We're the builders, the fixers, your AI RevOps team.

Track Record

• $1B+ revenue supported
• $1.7B in capital raises
• 50+ CRMs implemented
• 100+ integrations built
• 12+ CRM migrations delivered
• 6 M&A integrations supported

Partner status: HubSpot Solutions Partner · Zuper Solutions Partner · QuotaPath Implementation Partner · Chili Piper Implementation Specialist.

What clients say

"Your team takes a concept we have and turns it into reality — understanding the vision, working through the details, and bringing it to life."

"We've been working with them since seed. I'd give Forgeworks one of my kidneys at this point if they needed it."

"I went through three other implementation partners before hiring Forgeworks, and Forgeworks was the only one that exceeded my expectations."

"They took the time to understand our specific RevOps and CRM needs and tailored their approach, rather than pushing a one-size-fits-all solution."

"Forgeworks was instrumental in helping us build revenue operations from the ground up. What set them apart was their commitment to understanding our business at a deep level."

"They've hands-down been the best outsourced partner we've worked with in any capacity. They didn't just talk strategy — they executed."

"By far the best RevOps agency I have worked with. Highly communicative, they work in sprints, and they balance strategic guidance with tactical execution."

"Working with Forgeworks was a game-changer! They are incredibly smart and brought so much clarity to what we were trying to do. Worth every minute!"

Services: the tools your pod runs

• HubSpot — CRM platform & integrations. Portal builds and ongoing admin: data hygiene, account hierarchy, lead routing and scoring, forms and website integration, renewal and churn dashboards.
• Salesforce — Enterprise CRM & migrations. Instance migrations and consolidation, complex data model architecture, campaign and pipeline tracking frameworks, and outbound automation build-out.
• Zuper — Field service management. Field service implementation, lead workflow tuning to stop duplicates, Zuper-to-CRM integration, go-live change management and on-site team training.
• QuotaPath — Commission tracking. Comp plans, quota attainment and payouts automated and visible, so sales and finance stop reconciling spreadsheets at month end.
• Chili Piper — Lead routing & scheduling. Inbound form submissions routed to the right rep and booked instantly. Forms, handoffs and calendars configured by a certified specialist.
• PandaDoc — Quoting & proposals. Advanced quotes and proposals wired into your CRM, with templates, approvals and e-signature your team will actually use.
• DealHub — CPQ & deal desk. Configure-price-quote and approval flows for real pricing complexity, so deals stop stalling between sales, finance and legal.
• Aircall — Phone & SMS. An advanced dialer embedded directly in HubSpot, with SMS, call logging and routing so every conversation lands on the record.
• Apollo.io — Sales intelligence & outbound. Prospecting data, enrichment and automated outbound sequencing connected to your CRM so pipeline generation is measurable.

Our Approach

1. 01 / Diagnose — Find the leak. A two-week audit of pipeline, data, handoffs and tooling. You get a ranked list of where revenue is actually falling out.
2. 02 / Architect — Design the system. Data model, lifecycle stages, routing, automation and reporting mapped before a single field gets built.
3. 03 / Build — Ship weekly. Your pod builds in your CRM in weekly sprints — configuration, code, AI agents and integrations. You see progress every Friday.
4. 04 / Operate — Run it with you. We stay embedded as your revenue operations function — proactive fixes, not tickets you have to file.

Frequently Asked Questions

What exactly is a Forgeworks pod?

A dedicated four-person team on your account: two RevOps Managers who own strategy and the client relationship, a RevOps Analyst who keeps data clean and pipelines and dashboards accurate, and a Project Coordinator who keeps timelines and deliverables moving. You get the whole pod on a single scope instead of hiring four people or stitching together three vendors.

How fast do we see something shipped?

The audit runs two weeks. Build starts in week three, and from there you see work land in your own CRM every week. If a Friday goes by without something shipped, we have failed.

Do you work in HubSpot or Salesforce?

Both, plus Zoho and the field-service platforms trades companies run. We are a HubSpot partner and we do a lot of Salesforce-to-HubSpot migrations, but we will keep you where you are if moving is the wrong call.

What size company do you work with?

Technology companies from seed to Series B, and trades companies scaling past the spreadsheet. We have also run engagements inside $500M+ revenue organizations and impact-focused nonprofits.

Is this a project or a retainer?

Most engagements start with a fixed-scope audit and build, then move to an ongoing embedded pod. You can stop after the build if the system is running and you have someone to run it.

Where are you based?

We are US based and work with clients nationwide. Engagements run remotely, and we travel on site for go-lives, team training and industry events like RoofCON.

More from Forgeworks

• RoofCON 2026 — We'll be at RoofCON 8, November 10–12, 2026, in Oklahoma City: live system teardowns, AI agents running in a live trades portal, and operator roundtables. Come say hi — no appointment needed.
• RevOps Glossary — Definitions for revenue operations, sales, marketing, and CRM terms. Also at /glossary.md.