CMS and CRM
Megaplan
Megaplan’s terms combine cloud CRM and task management with a locally installed version hosted on the customer’s server, while the cloud account can be frozen after two consecutive months of inactivity. The Basic plan also caps self-configured business processes, and license reductions wait until renewal, so a buyer’s operating needs matter as much as the feature list.
The stated terms will matter most to teams weighing deployment, CRM and task workflows, and how account changes affect ongoing use.
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
Each logo belongs to its owner and appears here only to help identify the service.- Name
- Megaplan
- Category
- CMS and CRM
- Official site
- megaplan.ru · No link provided
- Facts checked
Which Megaplan options appear together?
Megaplan’s checked product pages describe the following options and company statements, according to the homepage and pricing page (checked 2026-10-31).
- Product options: tasks, projects, CRM, business processes, an AI assistant, video calls with AI, a mobile application, a knowledge base, and work chats (homepage, checked 2026-10-31).
- Team collaboration: tasks, chats, video calls, contacts, and a knowledge base (pricing page, checked 2026-10-31).
- Stated business audience: teams and companies in manufacturing, wholesale sales, construction, and business services (homepage, checked 2026-10-31).
- Company statements: the homepage says Megaplan has been in the 1C group of companies since 2012 and is included in the register of domestic software (homepage, checked 2026-10-31).
What do Basic and the trial cover?
Megaplan names Basic, Extended, and Professional, but the listed Basic terms are the only plan-specific details established here. The pricing page lists Basic at 1,500 ₽ per month for five users, and allows up to three self-configured business processes on that plan.
The pricing page says the cloud CRM includes a free 14-day trial.
Plan changes have different timing rules: upgrades and license increases can take place during a paid period, while downgrades and license reductions wait until renewal. Buyers should check how that renewal timing aligns with their billing cycle before choosing an initial license count.
How do customer records link to deals?
Megaplan says contact databases can be imported, and customer records can be tailored with different fields for different groups and client types. A buyer assessing an existing CRM should check which fields and records carry over in practice.
From a customer record, a user can create a deal with relevant information filled in automatically. The service also says its journal keeps customer communications and past deals together for handover to a new manager. Scheduled calls appear in the responsible manager’s calendar with a reminder; the page also describes reminders for upcoming customer birthdays.
The vendor says users can set rules governing which contact-related actions employees may perform. That makes permissions part of the CRM workflow, so teams should identify which actions different roles need before configuring access.
What should support clarify before registration?
Before registration, ask support which deployment option fits the organization’s operating requirements and what responsibilities come with it. Megaplan offers a cloud CRM and a locally installed version hosted on the customer’s server.
Ask how setup consultation and implementation services are scoped, and whether either has separate charges. The vendor lists free technical support, offers a setup consultation, and says customers can contact the company by phone, email, MAX, or Telegram to request implementation services.
The provider also offers a free demonstration presented by its implementation center’s experts and lists a help center. Buyers can ask which channel handles their specific issue, what the demonstration covers, and how implementation work is arranged before proceeding.
How do messages and tasks enter records?
Megaplan says messages can be saved to a customer or deal record, where managers can review conversation history and reply from the service. Its page separately states that text, files, photos, and voice messages from WhatsApp and Telegram are automatically saved in the customer record.
For MAX, the vendor describes a bot that can create customer records from new messages, save conversations with existing contacts, and notify employees about new inquiries and events. Telegram, WhatsApp, and MAX bots are also presented as standalone channels for automating customer communication.
The provider says MAX can be integrated through Wazzup to receive and send messages from Megaplan. Personal Telegram or WhatsApp accounts carry a stated data-loss risk if an employee changes or loses access, so teams should clarify account ownership and continuity before connecting them.
Which workflows have stated controls?
- Managers can assign task owners and deadlines, then see whether a task has been accepted and who has read its description.
- Task lists can show the latest comment, while users choose the reminder method and timing.
- Tasks can link to other tasks, contain subtasks, and be divided into stages with a checklist.
- Templates can prefill task or project descriptions and conditions; recurring tasks can be created automatically on a schedule.
- Planned and actual labor time can be compared, giving teams a stated way to review estimates against recorded work.
Which account rules narrow flexibility?
The pricing page and messenger-integration page state conditions that limit account and license flexibility (checked 2026-10-31).
- Cloud accounts are frozen after two consecutive months of inactivity, making continued access dependent on account activity.
- Upgrades and added licenses can take effect during a paid period; downgrades and license reductions wait until renewal.
- The pricing page describes the license as granting non-exclusive use rights and says a transferred right cannot be returned.
- Basic allows up to three self-configured business processes, limiting process configuration on that plan.
- Recovery is possible for three months after freezing, but it is fee-based and subject to technical feasibility.
- Connecting personal Telegram or WhatsApp accounts carries a stated risk of data loss if an employee changes or loses access.
Plan comparisons and data-portability details are listed under What we could not confirm.
Who can use the project workspace?
Megaplan describes itself as a CRM for project companies. The page says it is suitable for teams and companies in manufacturing, wholesale sales, construction, and business services.
For project work, the service presents project details, deadlines, status, task sequence, and responsible people together; a Gantt chart can show task dependencies and whether linked work runs sequentially or simultaneously. The vendor also describes shared communication, video calls, and document approval in the workspace.
Production planning and order management are also stated use cases. Teams assessing fit can map their project or production process to these stated functions and clarify deployment and plan terms before choosing.
Compare systems by hosting and records
When comparing business-management systems, weigh cloud and customer-server deployment alongside CRM and task scope. In general, buyers should also compare integrations, plan limits, data export, and support terms, since these determine how records and work fit existing operations.
What we could not confirm
- Extended and Professional features, user allowances, and plan-specific limits
- Data export formats, scope, and handling after service ends
- Customer-server technical requirements, deployment duties, backups, and security terms
- Google and Yandex calendar functions and full messenger integration terms
- Support hours, response times, and separate implementation charges
- Payment methods, renewal and cancellation mechanics, and further refund terms
- CRM record limits and plan-based caps beyond Basic’s process allowance
Which Megaplan terms need a direct answer?
Which deployment options does Megaplan offer?
The production-planning page says Megaplan offers tools for managing production plans and orders.
What does Basic cost and include?
The pricing page lists Basic at 1,500 ₽ per month for five users, with up to three self-configured business processes. Megaplan also names Extended and Professional, but the plan-specific details established here cover Basic only.
When do plan or license reductions take effect?
Megaplan allows upgrades or license increases during a paid period, while downgrades and license reductions wait until renewal. Buyers choosing an initial license count should account for that timing and ask support how it aligns with their renewal date.
What happens when a cloud account is frozen?
The pricing page says cloud accounts are frozen after two consecutive months of inactivity. Data recovery is possible for three months after freezing, for a fee and subject to technical feasibility. Ask support what recovery entails for the account’s specific circumstances.
Can employee access changes affect messaging data?
Megaplan says connecting personal Telegram or WhatsApp accounts carries a risk of data loss if an employee changes or loses access. Before connecting an account, clarify who controls it and what happens to its associated records when access changes.
Proceed when the account rules fit
Fits if the team has resolved which deployment model suits its operations and accepts the stated account and recovery conditions.
Probably not if license reductions need to take effect during a paid period, since they wait until renewal.
Main risk… account inactivity can lead to a freeze, while recovery is fee-based and subject to technical feasibility.
Sources
Public pages the facts above were taken from, with the date each was read.
- megaplan.ru/priceschecked
- megaplan.ru/crm-capabilities/orders-controlchecked
- megaplan.ruchecked
- megaplan.ru/crm-capabilities/sales-departmentchecked
- megaplan.ru/crm-capabilities/production-planningchecked
- megaplan.ru/crm-capabilities/projects-managementchecked
- megaplan.ru/api-integration/messengerschecked
How we put this page together
Editorial team of Affiliate Index. The editors at Affiliate Index wrote this page from the public sources listed above, which were read on 2026-10-31. Nobody tried the service in practice. If a source changes, the page is revised.
Last updated:
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