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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.