01· Order Entry · AIlive
Order Entry in real trend
Monthly Order Entry curve cross-BU. Detect drops before they become a quarterly figure.
Order Entry current yeardemo data
Engineering companies that win more projects — and deliver them without losing margin
Opportunity pipeline with real probability, versioned multi-currency quotes, engineering projects in 11 steps and reliable Order Entry forecast. All connected to your operation, Make and Claude.
Anthropic deployment standardSystem in production in this industryAssessment on your operation
Energía Hub · CRM
Opportunity pipeline
Drag between stages · weighted value live
Click an opportunity to see the detail
Lead2
Proposal2
Negotiation1
Won1
Invoiced1
Lost1
KPI 01
11
steps
per project traced end-to-end
KPI 02
3
currencies
USD · DOP · EUR in one quote
KPI 03
1
project number
the same one in site, purchasing and finance
KPI 04
L1
the margin
recalculated, awaiting a decision
LIVE DATA
Your commercial business, in metrics that decide
What your management sees every morning: Order Entry vs. forecast, win→project automation, margin per project and performance per business unit.
02 · Workflows · Claude24/7
Win opportunity orchestrated by AI
When an opportunity is won, the project starts on its own and the forecast updates under the written rule.
opportunity.won
opportunity.won
→project.create (11 steps)
→engineering.notify (in-app + WhatsApp)
→forecast.update (Order Entry)
03 · Performance · BU12 months
Order Entry per BU, not aggregate totals
Order Entry per business unit × month. Detect which BU is cooling before quarter end.
Energy
Distribution
Industrial
Services
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F
M
A
M
J
J
A
S
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04 · Margin · projectstoday
Real margin per project
Close margin per active project. PRY-031 leading, PRY-027 under pressure.
23
19
26
14
21
24
17
P-031
P-028
P-025
P-027
P-022
P-019
P-015
7 active projects · average margin 20.6%
WHERE ORDER STARTS
Five points in the sales and project cycle that gain end-to-end traceability
In engineering, electrical distribution and industrial equipment, opportunities, quotes, kickoffs, margin and forecast are already managed with spreadsheets and email. The system chains them into one process, with a single source of truth and a person approving whatever commits a price.
01
The pipeline, in a system with a stage for every opportunity
Today “how is the quarter going?” is answered with an outdated spreadsheet or with what the sales rep remembers. When that rep leaves, the history leaves too. In the system, every opportunity has a stage, a weighted amount and a record of each change.
02
One current version of every quote
Today the quote is built in USD, the client asks for DOP, engineering changes a line item and several versions of the same file circulate by email. Sometimes a price is signed on an old version. In the system, every quote has its current version, its history and its margin calculated before it is sent.
03
From won opportunity to project, the same day
Today engineering hears about the close late, through a message, and the schedule starts behind. In the system, the won opportunity creates the project with its scope and notifies engineering the moment it closes.
04
The real margin, visible while the project runs
Today the quoted margin and the closing margin are compared at the end, when the last invoice arrives. Supplier costs, scope changes and delays add up without anyone seeing the number. In the system, every cost is charged to the project as it is recorded and the deviation shows in time.
05
A forecast and Order Entry read straight from the system
Today the forecast is assembled every quarter by pasting each rep’s spreadsheet, and by the time it is ready it has already changed. Management decides hiring and inventory on weeks-old data. In the system, Order Entry and the forecast are calculated from live opportunities.
LIVE SYSTEM
Explore the modules before talking to us
A navigable version of the system, with fictional data: click, filter and open each record. These are the four modules your team will operate every day.
01SALES · PIPELINE
Opportunity pipeline with real probability, stage by stage
Kanban drag-drop from Prospect to Lost. Each opportunity with code, client, BU, value, GO%/GET% probability and margin. Claude flags when real probability does not match the assigned one.
- Drag-drop across 6+ stages, live weighted value
- GO%/GET% probability per opportunity
- Claude suggests stage move with real probability
- On win → creates project automatically
↓ Interactive · demo data
Energía Hub · CRM
Opportunity pipeline
Drag between stages · weighted value live
Click an opportunity to see the detail
Lead2
Proposal2
Negotiation1
Won1
Invoiced1
Lost1
02SALES · QUOTES
Versioned multi-currency quotes, one current version
Line items with cost + margin per item, ITBIS and total. USD/DOP/EUR toggle. Versioning with flow Draft → Sent → Approved. Only the approved version is what the client sees at /oferta.
- Cost + margin per line item, automatic ITBIS
- USD · DOP · EUR with configurable rate
- Clear current version: v3 · Approved
- Public /oferta view without login for the client
↓ Interactive · demo data
Energía Hub · Quote
COT-2026-0142 · Grupo Latitud
34.5kV substation — North Plant
Switch currency · click a line item to edit
| Description | Qty | Cost | Margin | Price |
|---|---|---|---|---|
| Three-phase 500kVA transformer 13.8kV/480V | 2 | US$ 18,500 | 22% | US$ 45,140 |
| MCC distribution switchboard + protections | 1 | US$ 31,200 | 19% | US$ 37,128 |
| Detailed engineering and site supervision | 1 | US$ 14,800 | 28% | US$ 18,944 |
| Installation, testing and commissioning | 1 | US$ 9,600 | 24% | US$ 11,904 |
SubtotalUS$ 113,116
ITBIS (18%)US$ 20,361
Total (USD)US$ 133,477
Versioned · Draft → Sent → Approved
03ENGINEERING · PROJECTS
Engineering projects in 11 traced steps
The project is created automatically when the opportunity is won. Order → Offer → Calculation → Supplier Invoices/Payments → Client Invoices/Payments → Engineering → Delivery → Gantt → Information, with attachments per step and OE → revenue timeline.
- Auto-created when opportunity is won
- 11-step tracker with active step highlighted
- File attachments per step
- OE → projected revenue timeline
↓ Interactive · demo data
Energía Hub · Project
PRY-2026-031 · Transformer bank
Grupo Latitud · created automatically when OP-2026-002 was won
OE: Feb 12, 2026Projected revenue: Jun 30, 2026
Step 4 of 11 · active
Supplier inv.
Attachments
transformers_invoice_v2.pdfPDF
purchase_order_OC-2026-088.pdfPDF
dispatch_note.pdfPDF
04TEAM · TASKS
Linked tasks with @mentions that notify
Kanban Pending / In Progress / Completed. Each task with priority, assignee and linked to project, client or prospect. @mentions notify in real time and Claude summarizes threads that require your response.
- Linked to project, client or prospect
- Priority, assignee and date per task
- @mentions notify in real time
- Claude summarizes mentions that need your response
↓ Interactive · demo data
Energía Hub · Tasks
Team board
Linked to project, customer and lead · @mentions notify
Claude summarized: 3 mentions need your reply
Pending6
In progress0
No tasks in progress
Done8
WHAT THE SYSTEM DOES
Operational capabilities built for energy and industrial
The critical modules for the sector are already solved and adapt to your process.
Kanban pipeline with real probability
Prospects → Proposal → Negotiation → On Hold → Won → Invoiced → Lost. Drag-drop, GO%/GET% probability, weighted value and margin per opportunity.
Versioned multi-currency quotes
Line items with cost + margin per item, ITBIS, USD/DOP/EUR, versioning and approval flow Draft → Sent → Approved.
Win opportunity → automatic project
When an opportunity is moved to Won, the system creates the project, copies the line items and notifies engineering on the spot. Zero late starts.
Engineering projects in 11 steps
Order → Offer → Calculation → Supplier Invoices → Supplier Payments → Client Invoices → Client Payments → Engineering → Delivery → Gantt → Information, with attachments per step.
Tasks with @mentions and notifications
Task Kanban (Pending / In Progress / Completed), priority, assignee, linked to client/project/prospect. @mentions notify in real time.
Order Entry analytics
Order Entry prior year vs. current vs. forecast vs. budget, pipeline by stage and margins. Reliable forecast without building Excels by hand.
Public offer view
Each approved quote generates a URL /oferta/:id that the client opens without login: line items, total, currency and current version, with digital acceptance.
Real-time margins
Project margin is recalculated with every supplier invoice and scope change. You see it while the project runs, not at close.
Granular RBAC per module
Each role sees exactly their own data: the sales rep does not see overall margin, engineering does not edit prices, management sees everything consolidated.
CONNECTED STACK
The integrations your engineering operation needs, already built
We connect the tools you already use and the ones worth adopting.
Claude · Anthropic
Claude PartnerReal close probability, proposal drafting, margin analysis and @mention summaries
Monday.com
PartnerEngineering project management, schedules and synchronized team boards
Kommo CRM
PartnerIndustrial prospect pipeline with automatic scoring and multi-channel capture
WhatsApp Business
Won opportunity notifications, @mentions and quote approval
Make / n8n
Webhooks to ERPs, accounting and legacy systems of the engineering company
Supabase
Database, Deno Edge Functions for integrations and realtime notifications, attachment storage
LIVE SYSTEM · Grupo Latitud
This is what it looks like inside an AI-operated system — and how it is governed.
A demo company’s system, with its modules, agents and rules at work. Follow the guide or browse freely.
Modules in this tour
- 01The current price list rules
- 02Move the discount and watch where it stops
- 03The commercial director decides with the full case
- 04What the customer did with the proposal
- 05The rule that holds all this up
Boosty Standard for Operating with AISimulated AI · demo data
FEATURED CASE
Energy corporation: multi-currency quoting and a project that starts on signature
An energy engineering and electrical distribution company with multi-currency projects ran its pipeline in Excel and assembled the forecast by hand every quarter. We built a CRM + commercial ERP: a Kanban pipeline with probability, versioned multi-currency quotes and eleven-step engineering projects created the moment the opportunity is won. The margin is visible while the project runs: when it falls below the floor, the system recalculates it, explains it and waits for a person to decide.
11
steps per project, traced with attachments
3
currencies (USD/DOP/EUR) in a single versioned quote
1
project number: the same one in site, purchasing and finance
B-O-O-S-T-Y METHODOLOGY
Four phases, one order, one owner per task
This is how an end-to-end implementation is chained: every bar is a concrete task, with the role that owns it, and the marker runs through the sequence. The calendar is set in the assessment, with your team and your timing.
← Swipe · the full sequence
Step: 1/104 phases · 11 tasks
Phase / Task
STEP 1
STEP 2
STEP 3
STEP 4
STEP 5
STEP 6
STEP 7
STEP 8
STEP 9
STEP 10
F1
Assessment
▸ Use-case inventory + systems map
Walk of the real pipeline
PR
AD
Multi-currency quotes and ERP
DA
EN
F2
Architecture
▸ Architecture diagram + AI usage policy
Probability and margin rules
DA
GO
ERP and accounting integration
EN
F3
Build
▸ System in production + evaluation cases
Pipeline with probability
EN
DA
Multi-currency quote builder
EN
PR
Engineering projects
PR
EN
Evaluation cases before release
GO
DA
F4
Adoption
▸ Adoption measured by role + rollback plan
Training for sales and engineering
AD
PR
Migration of the current pipeline
DA
Rollback plan and support
GO
EN
Owners
Hover a task to highlight itPRProductDADataENEngineeringGOGovernanceADAdoption
Frequently asked questions about our energy & industrial platform
Yes. The architecture is agnostic: we connect to any system that exposes a REST (or SOAP) API — commercial ERPs, accounting or proprietary systems. If your ERP is legacy without an API, we connect it via Make/n8n with webhooks. The commercial layer (pipeline + quotes + projects) lives on top of your current accounting, without replacing it.
Claude analyzes the historical behavior of similar opportunities (stage, age, value, client, BU, recent activity) and contrasts the GO%/GET% assigned by the sales rep with the actual close rate from your own data. When there is misalignment, it flags it: "real probability 78% — move to Negotiation". It is a suggestion; the sales rep decides.
When an opportunity moves to the Won column, the system creates the engineering project, copies the line items from the approved quote, initializes the 11 steps and notifies engineering and the PM on the spot (in-app + WhatsApp). The project starts the same day it is signed, not three weeks later.
Each quote has line items with cost + margin per item, ITBIS and total. Currency toggle USD/DOP/EUR with configurable rate. Each change generates a version (v1, v2, v3...) with its status (Draft → Sent → Approved). Only the Approved version is current and what the client sees at /oferta/:id. Goodbye to "which Excel was the right one?".
No. We replicate your exact current cost + margin per line item logic, even if it is in Excel today. What changes is that the calculation is live, versioned and auditable — but the formulas are yours and we respect them 100%.
The project margin is recalculated with every supplier invoice loaded and every scope change. On the dashboard you see quoted margin vs. real project margin while it runs. If a project is eating its margin, you see it in week 3, not on the final invoice.
Yes, we migrate your pipeline and project portfolio. Bulk XLSX import with integrity validation (opportunity ↔ client ↔ quote ↔ project). We do it in parallel with implementation; it is not a blocker.
Scope and model are defined in the assessment. They depend on the number of users and business units, the integrations and the project volume. Schedule a 30-minute assessment and we put it in writing.
Founder · Boosty Digital
A WORD FROM THE FOUNDER
“In engineering, margin is protected in the versioned quote and in the project that starts the day it is won.”
An engineering company protects margin the way a construction site protects its drawings: one current version, and everyone working from it. When the pipeline lives in the sales rep’s head, the quote in four spreadsheets with the same name, and engineering learns on WhatsApp that the bid was won, margin leaks between versions before the work starts.
We build the layer with Claude that orders the pipeline with its probability, versions every multi-currency quote and creates the project the day it is won, with engineering notified and the margin visible while the project runs. When the margin falls below the floor, the system recalculates it, explains it and waits for a person to decide.
For the company, that means one project number for site, purchasing and finance, and the margin in view for the whole project. Book 30 minutes with me: I’ll tell you what can be put in order first, what we would build and how we would measure it. Which version of the quote is your last won project running on today?
Gabriel Montiel
CEO · Boosty Digital
Applied AI Professor, UCAB·Industrial Engineer·MBA
GET STARTED
Ready to win more projects and stop losing margin in Excel?
Schedule a 30-minute assessment. We will tell you what to organize first, what we would build and how it would be measured. No corporate presentation.
✓
What we diagnose: how an opportunity comes in, how it is quoted and how it becomes a project✓
What we would build: the pipeline with probability, the versioned quote and the project that starts on a win✓
What we would measure: time from opportunity to offer, versions per quote and margin per project