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CMS and CRM

Megaplan

Megaplan logo on the cover of the review

Megaplan combines CRM and task management for teams, with cloud and customer-server deployment options. The Basic plan allows up to three self-configured business processes, while plan reductions take effect only at renewal. Those terms matter when choosing a license and planning for changes in team needs. Teams comparing sales and project workflows may find the deployment and account conditions especially relevant.

Editorial review based on public sources, without hands-on testing; facts checked on 2026-10-31.

This page contains no partner link to this service.

Logo
Logos are trademarks of their respective owners and shown only to identify the service.
Name
Megaplan
Category
CMS and CRM
Official site
megaplan.ru · No link provided
Facts checked

Cloud CRM and server hosting set the deployment choice

Megaplan’s pricing and product pages list these deployment and plan details, checked 2026-10-31.

  • Deployment: cloud CRM or locally installed version hosted on the customer’s server (pricing page, checked 2026-10-31).
  • Plans: Basic, Extended, and Professional (pricing page, checked 2026-10-31).
  • Basic: 1,500 ₽ per month for five users (pricing page, checked 2026-10-31).
  • Trial: free access for 14 days (homepage, checked 2026-10-31).

Customer records, projects, and production plans share the scope

Megaplan is described as a business management system, with tasks, projects, CRM, and business processes listed among its product options.

For project work, the service brings deadlines, status, task sequence, and responsible people into one view. A Gantt chart shows progress and whether linked tasks run sequentially or simultaneously. Production planning covers checks before orders move stages, materials calculations, configurable order forms, and workload views. The vendor also describes preconfigured industry templates for production management.

The diagram shows messages saved with customer records and replies from Megaplan.
Built from facts published on megaplan.ru; checked 2026-10-31.

Basic, Extended, and Professional carry different terms

Megaplan lists a free trial of the full version and names three plans: Basic, Extended, and Professional. Its pricing page lists Basic at 1,500 ₽ per month for five users.

The pricing terms make changes asymmetric: users can upgrade or add licenses during a paid period, but downgrades and license reductions wait until renewal. Megaplan also says the license grants non-exclusive use rights and that a transferred right cannot be returned. These conditions make the renewal date important when a team expects to reduce its plan or user count.

The Basic plan permits up to three self-configured business processes. Cloud accounts are frozen after two consecutive months of inactivity; recovery is possible for three months after freezing, for a fee and subject to technical feasibility. Before relying on a trial, check which plan and deployment terms will apply when it ends.

The diagram shows Megaplan’s listed plans and the Basic plan price.
Built from facts published on megaplan.ru; checked 2026-10-31.

A customer record can lead into a deal and scheduled call

A customer record can serve as the starting point for a deal: Megaplan says relevant information fills automatically when a deal is created from that record. The vendor also says teams can import their contact database and customize record fields for different client groups.

For incoming messages, the provider says WhatsApp and Telegram text, files, photos, and voice messages can be saved to a customer record, where managers can view conversation history and reply from Megaplan. Scheduled calls appear in the responsible manager’s calendar, with a reminder.

Megaplan lists Telegram, WhatsApp, and MAX messaging integrations; it separately describes a MAX bot that can create customer records from new messages and save conversations with existing contacts. The vendor says MAX can connect through Wazzup to receive and send messages from Megaplan.

The diagram shows how catalog items are selected to form an order.
Built from facts published on megaplan.ru; checked 2026-10-31.

Task ownership, reminders, and project sequencing are documented

Before relying on task workflows, ask the provider how task ownership, deadlines, reminders, and acceptance status fit the team’s process. In general, these checks help establish who is responsible for updating work and how follow-up is handled.

For recurring work, ask whether templates and scheduled tasks match the team’s needs, and how planned versus actual labor is recorded. Also clarify how project dependencies appear to staff and which task details remain visible to managers. These are questions to resolve against the workflow the team intends to use.

The diagram shows templates prefilling task details and recurring tasks created on a schedule.
Built from facts published on megaplan.ru; checked 2026-10-31.

Inactivity, plan reductions, and messaging access add conditions

Megaplan’s pricing terms say cloud accounts are frozen after two consecutive months of inactivity. Recovery is possible for three months after freezing, but it is paid and subject to technical feasibility. These conditions make inactivity a potential access and recovery issue for teams that rely on cloud records.

License changes have a timing constraint: upgrades and increases are allowed during the paid period, while downgrades and reductions wait until renewal. The provider also says transferred license rights cannot be returned. The Basic plan’s cap of up to three self-configured business processes may also matter to teams planning custom workflows.

Megaplan says personal Telegram or WhatsApp accounts can be connected, but some data may be lost if an employee changes or loses access. Several details are listed under What we could not confirm.

CRM and collaboration tools cover connected team work

The vendor describes Megaplan as a shared workspace for team communication, document approval, and collaboration. Its product pages also list tasks, chats, video calls, contacts, and a knowledge base.

  • Updates are free and installed automatically, according to the pricing page.
  • Technical support is free, according to the pricing page.
  • The vendor lists a help center and webinars for remote presentations, company news, and training.
  • A free demonstration and a setup consultation are offered on product pages.
  • Google and Yandex calendar integrations are listed by the vendor.

Sales, construction, and project teams have named use cases

Megaplan names manufacturing, wholesale sales, construction, and business services among the teams it says the product suits. Its sales pages describe customer records and deals, while project and production pages cover project work and production orders.

For a team assessing fit, map its customer and deal process, project assignments, or production orders to the documented workflows. The vendor also says administrators can set rules for which contact-related actions employees may perform. Check how those permissions correspond to the team’s required contact actions before relying on them.

Compare CRM systems by deployment and workflow scope

In general, compare prospective systems by cloud or customer-hosted deployment, CRM and task coverage, plan limits, integrations, data export, and support scope. Ask each provider to explain which workflows and data are included in the proposed license, and what changes when team needs shift.

What we could not confirm

  • Data export and migration: formats, scope, and transfer process
  • Usage allowances: record and storage limits by plan
  • Extended and Professional: prices and detailed inclusions
  • Customer-server installation: requirements, maintenance, and update process
  • Integrations: setup requirements, extra charges, and channel limits
  • Support: response targets and service hours

Questions about Megaplan’s plans and workflows

Can Megaplan be hosted on a customer’s server?

Yes. Megaplan offers a cloud CRM and a locally installed version hosted on the customer’s server, according to its pricing page. The deployment choice affects where the system is hosted; check the relevant installation and maintenance arrangements with the provider before settling on an option.

Which plans and Basic terms does the pricing page list?

The pricing page lists Basic, Extended, and Professional, and sets Basic at 1,500 ₽ per month for five users. The cloud CRM includes a free 14-day trial, according to the same page. Check the plan terms that will apply after the trial.

How does the Gantt chart show project dependencies?

Megaplan says its Gantt chart displays project progress and shows linked tasks that can run sequentially or simultaneously. The project view also brings deadlines, status, task sequence, and responsible people together. This describes the vendor’s stated workflow; confirm that its task relationships match the team’s project planning.

What happens to conversations from connected messengers?

The vendor says messages can be saved to a customer or deal record, where managers can view conversation history and reply from Megaplan. It lists Telegram, WhatsApp, and MAX messaging integrations. The provider also warns that some data may be lost if an employee changes or loses access to a connected personal Telegram or WhatsApp account.

What does the MAX bot do?

Megaplan describes a MAX bot that can create customer records from new messages and save conversations with existing contacts. The vendor separately says MAX can connect through Wazzup to receive and send messages from Megaplan. Check which connection and message-handling setup the intended workflow requires.

Which calendar integrations does Megaplan list?

The pricing page lists integrations with Google and Yandex calendars. The vendor also says scheduled calls appear in the responsible manager’s calendar with a reminder. Confirm how those calendar connections work for the team’s chosen deployment and account setup.

Fit depends on deployment and account-term tolerance

Fits if the team needs customer records, deals, task assignments, and a choice between cloud and customer-server hosting.

Probably not if renewal-timed reductions or the Basic process cap conflict with expected license changes or workflow needs.

Main risk… account recovery is conditional, and connected personal messaging accounts carry a vendor-stated risk of data loss when employee access changes. Check deployment and license terms before signup.

Sources

These public pages are the basis of the facts above; next to each is the date it was read.

Where the facts on this page come from

Editorial team of Funnel Notebook. Source-based work: each fact comes from a page listed above, read on 2026-10-31 by the Funnel Notebook editors. There was no hands-on testing. The page is updated when the sources change.

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