CRM Megaplan

Free products are perfect for automating the business processes of numerous web studios and Internet agencies, associations of freelancers and startups, individual entrepreneurs and any small project teams.

It is no secret that the vast majority of Russian small business companies are in the "Stone Age" in terms of automation of business processes. Management accounting is implemented on paper or in the chaos of numerous spreadsheets, financial accounting - in the books. An important deterrent to the implementation of automation systems is their high cost, often unbearable for small companies of 3-7 people, as well as the complex and opaque process of implementing and deploying solutions on their own servers.

The combination of the SaaS model of Megaplan products and the presence of a free line allows any company to instantly start working in Megaplan, with zero implementation and maintenance costs. To start working in the system, you just need to register on the www.megaplan.ru website in one minute - and you can start working.

CRM Free will help you maintain customer records and interact with them in the system, set up a flexible sales and deal management scheme, build sales funnels and other reports, manage tasks and employees, and maintain financial and management records.

Free products Megaplans have restrictions: no more than 7 employees (not counting those dismissed) can be registered in the system, and no more than three licenses (simultaneous logins to the system) can be used. When the limits are reached, system users always have the opportunity to simply switch to paid versions.

Megaplan was one of the first Russian companies with serious weight in the automation market to announce a line of free products available for mass use using the SaaS model. This step will help a huge number of small companies use effective automation tools designed specifically for the realities of Russian business.

2025: Expansion of integration with Telfin PBX

Telfin expands the functionality of the integrativirtual PBX and CRM Megaplan. Missed call tracking is now available to all integration users to improve sales and customer satisfaction. Telfin announced this on April 22, 2025. Read more here.

2020: Launch of a free service to monitor the work of remote employees

On March 31, 2020, the developers of the Megaplan CRM system announced the launch of a free service to monitor the work of remote employees. The platform will help managers set up secure exchange of company documents, track tasks, control performers and communicate in a secure chat on a smartphone or home computer.

to data According to the study, Megaplan 16% at Russians the end of March 2020 switched to home operation due to the threat of spread. coronavirus At the same time, the share of employees at remote To Moscow St. Petersburg and is about 63%. The transition to work from home has led to an increase in traffic messengers and services, videoconferences analysts say. At the same SimilarWeb time, the number of Megaplan users on mobile devices increased by 24% in two weeks, while the time of the working session increased by an average of 1.5 hours a day.

The business is actively looking for tools to stay in touch with employees and control the execution of tasks. So, since March 16, 2020, the number of requests for connection to the Megaplan has increased by 25%. And the main challenge for us was that the company's main product is much larger and more complex than the current market needs. Therefore, we examined the most popular options that our potential users are looking for and combined them into one completely free service, notes Megaplan CEO Sergei Kozlov

The Megaplan offers businesses the ability to use a task manager with flexible access rights for employees, a corporate calendar and chat, and the ability to securely share and store 10 GB of data in the cloud, free of charge and without restrictions on the number of employees. Users will be able to install on a smartphone mobile application for free for operational control over the performance of tasks and results of employees. You can connect to the free service on the megaudalenka.ru.

We have launched a free product to help businesses that suffer huge losses due to the pandemic and its consequences, establish remote work as quickly as possible. I would like people at a distance to continue to grow professionally and work effectively, and not mindlessly sit on entertainment sites, explains the position of the company Sergei Kozlov

2019: Integration of Rostelecom's Virtual PBX

On August 6, 2019, Rostelecom announced that, together with the developer of cloud services, Megaplan had signed an agreement on cooperation in the field of solutions for corporate clients. The companies intend to integrate the "Virtual PBX" "Rostelecom" into the CRM system (Customer Relationship Management) of Megaplan. Read more here.

2016: Reporting Modernization

2016, the clients of Megaplan were: Crocus Group, MGIMO, St. Petersburg State University, ND Bank JSC, Claustrophobia quest network, Fitness House sports club chain, Verny chain of stores, Federal Scientific and Clinical Center for Physical and Chemical Medicine Roszdrava and others.

In 2016, the company began to redesign CRM Megaplan.

"We switched to the new ReactJS technology, which allowed the system to work much faster," says Sergei Kozlov. - The location of the interface elements has also changed, now each user of the system has the opportunity to choose which interface design is more convenient for him to work with. The arrangement of elements in the system can be represented both in the form of a list and in the form of cards. When choosing a design in the form of cards, the user gets the opportunity to work in one window, he does not need to constantly go from one page to another. "

In addition, in 2016, CRM "Megaplan" turned into a comprehensive platform where various services and applications can be added to exchange data with other systems, increasing its efficiency and convenience for users. Both third-party developers and system users have the ability to create such applications. Data from Megaplan can be integrated with other customer systems that, for example, carry out throughput at the enterprise, accounting and postings, inventory accounting, price management and evaluation of the effectiveness of various sales channels, as well as with postal services, a single contact base, a digital telephone exchange, etc. Opening a CRM system for integration with third-party applications will allow users to constantly synchronize Megaplan data with other information systems, as well as use the data of these systems inside Megaplan.

On February 15, 2016, Megaplan announced the modernization of the system reporting module: system data can now be converted into color graphs and charts^[1].

In the upgraded Reports module, the data filter and toolbar have been changed, and four view modes have been added. The default version includes 10 reports that will show how many tasks each department has, how many transactions are closed, the amount of revenue in the past month.

Reports can be copied, printed, transferred to MS Excel or deleted directly from the list - they are highlighted in bold.

Screenshot of the program window (2015)

A testing tool has appeared in the system, it will help test employees for knowledge of the system and increase efficiency. The tests are divided into 2 groups: Collaboration and CRM: Customers and Sales. There are three difficulty levels in each group. The test consists of 15-20 questions, each of which contains 4 answer options and only one of them is correct. After a successful test, the user can receive a registered certificate, the authenticity of which can be verified on the developer's website.

All incoming, outgoing, missed calls are saved in the Megaplan in the customer card and the calendar of the customer owner. In this version, a setting has appeared that allows you not to record calls without talking. Connecting mail has been simplified: prompts will be carried out at all stages of configuration. Connection is possible from anywhere in the program.

2013:Oktell integrated into Megaplan

Business app Megaplan integrates Oktell as a module for making voice calls. The integration of Megaplan with Oktell will allow users to make internal and external calls directly in the software client. The Call button appears in the profile of each user (customer, partner, or colleague). Pressing it automatically connects to the subscriber. With an incoming call, the number is automatically determined, all information on the caller appears in the pop-up window. If the contact is the first time, a window opens to create a new map. All conversations can be recorded on their own server. Calls require a headset or built-in microphone.

2012

As of June 2012, more than 12,000 companies with a total staff are using Megaplan for a hundred thousand people who have created more than two million tasks in the system.

2011: Megaplan Tusk-manager Free

In 2011, more than 7,500 payment orders were sold. The size of the customer base (active paid customers) increased more than 2.5 times to 2,400 customers. The volume of the customer base for free products amounted to 9,600 companies

Free products are perfect for automating the business processes of numerous web studios and Internet agencies, associations of freelancers and startups, individual entrepreneurs and any small project teams.

It is no secret that the vast majority of Russian small business companies are in the "Stone Age" in terms of automation of business processes. Management accounting is implemented on paper or in the chaos of numerous spreadsheets, financial accounting - in the books. An important deterrent to the implementation of automation systems is their high cost, often unbearable for small companies of 3-7 people, as well as the complex and opaque process of implementing and deploying solutions on their own servers.

The combination of the SaaS model of Megaplan products and the presence of a free line allows any company to instantly start working in Megaplan, with zero implementation and maintenance costs. To start working in the system, you just need to register on the www.megaplan.ru website in one minute - and you can start working.

The Free Task Manager allows you to effectively organize joint work within the company, organize the staging and control of tasks and projects, plan and maintain a calendar of daily affairs, and organize work with remote employees.

Free products Megaplans have restrictions: no more than 7 employees (not counting those dismissed) can be registered in the system, and no more than three licenses (simultaneous logins to the system) can be used. When the limits are reached, system users always have the opportunity to simply switch to paid versions.

Megaplan was one of the first Russian companies with serious weight in the automation market to announce a line of free products available for mass use using the SaaS model. This step will help a huge number of small companies use effective automation tools designed specifically for the realities of Russian business.

Notes