Planning tool

CRM ROI calculator

Estimate the financial effect of a modest conversion improvement. Use conservative inputs and validate them with a pilot.

Monthly qualified leadsCurrent conversion rate (%)Average deal value (USD)Expected relative conversion lift (%)Monthly software and admin cost (USD)

Estimated monthly net gain—

Estimated annual net gain—

Monthly ROI—

Formula: current monthly revenue × expected relative lift − monthly software and administration cost. Taxes, churn, implementation cost, margin, and ramp time are excluded. Results are estimates, not financial advice or performance guarantees.