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.

Clone it to your Taskade workspace in one click, then customize projects, agents, and automations to match your workflow.

This app ships with 4 projects & knowledge bases, 1 AI agent, and 2 automations & workflows — ready to run or customize after you clone.

Team Taskade published this crms app in the Taskade Community Gallery.