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Apply For Early Access | Show Me Dashboards Private Beta
We are selectively onboarding a limited cohort of agencies and businesses to receive early access, custom onboarding, and locked-in beta pricing. Tell us a little bit about your operations so we can determine if your business is a fit.
Full Name
*
Work Email Address
*
Company Name
*
Website URL
*
Which industry vertical best describes your business?
*
A
Insurance Agency/Brokerage
B
Travel Agency/Independent Advisor
C
Real Estate Team/Brokerage/Independent Agent
D
Wedding Venue/Solo Planner
E
e-Commerce Vendor/Merchant
F
Golf Trip Planner/Commisioner
G
Micro-Service (Coffee Shop, etc)
H
Residential/Commercial Construction (Builder, Concrete, Plumbing, Electrical, etc)
I
Other - Not Listed
If Insurance - How many active policies or clients are you currently managing?
*
A
Under 250
B
250-1,000
C
1,000-5,000
D
5,000+
If travel/weddings - How do you currently deliver itineraries or client updates?
*
A
PDFs & Email Attachments
B
Printed Binders/Paper
C
Competitor App
D
Spreadsheets
If Real Estate - How many team members or agents will be using the internal dashboard?
*
A
Just me
B
2-5
C
6-20
D
20+
If e-Commerce - How are you tracking your inventory and sales?
*
A
Spreadsheets
B
Clunky old software
C
Expensive software
D
Other
If Golf Trip Planner - How are you organizing payments, housing, etc?
*
A
Paper
B
Spreadsheet
C
Text Messages
If micro service business - How do you track inventory?
*
A
Spreadsheets
B
Expensive software
C
Paper
If in building industry - How are you tracking your clients and workload?
*
A
Spreadsheets
B
Clunky CRM System
C
Expensive Software
D
Other
If Other Industry - Please tell us your industry and what your painpoints are currently
*
What is the #1 operational bottleneck or manual headache holding your business back right now?
*
How soon are you looking to implement a modern dashboard/client app solution?
*
A
Immediately (Next 14-30 days)
B
Within 60 days
C
Just exploring options for later this year
Beta Expectations Check - Are you open to providing 15 minutes of feedback after 30 days in exchange for locked-in beta pricing?
*
A
Yes - Absolutely
B
Maybe - depending on setup time
What happens next? If your business is a strong fit for our current beta release, we will reach out via email within 3 business days to schedule a 15-minute walkthrough and discovery session.
Want a sneak peek in the meantime? Request a demo at information@jackhenry.com
Submit Application
