Megaplan

If you ask random companies using CRM systems which product they prefer, it's likely to be either Megaplan or Bitrix. I had the opportunity to work with both systems, and my choice falls on Megaplan. I view this system as an ordinary user who needs to work with tasks, clients, generate reports, and so on from my work PC. Perhaps for some businesses, Bitrix offers more capabilities, but wherever I used Megaplan (mainly in sales), it met all the necessary requirements. Its main advantage is its simplicity and clarity. The interface is friendly and intuitive. The settings are flexible enough to adapt the system to your needs. In short, here’s what it can do: set tasks and assignments, track their completion, report, remind about deadlines, manage projects, maintain a client database, and handle the sales funnel. There’s a business chat, a place for file storage, and numerous integrations. I have always liked the mobile app, as I often had to oversee the department's work while not at my desk; this app allowed me to stay updated on all processes. Overall, Megaplan on the phone, although with some limitations. I see no drawbacks in this system.

Date of experience: янв 24, 2025

The convenient builder allowed us to customize the system to meet our company's needs without the need to involve programmers. The automatic mailing from the company, which takes into account discounts, promotions, and bonuses for each client, turned out to be very useful and significantly saves time. I also appreciate the feature that allows tracking the purchase history of each client, which provides the ability to see what exactly each client has purchased, as well as their address and other personal information. The technical support works well, and I had to contact them a couple of times.

Date of experience: сен 15, 2025

Everything is fine with them. They are quite happy without clients. The main thing is to send the invoice a few days before the license expires, and that's it. They don't create problems for anyone. But you'll have to do everything yourself. For example, they sell 1C licenses. Have you tried calling them? I did. Two calls — each time I was transferred to three different managers. Write in the chat? I wrote. No response. I recommend looking for those who are truly interested in clients.

Date of experience: фев 23, 2025

I have been using Megaplan for a year, and I am completely satisfied. It is a convenient tool for working on projects. It takes just 5-10 minutes to get the hang of the program. New tasks always appear on the main page, so they are impossible to miss. During the work process, you can quickly change task deadlines, add new participants, attach various files, and indicate how many hours were spent on completing a task. It's also nice that all employees in the company use this program, and if a person's profile has additional information, such as their birthday, a notification is sent to my email a few days before the event. This is truly a useful feature :) Additionally, Megaplan has excellent newsletters; I regularly receive interesting articles on topics that are important to me.

Date of experience: окт 17, 2024

A great service for organizing work, but only at the start — there aren't that many features. Other than that, everything that is promised is delivered: task setting and delegation. Another significant drawback, although this is a subjective opinion, is that guys, please update the design, we're not in 2004. In my opinion, for further growth, it's important for the service to look modern.

Date of experience: май 10, 2024

For me, "Megaplan" is attractive because it was easy to understand the system from the very first days of use. Everything here is maximally clear and convenient: tasks and deadlines are always in sight, which eliminates the possibility of forgetting or losing them among other tasks. If you initially give your projects and goals adequate names, clearly describe their essence, and correctly indicate the responsible parties, you risk getting used to the orderliness and clarity of the work process, avoiding chaos. This CRM system is not perfect, but its shortcomings do not prevent it from being useful. Occasionally, there are unpleasant technical glitches, such as authorization and server issues. The important thing is that all these problems are resolved quickly thanks to responsive technical support.

Date of experience: июл 02, 2024

It's really convenient and simple to work with; you can monitor not only the overall work of the team but also specific projects. For example, a crucial task was recently assigned to the employees. In the app, this task can be broken down into several parts, and you can track the actions of each team member. The statistics help to understand what's happening and why. The manager, accordingly, draws conclusions and ensures that the work is progressing actively. There's also a handy feature that allows you to export finished reports to Excel.

Date of experience: апр 25, 2024

We purchased the system for a whole year. We have our own programmer who can configure almost any CRM. However, Megaplan is written in Java, which is essentially outdated. We couldn't set up adequate integration with the PBX, nor could we upload client databases in the format of deals by specific products and managers. This is basic functionality for any CRM! For all our questions, we are directed to partners who handle the setup. Yes, but any additional feature costs between 100,000 to 150,000, and there are no other prices. It's impossible to get a refund! The contract clearly states this, and the managers refer to it as well.

Date of experience: окт 07, 2025

My team has been using Megaplan for about 6-7 years now. During this time, we have encountered various situations while working with the system. Some updates, in my opinion, were unsuccessful, and a couple of years ago, there were annoying website "crashes" and slow performance (but now, thank goodness, everything is fine). We tried to replace Megaplan with other solutions, but in the end, we stuck with it. Mainly because we haven't found an ideal system yet (everyone has their downsides), and Megaplan generally handles the tasks at hand. Additionally, they probably have the most user-friendly interface. This significantly simplifies the process when new employees join the team. Usually, they quickly get the hang of working on the site. Currently, we are on the "Collaborative Work+" plan (this is a plan without a CRM system, the modules of which we don't need and have never used). My experience specifically pertains to this part of Megaplan, so I can't comment on the CRM and IP telephony. The screenshot shows which modules are connected to our plan, and I highlighted how many tasks I had over these years! I was a bit surprised myself.

Date of experience: окт 01, 2024

The service is really useful, although I think it may not work as effectively for large companies. However, it is excellent for medium-sized organizations. It helps track who is busy with what and who is best suited to take on tasks. It performs all the key functions; the only difficulty was the initial setup, but after that, everything runs smoothly. The technical support is adequate, answering questions and helping to resolve any issues that arise.

Date of experience: апр 01, 2026