Forms and self-registration that feed your database
Each person captures their own data, straight to where the system lives.
What we build
The kind of things we build, to give you an idea of how it applies.
Every custom project is built with the same pieces. Here they are, followed by a gallery of examples by type so you can see where your process fits.
Dashboard · month closeSample data
Sales this month$2.4M▲ +8%
Average margin24%▲ +2pp
Past-due receivables$186K▼ −12%
Quote · group of 40Sample data
- Lodging, 3 nights$18,000
- Round-trip transport$9,600
- Included activities$4,200
Total$31,800
Margin: 34% · within your rule
Pieces
The pieces we use to build your system.
What repeats in every project, even when each client's problem is different.
Capturing information
Bringing in your information from the files you already use
What you've already captured enters the system without capturing it twice.
A phone app, for capturing in the field
The data gets logged where it happens, even without signal at that moment.
Capturing information — 3 pieces
Forms and self-registration that feed your database
Each person captures their own data, straight to where the system lives.
Bringing in your information from the files you already use
What you've already captured enters the system without capturing it twice.
A phone app, for capturing in the field
The data gets logged where it happens, even without signal at that moment.
Organizing and automating the work
Workflows with statuses and approvals
Information moves from one person to the next without anyone having to chase it.
Automatic documents: PDFs, badges, quotes, contracts
The document generates itself, with the right data, every time.
Signatures and approvals from your phone
Approve or sign without printing or chasing anyone.
Role-based permissions
Everyone sees and touches only what's theirs.
Audit log
It stays on record who changed what, and when.
Scheduled tasks
They run on their own, every day, at the time you set.
Organizing and automating the work — 6 pieces
Workflows with statuses and approvals
Information moves from one person to the next without anyone having to chase it.
Automatic documents: PDFs, badges, quotes, contracts
The document generates itself, with the right data, every time.
Signatures and approvals from your phone
Approve or sign without printing or chasing anyone.
Role-based permissions
Everyone sees and touches only what's theirs.
Audit log
It stays on record who changed what, and when.
Scheduled tasks
They run on their own, every day, at the time you set.
Seeing and deciding
Dashboards and reports, including Power BI
The day's numbers, in one place, without assembling them by hand.
Alerts and notices
We warn you before it's too late to act.
Notifications by email and WhatsApp
The alert reaches where you already check every day.
Seeing and deciding — 3 pieces
Dashboards and reports, including Power BI
The day's numbers, in one place, without assembling them by hand.
Alerts and notices
We warn you before it's too late to act.
Notifications by email and WhatsApp
The alert reaches where you already check every day.
Connecting with your systems
Connection with your ERP, CRM, email and banks
Information moves on its own between the systems you already use.
Portals for clients and vendors
Everyone logs in to see only what's theirs.
Websites
Your company's public face, connected to what's running behind it.
Connecting with your systems — 3 pieces
Connection with your ERP, CRM, email and banks
Information moves on its own between the systems you already use.
Portals for clients and vendors
Everyone logs in to see only what's theirs.
Websites
Your company's public face, connected to what's running behind it.
Artificial intelligence
Reading invoices and documents with artificial intelligence
The data comes off the PDF or the photo, without capturing it by hand.
Artificial intelligence — 1 piece
Reading invoices and documents with artificial intelligence
The data comes off the PDF or the photo, without capturing it by hand.
AI assistants that answer questions about your information
You ask your data instead of searching for it yourself.
Ask your data
Sample data
assistant · boost
ERP
Files
CRM
Invoices
Suggestion →
Try it — tap to type your question
Ask your data
Sample data
assistant · boost
ERP
Files
CRM
Invoices
Suggestion →
Examples
Examples of what we can build.
Three come with sample data you can try; the rest are here to give you an idea of the type of system. None of these is presented as a finished case except Process Mapper, which is already our product.
Quote · group of 40Sample data
- Lodging, 3 nights$18,000
- Round-trip transport$9,600
- Included activities$4,200
Total$31,800
Margin: 34% · within your rule
Quoting tool with your own rules
Catalog, rates and your own discount rules; margin in view before you send it.
See it in action · sample dataDashboard · month closeSample data
Sales this month$2.4M▲ +8%
Average margin24%▲ +2pp
Past-due receivables$186K▼ −12%
Report to Direction
Sales, margin and receivables for every unit, the same day as close.
See it in action · sample dataClient portalSample data
- Order #3311North PlantIn transit
- Order #3308Central PlantDelivered
- Order #3301North PlantDelivered
Client portal
Each client logs in to see their own progress, documents and pending items.
Ask your operationSample data
Which client has the most days past due?
Distribuidora Alfa: 34 days, $86,400 across 3 invoices.
Tool with artificial intelligence
An assistant that answers about your own information, not about what the internet already knows.
yourcompany.comSample data
What your company doesGet a quote
ServicesCatalogContact
Every request lands straight in the system
Website
Your company's public presence, connected to the system running behind it.
Inventory · all branchesSample data
- North82%
- Central34%
- South58%
- West91%
Multi-branch inventory control
Stock across all your locations in one view, with suggested transfers.
See it in action · sample dataMap · purchasingSample data
- 1RequestPlant
- 2ApprovalManagement
- 3Purchase orderPurchasing
- 4ReceivingWarehouse
Step duplicated across two areas
Process map
Interviews with your team, turned into the map of how your company works: Process Mapper.
Already our product → see itIntake to approval flowSample data
New
Request #142
In progress
Request #139Request #140
Approved
Request #137
Event registration and access
Self-registration with photo, approval and a badge with each person's own zones.
Reconciliation · SeptemberSample data
BankInvoice
- $18,400.00F-2261
- $6,150.00F-2258
- $42,900.00F-2265
- $3,275.00— unmatched
Invoice reconciliation
What the bank says against what the invoice says, crossed without doing it by hand.
See 6 more examples — Client portal · Tool with artificial intelligence · Website · Multi-branch inventory control · Event registration and access · Invoice reconciliation
Client portalSample data
- Order #3311North PlantIn transit
- Order #3308Central PlantDelivered
- Order #3301North PlantDelivered
Client portal
Each client logs in to see their own progress, documents and pending items.
Ask your operationSample data
Which client has the most days past due?
Distribuidora Alfa: 34 days, $86,400 across 3 invoices.
Tool with artificial intelligence
An assistant that answers about your own information, not about what the internet already knows.
yourcompany.comSample data
What your company doesGet a quote
ServicesCatalogContact
Every request lands straight in the system
Website
Your company's public presence, connected to the system running behind it.
Inventory · all branchesSample data
- North82%
- Central34%
- South58%
- West91%
Multi-branch inventory control
Stock across all your locations in one view, with suggested transfers.
See it in action · sample dataIntake to approval flowSample data
New
Request #142
In progress
Request #139Request #140
Approved
Request #137
Event registration and access
Self-registration with photo, approval and a badge with each person's own zones.
Reconciliation · SeptemberSample data
BankInvoice
- $18,400.00F-2261
- $6,150.00F-2258
- $42,900.00F-2265
- $3,275.00— unmatched
Invoice reconciliation
What the bank says against what the invoice says, crossed without doing it by hand.
Which of these pieces solves your problem?
In twenty minutes we'll tell you which pieces your process needs and how fast we can get it running.
Book 20 minutesor write to us at eliasrul@boost-up.mx