Pricing management,
built by pricing experts.
Most pricing software automates execution without validating strategy. LevelSetter is different. Built by the same team that designs your pricing architecture.
LevelSetter surfaces what billing systems and CRMs can’t see: which packages buyers are exploring, where sales behavior diverges from buyer behavior, and which assumptions in your licensing, packaging, and pricing models hold up in the field. Continuous validation, not a quarterly dashboard.
Run it alongside your CRM (no rip-and-replace), or consolidate your CPQ, quoting, and deal desk into one pricing-aware platform. Deployed as part of an SPP continuous monetization engagement, year by year and renewable.
analyzed.
architecture intact.
value.
Most B2B software companies run pricing decisions from spreadsheets, slide decks, and institutional memory while their billing systems and CRM track only what already happened. LevelSetter is the layer in between.
What LevelSetter solves
(and what it can replace).
LevelSetter runs alongside your CRM, and can replace your CPQ, quoting, and deal desk software if you want consolidated pricing operations.
Spreadsheet
pricing models
Static, unversioned, no simulation. Every decision starts with “let me update the spreadsheet.” LevelSetter replaces the spreadsheet with version-controlled architecture.
Consultant
slide decks
The engagement ended, the recommendations aged on a shelf, nobody built the infrastructure to operate them. LevelSetter is the infrastructure that turns strategy into a system.
Ad-hoc
discounting
Every deal negotiated from scratch. Leadership finds out at the quarterly review, not in real time. LevelSetter replaces the discount free-for-all with structured governance.
Invisible
buyer behavior
Your CRM shows what was sold, not which packages buyers explored before landing. The pre-deal signal is where pricing strategy gets validated. LevelSetter makes it visible.
Standalone
CPQ tools
CPQ captures what was sold without seeing whether it should have been. LevelSetter can replace your CPQ entirely with a pricing-aware version, or sit alongside one you keep.
Disconnected
deal desks
Approval workflows disconnected from the pricing architecture. LevelSetter consolidates deal desk and quoting into one platform with the pricing model and assumption health visible at every approval.
What your team
operates every day.
LevelSetter isn’t a dashboard you check quarterly. It’s the management layer underneath your existing systems, where pricing architecture gets validated, governed, and continuously sculpted.
DEFINE your
pricing architecture.
Iterate on the same cadence your team ships product. Test pricing assumptions against your customer base before they reach a contract.
Every architectural change runs through LevelSetter before it ships. Versioned. Auditable. Stress-tested against the customer base you actually have, not the one your survey said you have. Built from $134.9B in disclosed client exit value across forty-plus years of pricing engagements, exclusively B2B software. Proven. Battle-tested. Continuous. Never be reactive again.
FIG 04
This is what runs inside the platform:
Data
ingestion
Load any data shape. Hundreds of unique input formats, from enterprise SKU complexity to simple subscription billing exports. CRM, ERP, billing, CSV, legacy spreadsheets, all reconciled into one pricing-aware schema.
Data
transformation
Powerful ETL built in. Extract, identify problematic transactions, iterate with corrected or additional data later. Everything feeds simulation instantly. Be iterative, be fast. Don’t let the data slow you down.
Packaging
inputs
Customer mix, value drivers, capabilities, customer-group differentiation. Inputs become draft packaging the team can iterate on, with tradeoffs modeled against your real customer base so no group gets alienated by accident. The licensing and packaging layers loaded into the pricing surface for simulation.
Pricing Surface
Optimization
Millions of scenarios, one best answer. LevelSetter finds the optimal pricing surface for a given revenue target — including how to construct customer-transition gaps and how to structure legacy-customer transitions so existing accounts move forward without breaking. The single best surface for the outcome you want.
Pricing Surface
Simulation
Compare multiple revenue outcomes side by side, each backed by its own optimized surface. Pick the risk profile your board can live with before the new prices ship — aggressive growth, defensive retention, balanced transition. Same customer base, different surfaces, different outcomes.
DEPLOY your new
pricing architecture.
Deployment fails when the existing customer base is treated as a footnote.
Most consultancies hand off a recommendation and assume your team will figure out the rollout. SPP refuses to ship and walk away. The architecture gets modeled against your real book before it leaves the platform — defensible to your board, survivable for your sales team.
This is what runs inside the platform:
Customer transition
modeling
Every active contract mapped against the new system. Expansion, contraction, churn-at-renewal, and custom-transition needs surfaced before deal cycles start. The work that determines whether the change ships at all.
Competitor
triangulation
What comparable customers paid for comparable products in your competitive set. Triangulated across signals (transaction data, structured dialogue, public filings) so the new model plays out in the field, not just in the deck.
Self-serve
API
Pricing models accessible via API. Drive in-app self-serve pricing flows, track what prospects explore before they bail or close, and feed those patterns back into the next iteration. The model sharpens with every prospect that touches it.
Customer
budgeting
For highly variable value metrics: embed LevelSetter directly into your software and admin control panels. Your customers tour the pricing model on their own, forecast next year’s spend, and plan with confidence. Powered by the AWS backbone.
Integrations
LevelSetter speaks the systems your revenue org already runs on. Native integrations with Salesforce, Zoho, HubSpot, and the major CRMs surface pricing-aware quoting inside the deal flow your reps already know. Plus billing systems, ERPs, and data warehouses — pricing intelligence flows where the deal lives, not in another tab.
DEFEND your
value.
Deploy through Guardrails. Pricing stops being a project and becomes a continuous capability.
The simulation from DEFINE becomes your live baseline. Every closed deal gets measured against the simulated outcome, so trajectory shows up at deal-stage, not at quarter-close — and adjustments fire before the renewal cycle decides for you. Guardrails enforce the governance, Pricing Studio gives sales the fluency, and the pattern library keeps learning from every deal. Value gets defended where it’s earned, sprint by sprint.
FIG 07
This is what runs inside the platform:
Guardrails
The integrated deal-desk capability inside LevelSetter. Approval policies routed to user pools or named individuals, automated escalation, mobile margin alerts, real-time net-price visibility. Standard deals close fast; only real exceptions escalate. The discount logic Guardrails enforces is margin-calibrated discounting — a continuous surface tied to gross margin, not a tier-step policy table.
Quoting
system
Ditch the CPQ. LevelSetter’s integrated quoting runs invisibly behind your existing sales motions or surfaces as the deal-tool salespeople actually want to use. Built for fast deployment, not a six-month CPQ rollout.
Pricing
Studio
The sales-side workspace inside LevelSetter. Walk a prospect through the pricing architecture in real time, spin off options on the fly, compare deal economics side by side, roll back to any version. The dreaded price call becomes a dreamy one — and sales reps build the fluency to talk dollars without spooking themselves or the buyer.
Monitoring
Pricing-architecture deviation drift, assumption staleness, buyer-behavior shifts, ethically-sourced competitive moves — the pre-deal signals billing systems and CRMs can’t see. Trajectory becomes adjustable in real time.
Built for sprint-based
pricing decisions.
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Traditional engagements run 6 to 12 months and deliver a report. LevelSetter sprints deliver validated changes every 1–3 weeks.
What changes when
the platform is running.
OSISoft
Acquired by AVEVA (Schneider Electric) for $5B. Pricing architecture survived PE-level due diligence five years post-engagement.
BeyondTrust
Acquired by Francisco Partners for $5.4B. Largest cybersecurity PE deal of 2023. Pricing governance built for enterprise deal complexity.
BambooHR
Stalled at $22M ARR before SPP. North of $180M ARR not long thereafter. Restructured licensing, packaging, and pricing that held as deal complexity scaled.
Your data doesn’t
need to be clean.
Most companies hesitate because their data is messy. LevelSetter was built for real-world data, not textbook data.
SKU
complexity
Complicated SKU structures, inconsistent formats, on-prem and cloud SKUs side-by-side, exports from systems that no longer exist. LevelSetter’s data transformation normalizes the mess automatically.
Missing
fields
Incomplete records, gaps in deal history, no solid pricebook versioning. LevelSetter infers structure from what exists rather than requiring clean inputs.
Pricebook
reconstruction
LevelSetter reverse-engineers your pricebook and reconstructs the time-series view of how deals have actually been forged across every customer, every package, every year. Even when no clean pricebook history exists, the platform delivers the full audit trail.
Frequently asked questions
Strategy and infrastructure from the same team.
Strategy without infrastructure ages on a shelf. Infrastructure without strategy automates the wrong answer. LevelSetter is both. Designed by pricing experts, deployed as the management layer your team operates every day. Run alongside your CRM, or consolidate CPQ, quoting, and deal desk into one pricing-aware platform.