ROI Calculator

Build a clear ROI case for business improvement.

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CRM automation ROI calculator for RevOps and sales operations

Estimate how much CRM automation can save in admin time, data cleanup, and downstream workflow friction.

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CRM automation is often sold as a speed improvement, but the underlying business case is broader than that. Repetitive record updates, duplicate management, and incomplete handoffs all create measurable operating cost.

This landing page uses the CRM admin preset as a starting point because it is easy to adapt. If your process also affects lead routing or follow-up quality, you can raise the monthly opportunity or error-cost assumptions to reflect that wider impact.

The result is a cleaner ROI story for RevOps, sales leadership, and finance.

Free to use. Your figures stay in this browser.Saved in this browser

Your next business improvement

1. Choose a workflow

Start with an example or build your own. Every assumption is editable.

Illustrative example

These figures are starting assumptions, not benchmarks, expected results or a Naonis quote.

Shared assumptions

These defaults apply to new workflows. Currency changes the symbol, not the exchange rate. Use one currency throughout.

Choose a workflow to see your estimate

Start with an example above. You can compare more workflows when your first estimate is useful.

Download or share

Share the summary

Use the PDF for a business case report, or the image for a quick visual snapshot.

Review the numbers

The Scenario CSV shows the outcomes. The Breakdown CSV includes the inputs, detailed calculations and notes.

Keep an editable backup

Save the JSON backup. Import it below to reopen the estimate and reproduce the calculations. All downloads are created in this browser.

ROI figures are based on the information entered in the online calculator. They are for illustrative purposes and do not guarantee an outcome.

Restore a saved estimate

Choose a JSON backup to reopen it here. This replaces your current estimate, so export a backup first if you want to keep it.

Start again

Clear the saved workflows and settings in this browser.

FAQ

Questions decision-makers usually ask

What makes CRM automation ROI measurable?

CRM work is usually repetitive, periodic, and tied to clear hourly cost assumptions, which makes annualized savings easier to defend.

Should CRM hygiene be modeled as time or error reduction?

Often both. Time covers the routine admin, while error reduction captures downstream cleanup and lost routing quality.

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