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.
The key automation
A single action triggers the whole chain
Winning an opportunity used to be an email and an “I will open it later”. Today it is a cause → effect spine that runs on its own.
- Trigger
You win the opportunity
The salesperson marks the opportunity as won in the weighted CRM.
- Effect 01
The project creates itself
The project is created with its 11 stages, without anyone opening it by hand.
- Effect 02
Everyone is notified
Realtime notification in the system + an opt-in Resend email to the team.
- Effect 03
The revenue is recorded
The booking is dated for the Order Entry analytics.
0 manual steps between winning and starting the project.
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.
Project · 11 stages
Every project lives on a single schedule
From the order to the documentation close, the 11 stages live on one board: sales, finance, purchasing, and engineering all look at the same plan.
Analytics · Order Entry
The control room: previous, current, forecast, and budget
Leadership stops asking for “the updated spreadsheet”. Order Entry compares the four lines on the same plane, quarter by quarter.
- Previous year
- Current
- Forecast
- Budget
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.