Weighted pipeline grid
Every deal on one dense line: stage, probability, order value, client SPOC, company SPOC, closure date. Totals pinned on top. Best = value, Average = value × probability, Low = half of that.
Multi-tenant
Many companies, one database
FY Apr–Mar
Indian fiscal year built in
Excel in & out
Import with dedupe, export everything
Vanilla PHP + MySQL
Runs on any LAMP box
Multi-company · Indian FY (Apr–Mar) native · Self-hosted
The sales pipeline, weighted and won.
CRMLens turns a plain deal list into a forecast you can defend — stage-weighted projections, month-wise revenue split one-time vs recurring, a product × client revenue matrix, and a billing tracker that starts the moment a deal is Won.
6
Pipeline stages
3
Projection cases
12
Month revenue matrix
100%
Your server, your data
Trusted by teams at the world's most ambitious companies
Built for serious work.
Everything you need from an AI assistant — and the controls you need to deploy it across an entire organisation.
Month-wise revenue projection
One-time revenue lands in the closure month; monthly recurs from closure; yearly spreads ÷ 12. A stacked view shows exactly how much of each month is recurring versus one-time.
Revenue matrix with drill-down
A product × months grid for any fiscal year — flip to client-wise in one click, expand any row to see the split underneath, and export the same matrix to Excel.
Post-Won billing tracker
Won is not done. Recurring deals appear month-by-month in a billing grid — tick each month as billed, filtered by fiscal year. Nothing slips after the handshake.
Masters, not manual entry
Clients, products, and SPOCs live in masters. Client SPOCs carry their phone and email once; deals just point at them. Deactivate a user without touching their deal history.
Excel round-trip with dedupe
Admins download the full pipeline as formatted XLSX; anyone can import .xlsx or .csv back. Duplicates (same client + product + value + lead date) are skipped automatically.
From sign-up to shipping in minutes.
No setup, no training, no procurement cycles. Open a chat and start working.
-
Set up in minutes
Drop the folder on any PHP + MySQL box, run setup once — schema and demo data included.
-
Load your masters
Clients, products, contacts, stages, users — or import your existing pipeline from Excel.
-
Work the pipeline
Add deals inline, move stages, probabilities follow. Every change is history-logged.
-
Read the revenue
Weighted forecasts, month-wise projections, FY matrices, and billing ticks — all live.
One assistant. Every team.
From sales leadership to finance to founder-led teams — CRMLens fits how your pipeline actually runs.
Sales leadership
Walk into the Monday review with a weighted number, not a wish. Stage-probability projections, week-on-week and month-on-month movement, funnel conversion, and a by-SPOC breakdown show exactly where the quarter stands and who owns what.
Founder-led sales
One screen from lead to billed. No CRM admin overhead.
Revenue & billing
Recurring vs one-time by month, plus billed/unbilled ticks per FY.
Sales reps
Dense grid, inline add, dropdown SPOCs. Fast on mobile too.
Multi-company groups
One login, a company switcher, strict per-company data isolation.
Sales ops
Masters keep data clean; Excel import dedupes on the way in.
How CRMLens compares.
A frontier model paired with the surface area to actually use it — chat, terminal, browser, spreadsheet, API.
| Capability | CRMLens | Typical CRM |
|---|---|---|
| Indian fiscal year (Apr–Mar) | Native everywhere | Calendar year only |
| Weighted projection | Best / Average / Low built in | Single number |
| Recurring vs one-time revenue | Split in every report | Lumped together |
| After a deal is Won | Month-wise billing tracker | Deal disappears |
| Multi-company | Single DB, company switcher | Separate paid instances |
| Excel import | XLSX/CSV with dedupe | CSV, duplicates included |
| Hosting & stack | Self-hosted, vanilla PHP | Their cloud, their terms |
Receipts, not promises.
Real performance from teams shipping with CRMLens every day.
0
FY months per matrix
0
Projection cases per deal
0
+
Built-in reports
0
%
Data on your own server
A plan for everyone.
Start free. Upgrade only when your work demands more capacity, more capability, or more team controls.
Trial
Evaluate CRMLens with your real pipeline.
₹0
30 days · up to 5 users
- Full pipeline & reports
- Excel import / export
- 1 company
- Demo data included
Standard
For a single sales team that lives in the pipeline.
₹499
per user / month
- Everything in Trial
- Up to 25 users
- Billing tracker
- All reports & FY matrix
- Email support
Business
Multiple companies under one roof.
₹999
per user / month
- Everything in Standard
- Multi-company + switcher
- User deactivation & roles
- Priority support
Self-hosted
Your server, your database, your rules.
Custom
one-time + AMC
- Full source deployment
- Runs on any LAMP stack
- Your branding
- Setup & data migration help
Questions, answered.
How does the weighted projection work?
Each pipeline stage carries a probability (To Meet 10%, In Discussion 25%, Proposal Sent 50%, Negotiation 75%, Won 100%), which you can override per deal. Best case is the order value, Average is value × probability, and Low is half of Average. Dashboards, reports, and exports all use the same three numbers.
How is recurring revenue projected?
Every deal is marked One-time, Monthly, or Yearly. One-time revenue lands in the estimated closure month; monthly billing recurs each month from closure onward; yearly is spread as value ÷ 12. The month-wise report stacks these so you can see exactly how much of a month is recurring.
What happens after a deal is Won?
It flows into the Billing tracker — a fiscal-year grid of won deals with a tick per month. Monthly deals show every month from their closure onward; one-time and yearly deals anchor to the relevant month. Ticks save instantly, so finance always knows what is billed and what is pending.
Is it really multi-company on one database?
Yes. Every business table carries a company id and every query is scoped to it, so data is strictly isolated. A user granted access to several companies gets a switcher in the top bar; the Super Admin controls companies and their subscriptions from a separate console.
How does the Excel import avoid duplicates?
The importer accepts .xlsx and .csv, matches columns by header name, auto-creates missing clients, products, and contacts, and skips any row whose client + product + order value + lead date already exists — in the database or earlier in the same file. You get a count of added, duplicate, and ignored rows.
What does it take to host CRMLens?
Plain PHP 8 with the ZipArchive extension, MySQL 8, and Apache — a stock XAMPP install works for development. No frameworks, no build step, no Node. Two config files (local and production) hold the database credentials and base URL; a one-page setup script creates the schema and demo data.
The best AI assistant. Yours in 30 seconds.
Free forever to start. No credit card. Cancel anytime — but you won't want to.