Commercial Finance Tool|Transparent Assumptions

CRM Total Cost of Ownership Calculator

Compare the multi-year cost of owning your CRM account directly versus paying an ongoing agency bundle markup. Itemize setup, monthly software, usage credits, and exit costs.

All estimates are in USD and exclude local sales taxes. Platform fees are billed directly by your software provider.

Cost Variables (Your Account)

e.g. Starter $97 / Pro $297
SMS & telephony usage
0 if maintaining internally
Zapier / connectors
Scenario 0% - 15%
Estimated export cost
Comparison Scenario: Agency Bundled Plan
Time Horizon
Client-Owned Model
$6,607
Fixed Setup + Direct Subscriptions
Agency Bundled Model
$13,064
Markup Subscriptions Over 36 Mos
Projected Savings Owning Your Account:+$6,457 USD

Itemized Ownership Ledger (USD)

Line ItemYear 1Year 2Year 3
Implementation Setup$1,495——
Platform + Usage Recurring$1,464$1,537$1,610
Exit & Migration Reserve——$500
Cumulative Total$2,959$4,496$6,607
Build your system on client-owned terms

Our CRM Foundation setup begins at $1,495 one-time with no ongoing software markups.

View Full Scope