Caterease vs. Phone.com

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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Phone.com is a no-brainer. The cost savings over a POTS or in-house PBX system are tremendous. The affordability added on top of the easy to use and deploy features make Phone.com the best choice. Phone.com is well-suited for situations where you need other-than-standard call holding, call routing, and other similar advanced call features.

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

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• Customer service and live chat are amazing
• Simple, straight forward
• Easy to setup
• Affordable

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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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• Phone.com has been excellent with support and I can not think of any areas for improvement with regards to that
• Phone.com could provide more graphical assistance when programming call routing. A visual indication of the flow of a call should be presented and would come in handy when planning out difficult ques/call routes

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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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Independently Invited by TrustRadius

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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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Independently Invited by TrustRadius

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• 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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Independently Invited by TrustRadius

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• Reduced cost and improved our efficiency - all reps love it.

Incentivized

Independently Invited by TrustRadius

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