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Hawaii General
CRM Design Survey

Hey Alex!

We're building the Hawaii General CRM and want your input on how each page should look.

For each page, you'll see a realistic app mockup with the layout inside it. Pick a layout, then click the yellow boxes to describe what you want in each section — in your own words. If none of the layouts work, choose "None" and describe or sketch your own idea.

Don't overthink it — we just need a direction. The kanban board is already in progress so we're skipping that one.

Resources

If you want a canvas to draw out your ideas, Richard suggested this website. You can share the link when you're done or attach screenshots in the survey below.

Open Excalidraw (blank canvas) →

Here's Richard's design spec for the kanban card layout he discussed with you today:

View Richard's Card Design Spec (read-only) →
Pages we'll cover:
1Dashboard Overview
2Job / Deal Detail
3Lead Queue
4Analytics & Reports
5Team View
6Forecast