SVC / 01
ERP Integration
Connect Epicor, NetSuite, Dynamics, Sage, Infor, and more to HubSpot. Build the order object and reconcile revenue between systems.
RevOps for Manufacturing and Industrial
Your forecast doesn’t match your ERP.
We fix that.
Forgewright RevOps connects Epicor, NetSuite, Dynamics, and other ERPs to HubSpot. Quoting, orders, service, and warranty run on one revenue system that reconciles with finance.
100+ portal transformations.
The Problem
Your CFO and your VP Sales are looking at two different numbers.
Your CFO closes the books in Epicor. Your VP Sales runs the forecast in HubSpot. The two numbers don’t match, and no one can explain why. Quoting takes three days when your competitors take three hours. Warranty claims sit in someone’s inbox until a customer calls twice. This is the gap where margin leaks and forecasts lose credibility. We close it.
SYMPTOM / 01
Forecast gap
Two numbers, no reconciliation. Boards and PE sponsors notice.
SYMPTOM / 02
Quote latency
Three days to quote when competitors take three hours.
SYMPTOM / 03
Warranty SLA
Claims sit in inboxes until a customer calls twice.
Map your quote-to-cash flow in sixty minutes.
Book a Quote-to-Cash TeardownWhat We Do
We build one revenue system around how you actually make and sell.
SVC / 02
Quote-to-Order
Model configured products, line items, and long quote cycles so quoting is fast and accurate.
SVC / 03
Channel Management
Structure dealers, distributors, and reps so attribution and pipeline are clear.
SVC / 04
Service & Warranty
A ticket-first Service Hub for claims, returns, and field work, tied back to the order.
SVC / 05
Multi-Company Unification
Bring multiple locations or operating companies onto one connected portal, including after an acquisition.
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RevOps Retainer
Ongoing optimization, reporting, and admin enablement after the build.
Map your quote-to-cash flow in sixty minutes.
Book a Quote-to-Cash TeardownWho It Is For
Built for industrial companies, not software startups.
You make or move physical products. You run an ERP. You sell through quotes, dealers, distributors, or reps, and you stand behind your product with service and warranty. If a generalist partner has stalled on your integration, this is the firm that finishes it.
Fits if
- +Mid-market manufacturers, industrial products, distributors
- +$10M to $75M revenue, multi-location or PE-backed portfolios
- +Running HubSpot plus an ERP (Epicor, NetSuite, Dynamics, Sage, Infor, Global Shop, Fishbowl)
- +Quote-to-order, dealers, distributors, or rep channels
- +Service and warranty obligations on what you ship
- +Multi-location or M&A portfolio unification
Not a fit
- −Pure SaaS or software companies
- −Under $5M, or $5M to $10M without a real ERP
- −No ERP, and no plan to integrate one
- −B2C only
- −Not on HubSpot and not considering it
How It Works
A senior pod, not a junior handoff.
Every engagement runs through a dedicated pod: a RevOps Practice Lead, a Senior Client Partner, and a RevOps Technologist. No discovery handed to a junior. No surprise account-management layer.
- STEP 01
Teardown
We map your quote-to-cash flow and find where data breaks.
- STEP 02
Blueprint
We design the integration, objects, and pipelines around your operation.
- STEP 03
Build
We implement, integrate the ERP, and migrate clean data.
- STEP 04
Enable
We train your team and hand over documentation.
- STEP 05
Optimize
Ongoing RevOps support keeps the system tuned.
Proof
Done before, on the systems you run.
100+
HubSpot portal transformations
22%
Average revenue lift
2019
Focused on industrial ERP to CRM
CASE / 01
Architectural metalwork / Epicor
Multi-location stair and railing manufacturer. Connected Epicor and HubSpot, built a ticket-first service workflow, and gave leadership real pipeline visibility for the first time.
CASE / 02
Aftermarket automotive parts
Built a warranty and returns pipeline in Service Hub and tied it to order data, ending the inbox-driven claims process.
CASE / 03
Commercial construction & restoration
Unified quoting and project pipeline on HubSpot across multiple operating companies, with one forecast leadership can defend.
Anonymized snapshots. Named studies published only with written client consent.
Map your quote-to-cash flow in sixty minutes.
Book a Quote-to-Cash TeardownAbout
We only do one thing: connect CRM to ERP in industrial companies.
Forgewright RevOps is an industrial practice built around a single problem: manufacturers and industrials need their HubSpot to talk to their ERP. We saw too many generalist agencies take on this work without understanding the ERP side, turning a three-month project into a year of rework and frustration. We built this practice to do the opposite: deep ERP expertise, fast timelines, and outcomes that stick.
Founded in 2019
Quote-to-Cash Teardown
Find the gaps in your quote-to-cash flow.
Book a Quote-to-Cash Teardown. Sixty minutes with a senior RevOps lead. You leave with a written map of your current quote-to-cash flow, a prioritized fix list scored by revenue impact, and no obligation. Yours to keep, even if we never work together.
- +60 minutes with a senior RevOps lead, not a closer
- +Written map of your current quote-to-cash flow
- +Prioritized fix list, scored by revenue impact
- +Yours to keep, even if we never engage