Products & services
Register what you sell so it connects consistently to quotes, deals and campaigns.
Products
A catalog of everything you sell, kept in one place. Register it once and pick the same item across deals, quotes and campaigns — so names and prices never drift from person to person.
Add a product
Tap ‘+ Add’ at the top right and fill in the fields below. Only the name is required — the rest are optional.
- Name — Required. The official name of the product or service.
- Category — e.g. Vehicle, Insurance, Education. Used to group items in the list.
- Price — A display label like ‘$9.90/mo’. Leave it blank to show ‘Quote after consultation’.
- Description — Key features, target and differentiators. The more detail, the better the AI analysis below.
- Sales status — Choose from Active, Draft, Ended or Archived.
Per-product AI analysis
Expand any product to run AI product analysis. From the name, category, price and description you entered, it drafts a sales-ready product summary.
- Core values — 3–5 values this product delivers to the customer.
- Ideal customer (ICP) — Ideal customer types and criteria, ranked tier 1–3.
- Differentiators — 2–4 strengths to lean on versus competitors.
- Strategy & key message — How to sell it, plus a one- or two-line opener for first contact.
When it finishes, the result shows inside the card with a completeness (%), and an AI badge appears next to the title. After improving the description, tap Re-analyze to replace the old result — each product keeps a single analysis.
Where it connects
A registered product can be selected and linked from these features.
- Deals — Link a product to a deal and track it with the expected amount.
- Docs (quotes) — Attach a product to a quote.
- Campaigns — Set it as the featured product of a campaign.
Practical tips
- Make bundles you sell often their own items to speed up quoting.
- Update a price once and it applies consistently to future quotes and campaigns.
- AI analysis is sharper with a fuller description — jot a line or two each for features, target and differentiators.