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Customers · CRM

Know your customer.
Without sticky notes.

Master data, order history, all invoices, all notes — on the customer profile. The app knows who's a regular. You see at a glance who brings the money back. Included in every plan. Also in Starter from 29 €/month.

Master data on the profile
Order history over years
Multiple addresses per customer
Search by typing
Three pillars

Returning customers,
not anonymous calls.

Whoever comes back is worth money — provided you recognise them. The app does that for you.

01
WHAT

Who's been here before.

Every customer with master data, every order with a date. Who's a developer, who's private? Who's a regular, who's new? It's in the profile — sorted, clean, always at hand.

02
WHY

Recognise, don't guess.

The Mayer family calls: follow-up order for the second bathroom. You have the old data, old orders, old invoices already in front of you. No more “hmm, when was that again?”.

03
HOW

One click opens the history.

Search, click, everything's there. Address, phone, every order from years past, every invoice, every note. The question “who is this?” is answered before it's asked.

How it looks

One story.
Three years. Four orders.

The Mayer family calls for a follow-up. Watch the new request appear as the fourth order in the history — and the counter jump from 3 to 4. All in the same profile.

Live
FMFamilie Mayer · neue Anfrage · vor 2 Min
Kunden / K-2021-014 Familie MayerStammkunde
FM
Familie Mayer
Stammkunde seit Mai 2021München-MaxvorstadtPrivat
K-2021-014
angelegt 14. Mai 2021
Aufträge
34
Umsatz gesamt
38.412 €
Letzter Auftrag
vor 3 Wochen
Kunde seit
3 Jahren
Brienner Str. 12
80333 MünchenHauptadresse
+49 89 1234 5678Mobil
hallo@mayer-fam.deE-Mail
3 DokumenteVerträge · Vollmachten
Apr2026
A-068 · Bad-RenovierungAnfrageGäste-WC · noch nicht kalkuliert
Apr2026
A-047 · Bad-SanierungBezahltHauptbad · Marek Wojcik
14.851 €
Sep2024
A-031 · Heizung ModernisierungBezahltBuderus Logamax · BAFA-Förderung
11.230 €
Mai2021
A-017 · Sanitär-InstallationBezahltErstauftrag · Wohnungs-Übernahme
12.331 €
Drei Jahre Historie, ein Profil — neue Anfrage landet automatisch in der Liste, Counter rechnet selbst.
What's inside

Seven things that
make returning customers routine.

Customer base used to mean: Excel with addresses, Outlook contacts, clipboard notes, invoices in paper folders. Today: type the name, everything at a glance.

Master data on the profile

Address, phone, email, VAT ID, tax number — all on the customer, all at a glance. Who's private, who's business, cleanly separated.

Multi-year order history

Every order with date, value and status. Whoever was here in 2021 is still here in 2026. Sorted, always traceable.

Multiple addresses per customer

Developer with three projects? Private customer with a main flat plus a holiday home? Multiple addresses, one customer profile — cleanly sorted.

Notes & attachments

Contracts, powers of attorney, photo from the site visit, note „customer doesn't like calls before 9“. All on the profile, all searchable.

Metrics per customer

Total revenue, order count, last order, average value. Who's a top customer, who hasn't been here in two years — you see at a glance.

Search by typing

Type three letters, hits appear. By name, address, phone, email or order number. Phone rings while you search — profile is open.

Included in every plan

Starter, Professional, Business — customers everywhere. Also in Starter from 29 €/month. No customer limits, no module packages.

Questions

What tradespeople
ask about customers.

Plus button, type the name, add the address, done. With phone and email it takes a minute. And if the customer comes from a website request: data is pre-filled. On a phone call you have the customer on the line and create the profile alongside — no waiting time, no hold music.

When creating you mark whether it's a private or business customer. For business customers the VAT ID is added, for private customers it isn't. On the invoice it's shown correctly — private customers get a §14 UStG private-customer note, business customers a regular invoice with VAT line. You don't have to worry about it.

Yes. Developer with three properties — one main address, three site addresses. Private customer with a main flat plus a holiday home — both on the same profile. When creating an order you pick which address to use, when creating an invoice you pick the billing address. Cleanly separated, all on the same customer profile.

Three letters are enough. „May“ finds Mayer, Maier, Maierhuber, Mayerhof. You can also search by phone number (often useful on calls), by email, by order number or by address. Hits come immediately, in order of relevance.

Yes, no limit. The Mayer family has been a regular since 2021 — every order, every invoice, every note is visible in the profile, sorted by date. Even if you only start with Meistify this year: existing customers can be imported as CSV, then they're in immediately. You don't start from zero.

Yes. Contracts, powers of attorney, photos from the site visit, notes like „customer doesn't like calls before 9 a.m.“ — all on the customer profile. Drag&drop or uploaded straight from the phone. Stays visible for every order belonging to this customer, no multiple uploads.

On servers in Frankfurt am Main, hosted by a German provider. GDPR-compliant, data processing agreement (DPA) ready — on request directly for signature. The customer has rights to access, rectification and deletion — all handled from within the app, one click away. No US servers, no third-country transfer.

Get started

Who was that again?
It's in the profile.

14 days free. No credit card. Master data in, history visible, returning customers at a glance.

From 29 €/month (billed annually) · Customers included in Starter · Hosting in Frankfurt