A sales pipeline for small teams

Native proposals connected to your pipeline.

Stop losing deals to messy inboxes and manual drafts. Capture, sell, and close in one record.

Take the journey guide

Real deals from the demo workspace. Choose one to open it below.

Website form

Choose a letter to open its record. Send a proposal and watch it come back signed.

Open pipeline£0
Weighted forecast£0
Won£0

Demo workspace data from the Foundry CRM app.

Built by the Quantum Foundry team. Prefer a walkthrough before you roll out? Book a demo with the people who built it.

Request a demo

A £30,000 sales hire now costs about £36,000

Employer National Insurance rose to 15% in April 2025, and the threshold where you start paying it fell to £5,000. Headcount got more expensive. Pipeline capacity did not have to.

£30,000
5
One more sales hire
Salary
£30,000
Employer NI, 15% above £5,000
£3,750
Auto-enrolment pension, 3%
£900
Equipment, insurance, admin
£1,350
Real cost, year one£36,000
The same pipeline on Foundry Starter
Seats
5
Starter, per seat per year
£500
Preferred contract
Annual
Employer NI due on it
£0
Real cost, year one£2,500
14.4×What one hire costs, set against what the whole team's CRM costs.

Manage the pipeline of two people with the budget of one tool.

Employer NI is charged at 15% on earnings above the £5,000 secondary threshold from 6 April 2025. Foundry Starter is £500 per seat per year on the preferred annual contract. The hire figures also assume auto-enrolment pension at 3% of salary and 4.5% for equipment, insurance and admin, and do not apply Employment Allowance.

From an empty workspace to a pipeline that reports on itself

Configure once
1Get startedWorkspace name, currency, pipeline template
2Set up the workspaceTeam, brand, products, targets

A first-run wizard, then one afternoon of tidying. You will rarely open these screens again.

Then, every working day
CaptureForms & imports
→
SellPipeline board
→
Send & closeProposals, NDAs

↺ and round again

Runs for the life of every deal. The dashboard, forecast and reports read the loop back to you without a single export.

A pipeline nobody trusts is worse than no pipeline

Six problems that show up the moment more than one person is responsible for more than a handful of deals.

Three answers to one number

Resolved byOne deal record, one weighted forecast read live off stage probabilities.

Three separate platforms, a spreadsheet, a pile of unopened envelopes and an empty chair under a thought bubble, joined by dotted lines that stop short of meeting

Six areas. One deal record.

Three of them write into the record. Three of them read back out of it. Nothing is ever re-keyed between them.

Writes in

Capture, Sell, Send

Capture

Everything that turns an outsider into a record.

  • Lead, gate and event form modes
  • Embed snippet or hosted form URL
  • Honeypot, rate limiting and optional Turnstile
  • Source, form name and UTMs kept on the record
  • CSV import wizards with duplicate review

Sell

Where the working day actually happens.

  • Kanban pipeline board with drag between stages
  • Opportunity detail: overview, products, notes, emails
  • Tasks and follow-ups with due dates and reminders
  • Companies and contacts with custom fields
  • AI deal analysis: risk signals and next actions

Send

The documents that turn a deal into revenue.

  • Proposals built from the deal's own line items
  • NDAs shared and signed on a public link
  • Your logo, colours and legal links on every document
  • Sent, viewed, signed and amendment states on the deal
  • Signed copies filed under the deal's documents

Reads back

Measure, Connect, Workspace

Measure

What all of the above adds up to.

  • Dashboard: pipeline value, win rate, deal cycle, at-risk
  • Forecast: pace vs expected, projected attainment
  • Reports by stage, owner and pipeline with AI summary
  • Free, read-only weekly report links — no extra seat
  • CSV export from every major list

Connect

Getting the data out to the rest of your stack.

  • Slack alerts for won deals and form submits
  • Outbound webhooks, signed with a shared secret
  • Public read API with per-workspace bearer keys
  • Zapier and Make recipes
  • Connections hub listing every live integration

Workspace

The settings that keep the rest honest.

  • Teams, seats, invites and plain-language roles
  • Brand, document templates and custom fields
  • Billing, plans and a visible AI credit meter
  • Recycle bin, audit trail and workspace export
  • Notification preferences per person
Capture, Sell and Send write into one deal record

Two mechanisms carry most of the product

The capture route that turns a stranger into a working card, and the stage probability that turns a board into a forecast.

How a stranger becomes a deal you can work

A form on your website posts to a capture route, which creates the contact and company, a deal in the pipeline stage you chose, an optional follow-up task, and a Slack or webhook notification

You choose the pipeline, the stage and the owner once, when you create the form. Every submission after that lands the same way.

How a board becomes a forecast

Each pipeline stage carries a win probability, so the same set of deals produces both a raw open value and a weighted forecast value

Stages are not folders. Each one carries a probability you set in Pipeline Config, so the weighted number moves the moment a card does.

AI deal analysis

Score a deal, draft a follow-up, or summarise the notes on a record. Analysis can refresh itself when a deal changes stage, and every workspace has an on/off switch.

A visible AI meter

Credits are metered per workspace with a soft limit and a live counter in settings, so an AI bill never arrives as a surprise.

Strict workspace isolation

Every query is scoped to your team. Webhooks are authenticated with your own per-tenant secret, and there is no public directory of other customers.

Recycle bin, not shredder

Companies, contacts and deals soft-delete. Restore them from the recycle bin, and check the audit trail to see who removed what.

Free read-only report links

Co-founders, investors and finance open a secure weekly report without a paid seat. Pipeline value, win rate, and CSV export — they look, they never work deals.

Public read API

Bearer keys created in settings, shown once, revocable, scoped to your workspace. Paginated read endpoints for companies, contacts and opportunities.

Custom fieldsEvent formsGated downloadsCSV exportTask remindersPer-form analyticsSeats & invitesEmail on your domainGuided demo tours

How a proposal gets from deal to signature

A proposal is built from the deal's line items, sent branded on a public signing link, viewed and signed by the client, then filed back on the deal

Northwind Systems, one quarter in

A fourteen-person B2B software company with £2.4M of open pipeline that used to live in a spreadsheet, a shared inbox and one person's memory. Here is how four people share one record.

Four people, one record

One record, four jobs

Priya set up the pipeline, the stage probabilities and the quarterly target in an afternoon and has barely touched configuration since. Sofia owns the three capture forms on the website. Daniel lives on the pipeline board. Marcus never opens the board at all — he reads the weekly report link, and it is already right.

Sofia → Capture formsDaniel → Pipeline board, dailyPriya → Forecast & targetsMarcus → Weekly report, read-only

Sofia, Marketing

Runs a lead form, a gated whitepaper and a webinar sign-up. Each one routes to its own pipeline and owner, with the source kept on the contact.

Daniel, Account Executive

Works cards across stages, adds line items, sends the proposal, and clears the follow-ups the dashboard says are due.

Priya, Sales Lead

Watches pace against the quarterly target, checks deals at risk, and reassigns owners when someone's board gets too full.

Do not buy a CRM seat for people who only need to look

Co-founders, investors and finance managers need live pipeline and revenue numbers. Traditional CRMs still charge them as if they worked deals. Foundry's weekly report is a secure, read-only link.

Marcus never logs in. He never drags a card. Once a week he opens a link, checks pipeline value and win rate, and exports a CSV for the books. That is the whole job — and it costs nothing extra.

Marcus BellFinance, Northwind Systems · weekly report, read-only

What the link actually is

  • Live pipeline value off the same deal record the team works.
  • Win rate and forecast without a login or a slide deck.
  • CSV export for accounting, at period end or any Friday.
  • Read-only — no edits, no accidental moves, no extra licence.
What they needFoundry CRMTypical CRM
Finance, a co-founder, an investorA free, secure weekly report linkAnother paid seat they will not use
Pipeline value and win rateRead live, off the boardA deck someone rebuilt on Friday
Won deals into accountingCSV from the same linkWait for sales to export
Permission to change a dealNone — the link cannot editA full seat, or nothing

UK data residency is a birthright here, not an upgrade

Foundry CRM was written in the UK, for teams selling in the UK. The American incumbents will sell you the same assurance — once you are on an enterprise contract and a sales call has been booked.

What you are actually asking forFoundry CRMTypical US incumbent
Your customer data stays in the UKOn every planUsually an enterprise-tier option
UK GDPR and the Data Protection Act 2018The law the product was built underOne regime among many, bolted on
Transatlantic transfer paperworkNothing to paper overTransfer clauses and risk assessments
What it costs to askNothing — it is the defaultA step up in plan

No residency paywall

UK residency is not a line item, an add-on or a reason to talk to sales. It is where the product already runs, on the smallest plan we sell.

Erasure you can evidence

A subject access or deletion request is a job, not a panic. Records soft-delete to a recycle bin, and the audit trail shows who removed what and when.

One tenant, one boundary

Every query is scoped to your workspace, webhooks are signed with your own per-tenant secret, and API keys are shown once and revocable from settings.

Book a session

Request a Foundry CRM demonstration

Share a few details and we will arrange a live walkthrough of the workspace.

  1. Step 01

    Tell us about your team

    Use the form to introduce your organisation and what you want to improve.

  2. Step 02

    We confirm a time

    A member of the Quantum Foundry team will follow up with a session that fits your diary.

  3. Step 03

    See the platform in context

    Walk through the pipeline board, capture forms, proposals and the forecast using a scenario relevant to your sales process.

Take the journey guide