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.
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.
Whoever comes back is worth money — provided you recognise them. The app does that for you.
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.
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?”.
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.
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.
Customer base used to mean: Excel with addresses, Outlook contacts, clipboard notes, invoices in paper folders. Today: type the name, everything at a glance.
Address, phone, email, VAT ID, tax number — all on the customer, all at a glance. Who's private, who's business, cleanly separated.
Every order with date, value and status. Whoever was here in 2021 is still here in 2026. Sorted, always traceable.
Developer with three projects? Private customer with a main flat plus a holiday home? Multiple addresses, one customer profile — cleanly sorted.
Contracts, powers of attorney, photo from the site visit, note „customer doesn't like calls before 9“. All on the profile, all searchable.
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.
Type three letters, hits appear. By name, address, phone, email or order number. Phone rings while you search — profile is open.
Starter, Professional, Business — customers everywhere. Also in Starter from 29 €/month. No customer limits, no module packages.
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.
What you've done for the customer — every order with date, value, status. Sorted in the profile, always at hand.
Every invoice on the customer — what's paid, what's open, what's been chased. Revenue history visible back to 2021.
What you offered — accepted quotes become orders, rejected ones stay visible as history.
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