Smarter pricing, VAT and payments
Product news
What’s new in MeisterCRM
Release notes, practical improvements and the latest updates from the MeisterCRM team.
Release timeline
Product updates
The latest improvements and releases, published here as they ship.
Smarter pricing, VAT and payments
Thank you for the continuous feedback. This release focuses on clearer currency pricing, VAT handling and payments.
New releases
- This new News page gives us one place to share product updates with richer layouts, images, videos and examples.
- The Proposal Builder and Catalog now support multi-currency pricing with 160 × 160 FX-pair combinations, refreshed daily.
Proposal Builder and Catalog
- Currency codes such as USD and EUR are easier to read, and changing currency updates item prices throughout the proposal.
- Proposals now default to their quote currency, while supplier VAT is managed separately in the quotation widget and proposal header.
- Margin is now called Markup for clearer terminology.
Reclaimable VAT
- Catalog pricing settings now include a Reclaim VAT toggle, off by default, for supplier rates that already include reclaimable VAT.
- When enabled, MeisterCRM removes the configured VAT from the contract cost before applying markup. For example, a $120 rate with 18% VAT has a $101.69 net cost and $18.31 reclaimable VAT.
- Location contracts are not included yet; their VAT will continue to be calculated manually while support is being developed.
Tasks and cost sheets
- Tasks now have a monthly calendar view, and invoicing vouchers or customer invoices can create due-date tasks from their payment schedules.
- Cost sheets now offer a per-traveller breakdown, live base-currency conversions, a conditional discount column, and clear badges for applied or ignored custom proposal markup.
Also improved
- Transfer and vehicle prices can now be calculated per person, and the proposal email experience is mobile-first.
- Our destination Wiki is now live, starting with Tanzania, to bring agents and travellers practical destination information as the guide continues to grow.
Quicker proposal building and clearer pricing
A collection of focused enhancements that help teams find the right items, work with documents, and understand multi-currency costs.
Proposal workflow
- The Proposal Builder now provides search and sorting whenever you add itinerary items, including searches by hotel name.
- The sidebar is more compact to create more room for the work that matters.
Documents and pricing
- PDF uploads now support files up to 25 MB and are automatically compressed, making them quicker to open again after processing.
- Set default proposal base and quote currencies in Settings → Pricing → Proposal Defaults.
- Cost sheets now show the exchange-rate calculations behind multi-currency catalog prices, and proposal search results display their currency labels.
Booking flows, maps and multi-currency
A major platform update spanning day-to-day CRM work, booking control, proposal mapping and international pricing.
Everyday CRM improvements
- Lead rows now show total budgets excluding infants; proposal rows show total gross price; and Quick Add Travellers speeds up adding a group.
- You can delete multiple contracts, add several catalog documents, use a WhatsApp dial pad for a new number, and see agent avatars on lead and task cards.
- Daily transfers now appear as individual cards on proposal timelines, alongside many smaller usability refinements.
Leads, tasks and bookings
- Direct and B2B leads are more clearly supported, with B2B proposals defaulting to whitelabel and improved GDPR deletion of associated lead data.
- Tasks are timezone-aware and now offer a + Add Task button on every pipeline column.
- Version 2 booking flows are available from a proposal, with confirmation controls and split invoices by traveller or percentage.
Maps, domains and currency
- Maps load only relevant country data, cover 66 countries, and include richer points such as beaches, diving spots, heritage sites and Kilimanjaro locations.
- Customer proposals can now run as a complete whitelabel experience on your own subdomain.
- Automatic FX calculations support 160+ currencies, with separate base quotation and customer-facing proposal currencies.