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10:52
AI Share & Sync Now Syncs Itself, Tracks Every Change, and Lets You Undo Any Edit. Full Admin Control Over Your Multi-User Apps
Your multi-user Excel apps now sync automatically in the background, so your team always works from the same data without anyone remembering to click a button. In the original training, the skill turned any single-user workbook into a multi-user app with login, user management, and a Sync Now button
Sep 28, 2026 0 112
SHARE ONE EXCEL WORKBOOK WITH MULTIPLE USERS - CLAUDE DID IT
Your staff can now all work inside the same tracker at the same time, without a single file ever landing in someone's inbox. If you've been running your business out of an Excel app, you already know the workaround you built without meaning to: one person owns "the real file," everyone else waits th
Sep 20, 2026 0 22
SHARE ONE EXCEL WORKBOOK WITH MULTIPLE USERS - CLAUDE DID IT
Sep 20, 2026 0
SHARE ONE EXCEL WORKBOOK WITH MULTIPLE USERS - CLAUDE DID IT
Sep 20, 2026 0
16:19
CRM + Invoicing in One Excel App — No More Duplicate Customer Lists 🔄
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
Jun 22, 2026 0 112
BUILD A $500–$2,000 CUSTOM CRM WITH AI AND EXCEL: BRONZE EARLY ACCESS🥉
Jun 14, 2026 0
BUILD A $500–$2,000 CUSTOM CRM WITH AI AND EXCEL: GOLD EARLY ACCESS🥇
Jun 14, 2026 0
BUILD A $500–$2,000 CUSTOM CRM WITH AI AND EXCEL: SILVER EARLY ACCESS 🥈
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 workb
Jun 14, 2026 0 13
16:12
Modern CRM App Update [Gold & Silver]
In this week’s Feature, Fix, or Focus, we take last week’s Modern CRM App training. Here’s the list of updates I made for this training: ⭐️ Drag & Drop Scheduling ⭐️ Fixed Start Time Issue ⭐️ Added Pop-Up Date Picker ⭐️ Dynamic Schedule Text ⭐️Duplicate Meeting Added Please don’t forget to add your
Apr 6, 2026 0 113
MODERN CRM APP: EARLY ACCESS & DOWNLOADS [Gold Members]
Mar 29, 2026 0
MODERN CRM APP: EARLY ACCESS & DOWNLOADS [Bronze Members]
Mar 29, 2026 0
MODERN CRM APP: EARLY ACCESS & DOWNLOADS [Silver Members]
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
Mar 29, 2026 0 13
ULTIMATE CRM APPLICATION: EARLY ACCESS & DOWNLOADS [Gold Members]
Dec 10, 2023 0
ULTIMATE CRM APPLICATION: EARLY ACCESS & DOWNLOADS [Silver Members]
Hello friends, great to have you here as a Silver Member. This week's training is on Ultimate CRM Application. In this incredible training, I will show you how you can build your own incredible CRM (Customer Relationship Management) application. Right in Excel, Complete with Customers, Contacts, App
Dec 10, 2023 0 13
ULTIMATE CRM APPLICATION: EARLY ACCESS & DOWNLOADS [Bronze Members]
Dec 10, 2023 0

