Frequently Asked Questions

Not at all. We build and configure everything for you and provide hands-on training so you and your team can use the system with confidence. Our custom CRM is designed to be easy to manage once it’s set up properly.

Most clients are fully live within 7–14 business days, depending on complexity. We move fast , yet efficient without cutting corners so you can start seeing results quickly. Any work that needs to be completed prior to 7 days is subject to an expedited service fee.

We’ll assess what you have during the free audit. If your current CRM is working well, we may be able to enhance it. If it’s creating more headaches than value, we’ll explore other CRM that is likely a better fit.

It’s a focused 30-minute call where we look at your current lead flow, how you’re managing contacts, and where your biggest gaps are. We’ll give you honest, specific feedback. No sales pressure.

We work with small business owners across all industries. Whether you’re a contractor, consultant, salon owner, fitness studio, real estate agent, or any other service-based or local business — if you have leads and need better follow-up, we can help.

Your investment cost will depend on the systems you need to make your business flow. We offer three packages of basic, intermediate, and advanced. The Hatten Agency does charge a setup fee for each package beginning at $297+ and a monthly retainer fee if we continue to maintain your CRM.