Event Planner CRM
Event Planner Lead CRM with Venue Shortlist and Proposal Follow-Up. Track event inquiries through venue shortlist, proposal, deposit and booked, with stale lead alerts. Free to clone.
Event Planner CRM is a Taskade app kit built from one prompt: 6 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: CRMs
This Taskade Genesis app includes 6 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Clipboard. Its automations include Stale leads Monday digest, Proposal follow-up draft and Deposit due alert.
by @taskade
What you can do with Event Planner CRM
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Event Planner CRM works
- Stale leads Monday digest: when Every Monday at 8 AM, then Find stale leads and Join stale leads into text.
- Proposal follow-up draft: when Lead set to Proposal sent, then Draft the day 3 follow-up and Save the draft as a comment.
- Deposit due alert: when Lead set to Deposit due, then Email the owner.
Built with Taskade Genesis
- Category: CRMs
- AI agents: Clipboard
- Automations: Stale leads Monday digest, Proposal follow-up draft, Deposit due alert
- Workspace: 6 projects, 1 AI agent, 3 automations