A wedding-venue and event-planner CRM that tracks couples and corporate planners from inquiry → tour → booking → event execution in Taskade. Includes a date-availability calendar, AI agent that drafts custom proposals, and post-event review automation.
What's Included
- Inquiry Capture: Web form + phone lead intake with event-date and headcount fields
- Availability Calendar: Built-in Calendar view blocks booked dates and shows venue capacity
- Tour-to-Booking Pipeline: Stages from Inquiry → Tour Scheduled → Toured → Proposal Sent → Booked → Deposit Paid → Event Complete
- AI Proposal Agent: Reads event brief → drafts custom proposal with menu, layout, and pricing
- Vendor Coordination: Linked vendor table with caterer, florist, photographer contact info
- Post-Event Loop: Automation triggers review request 48h after event + thank-you note
Why This Template Wins
- Date conflicts caught instantly: The availability calendar surfaces double-bookings before they happen — your team doesn't promise a date that's already taken
- Proposals drafted in minutes, not hours: The AI agent reads the event brief and drafts a custom proposal with venue layout, menu, AV setup, and pricing — you review and send instead of starting from blank
- Vendor pre-flight prevented: Vendor coordination table surfaces missing confirmations (florist, photographer, AV) 14 days before the event
How To Use
- Clone the template
- Fill in venue capacity, base pricing, and date-availability rules
- Train the proposal agent on 3-5 past winning proposals
- Connect Calendly for tour bookings + Gmail for proposal sends
- Set up automation: stage to "Booked" → invoice via Stripe + crew alert
Browse more event-management apps in the Community Gallery.