--- title: Meisterio Reviews meta_title: 'Meisterio Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how Meisterio works for a business like yours. date_modified: '2026-08-21' parent_category: name: ERP url: https://www.g2.com/categories/erp --- # Meisterio Reviews **Vendor:** Meisterio **Category:** [Project-Based ERP Software](https://www.g2.com/categories/project-based-erp) ## About Meisterio Meisterio is cloud-based business management software that centralizes quoting, invoicing, project management, scheduling, time tracking, and site documentation in one browser-accessible system. Requiring no installation, it uses AI to automate tasks like generating quotes from voice notes, creating project structures, and preparing categorized invoices. Its CRM system organizes customer contacts, project histories, and documents, while scheduling tools manage team availability and prevent conflicts. Mobile time tracking offers automated suggestions and detailed reporting. The invoicing system supports ZUGFeRD-compliant formats, partial and recurring invoices. Fieldwork tools allow users to capture photos, record measurements, and create reports via voice-to-text directly from job sites. Meisterio hosts data on German servers, ensuring DSGVO compliance. All features are included across plans, with pricing based on team size and support level. - [View Meisterio pricing details and edition comparison](https://www.g2.com/products/meisterio/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-25+09%3A51%3A40+-0500&secure%5Bsession_id%5D=cde8b852-9405-4d25-b0cc-76e856329699&secure%5Btoken%5D=194af796f501aa7406807b34eac7388bfacf05d9037cde1294012577ec0e8b6e&format=llm_user) ## Meisterio Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Accounting** - Chart of Accounts - AP Automation - AR Automation - Journal Entries - Tags & Dimensions - Cash Management - Project Accounting - Fixed Assets - Payment Batches - Payments Scheduling - Payment Settlements - Payment Methods - Inventory Management - Change Order Management - Task Management - Budget Management - Project Planning/Scheduling - Resource Scheduling **Agentic AI - Project-Based ERP** - Autonomous Task Execution - Decision Making **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Project Management** - Project Maps - Baselining / KPIs - Project Budgeting - Workflow - Cost Tracking - Risk Analysis - Resource Management - Time & Expense Tracking - Multiple Projects - Approval Workflow **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Sales & Marketing** - Customer Master - Order History - Credit Limits - Pricing & Discounts - Proposals **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **HR** - Payroll - Workforce Management - Time & Attendance **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Procurement** - Requisitions - Purchase Orders - Subcontractor Management - Project Procurement - Supplier Management - Purchase Order Management - Bid Management **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Content Management** - Document Management - Collaboration - Taxonomy - Contract Creation - Subcontracts - Costs - Procurement Management **Analytics** - Earned Value - Project Optimization - ROI and Forecasting **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Gantt/Timeline View - AI Copilot - Collaboration Tools - Revenue Recognition - File Sharing - Data Import/Export - Mobile Access - Project Costing - Multi-Currency - Reporting/Analytics - Activity Dashboard - Quotes/Estimates - Billing & Invoicing - Bill of Materials **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## Top Meisterio Alternatives - [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews) - 4.1/5.0 (4,773 reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,693 reviews) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,245 reviews)