Section 135 · Companies Act 2013 · Schedule VII Compliant

CSR Management Simplified

End-to-end CSR project management — from proposal submission and governance voting to execution tracking, donor management, and impact reporting. Built for Indian compliance.

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135
Section Compliant
E2E
Project Lifecycle
Multi
Entity Support
5
Role-Based Access
Platform

Everything You Need to Manage CSR

A complete governance and project management system built for Indian CSR compliance.

Multi-Entity Structure

Trust → Entity hierarchy. Assign users to one or more entities with role-based permissions. Super Admin, Entity Admin, Team Lead, Governance, Viewer.

Governance Voting

Committee members review project proposals and vote Approve, Reject, or Abstain. Configurable deadlines with extension support. Email notifications on every vote.

Project Lifecycle

Request → Vote → Approve → Execute → Complete. Milestones, progress tracking with amount & percentage, hold/resume, and document uploads.

Budget & Fund Tracking

Entity-wise budget per financial year. Track Budget vs Funds Received vs Spent on a visual dashboard. Link donations to specific projects.

Email Engine

HTML email templates with variable substitution. Automated triggers for submission, voting, approval, rejection. Configurable SMTP via settings UI.

Audit Trail

Complete log of every action — who changed what, when, from which IP. Full accountability and compliance-ready history.

Financial Year Management

Create multiple FYs, switch active year from the dashboard, set entity-wise budgets. Year-on-year comparison ready.

Success Stories

Completed projects auto-publish as Success Stories with impact data, photos, and beneficiary counts. Editable and publishable.

Committee Members

Maintain a separate governance committee with Name, Designation, and Email. Voting emails go to all active members automatically.

Notifications

In-app notification bell with unread count. Click-through to relevant page. Mark read, mark all read, clear old notifications.

Branding & Settings

Upload your organization logo for sidebar. Configure SMTP, email templates, voting defaults, and branding — all from the settings UI.

Reports & Dashboard

Entity-wise budget vs spend. Pillar-wise summary. Donor contributions. Geographic distribution. Visual bars and KPI cards.

Process

Four Steps. Full Lifecycle.

From proposal to impact report — every CSR project follows a governed workflow.

01

Submit Request

Team Lead submits a project proposal tagged to entity, pillar, and financial year with supporting documents.

02

Governance Vote

Committee members receive email and vote Approve, Reject, or Abstain within the configurable deadline.

03

Execute & Track

Approved projects move to execution with milestones, progress updates, amount tracking, and beneficiary counts.

04

Complete & Report

Upload photos, acknowledgements, and utilization reports. Auto-publish as a Success Story on the platform.

Pricing

Simple, Transparent Pricing

Per company, per year. No hidden charges. All features included in every plan.

Starter
₹15,000
per company / year
✓ Up to 15 users
✓ 1 company, unlimited entities
✓ All modules included
✓ Email notifications
✓ 5 GB document storage
✓ Email support
Get Started
Professional
₹35,000
per company / year
✓ Up to 50 users
✓ 3 companies, unlimited entities
✓ All modules included
✓ Email + in-app notifications
✓ 25 GB document storage
✓ Priority email & phone support
Get Started
Enterprise
Custom
tailored to your group
Unlimited users
✓ Unlimited companies & entities
✓ All modules + custom reports
✓ API access
✓ Unlimited storage
✓ Dedicated account manager
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Interactive Demo

See CSRLens in Action

Walk through a fully populated dashboard, project list, budget tracker, and reports — all with real-world sample data. No signup needed.

Dashboard Projects Requests Budget Tracker Reports
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