ENERGY & INDUSTRIAL · CRM + ERP
Win the opportunity and the project creates itself.
A B2B energy/industrial corporate with a sales and delivery process that lived in emails and spreadsheets. We understood it end-to-end and rebuilt it as a corporate ledger: weighted pipeline, versioned multi-currency quotes, and 11-stage projects.
The process before
A won sale that nobody started
It wasn't lack of effort: there was no system connecting sales, execution, and analytics.
Won opportunities went cold
The sale closed and no one started the project: it floated in emails until someone opened it by hand, days later.
Unversioned quotes
Multi-currency on loose sheets, with no way to know which offer was current or who approved it.
The pipeline had no weight
Opportunities without probability or weighted value: the forecast was a feeling, not a number.
Revenue reconstructed by hand
Every month-end was a rebuilt Excel file to compare against budget.
La automatización clave
Una sola acción dispara la cadena completa
Antes, ganar una oportunidad era un correo y un “ya lo abro luego”. Hoy es una espina causa → efecto que se ejecuta sola.
- Disparador
Ganas la oportunidad
El comercial marca la oportunidad como ganada en el CRM ponderado.
- Efecto 01
El proyecto nace solo
Se crea el proyecto con sus 11 etapas, sin que nadie lo abra a mano.
- Efecto 02
Se notifica a todos
Notificación realtime en el sistema + correo Resend opt-in al equipo.
- Efecto 03
Se registra el revenue
Queda fechado el ingreso para la analítica de Order Entry.
0 pasos manuales entre ganar y arrancar el proyecto.
What was built
The optimized flow, made into a system
Weighted opportunity CRM
Drag-drop Kanban with codes, business unit, GO%/GET% probabilities, weighted value, and margin per opportunity.
Versioned multi-currency quotes
Line items with ITBIS, USD/DOP/EUR, versioning, approval flow, PDF, and public view /oferta/:id.
11-stage projects
Order → Quote → Calculation → Supplier invoices → Payments → Client invoices → Client payments → Engineering → Delivery → Gantt → Info.
Order Entry analytics
Previous vs current vs forecast vs budget, with clients by tax ID, revenue metrics, and Kanban tasks with @mentions.
Proyecto · 11 etapas
Cada proyecto vive en un solo cronograma
Del pedido al cierre documental, las 11 etapas conviven en un mismo tablero: comercial, finanzas, compras e ingeniería miran el mismo plano.
Analítica · Order Entry
La sala de mando: anterior, actual, forecast y presupuesto
La dirección deja de pedir “el Excel actualizado”. El Order Entry compara las cuatro líneas en un mismo plano, trimestre a trimestre.
- Año anterior
- Actual
- Forecast
- Presupuesto
Development scope
What supports the automation
- Win → project automation: when the opportunity is won, the project is created, everyone is notified, and revenue is dated.
- Granular RBAC: can_view / can_create / can_edit / can_delete per module.
- Dual notifications: realtime in the system + independent opt-in Resend email.
- Quotes with snapshot versioning and auditable approval flow.
Outcomes
The process, in order
Zero manual steps between winning the opportunity and starting the project.
One current offer, always, with its full version history.
A forecast leadership can defend with weighted value.
Month-end stops being an Excel file: the Order Entry is already assembled.
YOUR PROCESS IS NEXT
Does your won sale also go cold before it starts?
We'll show you how to connect pipeline, quotes, and execution in one system, with win-to-project automation at the center.