A luxury interiors founder who swapped admin for more clients and more face time
Saint Clare is an Australian luxury interiors brand. Its founder was juggling multiple CRMs
and multiple accounts across them, with admin, calculations and analytics eating the time
she needed for clients — capping how many she could take on. Yo-Da Lai built a complete
custom CRM that puts everything in one place, with automation and AI connections built in,
plus a customised workflow AI agent that behaves as her personal assistant. The busywork now
runs itself, she focuses on meetings and client relationships, and she can handle more
clients than before because the admin ceiling is gone.
Saint Clare: one custom CRM and an AI assistant in place of multiple tools.
What was breaking?
The founder was juggling multiple CRMs and multiple accounts across them — no single place
for anything. Admin, calculations and analytics ate the hours she needed for actual
clients. The busywork set a hard ceiling on how many clients she could take on, no matter
how much demand there was.
What did we build?
We built a complete custom CRM that puts everything in one place, with automation and AI
connections built in from the start. On top of it sits a customised workflow AI agent that
behaves as her personal assistant.
A complete custom CRM that replaces multiple tools and accounts.
Everything in one place — clients, records and pipeline together.
Automation and AI connections built into the CRM from day one.
A customised workflow AI agent that acts as her personal assistant.
Admin, calculations and analytics handled automatically.
What changed?
Admin work, calculations and analytics now run automatically, so the founder spends her
time in meetings and building client relationships instead of buried in busywork. With that
weight off her plate, she can handle more clients than before — the ceiling the admin
created is gone.
Before
After
CRMs: multiple tools and accounts
One custom CRM
Admin & calculations: done by hand
Automatic
Analytics: patchy
Automatic
Client capacity: capped by admin
More clients, more face time
How is it kept safe?
The assistant handles the busywork, but the founder stays in control of anything that
touches a client. Sensitive actions wait for her sign-off, the system escalates rather than
guesses when something is unusual, and every action is logged inside the CRM so nothing
happens without a trace. Her client data lives in one secure place instead of scattered
across accounts.