Use cases

One assistant. Every team.

From sales leadership to finance to founder-led teams — CRMLens fits how your pipeline actually runs. See how teams use it every day.

Use cases

One assistant. Every team.

From sales leadership to finance to founder-led teams — CRMLens fits how your pipeline actually runs.

Founders

Founder-led sales

One screen from lead to billed. No CRM admin overhead.

Finance

Revenue & billing

Recurring vs one-time by month, plus billed/unbilled ticks per FY.

Reps

Sales reps

Dense grid, inline add, dropdown SPOCs. Fast on mobile too.

Groups

Multi-company groups

One login, a company switcher, strict per-company data isolation.

Operations

Sales ops

Masters keep data clean; Excel import dedupes on the way in.

How it works

From sign-up to shipping in minutes.

No setup, no training, no procurement cycles. Open a chat and start working.

  1. Set up in minutes

    Drop the folder on any PHP + MySQL box, run setup once — schema and demo data included.

  2. Load your masters

    Clients, products, contacts, stages, users — or import your existing pipeline from Excel.

  3. Work the pipeline

    Add deals inline, move stages, probabilities follow. Every change is history-logged.

  4. Read the revenue

    Weighted forecasts, month-wise projections, FY matrices, and billing ticks — all live.

By the numbers

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

The best AI assistant. Yours in 30 seconds.

Free forever to start. No credit card. Cancel anytime — but you won't want to.