BUILD A $500–$2,000 CUSTOM CRM WITH AI AND EXCEL: SILVER EARLY ACCESS 🥈 (Patreon)

Creating a customized CRM no longer requires weeks of development or advanced VBA knowledge.

In this Silver Early Access training, you'll see how AI can help generate a professional CRM application in Excel by guiding you through a simple customization process. Instead of starting with a blank workbook, you'll learn how to leverage AI to build a system that reflects your business requirements from the very beginning.

Many businesses settle for generic CRM platforms that don't quite fit their processes. Others spend significant time modifying templates and workbooks that were never designed for their needs. This training demonstrates a faster and more flexible approach.

By the end of this training, you'll know how to create CRM applications featuring:

Custom branding, logos, colors, and layouts

Dynamic search across any field, including advanced numeric filtering

Contact activity tracking for calls, meetings, emails, demos, tasks, and notes

Automated contact importing from Excel or CSV files

VBA-powered functionality, conditional formatting, and professional user interfaces

You'll also see how AI handles the development process behind the scenes, transforming a simple series of answers into a working CRM application complete with VBA functionality and a polished user experience.

The entire process is demonstrated step-by-step so you can follow along and understand exactly how the CRM is built and customized.

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

👉⁠ 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.