TrustRadius Insights for Caterease are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.
Pros
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.
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.
Pros
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.
Cons
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.
Likelihood to Recommend
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.
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.
Pros
Quick updates to contracts/files
Great integrations available
Report generation
Cons
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.
Likelihood to Recommend
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.