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DEAL MANAGER

Streamline the Path From Quoting to Closing

Deal Manager is an AI-driven smart pricing tool that gives you confidence, compliance, transparency, and speed for every deal, every time.

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Powering the Best

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Manual Processes Lead to Millions in Lost Business

There’s a better way to price your deals. With the right tools in place, your relationship managers can focus on the client instead of the busywork.
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A Single Source of Truth for Every Pricing Decision

CSG’s rule-based pricing engine uses custom permissions and AI-driven logic to execute consistent, profitable pricing decisions every time.

Deliver Winning Proposals In a Fraction of the Time

Thanks to rules-based, AI-driven pricing and deal analysis, every deal is guaranteed to protect your margin and be fiercely competitive.

Real-Time Charging Means Fewer Errors and More Revenue

Deal Manager automates pricing and charging, even on the most complex, high-volume deals to ensure that your revenue is protected.

Verify Cost-to-Deliver and Profitability on Every Deal

You don’t have to wait until the invoice is paid to see your real margin. Deal Manager gives you maximum clarity from the beginning.

Deal Manager

A Modern Solution to Power Deals and Protect Your Margin

Features designed to handle the scale, complexity, and compliance needs of commercial and institutional banking teams.

Superior Bundle Management​

Catalog-based pricing and relationship-based customization meet hierarchical approvals and AI-powered profitability analysis to streamline your workflow and eliminate manual processes.
  • Comprehensive catalog with pricing logic, discount rules, and product configurations.
  • Negotiated pricing workflows to manage exceptions, approvals, and overrides.
  • Fee rating and charging logic apply price inputs to actual usage for accurate invoicing.
  • Regulatory configurability for different compliance jurisdictions and regimes.
  • Real-time profitability analysis for transparent deal economics.

Enterprise Scalability

Engineered for real-world performance at global scale, supporting billions of transactions daily, real-time adjustments, and any deployment model.
  • Proven autoscaling can handle 20X normal transaction volumes.
  • Real-time processing removes dependency on batched data.
  • Works with on-premise or cloud deployments, supporting data sovereignty.
  • Pricing adjustments can be made in real-time for maximum revenue capture.
  • Designed to process billions of transactions per day.

API-First Hybrid Architecture

Built for complex ecosystems, Deal Manager’s modular, API-first architecture integrates cleanly into legacy stacks while enabling full cloud flexibility.
  • Deployable as an on-premise, cloud-only, or hybrid solution.
  • Designed with containerized microservices, natively compatible with AWS and Azure.
  • Multi-tenant architecture supports faster innovation and product rollouts.
  • Modular features allow for staged implementation alongside legacy infrastructure.
  • API-first design enables simpler, faster integrations with vendor constellations.

FAQs: Deal Manager

We may have started working in the telco industry, but our solutions are transforming commercial and institutional banking and financial services around the world.
Yes. Deal Manager connects pricing decisions directly to charging execution. That means your teams can go from quote to charge without losing weeks with manual processes, nightly batch jobs, spreadsheet discrepancies, or translation errors. What gets quoted is exactly what gets billed.

Yes. Deal Manager is API-first and integration-ready out of the box. You can connect it to your LOS, CRM, core banking platforms, and servicing systems without rebuilding your entire infrastructure. That means faster time to value, fewer headaches for IT, and modernization without disruption. 

Deal Manager offers deep configurability with no-code controls. You can model event-based pricing, bundle logic, overrides, relationship-based tiers, and campaign offers directly within the platform. No need for custom development or off-platform workflows—pricing stays dynamic and under your control.
Deal Manager supports full deployment flexibility: cloud-only, on-premise, or hybrid. That means you can modernize at your own pace, stay in compliance with regulatory requirements, and protect existing infrastructure investments without compromising service availability.
Every quote, rule, override, and approval is logged and traceable in Deal Manager. That means your compliance team can instantly surface how a price was calculated, why a discount was applied, or who approved a deal, with no off-platform digging. It’s transparency built in, not bolted on.
CSG has provided revenue management software solutions to the global telecommunications industry for more than 40 years. Our platform has been stress-tested in live production environments, servicing hundreds of products, billions of daily transactions, and trillions of dollars. We’ve also provided solutions to financial services companies such as Mastercard and international banks such as the Commonwealth Bank of Australia.

A Simple and Easy Data Ecosystem

Deal Manager gives your relationship managers the tools and confidence they need to quote and close deals faster than ever before.
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Deal Manager

AI-driven smart pricing for commercial bankers.
Data Manager

Harmonize Your Data. Leverage Deep Intelligence.
Revenue Manager

Bill With Accuracy. Slash Remediation.
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