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Meisterplan Connector for Salesforce
Lean project portfolio management to plan resources beyond the short term.
- Industries
- Engineering, Construction, & Real EstateManufacturingProfessional Services
- Business Need
- SalesIT & AdministrationEnterprise Resource Planning
- Requires
- Sales Cloud
- Compatible With
- Sales Cloud
Meisterplan is a project portfolio resource management software that helps you optimally allocate your resources, ensuring that you deliver on-time and in budget. This means your new clients will be returning customers and your teams won't be overloaded.
Highlights
Winning clients isn’t just about closing deals – it’s also about delivering on your promises. Use Meisterplan’s what-if scenario planning to ensure that customer projects get delivered on time, and that you secure repeat orders.
Once you reach a self-defined point with your opportunity in Salesforce, a new project will automatically be created in Meisterplan. With Meisterplan, you'll see who is available when, so all work gets done on time, within budget, and without burnout.
Give management exactly what they need. Meisterplan’s intuitive and sleek interface makes Excel a thing of the past. Create reporting dashboards that reflect exactly the data you need to make sure you can pursue the right opportunities in the future.
Provider Details

itdesign: The Company Behind Meisterplan Meisterplan is a product of the software company itdesign. With our “people first” mindset at the forefront, we have built one of the most popular software companies in Germany for employees – with enthusiasm for technology and over 25 years experience, all while being completely self-financed. Our awards with Great Place to Work® show that our way of working and our cooperation and support for employees are something special. In addition to Meisterplan, itdesign also offers other software products from partner manufacturers such as Clarity PPM and the CRM solution CAS genesisWorld. Alongside the products, we offer advice, further development, support and hosting.
Pricing Details
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$150 USD/company/month