# Forgeworks

> Forgeworks is your AI-first RevOps team, US based. "We're the builders, the fixers, your AI RevOps team." Bringing clarity to chaos for over $1B in B2B SaaS revenue, Forgeworks embeds a full RevOps pod inside your company — strategy, systems, AI and execution, shipped every week. AI RevOps agency: embedded pods for VC-backed startups and trades companies. US based, working nationwide.

Key facts: $1B+ revenue supported · $1.7B in capital raises · 50+ CRMs implemented · 100+ integrations built · 12+ CRM migrations · 6 M&A integrations. Partner status: HubSpot Solutions Partner, Zuper Solutions Partner, QuotaPath Implementation Partner, Chili Piper Implementation Specialist.

The pod: a dedicated four-person team on your account — two RevOps Managers (strategy and client relationship), a RevOps Analyst (clean data, accurate pipelines and dashboards) and a Project Coordinator (timelines and deliverables) — on a single scope.

Approach: 01 Diagnose (two-week audit; ranked list of where revenue falls out) → 02 Architect (data model, lifecycle stages, routing, automation and reporting designed before a field is built) → 03 Build (weekly sprints in your CRM; progress every Friday) → 04 Operate (stay embedded as your revenue operations function).

## Services (the tools your pod runs)

All services are described on the homepage: https://forgeworks.ai/#services

- 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, outbound automation.
- Zuper — Field service management: implementation, lead workflow tuning to stop duplicates, Zuper-to-CRM integration, go-live change management and on-site training.
- QuotaPath — Commission tracking: comp plans, quota attainment and payouts automated and visible.
- Chili Piper — Lead routing & scheduling: inbound form submissions routed to the right rep and booked instantly.
- PandaDoc — Quoting & proposals: quotes and proposals wired into your CRM with templates, approvals and e-signature.
- DealHub — CPQ & deal desk: configure-price-quote and approval flows for real pricing complexity.
- Aircall — Phone & SMS: an advanced dialer embedded in HubSpot with SMS, call logging and routing.
- Apollo.io — Sales intelligence & outbound: prospecting data, enrichment and automated outbound sequencing connected to your CRM.

## Pages

- [Home](https://forgeworks.ai/): Hero, testimonials, services, approach, FAQ, and "Book a free strategy call"
- [Forgeworks for trades](https://forgeworks.ai/trades): RevOps for roofing, solar, HVAC and field-service companies — Zuper and HubSpot implementations, AI CSRs, crew dispatch, intelligent quoting and job-site photo capture via Zuper. Typical Zuper implementation: about 90 days; from $15k.
- [RoofCON 2026](https://forgeworks.ai/roofcon): We'll be at RoofCON 8, Oklahoma City, November 10–12, 2026 — live system teardowns, AI agents in a live trades portal, operator roundtables. No appointment needed.
- [RevOps glossary](https://forgeworks.ai/glossary): Definitions for revenue operations, sales, marketing, and CRM terms
- [RevOps glossary (markdown)](https://forgeworks.ai/glossary.md): Machine-readable version of the glossary

## Optional

- [Full company brief](https://forgeworks.ai/llms-full.txt): Detailed profile, service facts, approach, FAQ, and client quotes for AI systems
- [Sitemap](https://forgeworks.ai/sitemap.xml)

## Contact

- Book: "Book a free strategy call" on https://forgeworks.ai/
- Email: support@forgeworks.ai
- Phone: +1-845-558-1855
- Location: Aurora, Colorado, USA (US based, working nationwide)
- LinkedIn: https://www.linkedin.com/company/forgeworks/