Revenue operations consulting
Your revenue stack, built to run as one system.
Function Forge implements and connects Zoho One and HubSpot, then writes the custom code, APIs and mobile apps that your CRM can't do on its own.
// Deal moved to Closed Won
deal = zoho.crm.getRecordById("Deals", dealId);
payload = Map();
payload.put("account", deal.get("Account_Name").get("name"));
payload.put("amount", deal.get("Amount"));
resp = invokeurl
[
url: "https://billing.example.com/api/invoices"
type: POST
parameters: payload.toString()
connection: "billing"
];
info resp;
Services
From first setup to the code no template covers
Most RevOps problems sit between tools: a deal closes in the CRM and nothing reaches billing, support or the field team. We configure the platforms, then build the connections between them.
Zoho One implementation
Roll out the apps you actually use, from CRM to Books, Desk and Campaigns. We map your sales process first, set up roles, pipelines and data migration, then train your team. We deliver it as a Zoho Certified Partner.
Zoho integrations
Make the Zoho apps share one customer record, so a change in CRM shows up in Books, Desk and Projects without anyone retyping it.
Deluge scripting and custom functions
Custom Deluge functions for validation, scoring, record syncing and multi-step logic that standard workflow rules can't express. Commented and documented so your team can maintain them.
API development and integrations
REST API connections to billing, ERP, e-commerce and internal systems, with webhooks, authentication and error handling designed in from the start.
Workflow automation
Lead routing, approvals, Blueprints, follow-up sequences and handoffs between sales, marketing and service, in Zoho or HubSpot.
HubSpot integrations
Connect HubSpot to the rest of your stack through native connectors and custom API work, with clean data mapping and no duplicate records.
Zapier automation
Fast, maintainable Zaps for the connections that don't need custom code, built with naming, error alerts and ownership so they don't turn into a mystery.
Custom business mobile apps
iOS and Android apps for your field staff, drivers, technicians or customers, connected directly to your CRM data.
Platforms we work in
Mobile apps
An app shaped around how your team really works
Off-the-shelf mobile CRM apps assume everyone works the same way. We build focused business apps that show people only what they need and write back to your CRM in real time.
Because the same team builds the app and the CRM integration, there is no handoff gap between the two.
Field service and sales
Visit logs, quotes, photos and signatures captured on site and synced to the record.
Customer portals
Let customers check orders, submit requests and view documents without calling you.
Internal tools
Approvals, inventory checks and task lists that replace spreadsheets and group chats.
iOS and Android
One build plan for both platforms, delivered through the app stores or privately to your team.
Process
How an engagement runs
Audit
We review your CRM, tools and data, and map where revenue information gets stuck or duplicated.
Design
You get a written plan with the data model, automations, integrations and a clear scope before we build anything.
Build
We configure, script and integrate in a sandbox first, then test with your real scenarios before go-live.
Hand off and support
Your team gets documentation and training, and we stay available for changes as your process evolves.
Tell us where your revenue process breaks.
A 30-minute discovery call is enough to tell you whether the fix is configuration, a custom function, an integration or an app.