Stage 01
Business Development
Quote with confidence.
One System.
One Commercial Truth.
One governed system for managing RFQs, projects, pricing, and forecasting — working alongside
your CRM and ERP - defending every commercial decision that touches bottom line margin.
Industries
Where it sits
Govern what your current stack doesn't.
bolt BI works alongside your ERP and CRM, governing what they do not: commercial decisions that touch bottom-line margin.
CRM
Accounts, contacts, and opportunity pipeline.
Relationships exchangedbolt BI
Commercial governance
ERP
Account and Item information, quantities, standards, purchased-item information.
Cost data exchangedThe platform
Four modules, one governed journey.
From the first RFQ thru end-of-life, one governed record for managing all decisions within a product's commercial lifecycle.
Stage 02
Project Management
Launch with control.
Stage 03
Price Management
Price with authority.
Stage 04
Forecasting
Forecast with clarity.
Margin Defender · Live
Your margin moves the moment your costs do.
A resin quote changes. A machine rate is updated. A purchased item moves. bolt BI re-costs the affected items in real time — then shows you quoted margin against live margin, item by item, before the quarter closes on you.
- Live gross cost & gross margin — quoted vs. live, side by side.
- Drift thresholds by tenant — healthy / at-risk / breach bands you set, flagged the instant they trip.
- Hand-off to Pricing Lab — when drift crosses the line, act on it in a few clicks.
Live margin monitorStreaming
Resin cost per pound
$1.25/lb$1.49
+19.2% — one material change, re-costed live
ItemLive GM%Drift
156-9870 · Retaining Widget8.1%+4.7%
402-1123 · Housing Cap18.6%+2.4%
778-0045 · Manifold Insert24.9%+0.3%
Demo data
Pricing LabGame changer
From cost change to customer quote in a few clicks.
Updating 1,000 items and generating their notifications takes barely more time than doing one.
1
Change notification
Drift crosses your threshold. Pricing Lab opens a session pre-loaded with every affected item.
2
Set the method
Pass-through, target margin, or fixed uplift — applied across the whole scope, priced by the engine.
3
Analyze impact
See the recovered margin and revenue effect before you commit — per item and in aggregate.
4
Generate quotes
Customer-facing documents produced in one batch — every price frozen and defensible.
1,000+
items repriced in a single session
100s
of customers notified at once
< 10 min
notification to customer-facing quote
Built for scale
Governs 5 items or 50,000.
bolt BI governs a hundred-item book or a hundred-thousand-item book on the same platform — every item carrying its own governed record, its own history, its own defended margin.
- One Command Center per item — quoted vs. live cost, margin, and drift on a single screen.
- Every revision frozen at activation — defensible months later, down to the rate.
- Bulk updates and drift alerts across the whole book — not item by item.
bolt BI is the single source of truth for the commercial activity and decisions that directly impact bottom-line margin.
Start a Conversation