MODERN CRM APP: EARLY ACCESS & DOWNLOADS [Silver Members] (Patreon)

Hello, my friends, great to have you here as a Silver Member. This week's training is on Modern CRM App.

In this training, you’ll learn how to turn Excel into a modern CRM app to replace messy spreadsheets and streamline your workflow. Discover how to organize and manage leads and client data, track deals and monitor sales progress, and create simple, user-friendly data entry forms. You’ll also learn how to store all contacts and interactions in one place while building a clean, interactive interface using Excel and VBA—resulting in a scalable, professional CRM system that grows with your needs.

▶️⁠ Feel free to watch the full training video when it goes live on YouTube here.   

As a Silver Member, you can also participate in our Feature, Fix or Focus Program, in which each week I will add a feature, fix an issue, or focus on a specific part of the current week’s training. This Feature, Fix, or Focus will be entirely based on your requests and ideas in the comments below. Based on those suggestions, I will then create another short video, along with an updated workbook and make them available exclusively to you, right here on Patreon. I look forward to reading your comments below.

👉⁠ Make sure you download the workbook, PDF codebook, and the training resources in the files below.

I would love to hear your feedback, ideas, and suggestions on any upcoming videos as well, so make sure to comment below as I read every comment.

I look forward to hearing from you and I hope you enjoy the training. Thank you.