Welcome to MeisterCRM

Summary

Welcome to MeisterCRM! This guide introduces you to the main concepts of the platform, such as the pipeline, dashboard and catalogue. You’ll learn how MeisterCRM helps you capture leads, build proposals and manage bookings all in one place.

Before You Begin

• Ensure you have an invitation or trial account to log in.
• Prepare your company details (name, address) for the brand kit setup.

Steps

1. Navigate to the Dashboard – After logging in you’ll land on the dashboard. Here you can see an overview of your leads, value, tasks and a stage breakdown.
2. Understand the Pipeline – The pipeline is a Kanban board with stages like New Leads, Discovery, Proposal Sent and Fine Tuning. Each lead card shows travellers, budget, days and rating.
3. Explore the Catalog – Under Catalog you’ll find activities, hotels, flights, transfers and addons. These items will power your proposals.
4. Check the Tasks Board – Tasks are organised by due dates: Overdue, Today, Within Three Days, Within Seven Days and so on. Each card lists the lead, due time and type of task.

Result

You should now have a general understanding of the dashboard and where to find leads, catalogue items and tasks.

Next Steps

• Log in & Access the Dashboard
• Set up your Organisation & Brand Kit

Tips & Troubleshooting

• If you don’t see any leads or tasks, that’s because none have been created yet; you’ll create your first lead in the next guide.
• You can switch between modules using the left‑hand navigation.