Caterease vs. iContact

Integration with Microsoft Access - We use Access for a lot of different Queries, such as for our bar back to know the specifics of each bar. Caterease allows Access to pull data directly so all we have to do is run the report instead of entering all the information manually. Same with diagramming, having software like Placez that pulls from Caterease allows for such things as table and chair counts to be pulled directly from Caterease instead of having to place each individual table.

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I would only recommend it if someone was a small business. I think they are the best suited for companies who will send out a coupon or offer here and there. The most recent updates made it more complicated to use for more complicated processes. It is easy to train someone on the program, and so quick to learn. But I would also only stick to the simpler things. I also think the colorful templates are great, and show great creativity. But again, it is hard to justify recommending the program when it isn't WYSIWYG.

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• Quick updates to contracts/files
• Great integrations available
• Report generation

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• Contact management. iContact is really great for entering all your contact. You are able to put them onto different lists, and let them choose which lists they would like to be a part of as well. There are many data fields provided to fill in information.
• Emailing. We use the email feature at least once a month. They are always improving and adding new features, which is very helpful in presenting content in a new and exciting way to our readers. There are many options with remade templates and themes, or you can add your own.
• Insights. It is really helpful being able to have the data to see what is working and what isn't. It is nice to be able to go back and see how things went in the past compared to now. Opens, clicks, shares, etc.

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• 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.

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• We also would like to send transactional messages which don't require an opt-out, this is a challenge with iContact. (May be a feature with pro?)
• The regular version of iContact doesn't support event management or logic flows for automated messaging.
• Custom form fields have limited field type options (can't build a drop-down).

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iContact has been a quick and easy way to send any announcements and news directly to email and social media subscribers. Its tracking and reporting capabilities turn a simple email into a marketing campaign that can be used as a tool to efficiently gauge reader response and customer satisfaction, and ultimately to reach potential customers. The consistency and excellent customer service is what makes this program a pleasant experience.

I rate iContact as an easy to use program due to its user friendly dashboard and user interface. Most companies of small to medium size do not have a dedicated marketer, therefore it is someone multitasking who may or may not have this kind of experience. iContact makes it relatively simple and can actually expand one's knowledge in the area of business promotion.

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iContact is regularly up and running. Only once has it been unavailable for maintenance, which is to be expected and even desired for optimal performance when needed.

I have not had to use the support in my over 3 years of using Caterease. This is why I gave it a 9 rating because even though I haven't had to interact with support, the fact that I haven't had to use support speaks volumes to how good the software is and how it is user friendly.

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They have always been responsive to any issues or concerns that have arisen with our account. Our customer account manager participates in our monthly county-wide communicators meetings via telephone to ensure that we are getting the most from the service. He also analyzes our lists to help us weed out inactive contacts.

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The templates are difficult to customize, and they don't render well in email platforms

i wouldn't be using it if i wasn't satisfied. time is money

I haven’t used too many other events programs in the past – at a former company, we used the back end of our website in order to create events, but Caterease is a lot more user-friendly. Our website wasn’t particularly fancy – it didn’t allow us to conflict check or see if there was another event at the same time. It was used for the sole purpose of posting the information to our system – not for creating full proposals. Caterease is much more effective for what we need to use it for in this context.

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I didn't have a say in the decision because I wasn't with the company at the time. I listed HubSpot here because I know we used it in conjunction with iContact for email automation, but HubSpot Email was only recently built-out to the point where it is today. Now, iContact and HubSpot are no longer integrated.

iContact stays the same with the number of users added or taken away. It certainly remains reliable despite increased usage, and so, can be considered scaleable in that aspect.

• 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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• We have a template for webinars that we send every month. We just edit it and send. This couldn't be easier (once you know where to find it).
• We like the breakdown of statistics in the dashboard. They're easy to read.
• iContact isn't a comprehensive solution, so it is only one of a few products we use for marketing.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info