Saint Clare · Luxury interiors, Australia

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 luxury interiors — the custom CRM and AI assistant built to replace multiple disconnected tools
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.

BeforeAfter
CRMs: multiple tools and accountsOne custom CRM
Admin & calculations: done by handAutomatic
Analytics: patchyAutomatic
Client capacity: capped by adminMore 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.