I will set up a custom salesforce CRM with flows, reports and dashboards


About this gig
I'll set up a clean Salesforce CRM around the way your team actually sells.
WHAT'S INCLUDED
- Leads, accounts, contacts and opportunities matched to your stages
- Custom fields, picklists, page layouts and a sales path
- Flows for tasks, alerts and field updates (Standard and Premium)
- Reports and a dashboard your team can actually read
- Spreadsheet import on Standard and Premium
- A short walkthrough so you are not left guessing
NOT INCLUDED
Apex, CPQ, Marketing Cloud and full migrations from another CRM. Those are a custom offer.
WHO IT'S FOR
Small teams, agencies and service businesses that want Salesforce to match their process, not a generic demo org.
WHY ME
I'm a CRM and data systems developer working with Salesforce, Airtable, Monday.com, Fireberry and Origami. I also run my own Amazon FBA business, so I care about daily operations, not just fields.
Languages: English and Hebrew.
Please message me before ordering with a short note on your business, so I can confirm the package.
Get to know Mor Negines
CRM and Data Systems Developer
- FromIsrael
- Member sinceSep 2026
Languages
Hebrew, English
FAQ
Do I need a paid Salesforce plan?
Flows, Path and some objects depend on the edition. Starter plans are limited. Professional and above fit these packages better. I will check before we start. You pay Salesforce directly.
Can you import my data or switch CRMs?
Standard and Premium include a clean CSV import, up to the row cap in that package. Heavy cleanup or a full move from another CRM is a custom offer.
Can we work in Hebrew?
Yes. I am a native Hebrew speaker and fluent in English. We can talk in either language, and labels can be Hebrew where your org supports it.
How do you access my org, and who owns it?
You add me as a user. I never need your password. I build in your org, you own everything I create, and you can deactivate my user after delivery.
