CMS and CRM
Megaplan
Megaplan says it offers cloud CRM and a locally installed version hosted on the customer’s server. Megaplan says users can upgrade their plan or increase licenses during the paid period, but downgrades or license reductions wait until renewal. Megaplan says cloud accounts are frozen after two consecutive months of inactivity.
Teams comparing CRM, task, and project workflows may want to check these operating conditions before choosing a plan.
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
Service logos remain the property of their owners; we use them for identification only.- Name
- Megaplan
- Category
- CMS and CRM
- Official site
- megaplan.ru · No link provided
- Facts checked
Basic users and process cap
The pricing page lists these plan details, checked 2026-10-31.
- Basic price and scope: 1,500 ₽ per month for five users (pricing page, checked 2026-10-31).
- Basic business-process allowance: up to three self-configured processes (pricing page, checked 2026-10-31).
- Named plans: Basic, Extended, and Professional (pricing page, checked 2026-10-31).
Basic, Extended, and Professional plans
The pricing page lists Basic at 1,500 ₽ per month for five users.
Megaplan advertises free access to the full version for 14 days on its homepage, pricing page, and product pages. The pricing terms allow upgrades or added licenses during a paid period; downgrades and license reductions take effect at renewal.
Megaplan describes the license as a non-exclusive use right and says a transferred right cannot be returned. Before paying, check how those terms apply to the selected plan and any future change in team size.
CRM, tasks, and production orders
Megaplan describes its product as a business management system combining CRM and task management, with customer work and assignments in one space. Its site also lists tasks, projects, CRM, and business processes among the product options.
The vendor presents the CRM for sales departments and project companies, and offers tools for production plans and orders. It names manufacturing, wholesale sales, construction, and business services among the sectors it serves. These are vendor descriptions, not independent assessments of fit.
Customer records and task stages
A task can have an assigned owner and deadline, while managers can see whether it was accepted and who read its description. Task lists can show the latest comment, and users can choose reminder timing and method.
Tasks can link to one another, include subtasks, and be divided into stages with a checklist. Megaplan also describes comparing planned and actual labor time.
Customer records can use different fields for different customer groups and types. From a customer record, a user can create a deal with relevant information filled automatically. The vendor says customer communications and past deals remain together in a journal for handover to a new manager.
Messenger records and project schedules
Megaplan says messages can be saved to a customer or deal record, where managers can view conversation history and reply. Its MAX bot is described as creating customer records from new messages and saving conversations with existing contacts.
The vendor says MAX can notify employees about inquiries and events, while Telegram, WhatsApp, and MAX bots can operate as separate communication channels. MAX can also be integrated through Wazzup to send and receive messages from Megaplan.
Project information, deadlines, statuses, task sequence, and responsible people are presented in one place. The Gantt chart displays project progress and linked tasks that can run sequentially or simultaneously. Megaplan also lists shared communication, video calls, document approval, templates, and scheduled recurring tasks.
The vendor says personal Telegram or WhatsApp accounts can be connected, but an employee changing or losing access may cause some data loss. Ask support how messaging-account ownership is handled and what happens to records after a plan change.
Freezing and account-change restrictions
- The pricing page says data recovery is possible for three months after account freezing, for a fee and subject to technical feasibility.
- The pricing page says downgrades and license reductions wait until renewal, while upgrades and license increases are allowed during the paid period.
- The pricing page says the Basic plan allows up to three self-configured business processes.
- The pricing page says the license grants non-exclusive use rights and that the transferred right cannot be returned.
- Megaplan’s messenger page says some data may be lost if an employee changes or loses access to a personal Telegram or WhatsApp account.
Automatic updates and shared records
- The pricing page states that updates are free and installed automatically.
- Team collaboration includes tasks, chats, video calls, contacts, and a knowledge base.
- Megaplan says users can import a contact database; the page describes the transfer as taking a few minutes without technical knowledge.
- Customer communications and past deals stay together in a journal for handover to a new manager, according to the vendor.
- Production orders can be checked for required fields before advancing, and the system can calculate required materials.
- Megaplan says users can view orders with production-plan parameters and filter dates to see production workload.
Manufacturing and project teams
Megaplan presents its CRM for sales departments and project companies, with separate tools for production planning. The vendor names manufacturing, wholesale sales, construction, and business services as suitable sectors.
For project coordination, the product includes webinars for remote presentations, company updates, and employee training. Sales teams can keep customer communications and earlier deals together in a journal for manager handovers. Manufacturing teams can configure order forms with required fields and attach a template-filled technical specification.
Compare CRM hosting and limits
Compare whether a CRM covers your sales and project workflows, and whether its hosting model fits your operating requirements. Check user and record allowances, integration coverage, data export options, and the support terms before comparing plans.
What we could not confirm
- Extended and Professional: plan-specific features and prices
- Extended and Professional: user and record allowances
- Customer-server version: installation requirements and license pricing
- Customer-server version: maintenance and update process
- Data export: available formats, scope, and procedure
- Integrations: coverage beyond named calendars and messaging services
- Data handling: hosting location, retention, backups, and security documentation
- Support: response times and separate implementation charges
- Trial: eligibility, post-trial billing, and cancellation procedure
Questions about Megaplan’s written terms
Which calendars does Megaplan integrate with?
The provider states that Megaplan offers integrations with Google and Yandex calendars.
Which support channels can customers use?
Megaplan lists phone, email, MAX, and Telegram as contact channels for requesting implementation services. The pricing page also describes technical support as free. Ask which channel handles the support issue at hand and whether any implementation work has a separate charge.
Does Megaplan offer a demonstration or setup consultation?
Megaplan’s project-management page offers a free demonstration presented by the implementation center’s experts. Its sales page offers a setup consultation, and its production-planning page also offers a consultation on setup. The vendor lists a help center as a resource.
Can administrators restrict employee actions on contacts?
Megaplan says users can set rules governing which contact-related actions employees may perform. Ask for a walkthrough of the permission settings that match your team’s workflow.
What does Megaplan state about its company history?
Megaplan’s homepage states that the company has been part of the 1C group of companies since 2012. This is the vendor’s own description, not independent verification of company history. Check the company information directly if that relationship matters to procurement.
Does Megaplan appear in the domestic-software register?
Megaplan’s homepage states that the service is included in the register of domestic software.
Proceed after written conditions
Fits if… the Basic plan’s listed scope suits your team and you have written answers on plan changes, recovery, and possible data loss if an employee changes or loses access to a personal Telegram or WhatsApp account.
Probably not if… you need to reduce licenses during a paid period, since reductions wait until renewal.
Main risk… account recovery carries a fee and depends on technical feasibility, while changes to personal messaging-account access can lead to data loss.
Sources
Every fact on this page traces back to a public page listed here, with the day it was read.
- megaplan.ru/priceschecked
- megaplan.ruchecked
- megaplan.ru/crm-capabilities/orders-controlchecked
- megaplan.ru/crm-capabilities/projects-managementchecked
- megaplan.ru/crm-capabilities/sales-departmentchecked
- megaplan.ru/crm-capabilities/production-planningchecked
- megaplan.ru/api-integration/messengerschecked
Notes on the making of this review
Editorial team of Payout Desk. This page rests on the public sources listed above, which Payout Desk checked on 2026-10-31. There was no hands-on testing. The page is updated when the sources change.
Last updated:
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