AI case study · Example project
Owners, tenants, vendors and work orders lived in three apps and a spreadsheet. Off-the-shelf CRMs didn’t fit how the team worked.
The question: Can I build a CRM designed around my unique business?
Why this question matters
Generic CRMs are built for generic sales teams. When a business has its own way of working, the team ends up fighting the software. A custom CRM, built on a modern stack and connected to text and email, fits the work instead.
The project, step by step
A CRM built around how the business actually works
Example: a property management company with 140 rental unitsOwners, tenants, vendors and work orders lived in three apps and a spreadsheet. Off-the-shelf CRMs didn’t fit how the team worked.
- 01 · ASK
The question
We mapped the real workflow: leasing, rent, maintenance requests, vendor dispatch and owner updates.
- 02 · AI + TOOLS
Connect the right tools
We use AI on top of the apps already in the business:
ReactTypeScriptSupabaseLovableClaudeTwilio SMSGmailGoogle Calendar - 03 · TASKS + AGENTS
Turn it into tasks and agents
- Maintenance agent turns tenant texts into work orders with photos
- Vendor agent dispatches the right vendor and texts tenants the arrival window
- Owner update agent writes a monthly plain-English report for each property owner
- 04 · CONTROL PANEL
Manage it from one screen
We build a control panel that ties the texts, emails, tasks and logistics together, with a person approving anything important.
Today’s activity
This example is based on systems Travis Finseth has built and used in his own businesses. The company, names and figures are illustrative; your free assessment gives real estimates for your business.
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Business Process Automation · AI for Business · Get a free AI assessment