CMS and CRM
Megaplan
Megaplan combines customer records with tasks and employee assignments, while its Basic plan allows up to three self-configured business processes. The provider describes the system for teams and companies, with cloud and customer-hosted deployment options; license reductions wait until renewal.
For media buyers assessing team operations, the key question is whether the customer workflow and plan conditions match how work is managed.
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
Cloud and customer-hosted CRM
The provider’s product and pricing pages describe these options and tools, checked on 2026-10-31.
- Deployment: cloud CRM or a locally installed version on the customer’s server (pricing page, checked 2026-10-31).
- Product areas: tasks, projects, CRM, and business processes (homepage, checked 2026-10-31).
- Team tools: mobile application, knowledge base, and work chats (homepage, checked 2026-10-31).
- Collaboration: tasks, chats, video calls, contacts, and a knowledge base (pricing page, checked 2026-10-31).
- Plans: Basic, Extended, and Professional (pricing page, checked 2026-10-31).
Customer records connect to deals
The provider says users can import their contact database; transferring it takes a few minutes and requires no technical knowledge.
Megaplan says contact databases can be imported in a few minutes without technical knowledge. Records can use different fields for different customer groups, so teams can tailor the information they capture.
From a customer record, a manager can create a deal with relevant information filled in automatically. The provider says past deals and communications remain together in a journal for handover to another manager.
Scheduled calls appear in the responsible manager’s calendar, with a reminder; the provider also describes reminders for upcoming customer birthdays. A setup consultation is offered on the sales page.
Basic, Extended, and Professional plans
The pricing page lists Basic at 1,500 ₽ per month for five users and describes a free trial for the cloud CRM.
- Basic: 1,500 ₽ per month for five users, according to the pricing page checked 2026-10-31.
- Trial: the cloud CRM includes a free 14-day trial, according to the pricing page checked 2026-10-31.
- Plan names: Basic, Extended, and Professional, according to the pricing page checked 2026-10-31.
The Basic plan’s self-configured business-process allowance is up to three. Teams that need to add licenses or move to a higher plan can do so during a paid period, but reductions and downgrades take effect only at renewal.
That timing matters when staffing or process needs change mid-term: the provider’s terms distinguish increases from reductions rather than treating license changes alike.
Tasks move through linked stages
Tasks can be linked and can include subtasks, according to the provider.
A manager can assign an owner and deadline, then link tasks or break a task into subtasks. Tasks can also be divided into stages with a checklist, while templates can prefill descriptions and conditions.
For follow-up, the provider says managers can see when a task is accepted and who has read its description. Task lists can show the latest comment, and users can choose the reminder method and timing.
Recurring tasks can be created automatically on a schedule. The system also supports comparing planned and actual labor time.
Production orders pass field checks
Before relying on the production workflow, ask the provider how order forms and material calculations are configured, and what happens when a required field is missing.
- Which data can be exported, and in what format?
- How can production templates be adapted to existing workflows?
- What does setup support cover, and who handles each step?
- What hosting, backup, and migration responsibilities belong to the customer?
These questions separate the described order checks and templates from the practical work of configuring them.
Shared records and project visibility
The provider describes customer communication, project status, and collaboration tools as connected parts of its workspace.
- Messages can be saved to a customer or deal record, where managers can review conversation history and reply from Megaplan.
- Project information brings task deadlines, status, sequence, and responsible people together.
- A Gantt chart displays project progress, with linked tasks set to run sequentially or simultaneously.
- Communication, video calls, and document approval are described as part of a shared workspace.
- The provider lists webinars for remote presentations, company news, and training.
License and account conditions narrow flexibility
The cloud account and license rules make inactivity and mid-term staffing changes operational considerations. The provider says cloud accounts are frozen after two consecutive months of inactivity.
- The pricing page says upgrades and license increases can take effect during the paid period, while downgrades and license reductions wait until renewal.
- The provider describes the license as a non-exclusive use right and says a transferred right cannot be returned.
- Recovery after freezing is possible for three months, for a fee, and subject to technical feasibility, according to the pricing page checked 2026-10-31.
- The Basic plan allows up to three self-configured business processes, according to the pricing page checked 2026-10-31.
There is also a data-retention risk around messenger access: Megaplan says some data may be lost if an employee changes or loses access to a connected personal Telegram or WhatsApp account. Further missing details are listed under What we could not confirm.
Project and production teams have stated use cases
Megaplan describes its audience as teams and companies in manufacturing, wholesale sales, construction, and business services. Its product pages also present it as a CRM for sales departments and project companies, and describe tools for production plans and orders.
That makes the stated use cases relevant to teams managing customer records alongside project assignments or production orders. The provider’s descriptions do not establish how well those workflows match a particular company’s processes, so compare its stated functions with the work the team needs to manage.
Compare deployment and process control
In general, compare CRM systems by hosting model, included modules, user and record limits, integrations, export options, and support arrangements. The relative importance of each criterion depends on whether the team prioritizes customer-hosted deployment, process configuration, or connected collaboration tools.
What we could not confirm
- Data export: available formats, scope, and process
- Records and storage: plan-level limits and retention terms
- Local hosting: technical requirements, backups, migration, and customer responsibilities
- Calendar integrations: setup requirements and connection scope
- Support: response times, service hours, and free-support boundaries
- Extended and Professional plans: prices and detailed allowances
- Security and data handling: access controls, storage location, and protection measures
- Implementation: setup costs, deliverables, and responsibilities
Questions about Megaplan’s operating terms
Which deployment options does Megaplan describe?
Megaplan’s deployment options are a cloud CRM and a locally installed version hosted on the customer’s server, according to the provider’s pricing page.
Which messengers are named?
The named messengers include Telegram and WhatsApp, whose messages can be saved to customer or deal records, according to Megaplan. The provider also says MAX can be connected through Wazzup for sending and receiving messages from the system. Personal account access carries a stated data-loss condition if an employee changes or loses access.
What project view does Megaplan describe?
Megaplan describes a Gantt chart for viewing project progress, with linked tasks arranged to run sequentially or simultaneously. This gives project teams a view of task relationships as well as progress, according to the provider’s project-management page.
Which calendar integrations are listed?
The provider lists integrations with Google and Yandex calendars. These are the calendar connections named on the pricing page; teams comparing calendar workflows should check the setup requirements and connection scope before relying on them.
What support channels and implementation resources are stated?
Megaplan says technical support is free and lists phone, email, MAX, and Telegram as channels for requesting implementation services. Its pages also list a help center, a free product demonstration, and a setup consultation.
What update condition does the pricing page describe?
The pricing page states that updates are free and installed automatically.
Proceed after matching limits to workflow
Fits if the team needs customer work alongside tasks and projects, and the cloud or customer-hosted deployment matches its operating model.
Probably not if the team expects to reduce licenses or downgrade during a paid period, or needs more self-configured processes than Basic permits.
Main risk is the combination of cloud-account freezing, delayed reductions, and paid recovery subject to technical feasibility.
Sources
The facts above were taken from the public pages listed here, and each entry shows the date it was read.
- megaplan.ru/crm-capabilities/orders-controlchecked
- megaplan.ru/priceschecked
- megaplan.ruchecked
- megaplan.ru/crm-capabilities/sales-departmentchecked
- megaplan.ru/crm-capabilities/projects-managementchecked
- megaplan.ru/crm-capabilities/production-planningchecked
- megaplan.ru/api-integration/messengerschecked
How we put this page together
Editorial team of Stack Shelf. Prepared by the editorial team of Stack Shelf from the public sources listed above; the facts were checked on 2026-10-31. Nobody tried the service in practice. We revise the text whenever those sources are updated.
Last updated:
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