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CMS and CRM

Megaplan

Megaplan logo on the cover of the review

Megaplan is described as a business management system, with a cloud version and a locally installed version hosted on the customer’s server. The cloud condition to weigh is that accounts are frozen after two consecutive months of inactivity. Teams comparing deployment options and workflow scope should check how these terms fit their operations.

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
All logos are trademarks of their holders, displayed solely to show which service is meant.
Name
Megaplan
Category
CMS and CRM
Official site
megaplan.ru · No link provided
Facts checked

Basic’s user count and process cap

The pricing page lists Basic’s price and allowance, process cap, and plan names, checked 2026-10-31.

  • Basic: 1,500 ₽ per month for five users (pricing page, checked 2026-10-31).
  • Self-configured business processes: up to three on Basic (pricing page, checked 2026-10-31).
  • Plans: Basic, Extended, and Professional (pricing page, checked 2026-10-31).
The plan names and stated Basic allowance appear together.
The retrieved pricing facts give a Basic price and allowance; other plan prices are not shown here. Built from facts published on megaplan.ru; checked 2026-10-31.

CRM records meet task assignments

Megaplan’s pages present CRM with task assignments, and describe the service for project companies, sales departments, and production planning. The product options include tasks, projects, CRM, and business processes, alongside collaboration tools such as chats, video calls, contacts, and a knowledge base.

For a team, that means customer work and employee assignments sit within the same product scope, while project and production workflows have their own stated functions. The vendor positions the system for manufacturing, wholesale sales, construction, and business services.

MAX messages enter customer records

Megaplan says messaging conversations can be saved to customer or deal records, where managers can view history and reply from the CRM. The stated channels are Telegram, WhatsApp, and MAX; the vendor says WhatsApp and Telegram text, files, photos, and voice messages are saved automatically to customer records.

For new inquiries, the MAX bot can create customer records, while conversations with existing contacts can be saved; it can also notify employees about inquiries and events. The vendor says MAX can connect through Wazzup to send and receive messages from Megaplan.

The messaging setup has a stated caveat: connecting personal Telegram or WhatsApp accounts carries a risk of losing some data if an employee changes or loses access. Before using personal accounts, clarify which connected conversations matter to the team.

The diagram shows how a new MAX message can enter a customer record and trigger a staff notification.
Vendor-described MAX bot functions. Built from facts published on megaplan.ru; checked 2026-10-31.

Basic, Extended, and Professional

The pricing page lists Basic at 1,500 ₽ per month for five users, while Megaplan names Extended and Professional as the other plans. The vendor advertises a free trial of the full version for 14 days across its product pages.

During a paid period, users can upgrade a plan or add licenses; downgrades and license reductions take effect only at renewal. Megaplan describes the license as a non-exclusive right to use the service and says a transferred right cannot be returned. The pricing page states that updates are free and installed automatically.

Check setup, export, and record rules

Megaplan keeps customer communications and past deals together in a journal for handover to a new manager.

Clarify what happens to records and user access when an account closes, and which plan includes the modules your team needs. Ask how deployment affects maintenance, migration, and access, and how user and record limits apply beyond the stated Basic allowance.

Also ask what implementation services cover and what they cost. Get the relevant terms in writing before choosing a deployment or plan.

Project charts and production checks

Megaplan’s project tools bring deadlines, task status, sequence, and responsible people into one view, according to the vendor. Its Gantt chart displays progress and supports tasks linked to run sequentially or simultaneously.

For production work, the vendor describes a screen for monitoring order statuses and bottlenecks, alongside checks for required fields before an order advances. Users can create catalogs and form orders by choosing items and quantities.

  • Project teams can compare planned and actual labor and break work into steps with checklists.
  • Templates can prefill task or project details, and recurring tasks can be scheduled automatically.
  • Configurable order forms can require specified fields and attach a template-filled technical specification.
  • The vendor also lists preconfigured industry templates for production management.
The sequence shows catalog selection, order fields, and production workload views.
Steps assembled from the vendor’s described production tools. Built from facts published on megaplan.ru; checked 2026-10-31.

Freezing, recovery, and plan changes

The pricing page documents account, recovery, licensing, and Basic-plan conditions.

  • Cloud accounts are frozen after two consecutive months without activity.
  • Recovery is possible for three months after freezing, for a fee and subject to technical feasibility.
  • Plan downgrades and license reductions wait until renewal; upgrades and added licenses can happen during the paid period.
  • Basic allows up to three self-configured business processes.
  • The site describes the license as a non-exclusive right to use the service and says transferred rights cannot be returned.
  • Personal Telegram or WhatsApp connections carry a stated risk of losing some data if an employee changes or loses access.

Several details are missing; they are listed under What we could not confirm.

Manufacturing, sales, and project teams

According to the vendor, customer records can be customized with different fields for different groups and client types. Users can create deals from customer records with relevant information filled in automatically.

Scheduled calls appear in the responsible manager’s calendar with a reminder, and the vendor also describes reminders for customer birthdays. These functions are relevant when sales teams need customer records, follow-up tasks, and shared account history in one system.

Compare deployment and workflow scope

Compare candidate systems by cloud or customer-server deployment, CRM and task scope, and the messaging integrations required by your workflow. Check user and record limits, export options, support terms, and how plan changes take effect before comparing costs.

What we could not confirm

  • Data export: available formats, scope, and process.
  • Beyond-Basic limits: user and record allowances.
  • Extended and Professional: prices and feature differences.
  • Customer-server installation: pricing, requirements, maintenance, and updates.
  • Account closure: data retention and deletion terms.
  • Implementation services: scope and pricing.
  • Support: response times and service-level commitments.
  • Integrations: setup details and availability by plan.

Questions about reminders and implementation

How do task owners and deadlines work?

Task owners and deadlines can be set by users, according to Megaplan. Managers can see when a task is accepted and who has read its description. Task lists can also show the latest comment, giving managers another view of work in progress.

Can tasks recur or use reminders?

Recurring tasks can be created automatically on a schedule, and templates can prefill task or project descriptions and conditions. Megaplan says users can choose the reminder method and timing for tasks.

Can the team import contacts and get setup guidance?

The vendor says users can import a contact database and describes the transfer as requiring no technical knowledge. A setup consultation is offered on the sales department page. The project management page also offers a demonstration presented by implementation-center experts.

Which support channels and resources are listed?

Megaplan describes technical support as free and lists phone, email, MAX, and Telegram as contact channels for implementation-service requests. A help center is also listed as a resource.

What are the webinars for?

The provider says Megaplan includes webinars for remote presentations, company news, and training. Its sales department page also says Megaplan supports webinars for remote presentations, team updates, and employee training.

Can task stages include checklists?

A task can be divided into stages and include a checklist, according to Megaplan. The vendor also describes comparing planned and actual labor time, which may be relevant when reviewing task progress.

Proceed if the limits fit the workflow

Fits if your team needs the documented combination of CRM, tasks, projects, and production workflows, and the deployment and plan terms match its needs.

Probably not if cloud inactivity freezing and fee-based recovery are unacceptable for your operating practices.

Main risk… committing before the team understands how the cloud condition, recovery terms, and Basic allowance affect its use. Check the written deployment, export, and plan terms before signing up.

Sources

Below are the public pages behind the facts above, together with the date each one was read.

Notes on the making of this review

Editorial team of Profile Workshop. Profile Workshop compiled this page from the public sources above as they stood on 2026-10-31. We did not test the service ourselves. We revise the text whenever those sources are updated.

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