CRM and RevOps implementation support

Extra hands for the CRM build your client is waiting on.

Syncraft supports CRM and RevOps consultancies with scoped HubSpot, Salesforce, and connected-tool implementations, from requirements and data mapping through workflow or API builds, QA, documentation, and client-ready handoff. One active client implementation at a time.

Book a 30-minute call

Start with a complimentary workflow design/demo using sample data. It excludes production implementation and live integrations. The only paid offer is $4,000 per month for up to 64 hours at $62.50 per hour, averaging about 14.8 hours a week. No certification or platform-partner status is claimed.

Real system shipped

Relevant delivery experience

  • 200+ monthly leads handled for Sheelaa.com
  • WhatsApp + Instagram unified into one dashboard
  • Google Sheets CRM with follow-up tracking
  • AI follow-up agent layered onto a real ops process
Sheelaa.com demonstrates a production workflow connected to real channels and team follow-up. CRM project scope is agreed around the client's actual systems, access, and acceptance requirements.
The leak

Take a client implementation from brief to handoff.

When consultancy teams need delivery capacity, scoped build work can cover the configuration and integration between the signed requirements and a tested, documented client handoff.

Requirements need a buildable map

Translate the client brief into objects, fields, lifecycle rules, ownership, and acceptance criteria before configuration starts.

Systems need to exchange the right data

Connect CRM workflows to forms, billing, scheduling, or internal tools through available APIs, webhooks, and supported integration paths.

Client handoff needs proof and context

Test expected paths, record limitations and failure cases, and leave implementation notes the consultancy and client can use.

Inside the monthly capacity

From client brief to a tested handoff.

  1. STAGE 01

    Requirements

    Client outcome, current process, constraints, access, and acceptance criteria.

    DELIVERABLE

    Scoped brief + success checks

  2. STAGE 02

    Data model

    CRM objects, field mapping, lifecycle rules, source of truth, and data boundaries.

    DELIVERABLE

    Field map + workflow logic

  3. STAGE 03

    Build

    Agreed CRM configuration, automation, and supported API or webhook connections.

    DELIVERABLE

    Configured workflow + integrations

  4. STAGE 04

    QA

    Expected paths, edge cases, failure handling, and agreed client acceptance checks.

    DELIVERABLE

    Test results + known limitations

  5. STAGE 05

    Handoff

    Walkthrough, implementation notes, operating steps, and next-step ownership.

    DELIVERABLE

    Client-ready notes + handoff

One monthly offer

$4,000 per month.

Includes up to 64 hours per month at $62.50 per hour, averaging about 14.8 hours per calendar week. Additional work requires an agreed scope change before it starts.

Start with the complimentary sample-data workflow design/demo to map the client brief and discuss fit for this same offer.

Request the free workflow design/demo

CRM workflow builds

Lifecycle stages, assignment rules, automations, and documented behavior in the agreed CRM scope.

Data and integration mapping

Objects, fields, transformations, API/webhook paths, and system boundaries mapped to the client requirements.

QA and handoff

Test cases, implementation notes, known limitations, and a clear route for client review and iteration.

24-hour test

Have one client workflow in mind?

Send the client outcome, CRM and connected systems, required workflows or integrations, and acceptance criteria. I will outline a sample-data approach and confirm whether the scoped work fits.