PlanWell
All features

From inquiry to a booked client, without losing the thread.

An inquiry form opens the contact and the event for you. The pipeline shows where each one stands, and the contact record keeps what you know about the person.

Start your free month
HEHarbour Events

Tell us about your event

Share the details you know so far. We will review your event and follow up with the best next step.

Full nameMaya Okafor
Email addressmaya.okafor@example.com
Phone number(415) 555-0118
Event typeGala or fundraiser
Event date03/14/2027
Venue or locationHarbour Hall
Estimated budget$60,000 to $75,000
Tell us about the eventThe Harbour Lights Gala for Harbour Trust, about 220 guests.
Send inquiryThank you. Your inquiry has been received.
No cards yet
InquiryLearning the fit1
ProposalOffer in review1
BookedReady to begin1
PlanningActive events2
CorporateTidewater Design Week receptionNadia Osei · Sep 9, 2027Inquiry
OtherLindqvist family reunionErik Lindqvist · Jul 17, 2027Proposal
PartyMorrow & Pike holiday partyHannah Pike · Dec 11, 2026Planning
CorporateRaman Product LaunchPriya Raman · May 2, 2027Planning
GalaGala inquiry — Maya OkaforMaya Okafor · Mar 14, 2027Booked
PipelineFriday, October 23
MOclient

Maya Okafor

maya.okafor@example.com
(415) 555-0118

Client information

Relationship stageClient
Lead sourceWebsite
Next follow-up10/16/2026
Private client notesThe Harbour Lights Gala for Harbour Trust, about 220 guests. Board approved the bigger stage.

Connected events1 total

galaGala inquiry — Maya OkaforMar 14, 2027 · Harbour Hallbooked
HEHarbour Events

Tell us about your event

Full nameMaya Okafor
Event date03/14/2027
Event typeGala or fundraiser
Venue or locationHarbour Hall
Tell us about the eventThe Harbour Lights Gala for Harbour Trust, about 220 guests.
Send inquiryThank you. Your inquiry has been received.
MOMaya Okaformaya.okafor@example.com
(415) 555-0118client
Relationship stageClient
Next follow-up10/16/2026
Private client notesThe Harbour Lights Gala for Harbour Trust, about 220 guests. Board approved the bigger stage.

Connected events1 total

Gala inquiry — Maya OkaforMar 14, 2027 · Harbour Hallbooked
PipelineFriday, October 23
InquiryLearning the fit1
ProposalOffer in review1
BookedReady to begin1
PlanningActive events2
GalaGala inquiry — Maya OkaforMaya Okafor · Mar 14, 2027Booked
  • Embed it or share the linkOn your site, or a link anywhere.
  • Your questions, your required fieldsChoose what it asks.
  • Every answer lands with its eventUnder Captured inquiries.

Every open inquiry, scored.

Each one is scored on the date, the budget and how fast you replied, so the ones worth a call stand out.

  • Your first Inquiry stageNew inquiries land there.
  • Follow-up dateSet the moment it arrives.
  • Lost reasonsClosing an inquiry asks why.
  • From your websiteFiled as a lead, source recorded.

Inquiry score 83 / 100 · Strong

Date · GoodBudget · GoodFirst reply · Not known yet

Wedding inquiry — Maya Chen · Jun 12, 2027

Before, and after.

  • Captured inquiries

    Maya Chenmaya.chen@example.com

    WeddingJun 12, 2027 · $30,000–$40,000

    What they sent

    Their answers, from the form on your website.

  • Maya Chen

    Relationship stageLead

    Lead sourceWebsite

    Next follow-up10/02/2026

    A contact, filed as a lead

    Lead source Website, with a follow-up date.

  • Wedding inquiry — Maya Chen

    Jun 12, 2027

    InquiryInquiry score 83 / 100

    An event in your Inquiry stage

    Scored, and waiting for your reply.

Reply while they are still excited.

Answer the next inquiry from one place.

Start your free month