Perfectly Planned Blog

Client Relationship Management System

Perfectly Planned’s event planning client management system is a unique, customized planning database that makes communicating between planner and client easy and stress free.  This CRM or Client Relationship Management system, made exclusively for Perfectly Planned clients, will greatly enhance and streamline the planning process.

This is an interactive system for both client and planner. Through this management system, both can access a planning timeline with important milestones and event deadlines. It  warehouses all of the documents such as contracts, proposals and planning instructions and  provides real-time communication during the course of planning an event.

All logins are personalized to the client with the calendars detailed to the specific needs of each client. Clients will be able to import dates and meetings of their own, such as clothing fittings and when invitations and Save the Dates have been sent out, for example. This allows clients and Perfectly Planned, to have consistent communication and up to the minute updates. 

All new clients who begin the planning of a luxury wedding or bar/bat mitzvah will begin using the new CRM program which will be easily accessed through the home page of the Perfectly Planned website at www.perfectlyplannedbyshari.com. They will be provided with their own login and password.