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Foundry CRM

The CRM powering this site, built for solo consultants and small agencies. Contact management, project tracking, invoicing, and an AI-powered chat widget, all in one Rails app. Open source and ready to deploy.

Everything You Need

Built from real consulting workflow. Every feature exists because I needed it myself.

Contact & Lead Management

Track contacts through pipeline stages from lead to active client. Log notes, record sources, and see full history at a glance. Health check form submissions create contacts automatically.

Stages · Sources · Notes · Health Check Integration

Project & Milestone Tracking

Organize work into projects with status workflows, milestones, and deliverables. Track completion percentage and keep everything tied to the right contact.

Statuses · Milestones · Deliverables · Completion Tracking

Invoicing & Estimates

Create invoices with line items, tax calculations, and automatic totals. Generate professional PDFs. Track status from draft through sent, paid, and overdue.

Line Items · Tax · PDF Generation · Status Workflow

AI-Powered Chat Widget

An OpenAI-backed chat widget that lives on your site. It answers visitor questions using your uploaded knowledge base and captures leads when visitors want to talk to a human.

OpenAI Integration · Knowledge Base · Lead Capture

Time Tracking

Log hours per project with descriptions and dates. Track billable time to keep invoicing accurate and give clients transparency into where time is spent.

Per-Project · Billable Hours · Date Tracking

Admin Dashboard

See your business at a glance. Key metrics, overdue invoices, upcoming milestones, and recent activity. Everything you need to stay on top of client work.

Metrics · Overdue Alerts · Upcoming Milestones

Built With

Modern, proven technologies. No exotic dependencies. Any Rails developer can maintain it.

Backend

  • Rails 8
  • PostgreSQL
  • Solid Queue
  • Solid Cache

Frontend

  • Hotwire (Turbo + Stimulus)
  • Tailwind CSS 4
  • Propshaft

Deployment

  • Kamal 2
  • Docker
  • Hetzner (managed tier)
  • Cloudflare DNS

Pricing

Free to self-host. Pay only if you want it fully managed.

Free

Self-Hosted

  • Full feature access
  • Open source, deploy anywhere
  • Bring your own OpenAI key for chat
  • You manage hosting and updates
Get Started

$49/mo

Managed Hosting

  • Everything in Free
  • Hetzner hosting, fully managed
  • AI chatbot with $10 OpenAI credit included
  • Ongoing maintenance and updates
  • Domain setup via Cloudflare or bring your own
  • No setup fee
Get Started

Ready to Simplify Your Workflow?

Get a free walkthrough of Foundry CRM. I'll help you get set up, whether self-hosted or managed.

Get Your Free Walkthrough →

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