Planpage includes a built-in Leads CRM to help you manage inquiries, track your pipeline, and seamlessly convert booked clients into active projects. From first inquiry to signed client, everything stays organized in one place.
Lead Contact Forms
Planpage provides a Lead Contact Form that you can add directly to your website.
When a potential client submits the form:
You receive an email notification right away
Their information is automatically saved inside Planpage
The lead appears in your CRM, ready for follow-up
There is no manual data entry or copying details from your inbox.
Detailed Tracking and Customization
Dial in your Planpage Leads CRM. The following fields are fully customizable, so your CRM reflects how you actually run your business.
Pipeline Steps to reflect your unique booking process
Lead Sources to track where inquiries are coming from
Services Offered to understand what clients are requesting
Lead Lost Reasons to identify patterns and improve conversions
Seamless Handoff to Projects
When a Lead is marked as Won, it automatically appears in your Project list. You do not need to re-enter information or duplicate records. This keeps your sales process and planning workflow connected from the very beginning.
One Connected System
Your Leads CRM is not a separate tool. It connects directly to your contracts, invoices, projects, and planning workflows. From first inquiry to wedding day, everything lives inside Planpage.