In B2B sales, no two customers are priced the same. Whether you offer volume discounts, contract pricing, or reseller rates, keeping track of it all can quickly become messy.
CRM systems are often underused in this area. But when configured properly, they can bring structure, control, and clarity to even the most complex pricing models.
Here’s how BuddyCRM helps teams manage pricing logic directly within the sales process.
Why Pricing Logic Belongs in Your CRM
Managing pricing externally, such as through spreadsheets, shared drives, or scattered email threads, leads to inconsistency, error, and margin erosion. Sales reps make guesses, finance double-checks everything, and customers get mixed messages.
However, by integrating pricing rules into your CRM, you:
- Give reps fast access to the correct rates
- Enforce pricing policy without slowing deals down
- Track how discounts and pricing decisions impact revenue
With BuddyCRM, this becomes not just possible, but practical.
How BuddyCRM Supports Smarter Pricing
🧩 Customer Tiering with Custom Fields
You can create custom fields like “Pricing Tier,” “Contract Type,” or “Discount Band” and apply them to accounts. This allows your team to segment customers (such as Gold, Wholesale, or Trade) and apply the correct pricing logic at a glance.
📄 Quote Management with Line-Level Control
BuddyCRM’s built-in quoting tool lets you build quotes from pre-defined product lists, apply custom pricing, and export branded PDFs. Each quote is saved to the customer’s record for full visibility.
This ensures:
- Sales reps quote from the latest agreed pricing
- Volume discounts or manual adjustments are tracked
- Sales leadership can review pricing decisions across the pipeline
🗂 Document Storage for Pricing Assets
Store rate cards, discount policy guidelines, or contract documents directly in BuddyCRM. Attach them to the relevant customer, opportunity, or quote so your team always works from the correct version.
No more guessing which file is current or whether the sales team even has access to it.
🔐 Controlled Access and Visibility
With user permissions, you decide who can edit pricing fields or apply discounts. This prevents unauthorised changes while still giving teams the visibility they need to move fast.
⏱ Reminders for Expiring Terms or Contract Reviews
Use BuddyCRM’s task and reminder tools to flag when pricing agreements are due for renewal. This keeps margin conversations proactive, not reactive.
Example: Tiered Pricing in Action
A wholesale account is tagged “Gold Tier” using a custom field. When a sales rep builds a quote, they apply the correct rate from the pre-agreed pricing list. The quote is exported, sent, and automatically logged on the account. If the rep adds an extra discount beyond their allowed threshold, a manager is notified for approval.
Everything is traceable. Everyone stays aligned. No margin left on the table.
Close the Loop on Your Pricing Strategy
CRM-based pricing logic doesn’t just support compliance. It also improves efficiency. Salespeople move faster, finance stops chasing quote errors, and management gains visibility into how pricing affects performance.
BuddyCRM brings this all together in one place: quotes, pricing fields, approvals, customer tiers, and supporting documents, attached to the customer record and always up to date.
Ready to bring structure to your pricing?
BuddyCRM helps B2B teams manage complex pricing strategies without slowing down sales.
👉 [Book a personalised demo with our team.]