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Fiverr Pro
English
$
USD
I will set up, customize, automate your monday CRM
Managing software development project for top quality results
About 20 years of managing successful software products for corporates and startups, from strategy to execution, through market research, product definitions, leading design & development, launch, and...
Vetted by Fiverr Pro
Oren Inbar was selected by the Fiverr Pro team for their expertise.
Vetted for
Product Management
Project Management
About this Gig
Im Oren, I've been solving business problems with technology for over 20 years and my team is experienced with smart CRM design, setup, development and automation and workflow optimization with Monday.com, HubSpot, Salesforce, Airtable, Zoho, Attio, and more.
My Process:
- Characterization: map business needs, user journeys & pain points
- Define pipelines, stages & key metrics
- Configuration: build CRM structure and basic automations
- Data reports & dashboards
- Integrate with Slack, Google Workspace, Zapier, Make, etc.
- Test, refine & train your team for success
Final Delivery:
- Fully functional CRM with workflows & automations
- Data dashboards & reports
- Optional playbook or recorded training session
What I Need From You:
- Description of your business & goals
- Existing processes, data, spreadsheets
- Preferred CRM platform & tools
Lets build your custom CRM engine, one that saves time, improves efficiency, and scales your business.
Software:
Monday
Industry:
Construction
•
Marketing & advertising
•
Software
Clients I’ve worked with
Fiverr
Internet Software & Services
Manage a project for Fiverr itself, involving creation of content with different AI models, and on top of that content editing, automation and more. The project involved around 20 different sellers, and the use of different technologies.
Oct 2024
FAQ
What CRM platforms do you work with?
I work with Monday.com, HubSpot, Salesforce, Airtable, Zoho, Attio, and custom CRM setups. I also handle integrations with Slack, Google Workspace, Zapier, and Make. If you're unsure which CRM fits your needs, I’ll help you choose and design the right solution.
Do I need to have a CRM already set up before ordering?
No. I can help you from scratch, including selecting the right CRM, setting up your account, and building everything based on your business needs.
Will you customize the CRM to my specific business process?
Yes. Every setup is fully tailored. I map your workflows, pipelines, and user journeys to build a CRM that actually reflects how your business operates.
Do you provide training after the setup is complete?
Yes. I can include a live session or a recorded walkthrough so your team knows exactly how to use the system effectively.
Reviews
3 reviews for this Gig
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Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
N naamagelband
Repeat Client
Israel
Thanks Oren for another great collaboration! always a pleasure working with such a pro
$1,000-$1,500
Price
4 days
Duration
T 
Seller's Response
Helpful?N naamagelband
Repeat Client
Israel
Oren is a true professional!
$400-$600
Price
3 days
Duration
T Seller's Response
Helpful?N naamagelband
Repeat Client
Israel
Working together has been a great experience, thanks Oren and the team!
$1,000-$1,500
Price
6 days
Duration
T Seller's Response
Helpful?
Reviews
3 reviews for this Gig
| (3) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
N naamagelband
Repeat Client
Israel
Thanks Oren for another great collaboration! always a pleasure working with such a pro
$1,000-$1,500
Price
4 days
Duration
T Seller's Response
Helpful?N naamagelband
Repeat Client
Israel
Oren is a true professional!
$400-$600
Price
3 days
Duration
T Seller's Response
Helpful?N naamagelband
Repeat Client
Israel
Working together has been a great experience, thanks Oren and the team!
$1,000-$1,500
Price
6 days
Duration
T Seller's Response
Helpful?
