Keep Products, Price Books, and Pricing Rules in One CRM
Store what you sell with structured prices, tax, selling cadence, and product status. Manage contextual price books, volume tiers, discount rules, and product performance from the same CRM.
Onboarding & Setup
SKU KC-ONB-01 · Services · One-Time
Partner Book · quantity tiers
Asking for 12 units resolves the 10+ tier — the highest one that qualifies.
The Short Version
What Is CRM Product Catalog and Price Book Software?
CRM product catalog and price book software stores what a business sells and the pricing rules used for different selling situations. KudosCRM keeps Product records separate from Price Books. Products hold the core SKU, list price, tax, selling cadence, and other product data. Price Books add contextual prices for partners, territories, customer tiers, effective periods, and order quantities.
Keep the Catalog Structured
Store each Product once with its SKU, price, tax, category, and selling information.
Manage Different Prices
Create separate Price Books without duplicating the underlying Product.
Control Discounts
Use volume rules, expected margin percentages, and Quote approval controls.
Review Product Performance
Track units sold, Order count, and booked revenue for each SKU.
Keep the Product record stable. Change the selling price where the sales context requires it.
Catalog
Keep a Structured Catalog of What You Sell
A useful Product catalog needs more than a product name and a price. KudosCRM keeps the information needed to identify, find, quote, retire, and report on each SKU in one Product record.
Product Records
Each Product can store a workspace-unique SKU, name, category, description, list price, ISO currency, billing cadence, unit of measure, tax rate, expected margin percentage, and tags. SKU matching is case-insensitive, so a duplicate identifier cannot slip through using different capitalisation.
Product Status
Products move through Draft, Active, and Archived, and those states have real effects. Draft Products do not appear in the Quote Builder. Archived Products stop being available for new selling activity, while historical Quote, Order, and Invoice lines keep the information already captured.
Catalog Search and Shared Tags
Search Products by name, SKU, description, or tags, with category and tag filters to narrow the catalog further. Product tags use the same workspace tag library as Contacts, Companies, and Deals, so the team does not need a separate tagging vocabulary just for the catalog.
Product Tax, Selling Cadence, and Performance
Each Product can carry its own tax rate, which snapshots onto the Quote line so one Quote can contain Products with different VAT rates. Products can also be labelled One-Time, Monthly, Yearly, or Usage to record how they are sold, and the catalog shows units sold, distinct Orders, and booked revenue from live, non-cancelled Order data. AI-created Products always save as Draft, so a human has to make them sellable.
Status has real effects
Draft
Does not appear in the Quote Builder
Active
Available for new selling activity
Archived
Out of new Quotes; saved lines keep their data
SKU matching is case-insensitive — “kc-onb-01” cannot sneak past “KC-ONB-01”.
One Product, several books
List Book
No scope · the general fallback
APAC Territory Book
Territory scope · Jan 1 – Dec 31
Partner Book
Partner scope · wins over territory
Q4 Promo Book
Inactive until an admin activates it
The Product itself is never duplicated — only the price changes per context.
Price Books
Manage Different Selling Prices Without Duplicating Products
The same Product may need different prices for different customers or sales situations. KudosCRM Price Books keep those prices separate from the core Product record.
Multiple Price Books
Create multiple named Price Books, scoped to partner, territory, customer tier, or a combination of those contexts. A book without a specific scope can act as a general list book. Only Active Price Books participate in price resolution, which lets admins prepare a book before making it available.
Effective Pricing Windows
Price Books can use start and end dates, supporting promotional periods, annual price changes, temporary partner pricing, and scheduled updates. The date window determines when a Price Book can participate in resolution.
Quantity-Based Pricing
A Price Book entry combines Product, minimum quantity, and price. The same Product can carry several quantity tiers inside one book — for example 1+ units at $100, 10+ at $90, and 50+ at $80 — and the engine uses the highest tier the requested quantity qualifies for.
Management and Safe Deletion
The Price Book workspace shows scope, entry count, priority, and effective dates. Deleting a Price Book is a soft delete, so records already carrying saved prices keep those values. AI-created Price Books always start Inactive, so they cannot silently become the active pricing source.
Pricing Engine
Resolve Contextual Prices With Clear Pricing Rules
KudosCRM includes a deterministic pricing engine for resolving the effective Product price from the available Price Books. The engine follows defined rules rather than guessing which price should apply.
Find the Most Specific Price Book
The pricing engine first looks for an active, in-window Price Book matching the sales context. Specificity runs Partner, then Territory, then Customer Tier. If more than one matching book remains, the engine uses priority, then recency.
Apply the Best Quantity Tier
After selecting the Price Book, KudosCRM finds the highest minimum quantity the requested quantity qualifies for.
Fall Back to List Price
If no Price Book applies, the Product's list price remains the fallback.
See Which Price Book Won
The pricing API reports which Price Book produced the resolved result, which keeps contextual pricing explainable instead of hiding the source behind an unexplained number.
Current Quote Builder behaviour
The contextual pricing engine is available today through the pricing API. The Quote Builder still adds catalog Products at list price and does not yet call the Price Book resolution engine automatically.
We would rather write that down than let you find it mid-rollout.
Control Discounts Without Inventing Product Costs
Pricing control should use the data KudosCRM actually stores. KudosCRM does not store a Product cost or calculate margin from cost. Instead, each Product can store an expected margin percentage that drives discount warnings.
Expected Margin Percentage
Record the expected margin percentage beside the Product price, and the catalog can display it as a margin band. It is entered directly rather than calculated from a cost field.
Discount Guard
When a Quote-line discount eats beyond the Product's expected margin percentage, KudosCRM flags the line before the Quote is sent. The warning is rule-based and explainable.
Discount Rules Library
Create reusable discount rules with a rule name, percentage, minimum quantity, customer tier, and active status. These rules live with the Product and pricing controls rather than being buried inside individual Quotes.
One-Click Suggestions and Approval Backstop
When a Quote qualifies for a configured rule, the Quote Builder can surface the matching discount and the rep chooses whether to apply it. A deeper Quote discount can trigger the existing Quote approval gate, moving the Quote to Pending Approval until an authorised manager approves it.
Product prices use validated ISO currencies, and Quote, Order, and Invoice records snapshot their currency as the commercial process progresses. KudosCRM does not invent FX conversions between currencies.
How It Works
How Do Products and Price Books Work in KudosCRM?
Create the Product
Add the SKU, list price, tax, category, selling cadence, and other Product details.
Make the Product Active
Draft Products stay out of new Quotes until they are ready to sell.
Add Price Books When Needed
Create contextual prices for partners, territories, customer tiers, dates, or quantities.
Apply Pricing Controls
Use quantity tiers, discount rules, expected margin warnings, and Quote approvals.
Use the Product in the Sales Process
Active Products are available to the Quote Builder at list price, with contextual resolution available through the pricing API.
Review Product Performance
Track units sold, how many Orders included the SKU, and how much booked revenue it generated.
What's Actually in the Box
Product & Pricing Features in KudosCRM
Product Catalog
Unique, case-insensitive SKU
Name, category, description
List price and ISO currency
Billing cadence and unit of measure
Product tax rate
Expected margin percentage
Shared CRM tags
Draft, Active, and Archived status
Server-side search with category and tag filters
Per-SKU performance
Price Books
Multiple named Price Books
Partner, territory, and customer-tier scopes
Combined scopes
Active / Inactive state
Effective start and end dates
Price Book priority
Quantity tiers
Soft deletion with saved-price preservation
Pricing Rules
Contextual price resolution API
Specificity-based Price Book matching
Priority tie-breaking
Recency tie-breaking
Quantity-tier resolution
List-price fallback
Winning Price Book returned with the result
Discount Controls
Expected margin bands
Discount guard
Named discount rules
Percentage discount rules
Minimum-quantity rules
Customer-tier rules
One-click Quote suggestions
Quote approval backstop
Governance
Product read, create, update, and delete permissions
Separate discount-management permission
Price Book read and management permissions
Independently gated Product and Price Book modules
AI Products always created as Draft
AI Price Books always created Inactive
Currency snapshots on Quote, Order, and Invoice
KudosCRM Products & Pricing vs. Spreadsheet Price Lists
Keep Your Catalog and Selling Rules Ready for the Next Sale
Structure Products once, manage different selling prices separately, and keep discounts and tax under clearer control.
Product & Pricing Management for Every Kind of Business
Different businesses sell different products and services, but they all need clear Product records and consistent pricing data. KudosCRM keeps catalog and pricing rules organised as the business changes.
Works with the Tools Your Team Already Uses
Use KudosCRM alongside the communication and collaboration tools already connected to your customer workflow. Product and pricing data stays inside the CRM while your team keeps working from its existing sales stack.
Gmail
Outlook
Google Calendar
Slack
ZoomGo Deeper
Explore More Features
Products & Pricing is part of the Propose & Quote stage of the journey — it holds the catalog and the pricing rules that Quotes and Orders then sell from.
All FeaturesFAQ
Frequently Asked Questions
Sell With Structure
Keep What You Sell and How You Price It Under Control
Manage Products, Price Books, quantity tiers, tax, and discount rules without turning the catalog into another pricing spreadsheet.