Our Cool Features

• ★ Dashboard ★

  If you don't look at the dashboard in your car, you may end up running out of gas. Likewise, the SpanPlan Dashboard should not be ignored; this shows your incoming leads, upcoming tasks, events, appointments, pending payments as well as important notifications from your clients.

• ★ Leads ★

  Although SpanPlan may not be able to literally send clients to your door, we can import them into SpanPlan if they contact you through your website or from a .csv file. Once added, you can easily send package pricing, create a custom quote, schedule appointments and communicated efficiently via your pre-made email templates.

• ★ KYE Form ★

  In order to help you better Know Your Event and client, you can create a custom questionnaire and receive response from your leads and clients via your own online portal. There is no limit to the number of questions and also you can set custom deadlines for each of them.

• ★ Contracts ★

  You can add your own Terms & Conditions in your preference setting once and have it auto populate in your contracts. Event details, client information, and payment plans are automatically migrated from the initial contact form. Through this seamlessly integrated contract, clients can e-Sign the contract and pay online.

• ★ Clients ★

  Interact with your clients from anywhere, anytime! With SpanPlan, all your client data is in one place; from the initial contact to Package, Event, Timeline, and Agenda details. There is no need to look at 4 different programs to find your client's data. Be truly mobile and organized.

• ★ Online Payment ★

  In order to keep your business from turning into a charity, you need to record payments for your services. SpanPlan is seamlessly integrated with PayPal, Google Checkout, and Authorize.net. You can schedule payment dates and automatically send notifications to your clients and receive payment.

• ★ Activities ★

  Becoming successful in the Event Industry requires a strong command of your schedule and SpanPlan helps you organize your events and activities into a series of tasks. Automatic reminders via email, text and pop-up messages keeps you informed. Real time sync with google calendar.

• ★ Event Log ★

  It can be difficult to keep a detailed list of every single thing you do, so we added the Event Log which gives a record of every single interaction you have had with a client on SpanPlan. Every email, pricing, KYE, contract, timeline...everything.

• ★ Accounts ★

  Organize your Income and Expenses for each event within SpanPlan. All your Income from events are automatically tracked and organized. Enter your personal income and expenses in the extensive accounting system to generate detailed End Of Year reports for your tax filing.

• ★ Reports ★

  Since everything you do in SpanPlan is tracked, we have a massive reporting system that can help you view information about your leads, clients, activities, finances, advertising, marketing, lead source, type of events and more and more and more.