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Fiverr Pro
English
$
USD
I will build a custom CRM and customer success operating system
Clint K
About this gig
I build focused custom CRM and Customer Success systems for professional teams that have outgrown spreadsheets or generic tools.
Your first release can include account records, one pipeline or lifecycle, authentication, dashboards, notes and activity history, search, basic roles, deployment and documentation. Premium adds a second workflow, health or renewal logic, reporting and one bounded integration.
My approach comes from nearly two decades in enterprise software support, cybersecurity, SaaS implementation, Customer Success, escalations and renewals. RenewNudge is my working Customer Success CRM example, using synthetic demo data.
Basic is paid discovery, not a software build: a workflow and data map, screen plan, backlog, risks and phased estimate. Message me on Fiverr before ordering Standard or Premium so we can agree scope, access and acceptance criteria.
Hosting, third-party fees, major migrations and expanded scope are separate. Revisions refine accepted requirements, not new features. All ordering and project communication stay on Fiverr.
Get to know Clint K
Clint K
Customer Success Systems, CRM and Technical Operations
- FromUnited States
- Member sinceMay 2026
- Avg. response time1 hour
Languages
English
Customer Success and technical operations leader with nearly two decades across enterprise software support, SaaS implementation, cybersecurity, post-sale operations, and CRM workflow design. I turn messy customer work into clear systems: onboarding, health, renewals, escalations, reporting, playbooks, and practical internal tools. I work directly, document decisions, and leave teams with usable workflows, not generic advice. Best fit: B2B SaaS, cybersecurity, technical services, and professional teams that need an experienced operator who can assess, build, improve, or step in fast.
FAQ
Is Basic a finished CRM?
No. Basic is paid discovery: a workflow map, data and screen plan, prioritized backlog, risks and phased estimate. Software implementation starts with an agreed Standard, Premium or milestone scope.
Is this a generic template?
Reusable components may reduce cost, but the agreed workflows, fields, roles and operating logic are tailored to your team. RenewNudge is a working demonstration with synthetic data, not a claimed client engagement.
Do I own my data and software?
You own your data. Bespoke deliverables follow the rights stated in the Fiverr order and applicable Fiverr terms. Pre-existing RenewNudge software, third-party components, source access and license rights must be clearly agreed before purchase.
What counts as a revision?
A revision refines an accepted deliverable within the agreed requirements. New workflows, integrations, roles, pages or changed business rules are new scope and need a separate agreed offer.
Can you work under an NDA and host the system?
An appropriate NDA can be agreed before you share confidential details. Use least-privilege access and sanitized examples. Hosting and ongoing support are quoted separately; no regulated-data or advanced-security capability is included unless explicitly scoped.
What do you need from me to get started?
I need your business goals, current workflow, users or roles, required data, must-have features and any systems the CRM needs to work with. For build packages, I confirm scope, access and acceptance criteria before development begins.
Can you integrate the CRM with my existing tools?
Yes. I can scope integrations with existing business systems when access and APIs allow it. Premium includes one bounded integration. Additional integrations can be added as an extra or quoted separately after I confirm the platform, API access and required data flow.
