricing strategy the precision it needs.
From import to quoting, Salesboom's CRM Product Catalog covers every touchpoint where product data matters.
Purpose-built to serve a wide range of industries and roles — whether you manage physical goods, software subscriptions, service packages, or complex bundles.
Access accurate product information and pricing directly inside the CRM while building quotes and proposals. Real-time catalog data eliminates pricing errors and accelerates deal cycles by removing the need to check external price lists.
Configure discount rules, manage promotional catalogs, and monitor which pricing tiers are being applied across the team. Full visibility into catalog usage helps enforce pricing discipline and protect margin.
Use import tools to keep the CRM product catalog synchronized with external ERP or inventory systems, ensuring product availability, pricing, and expiry data are always current without manual updates.
Reference the product catalog when handling warranty claims, renewal conversations, or upsell opportunities — with complete product history and specifications available at a glance.
With 22+ years of CRM innovation, Salesboom delivers a product catalog experience that stands apart from generic solutions.
The product catalog is built directly into the CRM — not bolted on as an add-on. Products connect seamlessly to quotes, opportunities, orders, and service tickets with no manual data transfer.
Import your entire product database from external systems and ERP platforms with automatic categorization and field mapping — eliminating manual re-entry and the errors that come with it.
Apply targeted discounts to entire product groups in seconds, enabling precise promotional pricing strategies without complex workarounds or spreadsheet maintenance.
Access the full product catalog module with no hidden fees and no per-feature charges, with predictable monthly pricing starting at $14/user for the complete Salesboom CRM platform.
Real CRM specialists — not chatbots — are available 24/7 to help configure catalogs, set up discount rules, and optimize your product data structure for maximum sales performance.
3,500+ businesses across 159 countries rely on Salesboom to manage their product data, pricing, and promotions inside a unified CRM platform that grows with their business.
Disorganized product data is a silent but serious business risk. Salesboom addresses the most common risk factors that companies face when product information is scattered across systems.
Centralized, CRM-native product pricing eliminates the outdated spreadsheets and manual lookups that cause costly quoting mistakes and damaged client trust.
Manager-configured discount rules with approval thresholds prevent unauthorized price reductions that erode margins — keeping pricing discipline enforced automatically.
All product records are stored securely in the cloud with automatic backups — so no product data is ever lost due to a local system failure, accidental deletion, or hardware issue.
Expiry date tracking ensures expired products or outdated pricing are never quoted to customers — reducing legal and contractual liability from stale offers.
New sales reps become productive immediately with a structured, searchable catalog — no tribal knowledge required, no weeks of product training, just start selling.
A single catalog used across sales, service, and operations ensures every team member works from the same product truth — eliminating conflicting prices and mixed messages to customers.
Here are the most common questions businesses ask before getting started with the Salesboom CRM Product Catalog.
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Stop managing products in spreadsheets and start closing deals faster with accurate, CRM-native product data. Book a free demo and see Salesboom's Product Catalog in action today.
Questions? Call: 1-855-229-2043
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