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HubSpot x RevOps x AI.

Fix HubSpot so leadership can finally trust pipeline, forecasting, and follow-through.


For B2B teams on Sales + Marketing Hub who’ve outgrown a messy CRM or a bad onboarding.

Reforge Solutions is a HubSpot RevOps consultancy helping B2B SaaS teams fix CRM foundations, pipeline execution, and reporting.

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If this feels familiar, your HubSpot isn’t broken. It’s outgrown.

As B2B teams scale, HubSpot often becomes a patchwork of quick fixes, half-built workflows, and reports no one fully trusts.

Common symptoms we see:

  • Pipeline reports don’t reflect reality

  • Lifecycle stages are inconsistent or ignored

  • Sales, Marketing, and Customer Success operate in silos

  • Automations exist, but no one knows what’s safe to touch

  • Leadership exports to spreadsheets “just to be sure”

The result is slower execution, poor visibility, and decisions made without confidence.

These are common signs a HubSpot CRM needs a RevOps diagnostic. Especially for SaaS teams that have scaled quickly without revisiting lifecycle, pipeline, and reporting foundations.

What we commonly fix and REFORGE

HubSpot RevOps Services for B2B SaaS
We work across the full RevOps surface area, including:

CRM Foundations

Lifecycle stages, data models, object relationships, ownership rules, and data hygiene

Sales Execution

Pipeline structure, deal movement, SLAs, forecasting logic, and handoffs

Marketing <> Sales Alignment

Lead qualification, routing, lifecycle progression, and attribution clarity

Automations & Integrations

Workflows, alerts, enrichment, and third-party tools that support execution instead of creating noise

Reporting & Visibility

Dashboards leadership can trust without exporting data to spreadsheets

RevOps-ready AI

Internal AI assistants for monitoring data quality, pipeline risk, and execution gaps

 

We don’t treat these as disconnected projects. We design them as one operating system.

Why Reforge?

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Why B2B SaaS teams bring us in

Most HubSpot issues don’t come from bad tools.

They come from rushed onboarding, unclear ownership, or growth that outpaces process.

Teams typically call us when:

  • Reporting exists but isn’t trusted

  • Automations have grown fragile or opaque

  • Sales, Marketing, and CS operate on different versions of “truth”

  • Leadership lacks confidence in pipeline and forecasting

We specialize in:

  • Fixing CRMs that have gone through multiple growth phases

  • Rebuilding structure without unnecessary re-platforming

  • Designing systems teams can maintain after we’re gone

Our goal is not dependency.

It’s operational confidence.

Previous Success

Teams we’ve helped rebuild trust in their CRM

For Agencies + Partners

White-label RevOps execution for agencies

 

We also support agencies and partners who need reliable HubSpot execution behind the scenes.

Our white-label support includes:

  • Discrete delivery under your brand

  • RevOps and HubSpot implementation support

  • Process-driven execution without client-facing noise

 

How Engagement Works

While the problems we take on are broad, how we engage is structured.

Audit

Every engagement starts with a RevOps & CRM Diagnostic

Reforge

Implementation happens through focused, time-bound sprints

Enable

Ongoing work is handled via monitoring retainers, not ad-hoc requests

 

This keeps work clean, fast, and accountable on both sides.

Frequently asked questions

What does a HubSpot RevOps consultancy do?

A HubSpot RevOps consultancy helps B2B SaaS teams design, fix, and maintain the systems that support revenue execution inside HubSpot. This includes CRM foundations, lifecycle stages, pipeline structure, automation, reporting, and alignment across Sales, Marketing, and Customer Success.

When should a SaaS company run a HubSpot CRM diagnostic?

A SaaS company should run a HubSpot CRM diagnostic when pipeline reports are unreliable, lifecycle stages are inconsistent, automations feel fragile, or leadership relies on spreadsheets instead of HubSpot for forecasting and decision-making.

How is Reforge different from a HubSpot admin or agency?

Reforge focuses on RevOps architecture and system design, not task-based administration or one-off workflow requests. We take ownership of how revenue systems work end to end, rather than executing isolated tasks.

What happens after the RevOps & CRM Diagnostic?

After the diagnostic, you receive a clear summary of what’s broken, what’s salvageable, and a prioritized roadmap. If it makes sense to proceed, implementation happens through a focused sprint, followed by optional ongoing RevOps monitoring.

Who is the RevOps & CRM Diagnostic best suited for?

The diagnostic is best suited for B2B SaaS teams with 10–200 employees that are actively using HubSpot Sales and Marketing Hub and experiencing challenges with reporting, lifecycle management, automation, or execution consistency.

Do you work with agencies or partners?

Yes. In addition to B2B SaaS teams, we work with agencies and partners through a separate white-label engagement model. Partner inquiries follow a different process and are handled outside the standard diagnostic funnel.

Ready to fix the foundation

Book a RevOps Diagnostic to understand what’s broken, what’s fixable, and what to do next.