How long does CRM take to set up?
You don't get started with CRM very regularly. Here we answer your questions on how long CRM takes to set up.
The clarity formula

How long does CRM take to set up?

March 15, 2020

“The set up time for CRM worries me”

Small business owners everywhere

It's new. It's something you're not used to doing. It's something that you don't want to have to do regularly. So the time it's going to take you to set up your CRM is naturally going to be a worry.

Before Connectably, our founder, Gareth Everson, ran a CRM implementation business. He helped over 250 businesses to implement CRM. Common themes of those who use their time well and achieve success are that they:

  1. Have a focused plan & set achieveable outcomes
  2. Prioritise fixing problems that cost you time
  3. With time saved, your next priority is sales growth
  4. To do that, use marketing activities that scale
  5. Walk in your customers’ shoes & map their journey
  6. Use email marketing, direct mail & video to engage

These experiences helped shape Connectably and how we help users like you.


Gareth Everson

Gareth's the founder of Connectably. He's a business systemiser who helps small business owners who aren't always natural "software people" to systemise their processes, understand marketing technology, improve client experiences, launch new services, get paid their true worth, and increase the value of their business. Connectably is a self-funded software business (founded 2017) that serves other small businesses. You can follow Connectably here, and connect with Gareth here.
Author: Gareth Everson - Founder Connectably

Do more than 'just' CRM

Most small businesses feel befuddled by software and it kills momentum.
Connectably is small business management software that helps you sign up and manage clients in one place. 
When you clean up your processes you get more time for your clients and your business grows.

Save time

Manage email marketing, sales and client workflows in one place

Grow simply

Think about your business in a more scalable, sustainable way

Get support

Implement quickly with excellent support and training provided

Save money

Replace multiple software subscriptions with just one

About Connectably small business management software


Popular content


Connectably Stripe Small Business Management Software and CRM - Stripe Verified Partner
Connectably Small Business Management Software and CRM - Good Business Charter Member
Connectably Xero Small Business Management Software and CRM - Xero Connected App Partner