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.

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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

Everyone, filtered the way you work.

Search by name, email or phone, filter to clients or leads, narrow by tag, and see each person’s next event in the list. Select several to tag or organize them at once.

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Contacts4 of 31

ImportAdd contact

All contacts31Clients12Leads19
Search contacts, email, or phone…All tagsAllClientsLeads

NameTypeEmailTags

Priya NairNorthstar leadership offsite · Mar 9, 2027Clientpriya.nair@example.comCorporate, Repeat client

Dana EllisLakeside Fundraiser · Sep 18, 2027Clientdana@harborarts.orgNonprofit

Maya ChenWedding inquiry — Maya Chen · Jun 12, 2027Leadmaya.chen@example.comWedding

Elena ParkElena Park · Discovery call · Date not setLeadelena.park@example.com—

Bring your list with you.

Upload a CSV or Excel file, or paste rows from a spreadsheet. PlanWell guesses which column is which, you confirm, and anyone already in your contacts is skipped rather than overwritten.

Bring your contacts into PlanWell contacts.xlsx · 46 rows

Match your columns

PlanWell made a best guess. Confirm the fields before importing.

Full nameName

EmailEmail address

PhoneMobile

Lead sourceHow they found us

Next follow-upDo not import

Private notesNotes

Default contact typeUsed when no type is mapped or a cell is blankLead

Existing matches will be skipped, not overwritten.

See which sources turn into bookings.

The lead conversion report counts the contacts added in a date range, how many went on to book and how long it took, by lead source. Closing an inquiry as lost asks why, so the reasons add up too.

Lead conversion Back to pipeline

Contacts added from10/05/2025Through10/04/2026
Apply dates
Contacts added24With a booking6Conversion25%Median time to book38 days

Lead sources

Referral4 / 8 booked · 50% · 31 days to book
Website1 / 10 booked · 10% · 46 days to book
Venue or vendor1 / 4 booked · 25% · 52 days to book
Social media0 / 2 booked · 0%

Why inquiries were lost

Budget did not fit5 inquiries
Stopped replying4 inquiries
Date was not available3 inquiries
Chose another planner2 inquiries

Also here: households, custom contact fields, duplicate review and merge, export to Excel or CSV, and client portal invitations.

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

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