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.
Features
Built for serious work.
Everything you need from an AI assistant — and the controls you need to deploy it across an entire organisation.
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.
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
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 |
The best AI assistant. Yours in 30 seconds.
Free forever to start. No credit card. Cancel anytime — but you won't want to.