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
$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
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 →