PlanWell

Booking, the event, and the money — in one place.

PlanWell is a CRM for businesses whose work happens on a date. The client, the plan, and the invoice stay on the same record.

Start your free month

Manage clients

Get paid

Grow your business

01CRM
03Scheduling
02Proposals
04Contracts
10Client portal
05Invoices
06Payments
11Messages
08Automations
09Integrations
07Reports & taxes
EventPlanning

Harbour Lights Gala

Maya Okafor, Harbour Trust · Sun 14 Mar 2027 · 220 guests

The client
The plan
The invoice
CRMMaya Okafor, from the inquiry formClient
SchedulingPlanning call booked12 Oct, 10:00
ProposalsProposal, accepted$18,400
ContractsPlanning Agreement, signedPDF
Client portalPortal invitation acceptedMaya
InvoicesPayment schedule, 2 installments$18,400
PaymentsDeposit, check recorded$5,520
Messages“The board approved the bigger stage.”Read
AutomationsTask created: Send floor planRule ran
IntegrationsOn your calendar feedSun 14 Mar
Reports & taxesStill owed, on collections$12,880
11 of 11

tools on this one record

11 of 11tools on this one record
CRMProposalsSchedulingContractsInvoicesPaymentsReports & taxesAutomationsIntegrationsClient portalMessages
EventPlanning

Harbour Lights Gala

Maya Okafor, Harbour Trust · Sun 14 Mar 2027 · 220 guests

The client
CRMMaya Okafor, from the inquiry formClient
SchedulingPlanning call booked12 Oct, 10:00
Client portalPortal invitation acceptedMaya
Messages“The board approved the bigger stage.”Read
The plan
ProposalsProposal, accepted$18,400
ContractsPlanning Agreement, signedPDF
AutomationsTask created: Send floor planRule ran
IntegrationsOn your calendar feedSun 14 Mar
The invoice
InvoicesPayment schedule, 2 installments$18,400
PaymentsDeposit, check recorded$5,520
Reports & taxesStill owed, on collections$12,880

Inquiries, contacts and the pipeline.

Capture inquiries with your own form, keep one record for each person, and see every open opportunity by stage.

See client management

Plan your event with Holloway Events

Full nameMaya ChenEmail addressmaya.chen@example.comEvent typeWeddingEvent date06/12/2027Estimated budget$30,000–$40,000
Send inquiry

Everything for the event itself.

Tasks, the run of show, guests, vendors, the budget and files are sections of each event, and you choose which ones it shows.

See event planning
Total240Attending212Awaiting RSVP18Meals chosen198/212Seated204/212
Dana EllisHarbor Arts Trust · Table 1attending
Marcus LeeIndividual guest · Unseatedpending
Ruth AbaraAbara household · Table 4attending

Proposals, agreements and getting paid.

Price the offer, have the agreement signed online, and collect on a payment schedule with automatic reminders.

See business operations

INV-0042 · Lakeside Fundraiser Sent

Automatic payment reminders

Email the connected primary client when an installment is due, then 3 and 7 days later.

Payment schedule

DepositJul 15, 2027 · open$4,200.00 remaining
Final paymentSep 4, 2027 · open$8,400.00 remaining

Every tool, by the job it does.

Start with the next inquiry.

Start your free month