Caterease vs. Sage 300

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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Sage 300cloud is a great option when it comes to cloud accounting/tracking software. In comparison to Sage's other products, Sage 300cloud is the only cloud/web based option with modern UI's and more intuitive interfaces. Additionally, Sage 300cloud offers an entire system of customer integrations that become available dependent on subscription level. Sage 300cloud also offers integrations between other Sage products (AP, CRM, etc) that allows for better automation and efficiency

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

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• Overall ease of use and intuitive navigation - minimal training has been required to use the system efficiently and effectively
• Customer Inquiry - quickly see outstanding documents and drill down on any item (open or paid) to find the information you need
• Most reports are easy to export into a workable Excel format using the Excel - data only or csv file format.

• 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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• Little things, like changing the company name - are more difficult than we would like (We used to be MSDSSAB but legally shortened it to MSDSB).
• A management financial reporting tool with live access - to premade reports - without paying an arm and a leg would be appreciated.
• More training opportunities in local areas - or nearby - would be appreciated...

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It is a solid stable product with a large user community and large ISV community. Support and Training are easy to access and obtain and there is larger reseller channel to ensure the firm you work with is honest. It is scalable and there are multiple deployment and payment options.

Sage 300cloud is intuitive and user friendly after some training. It does require implementation and training but once that's done, this software is easy to use and navigate. Support for Sage 300cloud is spot on and offers assistance over the simplest to [the] most complex of tasks. Finding information or learning new tasks within Sage 300cloud is relatively easy and educational.

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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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Turnover is high in the Sage Support department so sometimes it is difficult to get a rep who knows the issue well. Reps are good and getting assistance when they need it. Sometimes support is more interested in closing issue than actually solving problem. It can be difficult at times to have issues escalated but overall the support is good.

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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Sage 300 cloud is much more detailed than the other. About the same in being user friendly A better layout Saves time for doing the schedules for Audits Mobile Access Sage 300cloud can manage all different industries

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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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• It allows our company to efficiently and effectively maintain and track our job cost.
• Its reliable performance allows us to function continually.
• It also provides our division managers with reports that they can use to determine where we are experiencing problems.

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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