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 year+28%
v3 · live
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.
Partner AnthropicPartner KommoImplementado en LATAM
Energía Hub · CRM
Pipeline de Oportunidades
Arrastra entre etapas · valor ponderado en vivo
Haz clic en una oportunidad para ver el detalle
Prospecto2
Propuesta2
Negociación1
Ganado1
Facturada1
Perdido1
KPI 01
0
steps
per project traced end-to-end
KPI 02
+0%
Order Entry
vs. previous quarter
KPI 03
0
currencies
USD · DOP · EUR in one quote
KPI 04
0
weeks
time to value
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 automatically and the forecast updates hands-free.
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
E
F
M
A
M
J
J
A
S
O
N
D
04 · Margin · projectshoy
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%
THE PROBLEM
5 friction points that erode margin in engineering and energy companies
If your company manages engineering projects, electrical distribution or industrial equipment, you probably recognize these.
P1
The pipeline lives in the sales rep's head, not in a system
The manager asks "how is the quarter going?" and the answer is an outdated Excel sheet or, worse, what the salesperson remembers. When that rep leaves, the pipeline leaves with them. Zero traceability of which opportunity is at which stage.
P2
The quote is built in Excel and no one knows which version is right
You quote in USD, the client asks for DOP, engineering changes a line item and v4 is generated. Three files with the same name circulate by email. You sign a price that no longer covers cost because someone used the old version.
P3
They win the opportunity but the project starts late
The sales rep closes the deal and celebrates. Engineering finds out via WhatsApp three weeks later. The schedule was already born behind. The client complains. The margin gets eaten up in overtime and penalties.
P4
The real margin is discovered after the project is already done
You quoted 22% margin. At close it was 9%. Why? No one knew in real time: supplier costs, scope changes and delays accumulated without anyone seeing the number until the final invoice.
P5
Zero reliable forecast: Order Entry is assembled by hand every quarter
Gathering the forecast is a three-day exercise of pasting Excels from each sales rep. By the time it is ready, it has already changed. Management makes hiring and inventory decisions with month-old data.
LIVE SYSTEM
Explore the modules before talking to us
We do not show screenshots: we let you click through a real version of the system with fictional data. These are the four modules your team will operate every day.
01SALES · PIPELINE
Opportunity pipeline with real probability, not Excel
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
↓ Interactivo · datos ficticios
Energía Hub · CRM
Pipeline de Oportunidades
Arrastra entre etapas · valor ponderado en vivo
Haz clic en una oportunidad para ver el detalle
Prospecto2
Propuesta2
Negociación1
Ganado1
Facturada1
Perdido1
02SALES · QUOTES
Versioned multi-currency quotes, not four Excels
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
↓ Interactivo · datos ficticios
Energía Hub · Cotización
COT-2026-0142 · Industrias del Caribe
Subestación 34.5kV — Planta Norte
Cambia la moneda · haz clic en una partida para editar
| Descripción | Cant. | Costo | Margen | Precio |
|---|---|---|---|---|
| Transformador trifásico 500kVA 13.8kV/480V | 2 | US$ 18,500 | 22% | US$ 45,140 |
| Tablero de distribución MCC + protecciones | 1 | US$ 31,200 | 19% | US$ 37,128 |
| Ingeniería de detalle y supervisión de obra | 1 | US$ 14,800 | 28% | US$ 18,944 |
| Montaje, pruebas y puesta en marcha | 1 | US$ 9,600 | 24% | US$ 11,904 |
SubtotalUS$ 113,116
ITBIS (18%)US$ 20,361
Total (USD)US$ 133,477
Versionado · Borrador → Enviada → Aprobada
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
↓ Interactivo · datos ficticios
Energía Hub · Proyecto
PRY-2026-031 · Banco de transformadores
Industrias del Caribe · creado automáticamente al ganar OP-2026-002
OE: 12 feb 2026Revenue proyectado: 30 jun 2026
Paso 4 de 11 · activo
Fact. Proveedores
Archivos adjuntos
factura_transformadores_v2.pdfPDF
orden_compra_OC-2026-088.pdfPDF
guia_despacho.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
↓ Interactivo · datos ficticios
Energía Hub · Tareas
Tablero del equipo
Vinculadas a proyecto, cliente y prospecto · @menciones notifican
Claude resumió: 3 menciones requieren tu respuesta
Pendiente6
En Progreso0
Sin tareas en progreso
Completada8
WHAT THE SYSTEM DOES
Operational capabilities built for energy and industrial
We do not start from scratch. The critical modules for the sector are already solved.
⚙️
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 do not reinvent the wheel. We connect to the tools you already use or that are worth adopting.
Claude · Anthropic
Certified PartnerReal close probability, proposal drafting, margin analysis and @mention summaries
Monday.com
Certified PartnerEngineering project management, schedules and synchronized team boards
Kommo CRM
Certified 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
FEATURED CASE
Energy engineering company: +28% Order Entry and margins visible in real time
An energy engineering and electrical distribution company with multi-currency projects managed their pipeline in Excel and assembled the forecast by hand every quarter. We built a CRM + commercial ERP: Kanban pipeline with real probability, versioned multi-currency quotes and engineering projects in 11 steps that are created automatically when the opportunity is won. Today Order Entry is up 28% vs. the prior quarter, projects start the same day they are signed and the margin is visible while the project runs, not on the final invoice.
+28%
Order Entry vs. prior quarter
11
steps per project traced with attachments
3
currencies (USD/DOP/EUR) in a single versioned quote
METODOLOGÍA B-O-O-S-T-Y
Diez semanas, cuatro fases, un equipo dedicado
Esta es la línea de tiempo real de una implementación end-to-end. Cada barra es una tarea concreta, con el equipo asignado. El marcador amarillo avanza para mostrarte el progreso.
← Swipe · 10 semanas
Semana actual: 1/104 fases · 11 tareas
Fase / Tarea
SEM 1
SEM 2
SEM 3
SEM 4
SEM 5
SEM 6
SEM 7
SEM 8
SEM 9
SEM 10
F1
Discovery
▸ Blueprint operativo + ROI proyectado
Entrevistas stakeholders
GM
AC
Auditoría stack actual
LR
F2
Architecture
▸ Diagrama vivo + plan de implementación
Modelo de datos
AC
Integración Kommo + Claude
LR
MP
F3
Build & Train
▸ Sistema vivo + modelos calibrados
Sprint 1 — Reservas + Garantías
AC
LR
Sprint 2 — Prospectos + Kommo
MP
JS
Migración XLSX histórica
LR
Entrenamiento Claude
GM
AC
F4
Adopt & Scale
▸ Equipo autónomo + roadmap evolutivo
Training equipos por sede
GM
MP
Dashboards de adopción
JS
Go-live + soporte
GM
AC
LR
Equipo
Hover sobre una tarea para destacarlaGMGabriel M.ACAna C.LRLuis R.MPMaría P.JSJuan S.
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.
The model is: setup fee + monthly fee per active user + variable cost per AI usage (cents of USD per analysis). The ticket varies by number of users, business units, integrations and project volume. Schedule a 30-min assessment and we will give you the exact range.
Fundador · Boosty Digital
A WORD FROM THE FOUNDER
“In engineering, you do not lose money on the job. You lose it on the poorly versioned quote and the project that started three weeks late.”
I have seen energy engineering companies with brilliant technical teams and impeccable projects that still lose margin. Not because of the work: because of scattered systems. The pipeline in the sales rep's head, the quote in four Excels with the same name, and engineering finding out they won via a WhatsApp message.
Boosty was not born to replace your accounting or your ERP. It was born to put a real AI layer with Claude that orders the pipeline with real probability, versions every multi-currency quote and creates the project automatically the day it is won — with engineering notified on the spot and the margin visible while the project runs.
If your company closes fewer projects than it could, or closes them and loses margin because the system lives in Excel, schedule 30 minutes with me. Not with a sales rep. With me. I will tell you what can be organized first and how much margin you recover.
Gabriel Montiel
CEO · Boosty Digital
Anthropic Partner·Google Partner·Meta Business Partner·UCAB Industrial Engineer·MBA·13K followers as GMT
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 return to expect and how many weeks it takes. No corporate presentation, no theater.
✓
Diagnóstico de tus flujos de mantenimiento y cumplimiento✓
Proyección de reducción de tiempo de inactividad✓
Plan de monitoreo predictivo para tus activos