J has had to both write and work with/code for interesting CRMs and kind of sighed with some sympathy when I told him of your woes XD
Even though it takes time to create sometimes doing your own tooling works out better for whatever it is you're doing. Despite having tried a few great apps for "productivity" the most success I've had is with cobbling together my own thing using obsidian.
now I also use it for roleplaying notes and am slowly in the process of converting my project notes over as well because I'm kind of addicted everything is so much better
And there is also a level of satisfaction in doing the tooling ^_^;
you get that too right? Right?! XD
If J was responsible for this CRM I need to have stern words with him! 🤣
And yes, I agree with you on the tooling thing. It's satisfying. I have started putting some ideas down, working out what formulas I need, layout and the metrics I'll track...it's going to happen on Saturday and I am looking forward to getting it set up. I'm certainly not a. Excel nerd, but getting this thing set up will be rewarding.
I think it would have worked and worked well if J had written it, he has standards XD
and probably would have been -_- about the scope creep that inevitably happens with projects like that
Sounds like you have a satisfying Saturday sorted XD
I think one of the problems is developers don't consult those doing the job, the ultimate users. I've used some really great CRM's and I'm sure those have been developed in conjunction with the end-user.
Excel spreadsheet design and snacks on Saturday. I'll be content.
Could just be the difference between an off the shelf solution and a custom built one. One of those is a cheaper outlay but can be tricky to shorehorn in.
Quite possible, in fact I suspect that this is exactly the case. For what I do (the industry) it's not at all suites..sure, it does some basic things reasonably well, but the clunk-factor relegates it to being classed as total shite by myself and most of the others who use it.