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Fiverr Pro
English
$
USD
I will a custom ai CRM dashboard for leads follow ups and workflows
Nakul K
About this gig
Are leads, follow-ups, proposals, client notes, and tasks scattered across WhatsApp, spreadsheets, email, and memory?
I build practical custom CRM and workflow dashboards for businesses that need one clear place to manage leads, customers, follow-ups, tasks, and reports.
This is not a generic CRM template. I first understand your real workflow, then build a focused system around it.
I can help with:
- Lead pipeline and status tracking
- Client/customer records
- Follow-up and task management
- Proposal, quotation, or project tracking
- Dashboards and simple reporting
- Form-to-CRM capture
- AI summaries, next-action suggestions, or draft follow-up messages
- API, spreadsheet, email, website, or automation integrations where scope allows
Good fit for agencies, service businesses, interior/design studios, clinics, coaches, D2C/ecommerce teams, local SMBs, and operators who have outgrown spreadsheets.
Before ordering, message me with your current workflow, tools, and what you want the CRM to help with. I will help you choose the right scope.
Get to know Nakul K
Nakul K
AI Automation and Replit App Systems
- FromIndia
- Member sinceOct 2020
Languages
English, Marathi, Hindi
I'm Nakul, founder/operator behind Vitiv AI. I help businesses turn messy workflows into practical AI automations, Replit apps, CRM/ERP flows, WhatsApp/chatbot systems, dashboards, and API integrations.
I've worked across manufacturing, D2C, websites, Shopify, Zoho, Zapier/Pabbly, Google Apps Script, reporting, and process cleanup, so I start with the workflow before the tool.
I can help with Replit project rescue, AI agents, chatbots, CRM workflows, dashboards, lead capture, and app integrations.
FAQ
Can you build a CRM from scratch?
Yes, if the scope is clear. I can build a focused CRM/workflow app around leads, clients, follow-ups, dashboards, and tasks. I avoid bloated generic systems and prefer one useful business workflow first.
Can you add AI features?
Yes. Useful AI features can include lead summaries, next-action suggestions, draft follow-up messages, intake classification, or chatbot/CRM handoff notes. I do not promise fully autonomous sales or support.
Can you integrate my existing tools?
Often, yes. Possible integrations include forms, spreadsheets, email, website leads, APIs, Zapier/Make/Pabbly-style flows, and some CRM tools. Final scope depends on access, API limits, and package selected.
What do you need from me?
I need your current workflow, fields you track, user roles, sample data with sensitive details removed, preferred tools, and examples of reports or dashboards you want.
Will you handle credentials?
No passwords or API keys should be sent in chat. Use secure platform access, environment variables, temporary credentials, or screen-share/handoff steps where needed.
