Name: Caterease Product Demo by Simplifilm
Uploaded: 2015-06-09T18:26:11.000Z
Duration: 1 min 4 s
Description: Caterease Product Demo by Simplifilm

Help Desk

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Web and Video Conferencing

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Corporate Learning Management

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Talent Intelligence

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Workforce Analytics

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Authorization

Cloud Cost Management

Cloud Storage

Configuration Management Databases

Continuous Delivery

Data Catalog

Data Center Virtualization

Data Science

Email Encryption

Email Verification

Firewall Security Management

Fraud Detection

Integration Platform as a Service (iPaaS)

Internet Performance Monitoring

Log Management

Network Performance Monitoring

Network Traffic Analysis (NTA)

Output Management

Platform-as-a-Service (PaaS)

Robotic Process Automation (RPA)

Server Management

Software Asset Management

System Monitoring

Web Scraping

WiFi Hotspot

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Audience Engagement

Audio Editing

Content Management

Domain Registration Services

Email Marketing

Enterprise Marketing Management

Local Marketing

Marketing Automation

Product Sampling

Screen and Video Capture

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Job Site Management

Project Management

Waste Management

Wireframing

Writing and Proofreading Tools

Professional Services

Customer Relationship Management (CRM)

Product Configuration

Quote to Cash

Revenue Operations

Sales

Secure Access Service Edge (SASE)

Security

Last Mile Delivery

Mobility as a Service

Municipal

Nonprofit Fundraising

Vertical-Specific

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### Event Management
Users generally have mixed opinions about Caterease's event management capabilities. While some appreciate the ability to customize event details and keep all information in one place, others find the software cumbersome and outdated. The feature of viewing BEO in multiple ways and the ease of keeping event information organized are highlighted as positive aspects. However, concerns are raised about the lack of intuitiveness, with users mentioning difficulties in navigating the system, saving work progress, and searching for events efficiently. Despite some positive feedback on the software's integrations and ability to centralize operations, there are recurring complaints about glitches, such as issues with logging in, tax calculators, and print settings.

### Client Relationship Management
User sentiment regarding Caterease's client relationship management capabilities appears to be varied. While some users appreciate the ability to customize the platform to suit their specific needs and maintain organization in client interactions, others express frustration with the outdated interface, limited reporting features, and challenges with mobile accessibility. The software's functionality in managing clients and facilitating communication seems to elicit a range of responses from users, highlighting both strengths and areas for improvement in client relationship management.

### Proposal Generation
User feedback on Caterease's proposal generation functionality is varied. While some users appreciate its simplicity and ease of use once settings are configured correctly, others find it less intuitive from a proposal standpoint. The software seems to excel in helping users create detailed proposals to send to clients, particularly for services like selling bagged lunches and providing kitchen details. However, there are mixed opinions on the overall benefits and user-friendliness of the proposal generation feature within Caterease.

### Menu Planning
User sentiment regarding Caterease's menu planning capabilities appears to be varied. While some users appreciate the option to add detailed information for events and food, others express frustration with issues such as incorrect ingredient calculations and menu inaccuracies. The ability to create proposals and kitchen details for clients is highlighted as a positive aspect, but concerns about the system's overall ease of use and functionality are also raised. The switch from a previous platform to Caterease was motivated by the latter's customization abilities and integrations, indicating a perceived improvement in menu planning features.

### Staffing and Labor Management
Users appreciate Caterease's comprehensive approach to labor and staffing management, allowing for detailed tracking of labor hours, shift lines, and budget variances. While some users find the interface lacking in sleekness, the system's functionality in managing team members efficiently and consolidating event details in one place is widely praised.

### Inventory Control
Opinions on Caterease's inventory management capabilities vary among users. While some find it a bit cumbersome for inventory tracking, others appreciate its menu management and inventory features. The integration with external operations like credit card processing and online ordering setup has been a significant time-saver for many users, streamlining event preparation and payment collection processes.

### User Experience and Customization
Users have expressed varied opinions about Caterease's user experience and customization capabilities. While some users find the platform dated and not user-friendly, others appreciate the extensive customization options available. The ability to tailor every aspect of Caterease to suit individual business needs has been highlighted as a significant advantage by some users. The platform allows for customization of templates for contracts, receipts, and billing statements, as well as the flexibility to create personalized screen views for different users. Additionally, the robust reporting and query features have been praised for their depth and ease of use, enabling users to extract specific information with just a few clicks. Ultimately, user satisfaction with Caterease's user experience and customization appears to depend on individual preferences and the specific requirements of their catering operations.

### Troubleshooting and Support
While some users appreciate the availability of tutorials and pre-answered troubleshooting questions on Caterease's website, others express frustration with occasional bugs and glitches in the system. The convenience of self-help resources is noted positively, yet concerns arise regarding the software's tendency to allow incomplete or inaccurate information to be saved, leading to potential issues during event planning. Additionally, instances of login difficulties and unexpected changes in settings have prompted users to seek assistance from customer service, highlighting areas where further improvement may be beneficial.

Users highly recommend Caterease for adding catering to their services and describe it as the best program they have ever used. They believe it offers great options, including attaching photos to files and convenient integrations with floor planning software and email marketing sites. Users also mention that Caterease is considered the industry standard and express satisfaction with the product, stating they have no intention of switching to other catering systems. They advise taking the time to explore the hidden features before sending proposals to clients and suggest that while Caterease may not be compatible with certain event spaces and guestrooms, it is still worth every penny. However, some users had a negative experience with customer support and did not receive a refund. Despite this, users recommend giving Caterease a try as a stand-alone software.

Reporting Tools Lacking: Many users have expressed frustration with the lack of reporting tools in Caterease, finding it difficult to generate comprehensive reports for their business needs. Some reviewers mentioned that they switched to other software providers like Gather because they offered more options for producing documents, digital client signatures, and payment integration, which Caterease lacked.

Intuitiveness Issues: Several reviewers have mentioned that Caterease is not intuitive and requires multiple steps to complete tasks, resulting in a steep learning curve for less tech-savvy staff. Users found the software unintuitive with confusing and messy interfaces, small buttons, and multiple windows that made even simple tasks complicated. They also noted that saving progress was necessary as closing out of a window would result in lost work.

Unreliable Performance: Users have reported frequent glitches, slow performance, and occasional freezing of the software during use. This has led to frustrations and delays in completing tasks efficiently. Some users also experienced issues with data loss due to overwriting changes by other users and being kicked out of events that were not properly closed out.

Excellent data retrieval: Users have consistently praised Caterease for its excellent data retrieval capabilities, with multiple reviewers stating that they are able to run reports efficiently. This feature has been especially helpful for users in managing their organization's operations and making informed decisions.

Easy to use and customizable: Many users appreciate how Caterease is easy to use and can be customized to individual needs. The software simplifies tasks such as entering prospects, creating proposals, and managing clients, which has been highly beneficial for reviewers in streamlining their workflow and increasing productivity.

Efficient payment tracking and multi-user functionality: Reviewers have commended Caterease for its ease of checking and tracking payments, as well as its ability to handle multiple users simultaneously. This functionality has proven valuable for businesses in effectively managing financial transactions and ensuring smooth collaboration among team members.

Users have praised Caterease for its effectiveness in creating and managing events and processes. The software allows for easy tracking of events throughout the year, from prospective and tentative events to repeat ones. This has proven useful in streamlining event management and ensuring efficient communication within organizations. With Caterease, users can create detailed proposals and kitchen details for clients, providing accurate quantities and necessary information for food preparation. Additionally, the software offers custom event prints and generates comprehensive client reports, facilitating smoother event execution.

One notable advantage of Caterease is its integration with various external operations such as credit card processing, event staff scheduling, and online ordering. This feature has significantly reduced time-consuming tasks and improved overall business operations. Additionally, Caterease has been instrumental in helping businesses report on financial metrics accurately and make precise forecasts. The software's user-friendly interface simplifies the process of creating proposals and invoices once the initial settings are in place. Users have also found that Caterease saves time by eliminating manual order input and consolidating all event information in one location. By doubling their operations without needing extra support staff, businesses have experienced substantial growth with Caterease.

Furthermore, Caterease enables clear communication by standardizing information distribution among different departments within an organization. This not only enhances collaboration but also ensures that clients receive quick and accurate quotes, estimates, and calculations for their events. The ability to manage clients and access data on previous orders has become essential for businesses utilizing Caterease. It allows for easy projections while conversing with clients and provides quick access to past events when needed.

Caterease offers a range of features that cater to various needs including sales invoices, menu planning, and creating event sheets for staff and clients. Its ease of use, quick entry tools, good customer service, menu options, and advanced platform stand out among other systems available in the market. Customers appreciate the ability to update their event details on their own through Caterease, reducing the need for constant communication with the company. The software also facilitates information sharing and communication among departments and staff members, resulting in quicker response times and improved customer service.

Users have found that Caterease helps them better organize their businesses, prevent double bookings, and provide access to all relevant users to view bookings. The software's clear overview of upcoming events and its color coding system for different event statuses make it easy to stay on top of event schedules. Caterease is particularly well-suited for businesses specializing in special events, including planners, hotels, and event venues. Its versatility and advanced platform have been praised by users who have experienced a smooth transition to Caterease with the help of the company's supportive customer service team.

One of the key benefits of Caterease is its real-time data gathering capabilities, which enable efficient reporting and empower sales and operations teams to perform at their best. The software is continually evolving to meet the changing needs of the industry, demonstrating a commitment to ongoing development. Users have also highlighted how Caterease centralizes event information, reducing confusion across departments and providing robust reporting and tracking features.

While the majority of users have had positive experiences with Caterease, some have encountered connectivity issues in areas with limited internet options, impacting the software's performance. Additionally, there have been instances where the software has been slow; however, users appreciate the highly responsive technical support provided by Caterease, which promptly resolves any issues or questions that arise.

Overall, Caterease has proven to be an invaluable tool for organizing and tracking events, streamlining communication, and integrating with other software like Microsoft Access. By preventing double bookings, ensuring accurate proposals for clients, and offering a centralized platform for event information, Caterease saves time, reduces errors, and improves customer service for businesses in the catering industry.

Standard

Professional

Express

Curate Proposals Startup

Curate COGS Startup

Curate Rentals Startup

Additional Users

Caterease

Catering

Likelihood to Recommend

Support Rating

Caterease Product Demo by Simplifilm

Product Demo Video by http://simplifilm.com/

We did this great project for Caterease, a company that develops and provides customer catering software programs and event management software for your business. 

Interested in working with them? http://www.caterease.com/
Interested in a video? http://simplifilm.com/ ;-)

Microsoft Access

Cvent Surveys

Google Hangouts (Classic)

Cvent Event Diagramming

Operations Manager

Caterease 2019-11-19 13:54:19

QuickBooks Time

Microsoft Office 2016 (discontinued)

Canva

Event Sales Manager

Caterease 2017-09-12 11:19:41

Intuit Mailchimp

Hootsuite

Adobe PhotoShop

Marketing and Social Media Coordinator

Caterease 2018-09-04 12:56:56

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Easy to use

Ability to store

Free options

Way to export

Tax rates

Able to customize

Two versions

Constantly changing

Tedious and time

Way to see

Easy to search

Real time

New contacts

Work seamlessly

Multiple users

Lot of potential

Microsoft access

Slow down

User friendly

Pull data

Home

Catering Software

Caterease is used across our whole organization. We are a banquet facility and we use it to organize all of our events. Our sales team uses it to track all contacts made with the client. They also use it to make comments about the event for our operations team. Our operations team uses it for all the details of our events. It helps us to easily track, adjust, and communicate across all departments. It also allows us to integrate Microsoft Access, which we use a lot as well.

Saves in real time. This allows us to see updates to events in real time. This allows us to work seamlessly across departments if, for example, someone goes on vacation, we can easily see the comments and adjustments that were made.
Integration - we use Microsoft Access a lot. Caterease allows us to pull data directly from Caterease to be uses in our Access Queries.
Diagramming - Caterease now works with a preferred diagramming company called Placez. Currently, we use different software however are in the process of transitioning to Placez. This will allow us to have almost all facets of the business within or with access to Caterease data.

Designing queries can be tedious and time consuming. After they are created, they are useful to see specific details, but the process in creating them seems as if though it could be streamlined.
Payments - While it's easy to track payments, it would be nice if Caterease added software to take payments as well. This would help in streamlining the business to just using Caterease instead of having to use other software.
Interface - while easy to use and navigate, there are too many windows that can be opened and adjusted. I don't know how they could fix this, but it just seems to be a cluttered interface.

With the integration with software such as Access and Placez, it has required less "man hours" to do each task. This saves on labor.
Streamlining - in having to use less programs, more specifically, paying for less programs, it has given us a ROI by allowing us to have a centralized software (Caterease) to manage our events.
Payments - it would be nice if Caterease offered a way to take payments that was included in the price, instead we use a different software that charges per transaction.

Cvent Social Tables, Microsoft Access, Google Hangouts

Our event sales team uses Caterease in order to manage our events. We have a team of 6, so organizing all of our events and our calendar can sometimes be a bit complicated. We have dozens of events every month, and we need to make sure that we’re not double booking our venues equipment/staff/etc. Caterease makes it incredibly easy to check to see if there’s an equipment or venue conflict. In fact, it will actually make it incredibly difficult to move forward if it senses that there is a conflict, which allows us to adjust our proposals before we send them to our clients and potentially run into trouble with our clients. This saves us a lot of time and human error, as we don’t have to go into each individual event and double check our equipment against what has already been sold for any given day. It also allows us access to any event on the calendar, so if someone is out of the office and their client calls in, we can often assist them without having to wait, which makes us look efficient and client-friendly.

As mentioned before, Caterease is great at helping identify conflicts with equipment, staff, and venues without the user having to go in and manually check. This is a great resource and saves us a lot of potential trouble with clients if we were to double book a piece of equipment.
Caterease is also user-friendly. There’s a slight learning curve with some aspects of the program, but once you have been in the program for a while, it’s pretty accessible and makes it easy to search, edit proposals, and add new contacts.
It’s really effective for multiple users. I like the accessibility and the fact that, even though many of us are often working in it at the same time, it doesn’t seem to stall or slow down, even with multiple users on the same license using it at the same time.

It’s a great program, but it’s missing some aspects that would be incredibly useful. It has the ability to store venues and locations that you’ve used in the past, but it doesn’t allow you to associate a tax rate with the saved venue. As our company handles events all throughout Southern California and tax rates are constantly changing, it would be nice to be able to assign certain tax rates to certain zip codes and venues.
It can be a little finicky sometimes with its equipment conflict algorithm. There will be events In the system that have been marked as cancelled, yet it will insist that an event I am working on has an equipment conflict with it (even though that event is not going through). It will not let you save out of your event and, sometimes, will end up deleting all your changes and progress, which is incredibly frustrating.
I wish there was a way to export PDFs of your proposals without re-saving your entire proposal. Sometimes, clients will ask for two versions of the same proposal with just slight changes, and it’s annoying to have to go in and completely re-do and save the proposal and have to adjust it back to the original.
It would be nice if there was a way to see a history of all of the changes that had been made in a proposal, that would be great. Because we often have many hands on each event we do, having a comprehensive list of all the changes made to each proposal and the date and times, and users who made these changes would be an incredible asset.

As mentioned earlier, it makes us look really good. Because a lot of the employees in the company have flexible schedules, not all of us are in at the same time, but clients will still call in asking for adjustments to be made. We can all be of assistance, and the transparency makes us all look incredibly helpful and competent when clients call in.
This program has allowed us to eliminate human error with equipment conflicts, and allows us to be transparent with all our clients about what and what is not available if they are calling and requesting a certain date or piece of equipment.

At my company, everyone used Caterease - it is a great tool that allows everyone to have a centralized place to store all info for an event, which is very important to ensure we give the client exactly what they want! It also reduces confusion across departments and has great reporting and tracking features.

Quick updates to contracts/files
Great integrations available
Report generation

Offering more in-depth training would be good as there are so many uses and ways to do things.
Optional integrations are really cool, but most require additional fees - would be nice to have some free options.
Would be nice to be able to customize appearance of contracts more.

Has made our team more efficient and be able to have a central place to store all info so everyone can access it.
Manually printing BEOs has proven to be incredibly inefficient as they get updated quickly and often times just causes confusion and mistakes.
It's nice to be able to generate contracts fairly quickly for clients

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