One Unified Product. Infinite Possibilities.
MASTERINSOFT is the intelligent no-code platform powering every Masterinsoft vertical.
MasterSoftware is a unified, AI-ready, no-code product designed to adapt to any organisation.
It provides the foundation for all Masterinsoft verticals — delivering workflows, automation, data models, security, integrations and intelligent capabilities in a single, consistent ecosystem.
Whether your organisation needs CRM, ERP, BPM, LIMS, clinical workflows, research tools or enterprise automation, MasterSoftware evolves and configures itself without custom code.
Every Masterinsoft solution — Health, Lab, Vet, Tours — is built on top of MasterSoftware.
This ensures shared intelligence, unified data, seamless integrations and consistent performance across all industries.
Whether your organisation needs CRM, ERP, BPM, LIMS, clinical workflows, research tools or enterprise automation, MasterSoftware evolves and configures itself without custom code.
No-code builder
Design complete workflows visually, with configurable steps, rules and transitions.
Build complex business forms using drag-and-drop, without writing a single script.
Model detailed data structures through an interactive and fully visual editor.
Adjust live processes in real time without redeployments or service interruptions.
Configure multi-step routing logic with branching, timers and conditional rules.
Create reusable form templates to standardise data capture across multiple teams.
Apply validation rules, field dependencies and visibility conditions directly in the UI.
Version workflows safely with complete change history and rollback capabilities.
Orchestrate human and system tasks in a unified visual process design environment.
Prototype, test and publish new process flows rapidly, reducing developer dependency.
Dedicated CRM for managing customers, contacts, opportunities, pipelines and interactions
Centralise all customer data to ensure accurate profiles and consistent relationship tracking.
Manage every contact interaction through a unified timeline that updates automatically.
Track sales opportunities with complete visibility over status, value, progress and owners.
Monitor structured pipelines to improve forecasting accuracy and team coordination.
Record all customer communications to maintain continuity across teams and channels.
Automate repetitive CRM tasks to accelerate responses and minimise operational errors.
Segment customer profiles using filters, tags and custom criteria for targeted actions.
Synchronise account information across departments to ensure shared, reliable data.
Analyse engagement metrics to optimise performance and strengthen customer relationships.
Integrate external CRM data sources to maintain a consistent enterprise-wide ecosystem.
Dedicated SRM for managing suppliers, partners, contracts, deliveries and performance
Centralise all supplier data to ensure transparent, reliable and up-to-date records.
Monitor contract performance with automated alerts for renewals, updates and compliance.
Track delivery status in real time to reduce delays and optimise operational planning.
Score supplier performance using objective criteria, metrics and continuous evaluation.
Automate procurement tasks to streamline purchasing, approvals and communication flows.
Maintain full contract history to support audits, governance and regulatory compliance.
Analyse vendor reliability through delivery trends, fulfilment accuracy and service quality.
Standardise supplier onboarding with configurable forms, validations and approval steps.
Reduce risk with automated compliance checks across suppliers, documents and contracts.
Integrate external procurement systems to unify data across the entire supply chain.
360º relationship
Consolidate operational data into a single profile for complete, real-time visibility.
Merge financial records and transactions to understand full account performance.
Track every interaction event to build accurate behavioural and engagement insights.
Unify customer history across channels ensuring consistent information for all teams.
Display relationship metrics showing activity levels, value, requests and satisfaction.
Combine operational workflows and touchpoints to reveal end-to-end process context.
Integrate billing information directly into the profile for seamless financial tracking.
Correlate usage patterns with outcomes to guide decisions and predictive insights.
Provide a central data hub for audits, reporting and multi-department collaboration.
Deliver real-time relationship intelligence for faster, informed and proactive actions.
BPM
Automate complex approval flows with multi-level rules and configurable decision paths.
Trigger escalation events automatically when deadlines or operational thresholds are exceeded.
Enforce strict SLA controls ensuring timely responses and measurable service performance.
Define dynamic routing rules based on data, conditions, capacity and workload distribution.
Build structured process chains connecting departments, systems and automated tasks.
Apply conditional logic to adapt workflow behaviour in real time without coding.
Monitor process performance using detailed analytics and automated bottleneck detection.
Ensure consistent compliance workflows across regulated environments and sensitive data.
Coordinate human and automated task execution within a unified process ecosystem.
Deploy updates to active workflow models without disrupting running operations.
Enterprise automation engine
Execute automated triggers based on data changes, user actions or system events instantly.
Configure precise scheduled tasks to run recurring operations without manual intervention.
Launch event-driven actions that react instantly to workflows, inputs or integrations.
Orchestrate complex automation chains connecting systems, processes and external services.
Reduce manual workload using intelligent task automation across every operational area.
Build multi-step automation rules using conditions, variables and dynamic data mapping.
Integrate automated system actions for notifications, updates, validations and routing.
Detect anomalies and trigger corrective actions to ensure operational continuity.
Standardise enterprise automation patterns to guarantee consistency across teams.
Adapt automation behaviour with flexible conditional logic applied in real time.
AI-driven intelligence
Generate accurate predictions using trained models that analyse historical and real-time data.
Provide actionable AI insights to guide decisions and improve operational performance.
Detect early anomalies across workflows to prevent failures and reduce critical risks.
Optimise resource allocation automatically based on demand patterns and forecast trends.
Offer personalised recommendations that refine workflows and increase process efficiency.
Analyse behaviour patterns to anticipate user needs and automate recurring actions.
Enable continuous model learning from new events, outcomes and operational feedback.
Support intelligent routing decisions that adapt dynamically to changing conditions.
Improve process optimisation through predictive scoring and prioritisation algorithms.
Deliver real-time AI monitoring to maintain stability, accuracy and system reliability.
Dynamic dashboards
Build interactive dashboards displaying real-time metrics for operational and strategic visibility.
Generate detailed reports with configurable filters, layouts and automated distribution schedules.
Monitor key performance indicators to identify trends and support data-driven decisions.
Use advanced visual analytics to explore patterns, anomalies and operational correlations.
Consolidate multi-source data insights into unified panels for faster interpretation.
Track real-time workflow metrics to detect bottlenecks and improve process efficiency.
Configure personalised dashboard views tailored to roles, teams and organisational needs.
Export rich analytical reports in multiple formats for compliance and audit purposes.
Enable cross-department data visibility to align operations and improve collaboration.
Automate report generation to ensure consistent, accurate information across all stakeholders.
Role-based access
Enforce granular role-based access ensuring users only interact with authorised data.
Apply strict governance rules to maintain compliance and protect sensitive information.
Track every user action with immutable logs supporting audits and regulatory checks.
Control detailed permission levels across modules, workflows, records and integrations.
Maintain complete audit trails documenting all changes, approvals and data updates.
Strengthen security governance with structured policies applied consistently system-wide.
Restrict data visibility using field-level controls and contextual access rules.
Support advanced identity management through integrations with IAM and SSO systems.
Ensure operational accountability by linking actions to authenticated user identities.
Detect suspicious access patterns automatically to prevent breaches and misuse.
Full audit
Capture every record change with timestamped entries ensuring complete operational traceability.
Log all user actions automatically to support audits, forensics and regulatory reviews.
Track each approval step with authenticated signatures and process context details.
Record all integration events including payloads, responses and external system activity.
Maintain immutable audit logs preventing deletion or alteration by any internal user.
Associate every data modification with the responsible user, time and originating module.
Provide comprehensive change history enabling rollbacks, comparisons and version control.
Monitor complete workflow execution trails to analyse efficiency and correct failures.
Support strict regulatory compliance across healthcare, research and governmental environments.
Offer real-time audit visibility for administrators to oversee system behaviour and security.
Multi-language and multi-region
Enable full multi-language support to adapt interfaces and content for global users.
Deploy across multiple regional zones to reduce latency and improve service resilience.
Configure localisation settings for dates, formats, currencies and cultural standards.
Support distributed global teams operating simultaneously with consistent performance.
Maintain data residency compliance by selecting preferred geographic hosting regions.
Provide real-time translation options for forms, workflows and user-facing interfaces.
Adapt regional workflows to local regulations while keeping a unified core structure.
Ensure stable cross-region access with balanced load distribution and redundancy.
Deliver seamless international operations through harmonised configuration management.
Offer flexible deployment models supporting global scalability and regulatory alignment.
Document engine
Generate dynamic PDF documents using data-driven templates for automated output creation.
Build reusable DOCX templates that merge structured fields into fully formatted documents.
Produce custom certificates and official records with secure identifiers and audit metadata.
Design configurable report templates supporting complex layouts and conditional sections.
Create barcode and QR-coded labels for samples, assets, logistics and inventory processes.
Automate document merges combining real-time records into consistent, compliant files.
Apply advanced template logic enabling conditional text, tables and structured formatting.
Export detailed operational reports in multiple formats for auditors and external agencies.
Manage versioned document templates to ensure consistency across all organisational units.
Provide seamless file generation through workflows, APIs and event-based automations.
Integration and API
Connect seamlessly to external ERP systems ensuring synchronised financial and operational data.
Integrate LIS platforms to automate sample registration, tracking and laboratory workflows.
Exchange clinical HIS data securely using structured formats and healthcare protocols.
Automate billing integrations with real-time invoice generation and payment validation.
Support enterprise-grade IAM providers for authentication, roles and identity management.
Enable fast integration via REST APIs with full documentation and predictable endpoints.
Trigger webhook events to notify external systems of updates, actions or workflow results.
Use flexible data mappings to transform fields and ensure cross-system compatibility.
Monitor API activity with logs, performance metrics and detailed usage statistics.
Build scalable integration workflows that coordinate multiple services in real time.
Notifications and communication engine
Send automated email notifications triggered by workflow events, deadlines or user actions.
Deliver instant SMS alerts for critical updates requiring immediate user attention.
Provide contextual in-app messages directly inside the platform’s operational interface.
Trigger webhook callbacks to synchronise external systems with real-time event changes.
Configure multi-channel communication rules based on roles, urgency and content type.
Use dynamic message templates populated with real-time workflow and user data.
Track delivery notification status to ensure messages reach the intended recipients.
Activate conditional alert logic responding to data thresholds or process anomalies.
Combine multiple communication channels for reliable and redundant event dissemination.
Automate system-wide event broadcasting to maintain alignment across distributed teams.
Modular architecture
Extend the platform with modular components that activate instantly without downtime.
Deploy new vertical modules using predefined structures tailored for industry workflows.
Enable rapid plug-and-play expansion by adding features without code or reinstallation.
Build scalable module ecosystems supporting operations from small teams to global networks.
Reuse shared components across different verticals to reduce duplication and complexity.
Activate specialised features only when needed, optimising cost and system performance.
Maintain consistent core stability while expanding functionality across new business areas.
Configure industry templates to accelerate deployments with sector-specific logic.
Add new use cases seamlessly using configurable data models and workflow structures.
Support long-term platform evolution through continuous, modular and non-disruptive updates.
Production Planning with Smart Gantt
Plan unified production workflows using a smart Gantt view with real-time updates.
Allocate human and physical resources dynamically based on availability and priority.
Optimise production scheduling with automatic conflict detection and load balancing.
Visualise end-to-end process timelines to improve coordination across multiple teams.
Adjust planning using drag-and-drop actions that instantly update all linked tasks.
Identify resource bottlenecks early with predictive capacity and utilisation indicators.
Synchronise scheduling changes across all dependent tasks to maintain workflow integrity.
Track task progress with real-time Gantt insights and automated milestone calculations.
Forecast production capacity using historical data, workload trends and optimisation rules.
Integrate planning with downstream operational workflows for seamless execution control.
Task Management
Manage detailed task lifecycles with clear statuses, priorities and execution timelines.
Visualise tasks directly in the Gantt chart for instant timeline and dependency control.
Assign human or physical resources based on skills, availability and workload metrics.
Update task progress with real-time synchronisation across all connected workflows.
Detect scheduling conflicts automatically and propose optimised allocation scenarios.
Track execution using task milestones updated dynamically as work is completed.
Apply conditional task rules to automate state transitions and follow-up actions.
Balance workloads using resource distribution indicators and predictive utilisation data.
Link tasks across processes for unified workflow control and cross-department visibility.
Reassign tasks using drag-and-drop resource adjustments without disrupting operations.
Calendars
View unified global calendars displaying all organisational events, tasks and allocations.
Access individual resource calendars showing personal availability and assigned duties.
Sync calendar data across workflows to maintain alignment between planning and execution.
Detect availability conflicts instantly using automated capacity and scheduling indicators.
Configure resource groups to visualise teams, departments or shared equipment timelines.
Apply advanced filter controls to isolate tasks, events, roles or operational categories.
Update entries using drag-and-drop calendar editing with real-time workflow propagation.
Integrate external calendar systems to unify appointments, tasks and operational events.
Display colour-coded calendar layers for enhanced clarity across complex schedules.
Automate calendar events triggered by workflows, approvals, assignments or deadlines.
Advanced Operational Views
Switch between Kanban views to visualise workflow stages and task progression clearly.
Use structured list views for high-density data navigation and rapid record filtering.
Explore detailed grid views supporting advanced sorting, grouping and dynamic column control.
Analyse data using pivot mode to create multidimensional summaries and cross-sections.
Apply complex data filters to isolate operational patterns, anomalies or specific workflows.
Customise column configurations to adapt views for teams, departments or user roles.
Perform inline data editing with instant validation and real-time workflow synchronisation.
Generate analytical snapshots by pivoting large datasets into actionable business metrics.
Combine Kanban and grid-based operational insights for complete process intelligence.
Export filtered grid datasets to structured formats for audits, analysis or reporting.
Advanced Excel Import and Export
Import Excel files with intelligent field mapping that aligns columns to system structures.
Validate incoming data consistency automatically to prevent incorrect or incomplete records.
Detect formatting errors instantly using rule-based checks applied before final submission.
Preview mapped Excel datasets to confirm structure, types and transformation accuracy.
Support multi-sheet Excel imports enabling complex hierarchical data integration.
Export filtered operational datasets directly to Excel with preserved formatting and metadata.
Apply transformation rules during import to standardise values, codes and data types.
Generate automatic mapping templates to accelerate recurring import operations.
Enforce data integrity by blocking imports that violate validation or relational constraints.
Automate scheduled Excel exports for reporting, backups or integration with external tools.
Time Clock with Geo-referenced
Capture employee time entries directly in the system with precise timestamp accuracy.
Record attendance using geo-referenced data to confirm the worker’s physical location.
Enable mobile check-in for field teams with validated GPS coordinates and secure authentication.
Detect irregular entries automatically using rules for distance, timing and location accuracy.
Generate complete attendance reports with summaries of hours, shifts and anomalies.
Synchronise time logs with payroll systems to streamline compensation and approvals.
Apply configurable work schedules that enforce shift boundaries and break requirements.
Alert supervisors to absence events through automated notifications and exception triggers.
Support multi-site attendance tracking with location-based access and compliance rules.
Maintain full audit history of every clock-in, location, device and user authentication.
Client WebApp
Provide clients with a configurable webapp to access services, records and real-time updates.
Track ongoing service deliveries through transparent timelines, statuses and progress indicators.
Submit detailed support tickets directly from the client portal with structured forms.
Monitor ticket resolution progress using automated updates and status notifications.
Access service history records including documents, reports, transactions and interactions.
Customise webapp modules to match each client’s operational needs and service scope.
Enable secure self-service actions such as uploads, approvals and data verification tasks.
Deliver automated client notifications for appointments, status changes and new results.
Provide controlled data visibility ensuring clients access only authorised information.
Integrate ticket workflows with internal processes to maintain aligned service execution.
E-commerce with Deep Search
Offer advanced product filtering with multi-criteria search to refine catalogue navigation.
Provide an intelligent AI agent that assists users with personalised product suggestions.
Support deep attribute-based search for complex inventories with rich metadata fields.
Apply dynamic price visibility rules for different customer groups, regions or contracts.
Present real-time stock availability sourced directly from operational inventory systems.
Enable configurable checkout workflows tailored to services, products or subscription models.
Display contextual cross-selling and up-selling suggestions powered by behavioural data.
Integrate secure payment gateways supporting multiple currencies and regional requirements.
Automate order tracking with live updates across fulfilment, logistics and client portals.
Use predictive AI recommendations to optimise search results and customer conversion.
Intelligent Process Builder
Design complex relational processes linking unlimited entities, workflows and operational data.
Create intelligent rules that adapt process behaviour dynamically based on real-time inputs.
Build unlimited process connections allowing entities to reference each other without limits.
Apply conditional logic to drive automated decisions and trigger context-specific actions.
Model multi-layer relational flows that span departments, modules and external systems.
Maintain consistent data relationships through automatic synchronisation across all processes.
Support nested subprocess structures for modular design and simplified process maintenance.
Visualise interconnected process networks to monitor dependencies and operational impact.
Enable dynamic entity linking to create many-to-many relationships instantly and reliably.
Use intelligent process insights to optimise flow performance and reduce operational friction.
Advanced Inventory system
Track real-time stock levels across multiple locations with full quantity and movement control.
Manage batch numbers to ensure traceability from acquisition to final consumption or delivery.
Monitor expiry dates automatically to prevent usage of expired or near-expiry items.
Support multi-site inventory locations with independent stock rules and availability views.
Apply FIFO or FEFO strategies for optimal stock rotation and regulatory compliance.
Scan items using barcode labels to accelerate warehouse operations and reduce errors.
Analyse inventory metrics including turnover, ageing, consumption and replenishment cycles.
Trigger automated reorder alerts based on minimum levels, forecasts and usage trends.
Perform structured stock audits with reconciliation tools for discrepancies and adjustments.
Track item movements history for full transparency across transfers, usage and allocations.
Management Capacity and Occupancy
Manage service capacity with real-time limits ensuring availability across all time slots.
Monitor occupancy levels dynamically to prevent overbooking and operational bottlenecks.
Allocate service resources based on workload, staff availability and configured constraints.
Automate booking validation to check conflicts, overlapping times and required resources.
Display accurate capacity forecasts using historical patterns and demand analytics.
Configure service rules for duration, prerequisites, restrictions and allowable intervals.
Enable online service reservations through integrated client portals or external channels.
Track utilisation metrics identifying underused services and optimisation opportunities.
Adjust schedules using real-time drag-and-drop updates applied instantly across calendars.
Generate occupancy reports detailing capacity usage, service popularity and demand trends.
Marketing Suite
Design responsive email campaigns using a drag-and-drop builder with reusable templates.
Personalise email content with dynamic fields sourced from customer and workflow data.
Segment target audiences using filters, tags and behavioural or transactional criteria.
Automate campaign scheduling with triggers based on events, dates or user interactions.
Track engagement metrics including opens, clicks, conversions and delivery performance.
Manage email templates centrally to ensure branding consistency across all communications.
Trigger workflow-driven emails automatically during processes, approvals or service steps.
Ensure high delivery rates with validated sender domains and anti-spam safeguards.
Enable rich HTML content with embedded images, buttons, sections and conditional blocks.
Analyse campaign results through real-time dashboards with detailed interaction reports.
Form Builder for Dynamic Data Capture
Build dynamic data forms with configurable fields, sections and fully customisable structures.
Apply advanced conditional logic to show, hide or alter fields based on user inputs.
Enforce precise data validation rules to ensure accurate, complete and compliant records.
Create reusable form templates for standardised data collection across all departments.
Enable rich field types including lists, dates, attachments, signatures and calculations.
Configure multi-step forms with progress tracking for complex or lengthy submissions.
Pre-fill fields using auto-population from workflows, entities or historical record data.
Trigger automated form actions such as approvals, notifications or workflow transitions.
Capture audit-ready submissions with timestamps, user identity and version metadata.
Integrate external data sources to enrich forms with real-time lookups and dynamic lists.
Workflow Automations
Trigger automated workflow actions whenever data changes, deadlines approach or events occur.
Apply conditional automation rules that adapt behaviour based on context and user inputs.
Execute multi-step process automation sequences without manual intervention or delays.
Configure intelligent event triggers to launch tasks, notifications or data updates instantly.
React to system status changes with targeted actions that maintain operational continuity.
Automate approval flows using role-based logic and configurable decision requirements.
Activate timeout triggers to escalate tasks when SLAs or defined time limits are exceeded.
Use dynamic variable mapping to pass data across tasks, workflows and external services.
Combine multiple automation layers to orchestrate complex, cross-department processes.
Maintain full execution logs tracking all automated actions for audit and governance.
Videoconferencing Professional Communication Without Limits
The MASTER platform by MASTERINSOFT® includes a fully integrated professional videoconferencing solution, enabling organisations to conduct online meetings directly within the system, without the need for external applications. This functionality has been designed to provide real-time communication, secure information exchange, and seamless integration with organisational processes, positioning MASTER as a central platform for digital collaboration.
Videoconferencing in MASTER allows teams, clients, partners, or patients to communicate through video, audio, and content sharing, while keeping all information connected to the existing processes and records within the system.
Unlike many videoconferencing solutions available on the market, meetings held in MASTER have no time limits, provided that system resources are used responsibly and appropriately within a professional context.
One of the key advantages of the MASTERINSOFT® solution is the complete integration of videoconferencing across the various modules of the platform.
Meetings can be launched directly from:
This integration ensures that all interactions taking place during a meeting are contextualised and automatically associated with the relevant process history, improving information organisation and interaction traceability.
MASTER has been designed to support extended meetings without duration restrictions, allowing teams and organisations to conduct work sessions, training activities, or follow-up meetings without interruptions.
As long as system resources are used responsibly, meetings can run for as long as required to ensure productive and effective communication.
This feature represents a significant advantage compared to many commercial solutions that impose strict time limits on online meetings.
The videoconferencing solution integrated in MASTER provides high-quality, real-time communication between participants.
Key features include:
These capabilities support a wide range of use cases, including internal meetings, customer support, teleconsultations, training sessions, and remote technical assistance.
During meetings, participants can share visual content directly with other attendees.
The platform supports:
This functionality enhances team collaboration, commercial presentations, training sessions, and remote assistance, improving visual communication during meetings.
MASTER’s videoconferencing includes a real-time chat system, allowing participants to exchange messages during meetings.
This functionality enables users to:
The chat feature complements video and audio communication, increasing the effectiveness of participant interaction.
Videoconferencing within MASTER has been developed with a strong focus on security and information protection.
Available security mechanisms include:
These measures ensure that only authorised participants can access videoconference sessions.
As an advanced capability, MASTER offers the possibility to automatically convert meeting content into text.
This premium feature enables organisations to:
Meeting-to-text conversion is particularly valuable for strategic meetings, consultations, support sessions, and project follow-ups, ensuring that information is properly recorded and easily searchable.
Videoconferencing in MASTER is accessible from a variety of devices, ensuring flexible access for all participants.
Meetings can be joined using:
External participants can join sessions through a secure access link, without the need to install additional software.
With integrated videoconferencing, MASTER by MASTERINSOFT® becomes a comprehensive digital communication platform, allowing organisations to centralise interactions with teams, clients, and partners.
This approach enables organisations to:
By combining communication, process management, and collaboration within a single platform, MASTER strengthens its position as an advanced digital management solution for modern organisations.