CRM Мегаплан

Megaplan is a company management system: CRM, task and project manager, business process automation. Helps to manage employees and their tasks, work with clients and complete transactions.

The mobile application helps to plan a working day, monitor the implementation of tasks and projects, track the results of employees and all key indicators from the phone. Keep your finger on the pulse on the road, at home or on a business trip!

Sales and business processes

Unified customer base

Clients will not be lost if you combine them into one list and distribute access rights in CRM

Control of managers

Receive notifications about overdue cases and information about “forgotten” clients

Sales funnel

Study transaction statuses to plan sales and forecast cash flow

Projects and tasks

Orders and time control

Distribute tasks between employees and receive notifications about "burning" deadlines.

Notifications

If an employee commented on a task or changed the status of a project, the whole team will receive a message

Time tracking

The task manager will show how many tasks someone has and how many hours it takes to complete them

Integration

50+ settings with other services and applications expand the capabilities of Megaplan. Accounting, analytics, mailings, telephony and instant messengers exchange data and collect information in one window.

Additionally

Convenient calendar for scheduling calls and appointments

Group and personal discussions with information on receiving and viewing messages

Automation of setting tasks and promoting transactions according to schedule and conditions

We keep your data as ours. End-to-end encryption and password entry protect them from being intercepted by intruders. The safety and comfort of our users is of the utmost importance to us. We listen to your wishes and constantly improve our mobile application.