Wedding Planner CRM
A calm CRM for wedding planners. See every couple, wedding date, budget and guest count at a glance, track vendor bookings with deposits and what is still owed, keep a trusted vendor list and follow a planning checklist from the first call to the big day. A planning assistant answers questions about your clients, and two automations draft welcome notes and next steps.
Wedding Planner CRM is a Taskade app kit built from one prompt: 4 projects that remember, 1 AI agent that thinks, and 2 automations that run on their own.
Category: Quick Apps
This Taskade Genesis app includes 4 projects, 1 AI agent, 2 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Wedding Concierge. Its automations include Booking Status Update and New Client Onboarding.
by @taskade
What you can do with Wedding 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 Wedding Planner CRM works
- Booking Status Update: when a booking status changes, then Read the booking and Suggest the next step.
- New Client Onboarding: when a new client is added, then Read the new client and Write a welcome note draft.
Built with Taskade Genesis
- Category: Quick Apps
- AI agents: Wedding Concierge
- Automations: Booking Status Update, New Client Onboarding
- Workspace: 4 projects, 1 AI agent, 2 automations