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EventWell
An outdoor event setting prepared for guests at twilight

Event Planning.
Every detail, together.

Give every inquiry, consultation and proposal a clear next step. Keep agreements, payments and client planning connected to the event.

See event planning plans Explore the workflow

Access is set up with our team.

From first hello
to the day itself.

Built around the way you book and prepare.

Start with the conversation

Capture the event inquiry, keep the conversation in one place and offer consultation times as the next step.

Follow-up and consultations on Starter

Make the booking clear

Present your services and proposal. Record the agreement, collect signatures and manage invoices and payment schedules.

Proposals on Starter · agreements and invoices on Growth

Bring client details together

Give clients a branded event portal to share planning details. See event workload and package analytics alongside the work.

Client portal, planning workspace and advanced analytics on Pro

One client.
A connected journey.

A look at the conversation, proposal, agreement and event details.
Explore each chapter to see how the work connects.

EventWellClient work

Client work file

Maya & Oliver

Event booked
October 24, 202632 guestsWillow House
Maya

We loved our consultation. Can we move ahead with planning our October celebration?

You

Absolutely. Your planning proposal is ready, with the services and event details we discussed.

Consultation completed

Every conversation. In context.

Illustrative client workspace. Client portal and planning workspace on Pro. Features and access vary by vertical and plan.

Plans for
event planning.

Choose the tools you need today. Add more as your business grows.

Compare the plans.

Monthly pricing. Each paid tier includes the plan before it.

Free

$0 / month

Keep every inquiry.

Request free access

Included in Free

  • Meta & Google lead capture, uncapped history
  • Client directory, profiles & permanent notes
  • Client files & reusable document library
  • Pipeline board & manual status tracking
  • Upcoming events & clash warnings
  • Lead alerts & notification preferences
  • CSV exports of your business data
  • Automation visibility & pause controls

Starter

$75 / month

Follow up. Send the quote.

Request Starter access

Everything in Free, plus

  • 1 login seat, including the owner
  • Instant email replies, escalation & response metrics
  • Day 0/2/5 follow-ups, editor & no-send testing
  • Two-way email, attachments & conversation history
  • Quotes, public proposals & view history
  • Multiple proposal options, where enabled
  • Quote tax, service charges, deposits & terms
  • Price book, services & public packages
  • Self-serve consultation booking
  • Pipeline values & quoted totals
  • Event calendar & readiness checklists
  • Event types & daily capacity warnings

Growth

$150 / month

Book the work. Grow your team.

Request Growth access

Everything in Starter, plus

  • Business-name email & verified own-domain sending
  • Contracts, e-sign & agreement templates
  • Invoices, payment schedules & reminders
  • Two-way SMS & text follow-ups*
  • Forms, QR codes, manual entry & contact imports
  • Your Flow inquiry & booking page
  • Reviewed event imports, where enabled
  • 2 total login seats & lead assignment
  • Sales goals, commissions & team performance
  • Calendar sync, availability & event feeds
  • Appointment reminders & review requests
  • Ad ROI & pipeline conversion analytics

Pro

$300 / month

Run the whole event operation.

Request Pro access

Everything in Growth, plus

  • Branded client event portal
  • Client planning & event-detail collection
  • Win rates by price & package performance
  • Event workload & busiest-day analytics
  • 5 total login seats

Planned: Overflow Lead Network.

Seats include the owner. Additional staff login seats are $25/month each. Clients and crew without logins do not count.

*SMS requires carrier approval, recipient consent and prepaid message credits. Message usage is billed separately.

Online payments require payment-account setup.

Ask about setup for connected calendars, your email domain, Tripleseat imports and multiple proposal options.

Features shown for Event Planning. Access is set up with our team.

See EventWell
for your business.

Walk through the event planning workspace with our team.

Request a walkthrough