CRM — 4 min read
How Long Does It Take to Set Up a CRM?
For a typical service business, a properly configured CRM lands in one to two weeks. The software takes minutes to create; the configuration and data are the work.
What takes the time
Mapping your process, designing the pipeline and stages, importing and cleaning contacts, building automations, connecting phone and email, and testing every path before your team touches it.
What causes delays
Waiting on access credentials, messy contact data spread across several places, and A2P messaging registration if texting is part of the system. Registration alone can take up to two weeks.
A realistic sequence
Days 1 to 3: discovery, pipeline design, and account setup. Days 4 to 7: contact import, automation build, notification rules. Days 7 to 14: messaging registration, integration testing, and a team walkthrough.
What you can do to speed it up
Send your contact lists early, provide access promptly, and answer the onboarding questions in one pass. Implementation timing depends more on this than on anything else.
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