Reviews (1-3 of 3)
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.
Read Nick Faulkenberg's full review
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.
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.
Read Gigi Greene's full review
Caterease is well suited for a smaller company that has a lot of different events that they produce with overlapping locations and equipment. Our company is relatively small, and we do a lot of events on-site, so it easily allows us to see if the equipment or venue we would like to sell has already been used. It’s pretty effective for our event company, but it might not work as effectively if there were more people in the program (though I can’t say for sure). That would be the only scenario in which I would not recommend it, but I can't even really say that for certain.
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.
Read Emily Hammell's full review
I like Caterease, but it can be complicated to use and prevent staff members from being able to utilize all the features. Using Caterease in your place of work will require a lot of training and require a fairly large commitment. If you're a large-scale catering company, this may be worth your time, but if you're on the smaller side, I would recommend something a bit more simple.