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Maor KertsmanMaor Kertsman

Less busywork.
More room to move.

I'm Maor. I connect your CRM, WhatsApp and AI assistants into one workflow, so inquiries reach the right person, information stays current and your team has time for customers.

Good tools. The difference is how they work together.

How much of your day goes around in circles?

Copying, chasing, searching, updating. The small tasks add up. This is where we start making room.

  • One detail. Four entries. An inquiry arrives by form. Someone copies it into the CRM, a spreadsheet and the calendar.
  • Follow-up lives in someone's head. Without a reminder and a clear owner, a good inquiry can still go unanswered.
  • Every conversation, somewhere else. Understanding a customer's situation means searching WhatsApp, email and scattered notes.
  • New week. Same report. Collect the data, update the statuses, send the reminders. Then do it all again.

See the pieces work together.

Choose a workflow. Follow the information, see what runs automatically and where your team takes over.

Illustrative demonstration with fictional dataFictional data

From inquiry to meeting

From a website inquiry to a calendar meeting. The context travels with it.

  1. Step 1 of 5
    Inquiry:

    New inquiry received

    Dana Levi asks about a 4-room apartment in Ramat Gan. Tuesday, 09:14.

  2. Step 2 of 5
    Automation:

    Lead created in CRM

    No duplicate found. Source: website form. Status: New.

  3. Step 3 of 5
    Automation:

    Assigned and acknowledged

    Routed to Yoav by area. Dana gets a WhatsApp confirmation, 09:15.

  4. Step 4 of 5
    Human:

    Yoav calls back

    He sees the inquiry, the property and past contact before dialling.

  5. Step 5 of 5
    Automation:

    Meeting scheduled

    Thursday 17:30 in Google Calendar, reminders set for both sides.

3 steps the system did on its own · 1 decision by a person

Onboarding a new customer

A signed agreement becomes a customer record, tasks and a welcome message, without retyping.

  1. Step 1 of 5
    Inquiry:

    Agreement confirmed

    Noa Peretz of Peretz Interiors approves the service agreement. Sunday, 11:40.

  2. Step 2 of 5
    Automation:

    Customer record created

    Contact, company and agreed scope copied from the form. Stage: Onboarding.

  3. Step 3 of 5
    Automation:

    Tasks opened

    Three onboarding tasks with due dates, owner Maya. Kickoff flagged.

  4. Step 4 of 5
    Human:

    Maya reviews and adjusts

    She checks the scope, moves one date, approves the welcome message.

  5. Step 5 of 5
    Automation:

    Welcome sent

    Email and WhatsApp at 12:05. Kickoff invite in Noa's calendar.

3 steps the system did on its own · 1 decision by a person

The morning operations report

The manager gets a short summary that points at what needs attention.

  1. Step 1 of 5
    Inquiry:

    Yesterday's activity collected

    07:00. Fourteen open leads, six calls, three meetings, two tasks overdue.

  2. Step 2 of 5
    Automation:

    Exceptions identified

    Two leads silent for five days. One meeting without a follow-up task.

  3. Step 3 of 5
    Automation:

    Summary drafted

    A short report grouped by owner, sent to Eran at 07:30.

  4. Step 4 of 5
    Human:

    Eran decides

    He reassigns one lead, calls the other, closes a finished task.

  5. Step 5 of 5
    Automation:

    Changes recorded

    CRM updated from his replies. Tomorrow's report starts from the new state.

3 steps the system did on its own · 1 decision by a person

  • Inquiry
  • Automation
  • Human

Ideas, put to work.

A system for a real-estate team, independent products and a tool for an academic course. Different starting points. Each built around the people using it.

Recreated CRM screen for a real-estate team: a lead list, an open lead drawer with property details, tasks, a call log and a scheduled meeting.

Client engagementReal estate

Connecting a real-estate team’s sales operations

Leads, meetings, calls and tasks come together in one Hebrew system built around a real-estate sales and investments team.

Illustration: a finished run arrives as raw Garmin data, code scores it (scoring, de-duplication, training load, patterns), the AI explains it in plain language, and Maya the runner decides what to do with the advice.

Product partnershipConsumer product

Rutz — an AI running coach

A product I’m building with a partner: Garmin data becomes running analysis, with calculations in code and explanations from AI.

Illustration: an exercise submissions queue — pull requests come in, tests and drafted feedback go out, and a submission whose test timed out is flagged for the lecturer, who decides the grade.

Academic engagementHigher education

Automated exercise checking at Machon Lev

From an exercise submission to checks and feedback. A system that gives course staff more time to teach and keeps grading with the lecturer.

Illustration: a small job is posted, a verified helper takes it, payment is secured before work starts and released on completion, an attempt to share a phone number outside the app is hidden, and the job owner leaves a fair review.

Own product · in developmentMarketplace app

QuestIL — Find a hand. Build trust.

An independent product in development: an app for small local jobs, designed around verified identity and a defined payment flow.

All work

Start with your day. Build from there.

From the first conversation to everyday use, you work directly with me and know what comes next.

Walk through a real process: who does what, which tools they use and where work gets stuck.

You show me. I map it.

Define what gets built, what runs automatically and which decisions stay with your team.

I propose. You approve.

Try working pieces against cases from your business, including exceptions and failed steps.

I build. You give feedback.

Roll out in stages, with a walkthrough and documentation, alongside the tools already in use.

I guide. Your team starts using it.

See what works and what needs adjusting. Monitoring and maintenance are agreed in advance.

I make adjustments. You share what you see.

Before we start

Do we need to replace our existing tools?

Usually, we can start with what you have: CRM, spreadsheets, calendar, phone system and WhatsApp. We check what each tool supports and which connections are missing. If a system needs replacing, we plan a staged move alongside existing work.

When is an automation tool enough, and when do we need custom code?

Tools like Make work well for connecting workflows across systems. Custom development helps when the logic is more involved or your team needs its own interface. I choose based on the need, maintenance and tools already in use, and sometimes combine both.

Where could AI help us?

Summarising conversations, understanding free-text inquiries and extracting tasks from messages. A clear, simple rule usually needs only regular automation. We always define what the assistant may do and which decisions need a person’s approval.

How does automation hand over to a person?

We define the handoff rules together: for example, when a customer asks for a person, a question falls outside the workflow or a commercial decision is needed. Your colleague receives the conversation and a summary, ready to continue with the context already collected.

How do pricing and maintenance work?

Pricing is per project, once we understand the process and define what will be built and which systems it will connect. Before starting, we agree on the scope, rollout and what monitoring and maintenance include after launch.

What would you take off your plate?

I'm an independent developer in Israel with a background in mathematics and programming. I like taking a complicated process apart, understanding what needs to happen and building a simpler way to do it. From the first conversation to the tool in your hands, I'm your point of contact.