SOLUTION · CRM

MEGAWORK CRM

Manage leads, the sales pipeline, customer activity and quotes, with an AI sales assistant to summarise and suggest.

MEGAWORK CRM is a customer management system that runs the whole sales process on one screen, from the moment an inquiry arrives through to the contract. Customer history stays in place even when the account owner changes, and if you connect your company's own AI API key, the AI assistant also helps with customer and deal summaries, next-action suggestions, meeting notes, business-card registration and first-response drafts for leads.

A good fit for · Sales and consultation teams, and companies with a high volume of consultations such as education and services

Request a demo Visit the demo site ↗ Get the catalog
MEGAWORK CRM screen
PROBLEMS

The problems it solves

Inquiries arrive through several channels and some get missed
You have to ask each salesperson one by one where their deals stand
Customer history only exists in someone's personal Excel file
Writing up meetings and calls as activity records takes time
Which deal to chase first is decided on gut feeling
FEATURES

Key features

Lead management

Inquiries from your website, phone and messenger collected in one place.

Sales pipeline

A stage-by-stage card board showing where everything stands.

Customer activity records

Consultations, calls and visits logged per customer.

Quotes & contracts

Writing quotes and managing contract status.

Campaigns & messaging

SMS and email sent by customer group

Reports

Performance and conversion rates by owner and period

SCREENS

Screens

Click an image to see it larger.

CRM customer overview
CRM customer overview
Sales pipeline board
Sales pipeline board
AI assistant — deal summary, risk signals and next actions
AI assistant — deal summary, risk signals and next actions
Next-action suggestions — create a task straight from the priority card
Next-action suggestions — create a task straight from the priority card
AI FEATURES

AI features

Sales questions in plain words

Ask something like “show me this month's deals at risk” and it looks up the pipeline, upcoming closes, unopened quotes and overdue receivables and answers with a table. It only queries within your own data scope.

Customer and deal summaries with follow-up mail

It summarises an opportunity or account on a single page — current state, recent activity, open quotes, risk signals and next steps — and writes follow-up email drafts for the purpose you choose.

Deal score and next-action suggestions

It scores how well a deal is being managed from contact gaps, stalled stages, quote views and changed close dates, then ranks what to handle now and turns it straight into tasks.

Meeting and call summaries

Drop in notes, a transcript or a PDF and it sets out the summary, the decisions, the customer's requests and the next steps, along with suggested stage and amount changes, and saves it as an activity.

Business-card scanning

Photograph a business card with your phone and it reads the fields, checks for duplicates against existing customers and leads, and registers it as a lead or as an account and contact. The photo is not stored.

AI agent lead response

For each lead awaiting a response it assesses budget, decision authority, need and timing, and prepares a recommended owner and a first-response email draft. Applying it is left to a person.

AI features are optional and are configured around your own data and workflows.

PROCESS

How deployment works

STEP 1

Consultation & demo

We listen to how you work and go through the features together on the demo site.

STEP 2

Requirements

We separate what the standard features cover from what needs custom development.

STEP 3

Setup & custom development

We configure your organisation, permissions and forms, and develop the features you need.

STEP 4

Data migration & training

We move your existing data and train administrators and users.

STEP 5

Go-live & operation

After go-live we continue with maintenance and improvements.

On-premise build

We install it on your own servers or cloud and add custom development. The scope of source code provided is set in the contract.

Subscription

You use it directly on the MEGAPARK cloud, month by month with no upfront cost.

FAQ

FAQ

Can we try a demo first?
Yes. Leave us a demo request and we will send you demo account details or walk you through it over video.
How much does it cost?
It depends on the number of users, the deployment option (on-premise build or subscription) and the scope of custom development. We provide a quote after a consultation.
Can website inquiries come straight into the CRM?
Yes. We can connect it to your website inquiry form so they are registered as leads automatically.
What do we need in order to use the AI features?
An AI API key issued in your company's name (Anthropic Claude or OpenAI), entered under [System settings › AI integration]. You pay the usage fee to the AI provider directly, and you can set a monthly usage cap and decide which features may use it. Even without a key, queries, summaries, deal scoring, next-action suggestions and meeting summaries work on a rule basis.
Is it safe for our customer data to go out to an AI?
The AI does not access the database directly; it only receives content assembled within the user's data scope (own, team, department or all). Resident registration numbers, card, bank account, phone and email details can be masked before sending, and the call log keeps no message bodies. Business-card photos are not stored on the server.
Will the AI send emails or change our records on its own?
No. AI output is a draft. Mail is only copied or saved as a task, and changes to a lead's status or owner and changes to an opportunity take effect only after the person in charge has checked them and pressed [Apply] or [Save].

Try MEGAWORK CRM
as a demo first

You can request demo account details or a live walkthrough over video. Custom development and AI features are mapped out together during the consultation.

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