Custom-built automation
for your workflow.

Forge connects your tools, routes your leads, and automates the handoffs that slow your team down. We build it. You run it.

Schedule a call

Slow follow-up. Broken handoffs.
Manual work that should be automated.

Your CRM has leads that never got a follow-up. Your team copies data between spreadsheets. Your sales process has gaps that cost deals — and everyone knows it, but nobody has time to fix it.

Forge is project-based automation consulting. We audit your workflow, identify the bottlenecks, and build custom integrations that run without you. No templates. No cookie-cutter playbooks. Just automation built for how your team actually works.

System design

We map your current workflow end-to-end, identify friction points, and design the automation architecture before writing a single line of logic.

Development and integration

We build on the platforms you already use — Zapier, Make, n8n, HighLevel, HubSpot, Salesforce. Tool-agnostic means we pick the right tool for the job, not the one we resell.

Testing and deployment

Every automation is tested with real data before it goes live. We document everything — trigger conditions, error handling, and escalation paths — so your team can own it.

How Forge works

Scoped. Built. Deployed.
In 2 to 4 weeks.

Week 1

Discovery and design

We audit your current tools, data flows, and team processes. By the end of the week, you'll have a system design document with the full automation plan.

Week 2

Build and test

We build the integrations, routing logic, and triggers. Each piece is tested against real scenarios before connecting to your live systems.

Week 3

Deploy and monitor

We flip the switch and watch it run. The first week live, we're monitoring every trigger and fixing edge cases in real time.

Week 4

Handoff and documentation

Full documentation, recorded walkthroughs, and a handoff session with your team. You own it from here — and we're a call away if something changes.

Lead enrichment and CRM routing

A B2B SaaS startup needed to enrich inbound leads and route them to the right sales rep instantly. We built a workflow that tripled qualified bookings in the first month. Read the case study →

LinkedIn outreach automation

Calendar-triggered personalized follow-up sequences that increased connection rates by 40%. The entire flow runs without anyone touching it. Read the case study →

CRM unification

Multi-source lead deduplication and normalization across 4 different tools. One clean pipeline instead of 4 messy ones. Read the case study →

Tell us what's broken.

Schedule a call and we'll scope your automation project for free.