From Ad Spend to Revenue…
Finally Connected
Connect your marketing platforms, CRM, pipeline, and revenue data into one unified system…
…with consistent KPIs and automated reporting.
No more conflicting numbers. No more spreadsheet stitching.
Still Reconciling Marketing and Sales Numbers Every Month?
Marketing says: “We generated 1,200 leads.”
Sales says: “Only 300 were qualified.”
Finance says: “Revenue numbers don’t match.”
The result? When marketing and sales data live in separate systems, growth becomes guesswork.
- Multiple dashboards with different numbers?
- Endless Slack threads about “which metric is correct”?
- Manual spreadsheet reconciliation?
- No clear view of true ROI?
- Misaligned targets across teams?
One Unified View From First Click to Closed Deal
AutoROICalc connects: Ad platforms (Google, Meta, etc.); Web analytics; CRM & pipeline systems; Revenue & finance data; Spreadsheets & databases; … and turns them into a single, consistent performance layer.
From campaign → lead → opportunity → revenue — fully traceable.
Connect Your Systems
Let it flow to the one source of truth!
Pull data from: Marketing platforms; Analytics tools; CRM; Revenue systems; Internal databases, etc.
Standardize Funnel Definitions
Define your Lifecycle stages, Attribution logic, Revenue mapping, Custom KPI formulas. Create a shared data language.
Build Unified Dashboards
Create dashboards that show marketing performance, sales pipeline, revenue impact. All connected — not separate.
Automate Reporting & Insights
Schedule updates; Set targets; Monitor changes; Drill down instantly.
Start Free — Scale As You Grow
Free plan up to 10K records
On-Premise / Self-Hosted options
Get started instantly with our free plan, which includes up to 10,000 data records — perfect for small teams, startups, or testing your reporting setup. When you’re ready to scale, choose from affordable, usage-based pricing with no long-term contracts or hidden fees.
Need more control? We also offer robust On-Premise / Self-Hosted deployment options for businesses that require custom hosting, enhanced data security, or full infrastructure ownership.
- Free plan up to 10K records
- Affordable paid plans
- No long-term contracts
- On-Premise / Self-Hosted options
Combine marketing, CRM, and financial systems into one reporting layer.
Ideal for: Marketing teams proving ROI; Sales leadership aligning with demand gen; Revenue operations teams; SaaS & B2B companies; Agencies managing full-funnel clients; Multi-location businesses tracking local performance.
Start for free today or book a personalized demo to see how it works.
Works on any device!
Whether you’re in the office, in the field, or working remotely, your dashboards, reports, and data are always at your fingertips — synced and consistent across all devices.
Desktop and Laptop
The best experience!
Get started in no time — set up easily, supercharge your reports, integrate your tools, design impactful dashboards, and unlock full automation.
Tablets
Wow, what a presentation!
Impress on the move — deliver stunning dashboards, interactive reports, and real-time insights straight from your tablet.
Mobiles
Synced literally on the go!
Your business in your pocket — monitor performance, view dashboards, and make quick decisions with instant mobile synchronization.
What Data Unification Enables?
Let’s see:
- See the Full Funnel Clearly – Cost per lead, Cost per qualified opportunity, Pipeline value by campaign, Revenue by channel, Marketing-sourced vs sales-sourced revenue
- Align Marketing & Sales Around the Same KPIs – Define metrics once and apply them consistently across dashboards. Everyone works from the same definitions.
- Eliminate Spreadsheet Reconciliation – Stop Exporting CSVs; Manually matching contact IDs; Fixing broken formulas; Rebuilding monthly ROI sheets. Your data syncs automatically — and stays aligned.
FAQ
How do you connect marketing and CRM data?
We connect your marketing platforms (such as ad networks and analytics tools) with your CRM and revenue systems through direct integrations, tracking modules, and API connections.
This allows us to:
- Map leads to opportunities
- Track lifecycle stages
- Connect campaigns to pipeline
- Attribute revenue to marketing sources
Once connected, the system automatically syncs and updates data — eliminating manual CSV exports or spreadsheet stitching.
What if our CRM is custom or internally built?
No problem. If you use a custom CRM or internal system, you can connect it using:
- Our API
- Data exports with automated sync
This allows you to unify marketing and sales data even if your stack is unique or highly customized.
Can we unify online and offline sales data?
Yes, you can combine:
- CRM-based deal data
- Offline sales
- Retail or location-based revenue
- Phone or manual sales entries
By connecting all revenue sources into one system, you gain a complete view of true customer acquisition cost and return on investment.
Does this replace our BI tool?
Not necessarily — and it doesn’t have to. Marketing & Sales Data Unification can:
- Serve as your primary reporting layer
- Feed clean, standardized data into your existing BI tool
- Replace manual spreadsheet workflows
- Complement your current analytics stack
Many teams use it as their trusted performance layer, while still leveraging BI tools for advanced modeling if needed.
Do you support self-hosted / on-premise deployment?
In addition to cloud deployment, we offer On-Premise / Self-Hosted options for organizations that require:
- Enhanced data security
- Full infrastructure control
- Internal compliance alignment
- Private cloud environments
This gives enterprises flexibility without compromising functionality.