Our agency will setup, customize zoho CRM, hubspot, monday com with ai agent

We make CRMs, Data Analytics and AI work for you!
Vetted by Fiverr Pro
TECHMA AI was selected by the Fiverr Pro team for their expertise.
Vetted for
AI Consulting
AI Development
CRM Management
Data Analytics
Data Visualization
Financial Planning & Analysis
Project Management
Software Development
Software Management
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What people loved about this freelancer
tmhyah

United States
Masdouk provided excellent service in setting up my Zoho email with my domain. He was thorough, professional, and ensured everything was configured smoothly....
kimberlynich

Canada
I am very satisfied with Masdouk's work! I particularly liked his listening skills, which allowed him to fully understand my problems and my type of business....
adeolaoke

United States
Masdouk is VERY patient. He went above and beyond to teach me how to use zoho. He authenticated my email address, so no more emails in spam. I was initially...
About this Gig
Vetted Pro
Are you tired of juggling leads, follow-ups, and workflows manually?
Let me streamline your entire business process by setting up and customizing your CRM whether it's Zoho CRM, HubSpot, or Monday.com and supercharging it with AI automation and AI agents that work 24/7!
What I Offer:
Full CRM Setup & Customization
- Custom modules, fields, pipelines
- Dashboards, reports, and automation
- Email templates, lead scoring & more
️ AI Agent Integration
- Smart AI assistant that replies to leads
- Follow-ups via WhatsApp, Email, or SMS
- Voice AI for call handling (VAPI, Twilio, etc.)
Automated Workflows
- Auto-assign leads, send reminders, create tasks
- Integration with Calendly, Google Sheets, APIs, etc.
Reporting & Optimization
- Custom dashboards and KPIs tracking
- Sales, marketing & service insights
Platforms I Work With:
- Zoho CRM
- HubSpot CRM
- Monday.com
- Plus integrations with Make, Zapier, WhatsApp, Cal.com, and more
Why Choose Me?
- 1200+ projects delivered
- Official Zoho, HubSpot, Monday.com & Automation partner
- 100% custom solution tailored to your business
Lets turn your CRM into a sales machine with the power of AI. Send me a message or book a free consultation today!
Software:
Monday
Industry:
Education
•
Financial services
•
Real estate
Clients We’ve worked with
exp Realty
Residential Real Estate
eXp is a global cloud-based brokerage that's powered by top agents and cutting-edge technology. I helped one of the biggest eXp company build an analytics report using zoho analytics.
Jan 2022-Apr 2022
Deloitte
Professional Services
I have been working for Deloitte as Manager. Meaning I'm very used to build complex excel model with ease and understand the data privacy of a such large corporation.
Apr 2021-Sep 2022
Portfolio
Other Software Management Services we Offer
FAQ
What do I need to get started?
Just let me know which platform you’re using (Zoho, HubSpot, or Monday.com), share your business goals, and I’ll guide you step-by-step. If you already have an account, I’ll need admin access.
I’m new to CRM — can you help me choose the right one?
Absolutely! I’ll assess your business needs and recommend the best-fit CRM and plan (Zoho, HubSpot, or Monday.com).
What is an AI Agent, and how does it work?
An AI Agent is a smart assistant that automates tasks like responding to leads, qualifying prospects, scheduling calls, or sending reminders — using tools like OpenAI, VAPI, Twilio, WhatsApp, and more.
Can you integrate my CRM with WhatsApp, Email, or other platforms?
Yes! I specialize in automation and can connect your CRM with WhatsApp, Gmail/Outlook, Calendly, Make.com, Zapier, Stripe, Google Sheets, and many more.
Will you train me or my team on how to use the system?
Yes! I provide recorded walkthroughs or live training sessions (depending on the package) to ensure you’re comfortable using the setup.
Do you offer ongoing support or maintenance?
Yes, I offer optional monthly support packages to help you improve workflows, update automations, and troubleshoot issues as your business evolves.
12 reviews for this Gig
| (12) | ||
| (0) | ||
| (0) | ||
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Rating Breakdown
- Seller communication level
- Recommend to a friend
- Service as described
Sort By
T tmhyah

United States
Masdouk provided excellent service in setting up my Zoho email with my domain. He was thorough, professional, and ensured everything was configured smoothly. He also created a lead capture form for my website, which was integrated seamlessly. I highly recommend his services for anyone needing anything Zoho-related.
$400-$600
Price
3 weeks
Duration
Helpful?C clem_dlmr
Repeat Client

France
Perfect work ! Masdouk is a complete zoho expert. Great communication and strong knowledges. Masdouk is my zoho expert for many other tasks. Thank you.
$800-$1,000
Price
8 days
Duration
Helpful?E 
evie2016
Repeat Client

United Kingdom
Masdouk, is very knowledgeable and endlessly helpful 5 ⭐️ for sure
$2,000-$3,000
Price
3 months
Duration
Helpful?I isaacbosquet

Canada
Excellent service..
$50-$100
Price
6 days
Duration
Helpful?G genman123

United States
Masdouk is a Zoho expert. He implemented the requirements ahead of schedule and was patient while explaining the platform's capabilities. We will be working with him again.
Helpful?
12 reviews for this Gig
| (12) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Recommend to a friend
- Service as described
Sort By
T tmhyah

United States
Masdouk provided excellent service in setting up my Zoho email with my domain. He was thorough, professional, and ensured everything was configured smoothly. He also created a lead capture form for my website, which was integrated seamlessly. I highly recommend his services for anyone needing anything Zoho-related.
$400-$600
Price
3 weeks
Duration
Helpful?C clem_dlmr
Repeat Client

France
Perfect work ! Masdouk is a complete zoho expert. Great communication and strong knowledges. Masdouk is my zoho expert for many other tasks. Thank you.
$800-$1,000
Price
8 days
Duration
Helpful?E 
evie2016
Repeat Client

United Kingdom
Masdouk, is very knowledgeable and endlessly helpful 5 ⭐️ for sure
$2,000-$3,000
Price
3 months
Duration
Helpful?I isaacbosquet

Canada
Excellent service..
$50-$100
Price
6 days
Duration
Helpful?G genman123

United States
Masdouk is a Zoho expert. He implemented the requirements ahead of schedule and was patient while explaining the platform's capabilities. We will be working with him again.
Helpful?

