CRM-attributed marketing ROI
AI analytics ROI: every budget change graded against closed deals.
Which campaigns drive revenue? Cogny reads your CRM data next to your ad spend and works out return on ad spend from closed deals, not platform-reported conversions.
No data team required. Connect HubSpot, Pipedrive or Upsales, Google Ads, Meta and LinkedIn by signing in, then ask. Every budget change you make is measured against the same outcome.
the blind spot
ROI tracked in one place, spend in another.
Most B2B and e-commerce companies track CRM outcomes apart from ad spend. The result: no unified view of marketing ROI, and budget on campaigns that look good in-platform but never close.
- 01
CRM in one silo, ad spend in another
HubSpot shows revenue, Google Ads shows clicks. Nobody connects the two, so you optimise for proxy metrics, not business outcomes. - 02
Spreadsheet ROAS is always wrong
Manual exports, mismatched date ranges, duplicate conversions. The monthly ROI report takes a week and is out of date when it's done. - 03
Attribution models disagree
Google says Google drove the deal. Meta says Meta did. The CRM says inbound. Without one truth layer, you guess where to spend next.
how cogny does it
CRM ROAS, measured the honest way.
- 01
spend in one tool, revenue in another.
A budget change in Google Ads, judged in closed deals in the CRM. 78 integrations to draw on. - 02
from raw data to a reallocation.
Ask which campaigns return revenue, get one recommended move, approve it, and it's made in the ad platform. - 03
every move on the record.
Each change is a ticket measured after three days and closed as worked, partial, didn't work or inconclusive. Misses stay listed.
how to measure marketing ROI with AI
Four steps to CRM-attributed ROAS, without data engineering.
- 01
Connect every source
CRM (HubSpot, Pipedrive, Upsales, or any CRM with its own MCP server, added by URL) and ad platforms (Google Ads, Meta, LinkedIn, TikTok) plus GA4. On Cloud, the data also lands in a BigQuery warehouse. - 02
Unify around revenue
Cogny joins CRM deals to ad spend on what both sides record, such as UTM parameters and campaign names, to show cost per acquisition tied to closed revenue, not conversions. - 03
AI surfaces ROI signals
Ask, or schedule it: which channels, campaigns and audiences return the most CRM revenue per dollar. - 04
Act on honest insights
Every action is evaluated honestly. If a campaign under-performed, you see it, with a recommended reallocation.
the truth ledger
Most analytics tools are designed to make your numbers look good. Cogny is designed to make them accurate.
The Truth Ledger is Cogny's accountability layer. Every growth action (a budget change, a campaign launch, an audience shift) is measured after it ships. Did that Google Ads budget increase generate more closed deals? Did the new Meta creative move pipeline, or just click-through rate?
It's about knowing the truth before you spend the next dollar.
Honest evaluation
No inflated metrics or vanity ROAS.Closed-loop feedback
Every action measured against the outcome you care about.Action-oriented
Every insight comes with a recommended next step.
CRM ROAS metrics that matter
Four CRM-grounded numbers that answer one question: is this marketing spend making us money?
CRM-attributed CPA
Your true cost per closed deal, not per click or form fill, across every paid channel.Revenue per channel
How much closed revenue each ad platform, campaign and keyword generates.Pipeline velocity
How fast ad-sourced leads move through your CRM pipeline compared with organic or referral leads.Blended ROAS
For every dollar spent on marketing, how many come back as CRM revenue.
what a CRM ROAS finding looks like
An example, not a customer's data: a finding from connected CRM and Google Ads data, with one action to take.
| Finding | Value |
|---|---|
| Brand keyword CPA (CRM-closed deals) | 2,100 SEK |
| Non-brand keyword CPA (CRM-closed deals) | 8,900 SEK |
| Brand keyword ROAS (CRM revenue) | 7.3× |
| Non-brand keyword ROAS (CRM revenue) | 1.7× |
Recommended action: move 30% of non-brand budget to brand and competitor-brand campaigns, and rebuild non-brand around high-intent commercial keywords. Once approved and shipped, the change is measured three days later and closed with a verdict.
marketing attribution for B2B SaaS and e-commerce
Built for teams that have to prove marketing ROI to leadership, clients or investors.
B2B SaaS growth teams
You run paid campaigns for MQLs but struggle to connect spend to closed-won revenue in the CRM. Cogny reads both.E-commerce performance marketers
In-platform ROAS flatters reality. Cogny reads order data from Shopify or WooCommerce next to ad spend.Marketing agencies
Clients want ROI proof. Run a workspace per client on the client's own data, and send a share card for each measured win.
the record.
works with.
questions.
What is CRM ROAS and how is it different from platform ROAS?
CRM ROAS (return on ad spend) measures your advertising return from closed revenue recorded in your CRM, not from conversions or leads reported by the ad platforms. Platform ROAS relies on pixel-tracked events and attribution windows that tend to over-count. CRM ROAS uses your source of truth: real deals with real revenue attached.
How does Cogny connect CRM data to ad spend?
Cogny reads your CRM (HubSpot, Pipedrive, Upsales, or another CRM through its own MCP server) and your ad platforms (Google Ads, Meta, LinkedIn, TikTok). It joins them on what both sides record, such as UTM parameters, campaign names and dates, to show which campaigns generated which deals and revenue. On Cloud the data also lands in a BigQuery warehouse.
What CRM platforms does Cogny integrate with?
HubSpot, Pipedrive and Upsales are built in, read only. Any other CRM with a remote MCP server can be added by URL. Beyond CRMs, Cogny connects 78 integrations: ad platforms (Google Ads, Meta Ads, LinkedIn Ads, TikTok Ads), analytics (GA4, Mixpanel, PostHog), commerce (Shopify, WooCommerce) and more.
How is Cogny different from a BI tool like Looker or Power BI?
BI tools show you dashboards; Cogny is an AI analyst that also acts. Instead of building reports yourself, you ask, and Cogny proposes a specific change, makes it after you approve, and measures whether it worked. The record of those verdicts, misses included, is the Truth Ledger.
How long does it take to set up CRM ROAS tracking with Cogny?
Connecting the CRM and ad accounts takes minutes: you sign in to each, with no engineering work. You can ask your first question as soon as they're connected, and Cogny reads the history that's already there.
Can Cogny help with marketing attribution for B2B companies with long sales cycles?
Yes. Cogny reads deals and their stages in the CRM next to ad exposure, so channels can be judged on qualified pipeline and closed-won value even when the cycle spans quarters. A published example: a B2B fintech grew influenced pipeline 53% at the same spend after judging every channel on credit-approved pipeline.
What is the Truth Ledger?
The Truth Ledger is how Cogny keeps score. Every shipped change is measured after three days (ads) or seven (content and SEO) and closed as worked, partial, didn't work or inconclusive. If a budget reallocation lowered CRM ROAS, you'll know. Cogny publishes its own customer outcomes the same way.
How much does Cogny cost?
Free to start, no card. Solo is $9/mo for working from your own AI, Cogny AI $18/mo with 150 credits, Cogny Pro $90/mo with 1,500 credits, and Cloud $499/mo for teams with 5,000 credits, a BigQuery warehouse and scheduled reports. Month to month, no lock-in.
ROAS from closed deals, with a verdict.
See marketing ROI based on closed deals: not clicks, not form fills, not platform-reported conversions.
claude mcp add --transport http cogny https://app.cogny.com/mcpFree $0, no card · Solo $9 · Cogny AI $18, 150 credits · Cogny Pro $90, 1,500 credits · Cloud $499, 5,000 credits, for teams. Compare plans