THE ONLY PLATFORM CREATED

BY PLANNERS THAT ARE STILL ACTIVELY

PLANNING AND ACCEPTING CLIENTS

“I love the work life balance it has created. It allows us to cut down on back & forth emails while always having a consistently updated resource for the couple and our team.”

Kristi F.

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FAMILY TODAY!

“It’s like buying a fabulous dress that is machine washable instead of dry clean - win win!

Only 25% of my clients would use their Aisle Planner account, now I have 90% of my clients engaged in the process because it's so much easier to use. My clients have been blown away with the abundance of information.”

Jackie C.

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SCHEDULE A DISCOVERY CALL!

  • The Refine Portal has made working with couples so much easier because they are more familiar with Google Drive. But if I’m honest, I’m more in love with the fact that I have an easy to use, train and understand platform for my team!

    Chelsea Y.

  • I call it “not reinventing the wheel”… the system is there to make life easier!! It’s an AMAZING sales, tool! I just showed it to a bride and it was a game changer for her. It helps me to be more organized, and in turn, the couples are more independent, reducing communication, time, and headaches!

    Jamie B.

  • The tutorials and user Facebook group are so helpful with tips and tricks!

    Bristol E.

  • I love it, and most importantly our couples loved it. I was sold when I walked a particularly difficult bride through her portal and she lit up the whole meeting. A definite win!

    DeeDee G.

Unlike other planning platforms, the Refine Portal is far more than an empty organized shell.

Inside, I'm giving you my planning process, checklists, meeting agendas, and more.

GRAB A 20 MINUTE DISCOVERY CALL WITH OUR TEAM TO:

  • SEE THE BACKEND IN ACTION

  • ASK QUESTIONS

  • LEARN MORE ABOUT HOW THE REFINE PORTAL CAN HELP YOU GET YOUR LIFE BACK

DISCOVERY CALL!

DISCOVERY CALL!

REFINE PORTAL DEMO

  • My clients adore the Refine Portal for its user-friendly interface and the convenience it brings to the wedding planning process. They appreciate being able to check RSVPs and guest list updates, view the budget at a glance, and communicate directly with vendors. Many have commented on how it has reduced their stress levels and made the planning journey more enjoyable.

    Samantha A.

  • I love the Refine Portal so much more than my previous CRM. It gives me so much flexibility in terms of customizing my client's experience. The resources and templates that come with it are amazing, and I feel more confident knowing I don't have to worry about blackouts or losing my work.

    Kathleen M.

  • OMG! I can't believe how much stuff is in here!!!

    Yessenia M.

Designed to help you find and use the many time-saving Portal features you have yet to discover or master!

  • Step by step instructions

  • Share ideas with fellow users

  • The Refine Portal has absolutely up-leveled my client experience. It is fully customizable, which helps me tailor the individual client experience, and I really appreciate the workflow resources included for me as a planner. The more I use it, the more I love it!

    Stefani B.

  • I absolutely love my Refine Portal. It’s everything you could ever need and more. I am completely able to adapt it to my brand and how I work. I also love that I'm not limited on the number of projects I can have. It should be priced a lot more than it is!

    Hope D.

  • I honestly couldn’t imagine planning without it. It keeps all the details in once place and streamlines the workflows!

    Liz W.

Improve your sales closing rate and reduce your workload!

  • I wish I had known how much time and how many gray hairs it would have saved me to use the Refine Portal from the start!

    Matt R.

  • I switched from Aisle Planner and found the Portal to be a fantastic process-audit! It's caused me to rethink how I present information to clients.

    Jihan A.

  • Wow! I cannot even believe how much is in here! The number of resources was completely unexpected and has been so helpful.

    Yessenia M.