How to Measure the ROI of CRM Software in Real Estate: Calculator Case Studies

1. How to Measure the ROI of CRM Software in Real Estate: Calculator + Case Studies Inside Real Estate ROI | CRM Calculator | Profits & Productivity | Case Studies Pete REI CRM www.peterei.com | sales@peterei.com August 2025 | Real Estate CRM ROI & Pipeline Management Guide August 2025 | Real Estate CRM ROI & Pipeline Management Guide

2. Table of Contents Table of Contents Introduction: Why ROI on CRM matters ............................................................................... 2 Q: What ROI can real estate investors expect from a CRM? ......................................................................3 The ROI Calculator: Crunch Your Own Numbers ................................................................... 3 ROI Formula:................................................................................................................................. 4 Step 1: Estimate Gains .............................................................................................................................4 Step 2: Estimate Costs .............................................................................................................................4 Step 3: Plug It In ......................................................................................................................................4 ROI Calculator Worksheet ............................................................................................................ 5 Case Study 1: Crown City Homes Simplifies Operations with Pete CRM ............................... 5 Case Study 2: MN Nice Home Buyers – Smooth Migration & Smarter KPIs .......................... 6 Q: Which features of a CRM for real estate wholesalers drive the most ROI .............................................7 Feature-to-ROI Matrix for Real Estate Wholesalers ............................................................. 7 1. Investor-Specific Pipelines ........................................................................................................ 7 2. Automated Follow-Ups ............................................................................................................. 7 3. Centralized Communication ...................................................................................................... 7 4. Deal Dashboards ....................................................................................................................... 7 5. Mobile Access ........................................................................................................................... 7 Q: How do you Justify CRM costs across pricing tiers? ..............................................................................8 Pete REI CRM Pricing Plans and Packages ............................................................................ 8  Silver ($99/month): ........................................................................................................................8  Gold ($219/month): .......................................................................................................................8  Platinum ($397/month): .................................................................................................................8  Diamond ($997/month): ................................................................................................................8 FAQs ..................................................................................................................................... 8 Conclusion: The 10x Rule of CRM ROI ................................................................................... 9 Introduction: Why ROI on CRM matters Many investors lose money when opportunities get missed. Missed follow-ups, lost contacts, and scattered spreadsheets can add up to thousands in lost profits every year. In such cases, a CRM for real estate investors proves its value. An investor CRM does more than store contacts. With it, you can track deals, automate follow-ups, and measure exactly what is working in your pipeline. But one of the biggest questions investors ask is: How do I know if a CRM is actually worth it? In this guide, you will find out how to measure the return on investment (ROI) of CRM software, with real case studies. This guide also contains a calculator designed specifically for investors. If you are ready to move beyond spreadsheets and guesswork, this playbook will show you how to turn your pipeline into predictable profits. August 2025 | Real Estate CRM ROI & Pipeline Management Guide

3. This CRM ROI calculator guide shows you: A simple ROI calculator you can use right away. Case studies from investors who scaled faster with a CRM. Industry data and stats proving why a CRM delivers consistent ROI. Feature-to-ROI mapping so you know exactly what drives returns. Image 1: Determine which side you want to be Q: What ROI can real estate investors expect from a CRM? A: A lot more than the monthly subscription fee. According to McKinsey, organizations that adopt CRM-driven sales automation see around 15% revenue uplift. In real estate investing, the impact is even sharper because missing one wholesale deal can cost $20K in assignment fees. Compare that to Pete REI’s price. Here, one saved deal pays for years of subscription. According to the Harvard Business Research, 5% increase in retention lifts profits by 25–95%. Pete REI users consistently report saving 10 hours every week on admin tasks after switching to the platform. They reclaim valuable time by automating reminders and organizing pipelines. They utilize this time to focus on closing deals rather than being frustrated with endless Excel tabs. This efficiency directly boosts ROI. The ROI Calculator: Crunch Your Own Numbers Here is a simple way to measure the ROI of a CRM for wholesale real estate: August 2025 | Real Estate CRM ROI & Pipeline Management Guide

4. ROI Formula: ??? =(????? − ????) ???? ???? Step 1: Estimate Gains Start by looking at your average deal profit that might come from a wholesale assignment, a flip margin or rental equity. Then, calculate how many deals you typically close per year. Finally, estimate the percentage of deals that could be saved or improved with a CRM which can commonly be between 10% and 20%. Step 2: Estimate Costs Review the subscription cost for Pete REI, which ranges from $99 to $997 per month according to the plan you choose. Factor in setup or migration costs, which are often a one- time fee or included with onboarding. Do not forget to consider training time, though it is minimal compared to the value of missed or lost deals. Step 3: Plug It In Example: Average wholesale assignment = $15,000. Investor does 12 deals/year. A CRM saves 2 deals/year that would have been lost = $30,000. Annual Pete REI cost = $1,200. ??? =(??,??? − ?,???) ?,??? = ?,???% The 24X return on a simple $99/month tool is proof that Pete REI more than pays for itself. Don’t leave deals on the table, start your free demo today and see the ROI for yourself. ???? August 2025 | Real Estate CRM ROI & Pipeline Management Guide

5. ROI Calculator Worksheet Input Your Numbers Example Average profit per deal $________ $15,000 Number of deals per year ________ 12 % deals saved/improved with CRM ________% 15% Extra profit from CRM (Profit × Deals × %) $27,000 Monthly CRM cost $________ $199 Yearly CRM cost (Monthly × 12) $2,388 Net ROI from CRM (Extra Profit – Cost) $24,612 Table 1: ROI Calculator Worksheet for Software for Real Estate Investors ? How to use this worksheet: 1.Fill in your average deal profit, deal volume per year, and an estimated % of deals saved by a CRM. 2.Multiply those to see how much extra money a CRM adds. 3.Subtract the yearly subscription cost. 4.The result shows your Net ROI means the amount you are actually making with a CRM. Case Study 1: Crown City Homes Simplifies Operations with Pete CRM Investor Profile: Crown City Homes (Ben Allgeyer) Like many investors, Ben Allgeyer of Crown City Homes struggled with CRMs like Salesforce and Podio. They were too costly, too complex, and overloaded with features his team didn’t need. Switching to Pete CRM changed everything. With document and photo management, customizable dashboards, and workflows built for real estate, Crown City Homes now runs leaner and more efficiently. Result: Lower costs, faster adoption across his team, and confidence that no deal slips through the cracks. As Ben put it: “Pete is by far the best CRM we have used for real estate investing. It is simple, powerful, and built for us. We are never moving away from it.” August 2025 | Real Estate CRM ROI & Pipeline Management Guide

6. Image 2: Hear what Ben says in his full video on YouTube Case Study 2: MN Nice Home Buyers – Smooth Migration & Smarter KPIs Investor Profile: MN Nice Home Buyers (Leah Johnson) Leah Johnson’s team managed 1,500+ records in a CRM that lacked KPI tracking and communication tools. Migration to a new system felt risky, and investor-focused features were missing. Pete’s team handled the entire migration seamlessly. Custom KPI dashboards and built-in phone, text, and email integrations gave Leah’s team the tools they needed to grow. Results: Leah experienced effortless migration with no downtime. They enjoyed deeper insights from custom KPIs. The unified communication hub increased their ROI. As Leah put it: “Couldn’t recommend it highly enough… we have had a great experience.” Image 3: Hear what Leah says in her full video on YouTube August 2025 | Real Estate CRM ROI & Pipeline Management Guide

7. Q: Which features of a CRM for real estate wholesalers drive the most ROI A: You can expect the highest ROI from CRM features that directly impact deal flow and client retention. Lead tracking, automated follow-ups and pipeline management are key features that enable wholesalers close more deals quickly. On the other hand, reporting and communication tools reduce missed opportunities. Together, these features ensure that time is saved and revenue is maximized. If you want to explore these features in detail, check out our full guide in this blog [Why aren’t you using a Real Estate Wholesale CRM yet to close deals faster?] Feature-to-ROI Matrix for Real Estate Wholesalers 1. Investor-Specific Pipelines ROI Impact: You can establish a clear process for deals to enjoy fewer lost leads, faster training for new team members, and smoother transactions overall. 2. Automated Follow-Ups ROI Impact: You can keep sellers and buyers engaged, which saves 1–2 deals per investor each year. 3. Centralized Communication ROI Impact: All calls, texts, and notes can be logged in one place, which avoids key-person risk if a staff member leaves. 4. Deal Dashboards ROI Impact: Deal dashboards provide real-time visibility and expose bottlenecks that improve the speed at which contracts are completed. 5. Mobile Access ROI Impact: Investors can manage tasks on the go, which cuts down on admin hours and prevents costly deal slip-ups. August 2025 | Real Estate CRM ROI & Pipeline Management Guide

8. Image 2: Visualize the features and the ROI of Pete REI CRM Q: How do you Justify CRM costs across pricing tiers? A: You can justify CRM costs by showing how the price of each plan is small compared to the cost of a missed deal. A single lost deal can equal thousands of dollars in lost revenue, which often outweighs an entire year of subscription fees. By highlighting this comparison, businesses can see that CRM pricing tiers deliver strong value and a clear return on investment. Pete REI CRM Pricing Plans and Packages Silver ($99/month): Perfect for solo wholesalers or early-stage investors. Preventing just one lost deal pays for 12+ years. Gold ($219/month): Designed for small teams. Extra automation saves 15 hours/month. Platinum ($397/month): Enterprise-grade for high-volume investors managing multiple acquisition channels. Diamond ($997/month): Best for growing operations that need full KPI dashboards and integration. FAQs Q: What happens without a CRM? A: You face process risks that can wipe out profits. Leakage: Missed follow-ups and lost leads. Key-Person Risk: If someone leaves, their data leaves with them. August 2025 | Real Estate CRM ROI & Pipeline Management Guide

9. Audit Gaps: Incomplete records create compliance issues. Q: How does a CRM increase ROI for investors? A: A CRM reduces lost deals and saves your precious time with automation. This tool gives you clear reporting so you can track every marketing dollar. Q: Is a CRM worth it if I only have a few deals? A: Even one lost deal can cost more than a year of CRM fees. A CRM also builds a repeatable process that scales with you. Q: Can a CRM help with team collaboration? A: Yes, notes, tasks, and communication are stored in one place in a CRM. So, no one on your team is left in the dark. Q: How quickly can I see results after using the best CRM for real estate investors? A: Many investors see fewer missed calls and faster follow-ups within the first 30 days, with measurable ROI in 6 months. Q: What features should I look for in a real estate CRM? A: Automation, pipeline tracking, reporting dashboards and integrations with your existing tools should be the top priority in the feature list. Conclusion: The 10x Rule of CRM ROI A single missed deal costs $15K+ for an investor. Pete REI costs as little as $99/month. That is why investors consistently report ROI multiples between 5x and 20x. So make the smartest move and stop leaving profits on sticky notes. Make Pete REI your competitive advantage. Book your free demo today and see how a CRM for real estate investors keeps your pipeline full and moves you forward. August 2025 | Real Estate CRM ROI & Pipeline Management Guide