How Long Does CRM Implementation Actually Take?

What CRM Implementation Really Takes (and Gives Back)

Most construction companies who adopt Followup CRM spend about 6 to 10 hours over 4 to 6 weeks getting fully implemented.

That’s less than two hours a week.

And the payoff? Teams report saving 10+ hours every week once they’re up and running—just by eliminating data entry, missed follow-ups, and digging through spreadsheets.

What Implementation Looks Like with Followup CRM

We’ve streamlined the entire onboarding experience to make it easy for busy construction teams. Here’s a typical timeline:

Phase 1: System Setup & Training (Weeks 1–4)

• Kickoff Call (1 hr)
  • Meet your dedicated onboarding specialist and define goals.
• Champion Setup & Admin Settings
  • We help your internal champion configure settings, users, and fields.
• Data Import (Optional)
  • You export the data—our team does the heavy lifting.
• Team Training (1 hr)
  • Your sales reps, estimators, or BD team learn the tools in real time.
• Follow-Up Q&A (30 min)
  • Ask questions, iron out processes, and lock in workflows.

Phase 2: Proposal Generator Setup (If Needed)

• Configure your branded proposal templates
• Walk through usage with your team

Phase 3: ERP Integration (Optional)

• Connect to Sage 100, 300 CRE, or Intacct
• Map fields and align reporting
• Validate with your internal accounting team

How We Make It Easy

• Dedicated onboarding rep guides you every step of the way
• Weekly office hours and live chat support post-launch
• Training built for construction pros—not IT teams
• Ongoing Customer Success for long-term adoption

Still Thinking You Don’t Have Time? Ask Yourself:

• How much time do we lose every week chasing down data?
• What deals are falling through the cracks without a clear system?
• What happens if a salesperson leaves tomorrow?

Let’s Make Time Work for You