AI-Enabled CRM for Renovation Business: Profitability Analytics per Client
Built a lightweight CRM for a solo contractor: client/project tracking, expense logging per customer, and profitability analytics. Replaced spreadsheets with a structured workflow and minimal admin overhead.
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).
Discovery
• Mapped the simplest stable workflow for a solo operator. • Identified minimal data needed to compute profitability. • Designed automation to reduce manual bookkeeping.
Solution
• CRM with clients/projects, expenses per client, profitability reporting. • Database-backed workflow to replace spreadsheets. • Automation to keep tracking lightweight and consistent.
Result
Production-ready demo shipped: structured CRM workflow + profitability reporting, suitable for live demo or recorded walkthrough.