Enterprise resource planning tool for small to medium firms

About Masterplan

Masterplan is an enterprise resource planning (ERP) solution designed to help manufacturers, producers and distributors manage and streamline all business processes including customer relationship management, data collection, inventory tracking, estimating, finances, manufacturing, MRP, purchasing, quality control, reporting, sales activities and more.

Designed for small to medium businesses, Masterplan comes with a customer relationship management module, which helps users manage all aspects of customer interactions including sales orders, quotes, campaigns, tasks, leads, and more on a centralized platform. Enterprises can use the product life cycle management tool to handle the entire lifecycle of products, from engineering to change orders. Masterplan also provides a material management solution for users to manage and trace raw materials across all pipelines via barcode labels, Cert/MTR tracking, MRP workbench and more.

Masterplan allows businesses to ensure quality production of products through preventive maintenance, rework orders, corrective actions, non-conformance reports, tool calibration and document control. It offers reporting tools for users to track, as well as generate custom or filtered reports and export them into PDF, Word, CSV and Excel formats.


Business size



United States

Supported Languages



Masterplan business analytics dashboard screenshot
Masterplan add new sales lead screenshot
Masterplan report designer screenshot
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Masterplan screenshot: Masterplan business analytics dashboard screenshot Masterplan screenshot: Masterplan add new sales lead screenshot Masterplan screenshot: Masterplan report designer screenshot


Total features of Masterplan: 59

  • Accounting Integration
  • Alerts / Escalation
  • Barcode / Ticket Scanning
  • Barcode Recognition
  • Bills of Material
  • Built-in Accounting
  • CRM
  • Campaign Management
  • Corrective and Preventive Actions (CAPA)
  • Cost Estimating
  • Customer Accounts
  • Customer History
  • Data Import/Export
  • Distribution Management
  • Document Management
  • Drag & Drop
  • ERP
  • Enterprise Asset Management
  • Estimating
  • Exceptions Management
  • Financial Analysis
  • Financial Management
  • Forecasting
  • General Ledger
  • HR Management
  • Integrated Business Operations
  • Inventory Management
  • Inventory Optimization
  • Inventory Tracking
  • Job Costing
  • Lead Management
  • MES
  • Maintenance Management
  • Manufacturing Planning
  • Material Requirements Planning
  • Opportunity Management
  • Order Management
  • Production Scheduling
  • Production Tracking
  • Project Management
  • Purchase Order Management
  • Purchasing & Receiving
  • Quality Assurance
  • Quality Control
  • Quality Management
  • Quotes/Estimates
  • Reporting/Analytics
  • Safety Management
  • Sales Orders
  • Sales Reports
  • Search/Filter
  • Shipping Management
  • Strategic Planning
  • Supplier Management
  • Supply Chain Management
  • Task Management
  • Traceability
  • Warehouse Management
  • Workflow Management



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Masterplan FAQs

Below are some frequently asked questions for Masterplan.

Masterplan offers the following pricing plans:

  • Starting from:
  • Pricing model: Subscription
  • Free Trial: Available

Contact Masterplan for pricing details.

We do not have any information about Masterplan features

Masterplan has the following typical customers:

2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

Masterplan supports the following languages:


Masterplan supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

We do not have any information about what integrations Masterplan has

Masterplan offers the following support options:

Email/Help Desk, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

Related categories

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