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Ultimate CRM Application: Review & Feature, Fix or Focus Request [Gold & Silver] (Patreon)

Published:
2023-12-13 12:15:01
Imported:
2026-06

Content

The training we have for this week that I have shared with you was about the Ultimate CRM Application. If you have not seen it yet, you can view it right here on YouTube.

Now that the training has been released, I am looking for your feedback to make this even better, just for you, our incredible Patreon Members.

So, what Feature can I add for you? Did you find an issue you want me to fix? Or is there a particular area you would like me to focus on?

Please comment your ideas and feedback to any of these below and I will do my best to not only create an updated workbook but release a private training video next Monday, right here on Patreon.

I am looking forward to hearing from you and thanks so much for your support.

Files

Comments

Manny Oro

Great job on the application! I have an idea to combine last week’s work order build with this one, creating a series of combined Field Service Management programs. The previous big public build was the Employee Manager, which reached number 29 before it died out. I completed the accounting master course on mentoring accounting applications. How about creating another mentoring application build? Here are some features that could be included in the new application: - Ultimate CRM Application - Work order management - Email automation management - Maintenance management - Field Service Management - Lead and prospect management - Routing and scheduling - Mobile work orders

Excel For Freelancers

Thanks so much for your comment and I am really glad you loved the training. I would love to do another big, multi-part training however the views just don't stick around after the first or second part. With that said I will do my best to create as much as I can in the coming weeks and months. I also like large applications, however most viewers want 'from scratch' training in which I build it during the training, so its also challenging to keep it within 2 hours. Thanks again for your continued support.

Manny Oro

I understand that some people have short attention spans. Do you have any thoughts or plans on using the accounting build mentoring program's platform to build other large applications? My cc is on file 😆

Excel For Freelancers

Anything in Accounting is really popular, but I have done almost everything I can think of in Accounting, so if you can think of something that can be done within 2 hours, that I have not done yet, I would love to hear about that and I would probably do it.

Sammy Mlangeni

@Manny it is very interesting- you just Made my brain to buzz !!!!! If you were to do it, which ones will be the must have combination? I build my interest in these type of posts! 😀

Excel For Freelancers

Well email Automation is coming in the update, so that was a natural update. CRM + Lead and Prospect Management is nearly the same with some updates so that as well is really helpful. Then you can add Work ORder & Field Service Management combined, then perhaps full accounting. So many great possibilities

Sammy Mlangeni

I agree - there is something to be created here.