How to Automate Lead & Client Tracking as a Interior Designer
You meet a potential client at a showroom, snap a photo of their mood board, and promise to follow up. But between site visits and vendor calls, that lead gets buried in your camera roll. You lose the $45,000 Anderson kitchen project because you forgot to send the proposal for three weeks.
The Current Reality
The Manual Way
Jot notes on napkins or phone memos, manually enter contacts into spreadsheets, and set phone alarms for follow-ups that often get ignored.
- Take photos of business cards or sketch notes during coffee meetings
- Manually type contact info and project details into a master spreadsheet later
- Set a generic calendar reminder to 'Follow up with new leads'
- Search email threads to find specific fabric preferences discussed
- Draft a proposal from scratch using old templates
With Christine AI
The Christine Way
Text or voice-note lead details right after meeting. Christine organizes the data, drafts the proposal, and schedules the follow-up automatically.
You
Voice note: 'Met Sarah Jenkins at RH. Loves the velvet sofa, budget ~$30k for living room. Send her the standard proposal by Tuesday.'
Christine
Creates a new row in your 'Leads' Google Sheet with Sarah's details, budget, and status 'Proposal Pending'.
You
Text: 'Draft the proposal for Sarah Jenkins including the 20% design fee and attach the RH velvet sofa spec sheet.'
Christine
Generates a Google Doc proposal with line items and emails it to Sarah, logging the sent date in the sheet.
You
Text: 'Remind me to call Sarah Thursday if she hasn't signed.'
Christine
Sets a specific reminder for Thursday morning and adds a task to your dashboard.
Time Saved Per Week
4.5 hours per week
Back in your pocket every single week — just for this one task.
See it in iMessage
Just text Christine like you would a friend.
Christine
AI Secretary
Stop doing this manually.
Let Christine handle it.
Christine is your AI secretary, available 24/7 via iMessage. One flat rate — no per-action fees, no learning curve.
7-day money-back guarantee. No credit card to start.