---
title: CRM Exit Business Case Generator
description: Inventory what you buy and use, compare staying with the real alternatives, and generate a decision-ready CRM exit case.
---

# Build the case before you choose the answer

Most CRM cost comparisons begin too late. They compare one subscription with another and miss the products, seat types, active users, contacts, add-ons, apps, integrations, support, partner costs, and internal administration that determine the real bill.

The CRM Exit Business Case Generator starts with what you have today.

It is agent-first. A human can use the browser interface, or point an agent at `https://crmexit.com/agents` and ask it to prepare the same versioned case locally. Both routes use the same schema, formulas, source adapters, recommendation states, and synthetic test cases.

## 1. Record what you buy

Choose HubSpot, Salesforce, or another platform. Add the products and invoice lines exactly as they appear on your contract.

For HubSpot, that may include Smart CRM, Marketing Hub, Sales Hub, Service Hub, Content Hub, Data Hub, Revenue or Commerce products, Breeze usage, apps, and services.

For Salesforce, that may include cloud products, editions, user licenses, permission set licenses, feature licenses, external-user access, usage entitlements, AppExchange packages, support, and partner services.

## 2. Record what you use

Capture purchased, assigned, active, and required users. Add usage volumes, extensions, integrations, custom objects, automation, reports, content, and other capabilities that a replacement must retain, rebuild, or retire.

An unused seat is a question, not an automatic saving. Contract minimums, notice dates, role coverage, seasonal use, and operational risk still matter.

## 3. Model the real options on the same evidence

The generator lets you model:

- stay as-is;
- renegotiate or right-size;
- move to another SaaS CRM;
- use Managed MBR;
- self-host MBR;
- build and maintain a bespoke internal platform.

No option receives a favourable weighting because CRM Exit sells it. Move Big Rocks is included as one candidate because it provides maintained core software, optional extensions, customer-controlled hosting, and a managed operating option. Its transition work and full operating cost still belong in the model.

## 4. Generate the report

The result includes:

- current product and usage inventory;
- cost by product, user, usage, extension, and service;
- user-growth and seat-growth scenarios;
- right-sizing questions;
- transition investment;
- one-, three-, and five-year comparisons;
- payback and sensitivity;
- operational and migration risks;
- missing evidence;
- a conditional recommendation and next decision.

The recommendation is generated from explicit formulas and reviewed decision rules. It is not improvised by a language model.

Your agent can still be useful. It can question the inputs, find missing evidence, explain why a result is sensitive, and compare the options. It should not change formulas or fill evidence gaps with guesses.

Privacy note:

> Your initial inventory and calculation stay in this browser. CRM Exit receives them only when you explicitly attach the calculated case to the contact form and submit it.

When you need a second opinion, download the Markdown or JSON report, or choose **Discuss this business case** to review and submit the calculation with your enquiry.

## Interpret the result

### Evidence supports an exit case

The projected saving pays back the transition within the selected horizon, and the current inventory provides enough evidence to investigate an exit. Operational fit and migration risk still require validation.

### Right-size before deciding

Unused capacity, product overlap, or contract timing may justify a renewal negotiation before a migration decision.

### Assumption-sensitive

The result changes materially across scenarios. Validate the named inputs through an Audit or Shadow Proof.

### No financial case

Under current assumptions, an exit does not pay back. Staying, renegotiating, or reducing scope may be the better choice.

### Insufficient evidence

The model is missing enough contract, usage, or migration information that a recommendation would be misleading.

## What the paid Audit adds

- Actual invoices and contract terms.
- Verified product, user, usage, extension, and integration inventory.
- Operational and administration evidence.
- Project-specific migration quote.
- Measured Shadow Mode infrastructure and complexity where available.
- Risk register and executive recommendation.

**CTA:** Validate my business case