PlanWell
All features

One record for every contact, across every event they book.

Relationship stage, lead source, the next follow-up and private notes sit on the contact, beside every event they are connected to. Open their next event from the same page.

Start your free month
LBLena Brookslena@harbourtrust.orgclient
Connected events1 total
galaHarbour Lights GalaMarch 14, 2027 · Harbour Hallplanning
Households & relationships
Harbour Trust
MMaya OkaforColleague
MOMaya Okaformaya@harbourtrust.org · (415) 555-0118client
Lead sourceReferral
Next follow-upNot set
TagsNone yet
October 15, 2026Emails you a reminder
CorporateRepeat client
Connected events3 total

No event connected yet

partyHarbour Trust volunteer thank-youNovember 21, 2025 · Pier 9 Loftcomplete
corporateHarbour Trust donor breakfastApril 18, 2026 · The Boathousecomplete
galaHarbour Lights GalaMarch 14, 2027 · Harbour Hallplanning
Private client notes
Prefers email to calls. Budgets go to the Harbour Trust board on the first Monday of the month.
Households & relationships
Harbour TrustLLena BrooksColleague
LBLena Brookslena@harbourtrust.orgclient
Connected events1 total
galaplanningHarbour Lights GalaMarch 14, 2027 · Harbour Hall
Households & relationships
Harbour Trust
MMaya OkaforColleague
MOMaya Okaforclientmaya@harbourtrust.org · (415) 555-0118
Lead sourceReferral
Next follow-upNot set
TagsNone yet
October 15, 2026Emails you a reminder
CorporateRepeat client
Connected events3 total

No event connected yet

partycompleteHarbour Trust volunteer thank-youNovember 21, 2025 · Pier 9 Loft
corporatecompleteHarbour Trust donor breakfastApril 18, 2026 · The Boathouse
galaplanningHarbour Lights GalaMarch 14, 2027 · Harbour Hall
Private client notes
Prefers email to calls. Budgets go to the Harbour Trust board on the first Monday of the month.
Households & relationships
Harbour TrustLLena BrooksColleague
  • Every plan includes everythingNo add-ons, no tiers of contacts.
  • Clients use their portal at no costThey sign in; you pay nothing extra.
  • Import from Excel or CSVColumns matched, duplicates skipped.

Know the person, not just the booking.

Relationship stage, lead source and private notes stay with the contact, so the second event starts where the first left off.

  • Filter your wayClients or leads, then by tag.
  • Households togetherThe couple and the parents, one place.
  • Bring your listA spreadsheet becomes records like these.
  • Export anytimeExcel or CSV, whenever you want it.

All · 31Clients · 12Leads · 19

Repeat clientSearch contacts…

Three things the record does for you.

  • Full nameName

    EmailEmail address

    Lead sourceHow they found us

    Import a spreadsheet

    PlanWell guesses each column, you confirm, and anyone already here is skipped.

  • Referral50%

    Website10%

    Venue or vendor25%

    See which sources book

    Contacts added, how many booked and how long it took, by lead source.

  • Maya OkaforKeep

    M. Okafor

    Merge into Maya Okafor

    Merge duplicates

    Choose the record to keep, and the other one’s events, tags and inquiries move onto it.

The third event starts with everything you learned at the first.

Keep the next client’s whole history on one record.

Start your free month