Xecute’s own CRM 🙌

Hey Steven, Ali here. I'm one of the developers working on Xecute, and I'm glad you posted this instead of just quietly leaving. You're not wrong. It's been quiet in here, and that's on us more than anyone. When we set this up, we were excited about building a community not just for Xecute users but for people using Markate day to day, sharing how they run things and learning from each other. What we've found is that Skool isn't a place most people check regularly unless they're already in other communities on it, so the 93 members are real people, they're just not in the habit of coming back here and talking to each other. That's the honest answer. On the software side, yes, Xecute is relatively new and most people are still hearing about it for the first time. We're really excited to have more people actually trying it but honestly, its been really successful for our users. Most of the people who signed up have stuck with us. If you know other business owners who use Markate or Jobber, do tell them about Xecute. If you have questions about how a feature works, hit a quirk, or want something Xecute doesn't do yet, tell me here or email me directly at [email protected]. I'm the one of the people building it, so you'll get a real answer rather than a support template. And if there's something you'd want this community to be useful for, I'd like to hear that too. Appreciate you sticking around. Have a great one.

@Casey Christianson To add to this, if user specifies that the estimate is for a "lead", Xecute will only search leads and use the top result, and it works the same way for "customers". But if the user doesn't specify anything, then it'll search customers first, if it doesn't find a close enough match, it'll go to leads