Case
MEGGA

MEGGA CRM

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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.

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Smiling woman gesturing while sitting at a desk with a laptop in a modern office.
Two people at a wooden table, one typing on a laptop and the other pointing while sitting near an open blank notebook with pens.

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.

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Man in a sage jacket looking at a computer screen, lit from the side.