How it works
Up and running. In minutes.
No credit card, no sales call, no migration. Set up your business, then grow at your own pace.
01
Create your free account
Tell us your business name and you’re in. No credit card, no sales call.
- Free to start
- No contract
- Minutes, not a migration
Sample Customer
Lead → Won
02
Set up your business
Pick your industry edition and Foundry pre-builds your CRM, documents, invoicing, and portal — then you customize it.
- Pre-built for your trade
- Customize everything
- Keep the CRM you already use
Invoice #——
Sample Customer
03
Serve your customers
Send invoices and get paid, book appointments, share a white-labeled customer portal, and sign documents — all free.
- Invoice + get paid
- Booking + portal
- E-signature included
Booking
SamplePick a time — it lands on your calendar.
04
Grow when you’re ready
Turn on premium tools — canvassing, an AI visualizer, and more — and pay only for what you use.
- Add what you want
- Hide what you don’t
- Pay-as-you-go, no contract
Your platform
Sample05
Know your numbers
Get a clear Financial Health Rating and see which funding, processing, and insurance offers you’re a fit for — free, and you control who ever contacts you.
- Plain-English rating
- Offer readiness across five areas
- You stay in control
This rating does not constitute a credit score. It is Foundry's depiction, derived from many transactions and data points, of where we think you may fall — nothing is guaranteed. The funding, processing, insurance, and banking companies in the network are not advised to use this rating as their decision; each makes its own decision under its own underwriting guidelines. Foundry is a third-party company that helps educate merchants and route their authorized information — Foundry makes no decisions and is not a consumer reporting agency.
Financial Health Rating
SampleSample rating — built from your own data.