CRM + Invoicing in One Excel App — No More Duplicate Customer Lists 🔄 (Patreon)

Imagine adding a customer once and instantly having them available for invoicing, complete with auto-filled details, without copying data between systems.

Managing customer information in one place and invoices in another creates unnecessary work, duplicate data, and constant maintenance. With this training, you can now build a complete CRM and invoicing solution inside a single Excel workbook where both systems share the same customer database.

Instead of juggling multiple tools or manually transferring information, you'll learn how to create a professional business application that keeps everything connected. The result is a cleaner workflow, faster invoicing, and a solution that looks and feels like a commercial software product.

You'll discover how to create a professional Excel application featuring:

CRM + Invoice App – Build a complete CRM and invoicing system inside a single Excel workbook

Shared Customer List – Add a customer once and instantly access them from both the CRM and Invoice App

Auto-Fill Customer Details – Selecting a customer on an invoice automatically fills in their information and address

Customer & Item Import Feature – Import existing customer and product data directly from Excel or CSV files

Full App Customization – Customize themes, currencies, tax settings, contact fields, and branding to match any business

PDF Invoice Generation – Create and export professional PDF invoices with a single click

Bonus Skill Pack Included – Use the CRM App, Invoice App, and VBA Engine as standalone skills or combine them into one powerful solution

Every update like this adds new skills, better workflows, and stronger business opportunities so you're always working with the latest methods, not outdated processes.

📥 Download the updated workbook and resources below.📥 Watch the updated video explaining the changes.

💬 Have ideas for future improvements? Let us know below. Many of our best updates come directly from member feedback.