Cases
Internal Tool

CRM for a Renovation Contractor: Profitability per Client

Replaced spreadsheets with a lightweight CRM that shows margin per client and per project.

Context

Solo service business (construction/renovation) typically runs on spreadsheets and ad-hoc notes. Key problem: unit economics visibility—profitability per client/project is unclear without systematic tracking.

My role

Founder / Builder (product design, database layer, automation, demo).

What shipped

• CRM with clients/projects, expenses per client, profitability reporting. • Database-backed workflow to replace spreadsheets. • Automation to keep tracking lightweight and consistent.

Result

Structured CRM workflow and per-client/per-project profitability reporting, replacing spreadsheets.

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