Build a dashboard around your business.

Share your current workflow and goals. We’ll show you how Fresh View can bring your operation into one clear system.

First Name *Last Name *Business Name *Email *Phone Number *Company WebsiteCity *State *Industry *Team Size *

How are you currently managing your business?SpreadsheetsText MessagesEmailPaper / Manual NotesExisting CRMMultiple Apps / SoftwareNo Organized SystemOther

Are you currently using a CRM? *What CRM are you currently using?

Biggest challengesLeads falling through the cracksFollowing up with customersManaging estimatesScheduling jobsTracking customersTracking active jobsTracking paymentsManaging employeesToo many different appsHard to see everything in one placeToo much manual data entryReporting / analyticsOther

What should your dashboard manage?LeadsCustomersEstimatesJobs / ProjectsSchedulingEmployeesPaymentsFollow-upsTasksDocumentsNotesSales PipelineReporting / AnalyticsAutomated NotificationsOther

If you could improve or automate one part of your business, what would it be?What would make a custom CRM/dashboard valuable?When would you like it in place? *