All-in-one marketing platform
Replace 7+ Marketing Tools with One Unified Platform
CRM, email, SMS, WhatsApp, funnels, calendar, reviews, AI, and automation — under one login, one bill, and one team. WellPlan is the all-in-one marketing platform built for agencies, coaches, and growing SMBs.
Stop wiring together a dozen subscriptions just to follow up with a lead. Run capture, nurture, and close from a single source of truth — starting at $97/mo with every feature included.
The marketing stack chaos problem
Most growing teams end up running eight to twelve separate tools just to manage one lead from first click to repeat customer. Every tool is a subscription, a login, a data silo, and a thing that can break.
A standalone CRM
Pipelines, contacts, deals — usually $50–$150 per seat, per month.
A separate email marketing tool
Per-contact pricing that punishes you for having a bigger list.
A dedicated SMS provider
Per-segment fees, separate sender numbers, separate compliance.
A WhatsApp Business Solution Provider
Another vendor, another approval process, another inbox to monitor.
A funnel and landing page builder
Another subscription, plus form data that lives in yet another silo.
A calendar / booking tool
Webhooks into the CRM that break every other month.
A review management tool
A separate dashboard nobody actually logs into.
An automation "glue" layer
Zaps, scripts, and a part-time ops person keeping it all alive.
The real cost of the stitched stack
- › Five-figure monthly SaaS bills once you add up every tool, per seat, per contact.
- › Broken contact data — the same person exists three times across three tools.
- › Integration debt — every Zap, webhook, and custom script is a future outage.
- › Slower campaigns — every cross-channel workflow requires three vendors to cooperate.
- › No single view of the customer, so reporting is mostly guesswork.
What WellPlan replaces
One platform, one team, one bill. Here is what consolidates the day you switch.
Your current stack
- CRM subscription
- Email marketing tool
- SMS provider
- WhatsApp BSP
- Funnel / landing page builder
- Calendar / booking tool
- Review management tool
- AI chatbot vendor
- AI voice agent vendor
- Course / membership platform
- Automation / integration layer
- Reporting / dashboard add-on
WellPlan — one platform
- CRM with pipelines and lead scoring
- Email and SMS marketing, built-in
- WhatsApp Business API, native
- Landing page and funnel builder
- Calendar booking, native
- Review and reputation management
- AI chatbot and AI voice agent
- Memberships and courses
- Workflow automation engine
- Unified inbox across every channel
- 200+ integrations
- One dashboard, one bill, one login
Every feature your stack does — in one place
Capture, nurture, close, retain, scale. WellPlan covers the full lifecycle natively.
Capture
- Drag-and-drop landing pages and funnels
- Forms and surveys with conditional logic
- AI chatbot for websites and social
- Web chat widget
- QR codes and trackable links
Nurture
- Email marketing with templates and segments
- SMS broadcasts and 2-way SMS
- WhatsApp Business API messaging
- Drip workflows across every channel
- Audience segmentation and lead scoring
Close
- CRM with custom pipelines
- Calendar booking with round-robin
- Quotes, invoices, and payment links
- Pipeline forecasting and reporting
- Mobile app for reps on the go
Retain
- Review requests over SMS and email
- Reputation management dashboard
- AI voice agent for inbound and outbound calls
- Memberships and online courses
- Loyalty and re-engagement automations
Scale
- Visual workflow automation builder
- AI content, AI chatbot, AI voice
- White-label and sub-accounts (Agency plan)
- 200+ native integrations
- Open API and webhooks
Plus a truly unified inbox
WhatsApp, Instagram DM, SMS, email, web chat, Facebook Messenger, and Google Business Messages — every conversation lands in one inbox, attached to one contact, with full history. No more switching tabs to answer a lead.
Who switches to WellPlan
Teams that have outgrown a piecemeal stack and want one platform that actually fits.
Marketing agencies
Running campaigns for clients across email, SMS, WhatsApp, ads, and funnels — and tired of buying a tool per channel, per client. White-label and sub-accounts let you operate every client from one parent workspace.
Coaches and consultants
Capturing leads, booking discovery calls, selling courses, and following up — without paying for five different SaaS tools that barely talk to each other.
SMBs outgrowing their first stack
You bootstrapped with a free CRM, a separate email tool, and a calendar link. Now leads are slipping through the cracks and your team is logging into six dashboards. Time to consolidate.
What you get with WellPlan that a stitched stack can't give you
These are the things that disappear the day you consolidate.
A single source of truth for every contact
Every email open, SMS reply, WhatsApp message, form submission, booked call, and pipeline stage is attached to one contact record. No more reconciling exports across tools.
Cross-channel automation that actually works
Trigger an email when a deal moves stages, follow up with SMS if it stalls, then escalate to WhatsApp — all from one workflow builder, no Zapier in the middle.
One bill, one login, one support team
Stop reconciling a dozen invoices and chasing different vendors when something breaks. One subscription, one place to call when you need help.
Faster setup, faster time to value
Templates for funnels, automations, pipelines, and review requests come pre-built. Most teams are sending their first campaign within a week.
No per-contact or per-channel taxes
Your costs do not balloon because your list grew or because you added SMS to the mix. Predictable pricing, all features included.
Honest, predictable pricing
From $97/mo with every feature included. No per-contact fees. No per-channel fees. No per-seat surprise charges. Pick the plan that fits your team size — everything else is in the box.
Questions teams ask before switching
How does migration from my existing tools work?
We provide free onboarding migration for contacts, pipelines, email lists, and automations. Most teams move over in one to two weeks. CSV imports, native integrations, and API access are all available, and our team helps map your old workflows into WellPlan.
Is there a long-term contract?
No. WellPlan is month-to-month on every plan. You can upgrade, downgrade, or cancel at any time. Annual plans are available at a discount if you prefer to lock in pricing.
What is the learning curve like for my team?
Most users are comfortable inside the CRM, inbox, and campaign builder within a day. Workflow automation and the funnel builder take a bit longer to master, which is why every plan includes onboarding, a template library, and access to our help center and live support.
Do you offer white-label for agencies?
Yes. The Agency plan includes full white-label: your domain, your branding, your client logins, and your own sub-accounts. You can resell WellPlan as your own platform and bill clients directly.
Can I manage multiple businesses or clients from one account?
Yes. Sub-accounts let you operate any number of separate workspaces from a single parent login, each with its own contacts, pipelines, numbers, and automations. Agencies use this to run every client from one place.
What integrations are available?
WellPlan has 200+ native integrations covering payments (Stripe, PayPal), calendars (Google, Outlook), ads (Meta, Google), accounting, e-commerce, and more. Anything not native can be connected through Zapier, webhooks, or our open API.
See WellPlan run your whole stack
Book a 30-minute walkthrough. We'll show you exactly how WellPlan replaces the tools you're already paying for — and what that looks like for your team.