CRM ROI
Turn better customer management into better business ROI
CRMSix brings sales, customer service and quote to cash together in one CRM. Your team spends less time on manual work, follows up on more leads and keeps customers longer. Work out what that could be worth to your business.
Manage better. Sell smarter. Grow profitably.
The problem
Where growing businesses lose time and money
Most of the cost isn't the software. It's the hours spent working around scattered information, and the sales that slip away because nobody followed up.
Enquiries sit in an inbox or a spreadsheet with no owner, and the first reply comes days later.
The same customer details are typed into a spreadsheet, a help desk, a quote template and an invoice.
Service doesn't see what sales promised, and sales doesn't see the open complaint before calling.
Reports are built by hand at month end, so problems in the pipeline show up too late to fix.
Six ROI drivers
Six ways CRMSix improves your return
Each one is something CRMSix does today. Items marked Add-on are turned on for your organization on request.
Sales productivity
- The challenge
- Salespeople spend hours on data entry, chasing reminders and building quotes by hand.
- With CRMSix
- Leads, accounts, opportunities and tasks in one place; a drag-and-drop pipeline; email templates; PDF quotes from your price lists; workflow rules that create follow-up tasks; Google Calendar sync.
- What changes
- More of the week goes to selling.
Lead conversion
- The challenge
- Leads are missed, or followed up late, because nobody owns them.
- With CRMSix
- Leads arrive from your website form, your sales inbox and Google Ads lead forms Add-on, each with an owner or shared round robin across a sales team. Lead scoring Add-on flags the hottest leads; one click converts a lead to an account, contact and opportunity.
- What changes
- Every lead has an owner and a next step.
Marketing efficiency
- The challenge
- It's hard to tell which campaigns bring in customers, not just clicks.
- With CRMSix
- Every lead keeps its source, and its campaign, on the deal it becomes. The Marketing app Add-on sends campaigns to lists of your leads and contacts from your own domain.
- What changes
- You see which sources turn into revenue.
Customer retention
- The challenge
- Customer history is scattered across inboxes, chats and people's heads.
- With CRMSix
- Cases from email, web forms and live chat, with SLA milestones and escalations; a knowledge base; satisfaction surveys when cases close; contracts with renewal reminders; a customer portal Add-on.
- What changes
- Customers get faster answers, and renewals aren't missed.
Operational efficiency
- The challenge
- A help desk, a CRM, spreadsheets and an invoicing tool that don't talk to each other.
- With CRMSix
- One seat covers service and sales. Quotes become orders and invoices with GST, paid online with Razorpay or Stripe. Workflow rules and Flow Builder automate the steps in between, and Inventory Add-on keeps stock in the same system.
- What changes
- Less retyping, fewer tools to pay for.
Management visibility
- The challenge
- Managers lack a clear, current view of the pipeline and the service queue.
- With CRMSix
- Reports and dashboards, quarterly forecasts against each rep's quota, a live board for chat supervisors, field history on key records and a setup audit trail.
- What changes
- Decisions are made on today's numbers.
ROI calculator
Estimate your return from CRMSix
Enter your own numbers. The results are estimates based only on what you enter here, not results CRMSix customers have reported.
Time saved is valued at what that time costs you, and extra profit comes only from the conversion improvement, so the two don't overlap. The subscription uses list prices before taxes; setup time and add-ons aren't included. These are estimates from your inputs, not a promise of results.
The formula
How the ROI is calculated
No hidden multipliers. The calculator above uses exactly this.
ROI (%) = (annual benefit − annual CRMSix cost) ÷ annual CRMSix cost × 100
| Example: 10 people on Professional, with the calculator's starting numbers | Per year |
|---|---|
| Time saved: 10 people × 20 hours × 30% = 60 hours a month, at $12.50 an hour | $9,000 |
| Extra profit: 500 leads × 1 point = 5 more customers a month, at $300 each | $18,000 |
| Total estimated benefit | $27,000 |
| CRMSix Professional: 10 users × $32 × 12 months | $3,840 |
| Net estimated benefit | $23,160 |
| Estimated ROI: $23,160 ÷ $3,840 | 603% |
This is an illustrative scenario, not a CRMSix customer's result. Your return depends on how much manual work your team does today and how much your follow-up actually improves. Try lower numbers in the calculator to see a cautious case.
By industry
Where the return comes from in your industry
Manufacturing
- Leads and distributor accounts in one place
- PDF quotes from your price lists, with discount approvals
- Orders, invoices with GST, and contracts with renewals
- Stock by warehouse, purchase orders and low-stock alerts Add-on
Return from: quotes that don't stall, and repeat orders that aren't forgotten. Quote to cash
Pharmaceutical and chemical
- Products with CAS numbers, grades, and TDS and SDS documents
- Samples with customers' test results
- Price offers checked against each product's minimum margin
- Batch and expiry tracking, first expiry first out Add-on
- Reorder reminders from each customer's buying pattern
Return from: fewer offers below margin, and samples that turn into orders. Chemicals app
IT and software
- Leads from your website and ad forms, assigned on arrival
- Pipeline and quarterly forecasts against quota
- Quotes customers sign online
- Contracts with recurring invoicing, and support cases with SLAs
Return from: forecasts you can trust, and renewals that bill themselves. Sales CRM
Distribution and trading
- Quotation follow-ups and orders on each account
- Stock reserved for orders, with partial shipments and backorders Add-on
- Reorder suggestions turned into purchase orders, with supplier prices Add-on
- WhatsApp conversations on the customer's record Add-on
Return from: fewer stock-outs and less coordination by phone. Inventory
Professional services
- Client records with every request, email and meeting
- Service requests as cases, with a customer portal Add-on
- Google Meet and Zoom meetings from the record
- Satisfaction surveys, contracts and renewal reminders
Return from: clients who stay, and less time spent on admin. Service
Real estate and automotive
Ready-made apps for property sales and for vehicle dealers, built on the same CRM. Real estate · Automotive
CRMSix keeps your records organized. It doesn't by itself make you compliant with industry regulations or guarantee stock accuracy.
Before and after
What changes with a connected CRM
| Without a connected CRM | With CRMSix |
|---|---|
| Leads tracked in spreadsheets | Leads captured from forms and email, each with an owner |
| Follow-up reminders kept in people's heads | Tasks created by workflow rules, synced to Google Calendar |
| Customer information scattered across tools | One record with deals, cases, quotes, orders and emails |
| Little view of the sales pipeline | A live pipeline and forecasts against quota |
| Sales and service working separately | One seat for both, sharing the same customer history |
| Performance reports built by hand | Reports and dashboards that are always current |
Why CRMSix
A lower cost to start with
Return depends on cost as much as on benefit. CRMSix keeps the cost side small.
One seat, service and sales
People who work cases and deals need one CRMSix seat, not a seat in two products. See the comparison.
No onboarding fee
Start with a 14-day free trial of any plan, for up to 10 users, with no credit card. Import your data from CSV.
Enterprise basics on every plan
Single sign-on and an audit trail on all paid plans, and AI assistants that work in your CRM with no CRMSix AI charge.
FAQ
Questions about CRM ROI
How do you calculate CRM ROI?
Add up what the CRM is worth to you in a year (the value of time saved plus the profit from extra customers), subtract what it costs, and divide by the cost. The calculator on this page does exactly that, with your own numbers.
Are these results guaranteed?
No. The calculator shows estimates based only on the numbers you enter. Your return depends on how your team works today and how consistently it uses the CRM.
How soon will we see a return?
Time savings start once your team works in CRMSix every day, often within the first few weeks. Gains from better follow-up take a sales cycle or two to show. The payback figure above compares benefit with the subscription only; it doesn't include the time your team spends setting up.
How much does CRMSix cost?
Starter, Professional and Enterprise plans are priced per user per month, in your currency. One seat covers service and sales. See pricing.
Does CRMSix include marketing?
Lead capture, lead sources and lead scoring are part of CRMSix. The Marketing app, an add-on, sends campaigns to lists from your own domain. CRMSix isn't a full marketing automation suite.
Can we move from spreadsheets or another CRM?
Yes. Import accounts, contacts, leads, products and more from CSV files. See Data import, or book a demo and we'll help you plan the move.
Learn more: Sales CRM · Customer service · Pricing · Compare CRMs · Help center