
MEGGA CRM

Field
Real estate, Swiss agencies
Year
2026
Scope
Product design, matching engine, WhatsApp AI agent, KYC/AML, seller portal
About
Agents fill in CRMs after the deal, not during it. MEGGA CRM was built with real estate agents, for agencies of two to twenty people in French-speaking Switzerland. Pipeline, contacts and one timeline; a matching engine that scores every buyer-to-property pair and explains why; an AI on WhatsApp that drafts, reminds and summarises; KYC and AML with PEP and sanctions screening. What commits the agency waits for a person.



Results
An autonomy ladder for the AI agent with a legal floor that never moves: a person approves every act that binds. Matching with an undo window and a reason for every score. A ten-year audit trail on compliance. Four languages. In production at app.getmegga.com.


