01
Save products and services to the catalog
Service, product, package, retainer — define each item once with name, description, price, tax and category. Brand voice, scope and pricing flow from a single source.
Feature · Product & Service Catalog
Define your services once — consistent everywhere.
Products, services, packages and subscriptions in the Managelify Catalog. No Excel chaos; quotes, contracts and projects pull from the same source. Mana AI recommends optimal pricing.
Single source
products, services, packages
0 errors
price & brand consistency
Mana AI
for price recommendations
CATALOG PREVIEW
Screenshot area ready
When the visuals arrive they will land in these frames — sized and proportioned for the product UI.
Catalog structureItem detail & pricingAdd to quote
Live system · Real-timeDon't just read about it —
Don't just read about it —
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PROBLEM
Price in Excel, copy in Word, packages in heads — chaos.
The service description differs in one quote, the price in another. You're hiking prices — you have to update 50 places. The customer asks 'what was in this package?'; the salesperson hesitates.
EXCEL PRICE LIST
Service and package prices in a spreadsheet; one updates, another uses the old version. The customer gets 3 different prices.
WORD QUOTES
Service descriptions rewritten by hand on every quote. One says 'web design', the other 'website design' — brand voice scatters.
FOLDER HUNT
'What was the price of that service?' searched in Drive, email, old quotes. 10 wasted minutes repeated for every quote.
PRICE HIKE MANAGEMENT
You raise prices — you have to update 50 places: quote templates, contracts, website, email. Miss one, contract gets signed at the old price.
TAX & CURRENCY
VAT, USD/EUR, discount rates calculated by hand on every quote. Errors creep in, the customer gets suspicious, trust erodes.
PACKAGE CONFUSION
Starter, Pro, Enterprise — what's in each? Sales doesn't know, customer asks, wrong items get added, scope falls apart.
One flow · WRM
Catalog + quote + contract + project — from one source.
Classic price lists sit in Excel, connected to nothing. The Managelify Catalog runs in the same context as quotes, contracts, invoices and projects. We call this Work Relationship Management (WRM) — pricing and work live in the same system.
Product & service
Package & bundle
Multi-currency
Discount & tax
Version history
Quote & contract link
Permissions & approval
Mana AI
02
Build packages and bundles
Group individual items into packages like Starter, Pro, Enterprise. Monthly/annual price, discount rate and scope managed in one click; sales never gets it wrong.
03
Use them in quotes and contracts
Open the catalog from the quote editor and drag-and-drop line items. Price, tax and discount auto-calculated; when it becomes a contract, the same items land as project tasks.
04
Let Mana AI suggest the optimal price
Mana AI recommends a price range based on past won quotes, customer segment and industry data. When it's time for a hike it says 'there's room for 12% on this item'.
DEPTH
Catalog, pricing, usage and AI.
A catalog isn't a list. In Managelify every item lives with its price, scope, usage and history. Brand voice flows from a single source.
CatalogPricingUsageAIScenariosSettings
Catalog features
- Product, service, package, retainer items
- Category & tag structure
- Description, scope, delivery time
- Multi-currency (USD, EUR, etc.)
- VAT, tax & discount rates
- SKU & inventory tracking (optional)
- Image & file attachments
- Version & change history
Pricing & discounts
- Fixed, hourly, package pricing models
- Monthly / annual subscription pricing
- Customer-segment-specific price lists
- Bulk discount & campaign rules
- Min & max price guards
- Approval threshold for discounts
- Historical price change log
- Mana AI optimal price suggestion
Usage & connection
- Drag-and-drop into quotes
- Auto-transfer to contracts
- Drops into projects as tasks
- Line-item detail on invoices
- Renewal & subscription tracking
- Bundle & cross-sell suggestions
- Usage report (top-selling items)
- Purchase history on customer card
AI signals
- Optimal price range suggestion
- Bundle & package recommendation
- Cross-sell / upsell signals
- Missing description / scope detection
- Competitor price comparison commentary
- Low-selling item alerts
- Brand voice consistency check
- Item suggestions extracted from meetings
Use cases
- Freelancer service catalog
- Agency package & retainer management
- SaaS subscription plans
- Consulting packages & hourly rates
- Training & course catalog
- B2B e-commerce price lists
Settings & security
- Category & tag structure
- Currency & tax settings
- Discount & approval thresholds
- Customer-segment price lists
- Permissions: who adds, who approves
- Versioning & change policy
- Brand identity (visuals, voice)
- Data retention & export
ENHANCERS
Not just keeping a list — turning it into a system that thinks about pricing.
Single source, consistent brand
Service description, price, scope — all live in one place. Every quote uses the same voice, format and brand identity. Customers see polish, the team feels at ease.
Hike prices in one click — current everywhere
Update a single item; all future quotes, invoice templates and subscriptions auto-pick the latest price.
Discount and approval discipline
Maximum discount thresholds, approval requirements and audit trails. Sales can't 'just because' discount; margins are protected.
Mana AI = live pricing advisor
Mana AI learns from past data; recommends optimal pricing per segment and item. Not a passive list — a layer that thinks about pricing.
Learn pricing from data — protect the margin.
Mana AI looks at past won/lost quotes, customer segment and industry data to recommend an optimal price range per item. It flags low-selling items, packages with frequent price objections and cross-sell opportunities — not a passive list, but a layer that continuously improves pricing.
Optimal price rangeLow-selling item alertsBundle & cross-sell suggestionsDiscount discipline
SAMPLE BRIEF
"Web design item averaged $2,400 across the last 12 deals. There's room for a 15% increase in this segment; want me to update the quote template?"
Price range analysis Segment & industry comparison Bundle suggestion One-click catalog update
FOR WHOM
Solo to team — every service, every price from one source.
Freelancer
Your services in one place — every quote is professional.
Web design, logo, social media management — save each service to the catalog with description, scope and price. New quotes are drag-and-drop ready in seconds. When the customer asks 'where did this price come from?', the scope is crystal clear.
Agency
Packages, retainers and special-quote discipline.
Define your Starter / Pro / Enterprise packages; every salesperson sells the same package at the same price. If a customer needs custom scope, you add an item to the catalog — next time it's ready. When prices go up you update one place; old quotes stay consistent.
Startup & SaaS
Subscription plans + cross-sell in one system.
Drop monthly/annual plan prices, add-on modules and enterprise options into the catalog. Purchase history lives on the customer card; Mana AI suggests 'this customer may upgrade to Pro' or 'add-on X is compatible'. Growth runs systematically.
COMPARISON
Stripe Products, HubSpot, Excel — each is a piece. Managelify is the whole.
The table below shows the strengths of popular catalog and pricing tools and the integrated whole Managelify offers in a single flow.
TOOLSTRENGTHGAP
Excel price listFlexible & freeVersion chaos, no automation, not connected to quotes/contracts
QuickBooks / accounting productsAccounting integratedNo quoting, sales pipeline or AI pricing; only invoice-focused
HubSpot ProductsCRM integratedHigher tier; complex package/bundle structure limited; AI suggestions passive
Notion catalog templateCustomizableNo automatic price calculation, quote linking or discount rules
Stripe ProductsPayment integratedLimited for service catalogs; no quote & contract link
Managelify Product & Service CatalogWRMCatalog + quote + contract + project + Mana AI in one flow—
CONTINUE
Explore the Catalog alongside the other Managelify modules.
Sales & Quotes
Catalog items drop into quotes in one click; pricing stays consistent.
CRM
Customer card shows purchase history and active packages.
Recording & Transcript
Item suggestions extracted from meeting transcripts.
Built-in Meet
Catalog items appear directly on screen during demos.
Calendar
Items with delivery times auto-create scheduled tasks.
All modules
See all 33 modules across 8 categories of Managelify in one panel.
FREQUENTLY ASKED QUESTIONS
Clear answers about the Product & Service Catalog.
What does the Product & Service Catalog actually do?
Managelify Product & Service Catalog is a central place where you define your services, products, packages and subscription plans. Description, scope, price, tax and currency are entered once; quotes, contracts, invoices and projects pull from the same data consistently. It ends the price chaos scattered across Excel, Word and folders.
Can it replace Stripe Products or HubSpot Products?
For small-to-medium teams, more than enough and far more integrated. Stripe Products is payment/subscription focused; service descriptions, scope and packaging are weak. HubSpot Products comes on higher tiers and stays inside CRM. In Managelify the catalog lives in the same flow as quotes, contracts, project tasks and Mana AI pricing — no separate subscription.
How are packages (Starter/Pro/Enterprise) and bundles managed?
After defining individual items (hourly consulting, web design, hosting, etc.), group them into packages. For each package set monthly/annual price, discount rate and scope. When you select a package in a quote, all items come in automatically; sales doesn't ask 'what was in this package?', the customer sees a clear list.
Are multi-currency and tax supported?
Yes. Define prices in USD, EUR, GBP and other currencies. VAT rates (e.g. 20%, 10%), per-item tax exemption, discount limits and currency conversion are managed in one place. You can also define different price lists per customer segment (e.g. international USD, domestic local currency).
Do price hikes affect existing quotes?
No — that's exactly the point of the catalog. Update an item and future quotes/contracts auto-use the latest price, while signed contracts and sent quotes live with their own versions. Version history is kept; 'what was the price on this date?' is one click away.
How does Mana AI improve pricing?
Mana AI analyzes past won/lost quotes, customer segment, industry and scope size. It suggests an optimal price range per item. It flags low-selling items, packages that often face price objections, and cross-sell opportunities. Not a passive list — a layer that continuously improves pricing.
What happens to catalog items when a contract is signed?
Items from the won quote auto-transfer to the contract; once signed, the same items open as tasks in the project (date based on delivery time, scope description, owner). The delivery team never asks 'what did the customer buy?' — items already live as tasks. Sales-to-delivery becomes seamless.
Will my brand identity stay consistent across quotes and contracts?
Yes. Item descriptions, scope copy and brand voice come from the catalog itself. Every quote goes out in the same professional voice, format and brand identity. Logo, color palette and font live in the quote template; item content lives in the catalog — change one and all future documents reflect it.
MANAGELIFY
Instead of explaining — set up your catalog today.
No signup, no credit card, no setup. Add your first service; the next quote is ready in 5 minutes.