Caterease Connect Features

Caterease Connect

Caterease Software: Driven By Innovation

4.46/5 (96 reviews)

Caterease Connect Feature Summary

  • Outgoing email templates
  • Menu Manager
  • Generate invoices, proposals, back-house prints
  • Print Designer
  • DocuSign Interface
  • Marketing Tools
  • Conditional deposit scheduling
  • Web ordering and online payment
  • Weekly Kitchen Plan
  • Contact Manager and Prospective Leads Manager
  • Venue diagramming tool
  • Event Costing by Type
  • Enhanced Menu Item Security
  • Ingredient Vendor Selection
  • Employee Manager Fields
  • Marketing Tools
  • Event Scheduler
  • Ingredients Report
  • Employee Manager
  • Event Manager, event costing and reminders

Competitor Feature Comparison

Accounting Management
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Approval Process Control
Automated Scheduling
Automatic Notifications
Batch Processing
Calendar Management
Calendar Sync with Google
Campaign Management
Contact Database
Custom Fields
Custom Forms
Customer History
Customizable Reporting
Drag & Drop Interface
Electronic Payments
Email Integration
Engagement Analytics
Event Scheduling
Forecasting
History Tracking
Inbox Management
Invoice Management
Labeling
Lead Management
Lead Scoring
Microsoft Outlook Integration
Multi-Currency
Preview Functionality
Process Control
Quote Management
Real Time Notifications
Reminders
Reporting & Statistics
Sales Forecasting
Social Media Integration
Territory Management
User Management
Workflow Management
Visit WebsiteCompare App
Accounting Management
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Approval Process Control
Automated Scheduling
Automatic Notifications
Batch Processing
Calendar Management
Calendar Sync with Google
Campaign Management
Contact Database
Custom Fields
Custom Forms
Customer History
Customizable Reporting
Drag & Drop Interface
Electronic Payments
Email Integration
Engagement Analytics
Event Scheduling
Forecasting
History Tracking
Inbox Management
Invoice Management
Labeling
Lead Management
Lead Scoring
Microsoft Outlook Integration
Multi-Currency
Preview Functionality
Process Control
Quote Management
Real Time Notifications
Reminders
Reporting & Statistics
Sales Forecasting
Social Media Integration
Territory Management
User Management
Workflow Management
Visit WebsiteCompare App
Accounting Management
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Approval Process Control
Automated Scheduling
Automatic Notifications
Batch Processing
Calendar Management
Calendar Sync with Google
Campaign Management
Contact Database
Custom Fields
Custom Forms
Customer History
Customizable Reporting
Drag & Drop Interface
Electronic Payments
Email Integration
Engagement Analytics
Event Scheduling
Forecasting
History Tracking
Inbox Management
Invoice Management
Labeling
Lead Management
Lead Scoring
Microsoft Outlook Integration
Multi-Currency
Preview Functionality
Process Control
Quote Management
Real Time Notifications
Reminders
Reporting & Statistics
Sales Forecasting
Social Media Integration
Territory Management
User Management
Workflow Management
Visit WebsiteCompare App

Mobile apps

iOS App


17 reviews

Requires iOS 8.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


0 reviews

Caterease Connect Feature Reviews

25 reviewers had the following to say about Caterease Connect's features:

Cassandra Cavalier

Our business used Caterease for 1 month. We switched software because it was not easy to navigate.

2017-12-19

Pros

We liked that we could duplicate events with the same information, and that we could add accounts and contacts. Customer service was helpful with training.

Cons

We needed something simple and easily customizable with features like a calendar and a contacts section.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Occasionally

Likelihood to recommend

1/10
Source: Capterra
Helpful?   Yes   No

Response from Caterease


Cassandra - We are very sorry to hear you are having difficulty getting started with Caterease - particularly in the area of navigation. Caterease is actually renowned for its fluid and intuitive navigation. We call it "Zig Zag Technology" and I honestly think that once you've experienced it for a while you'll wonder how you ever lived without it! While most software programs force you to navigate using a very rigid, step-by-step approach, Caterease lets you "zig-zag" from anywhere to anywhere. Say you're looking at an email from a client and you want to immediately open that client's event - a simple mouse click brings you right there! I know you've only used the program for a month. Let us provide you with a private trainer to assist you, and I'm certain you will love the flexibility and power of Caterease once you've gotten more familiar with it. Remember, there is always someone here to help you with any questions. - Kind Regards, Joe Biasella, Caterease Director of Support

Read more
Melissa Collier

The name says it all! Caterease has put the Ease into our Catering Operations

2019-08-09

This alone has cut our time it takes to prepare, schedule and collect payment for every event we create in half, if not more.

Pros

You can use their basic templates for prints such as contracts, receipts, billing statements and more or create your own with whatever information you would like.

Cons

Because it is so big and customizable, it does take a while to set up.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Mark Bidinger

Outdated and not worth the money

2020-03-09

I spent more time inputting ingredients, menus, recipes, events, emails, and clients than I'd ever like to admit, and at the end of two years nothing ingredients didn't calculate on menus correctly, menus didn't calculate recipes correctly, and all of their templates for emails/prints/reports look like garbage.

Pros

Other than than storing contacts, there was not a single facet in Caterease that made the system easy to use for the end user what-so-ever.

Cons

You cannot add clients or events, adjust the calendar, etc.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

0/10
Source: Capterra
Helpful?   Yes   No

Response from Caterease


Unfortunately, there is a lot of inaccuracy in this post. First, Caterease utilizes the most current Windows technology. While this customer might not like Windows in general, a quick look at any video on our website shows that program screens perfectly reflect Windows 10 design. More importantly, there is no truth to the description here of features: passwords are controlled by the user and NEVER reset; copying is indeed included and offers more options than any other program; reporting is robust and the most substantial in the industry; printing and emailing are seamless. Obviously, in his frustration with Windows this customer just assumed facts that are not true. Please visit our website or contact our team to see the real program in action. We have only 1000 words to reply here, but a 5 minute webinar can demonstrate that all of these assertions are categorically false. We hope you'll see for yourself.

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Josie Schoofs

What an amazing time-saver

2015-06-15

Before purchasing the Caterease program, we were spending hours entering information into multiple databases and creating separate reports.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

Caterease is a very detailed software for catering facilities but not the most user friendly

2018-05-15

A lot of events/venues to have access to the same information/database

Pros

The possibilities are endless (Creating kitchen prep list, cost, ordering, budgetting, creating BEO's, templates, financial possibilities)

Cons

A lot of the functionality would certainly be used more often if the software was easier to use.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No

Response from Caterease


Thank you for the kind words. We've just released a brand new, cutting-edge version of Caterease. Please call our offices so we can arrange training on it for you. We want you to feel fully comfortable with all facets of the software.

You will find that there is never "duplicate information" that needs to be entered into Caterease.

Again - thank you for your kind words.

Read more
Mary-Louise Thurston

Enhance your Inhouse System by using Caterease

2018-08-20

Software has enabled me to double my business without adding extra support staff. It forces me to answer questions about my events ahead of time so when the event date arrives, I am fully prepared.

Pros

Software can be customized to do just about anything.

Cons

Recommendation for data entry: In some places 'tab' gets you to the next column, and in some places it's 'down/up' arrow.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Caterease


Mary-Louise - thank you for the wonderful review. I just wanted to tell you that you can disable the hidden scrollbar feature in your local preferences window. So sorry for any inconvenience that might have caused you.

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Sheryl Kirkman

Customization is amazing!!!!!

2017-11-18

Pros

I love all the customizable features available and I recommend this to any event company/coordinator!

Cons

And also the customer service isn’t very accessible.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Danny Begley

I Never Want For Anything

2018-08-07

You can customize HOW you want to see or view most things.

Pros

It is easy to use and reports are easy to obtain.

Cons

This can be frustrating when you are receiving deposits or payments on events that are two or three years down the road and need to enter the event to apply the payment to it; along with all of the other daily invoices you have to do.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Caterease


Danny, thank you for the nice review. I do want you to know that we DO have an awesome interface with both Quickbooks desktop and Quickbooks online. One click and you can send information to Quickbooks one event at a time or in batch. Please call your sales representative and they will set you up with it.

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Danielle Jenca

Caterease in Event Planning

2019-08-12

From detailed client reports, to custom event prints, it truly covers all the bases and helps things to run more smoothly!

Pros

I like the fact that you can practically customize your Caterease; meaning you can easily add, subtract, and adjust drop-down menu options, event prints, and filters.

Cons

I feel that the Caterease program tends to be a lot to look at and can get overwhelming if you do not know how to use it to its fullest potential. There are many tips and tricks you might not know about without reading through the large user's manual or getting proper training.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Greta Carlson

tracking the data

2020-06-16

I can track what menus a customer chose, help anticipate what we may need in future.

Pros

I like that I can export the data as needed in other documents, etc.

Cons

There is a lot of different potential ways to use the data, and I sometimes forget the path to some of the information I need; I need to keep a resource book to remember how to do some things that I don't need to do often.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Bonnie Jensen

I love working with Caterease!

2015-07-13

We have used Caterease for several years now and continue to be amazed at the limitless ways to customize every aspect of this program to our needs.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Kathryn Bowhers

We switched from Caterese due to ease of use

2019-10-15

Customer service is great, but they need to update their software and make it easier to work with clients.

Pros

In the beginning I enjoyed how the software made it simple to work with the client to process contracts. Customer service was always knowledgeable and responsive.

Cons

We ended up switching to Gather because they have a lot more options in producing documents, having clients digitally sign and provide payment and it integrates with a lot of other software.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Occasionally

Likelihood to recommend

4/10
Source: Capterra
Helpful?   Yes   No
Read more
David Wood

Caterease Is Aptly Named

2019-08-23

Pros

Also the reporting options are outstanding.

Cons

I can't think of anything, it really does satisfy all of our needs.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
Hospitality & Event Specialist (Education Management company, 51-200 employees)
Verified Reviewer

Caterease Connect helped bring our events process into the 21st century!

2019-02-01

Pros

It allows smooth exporting to the calendar that our entire organization uses and allows others to read or print any set up information they need.

Cons

This causes headaches with my public event calendar. To run caterease you have to have citrix installed and that can conflict with some programs causing your computer operation to slow down.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: GetApp
Helpful?   Yes   No
Read more
Shirley Barnes

Caterease has helped make Kimble's Events by Design the successful company we are today!

2017-06-08

Pros

We also just decided to research the mobile version of the program as we are going to have a sales person in the field in a couple of months!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Hospitality company, 11-50 employees)

Great for conference center use!

2018-12-06

I enjoy working with it daily and it enables my team to access the information they need to successfully book catered events.

Pros

I love the ability to pull simple reports quickly and permission settings.

Cons

Pulling detailed reports is difficult because of limited search functions.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Jet Brown

We use Caterease for our Hotel Conference Center booking and catering.

2018-07-26

Time savings and a great way for staff to stay up-to-date on scheduled events. Prevents double booking and overbooking for staff available.

Pros

Makes scheduling easy & can customize to fit our needs. Mobile app makes checking on schedule while out of the office a breeze!

Cons

So many components to learn the function of and some features are added cost. Would like more "side by side" function of having multiple managers (ie: scheduler & event manager) on screen at once.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

Loved using Caterease, was a bit of a struggle to learn

2017-11-07

Loved having all info in one digital and accessible place.

Pros

I love how you can implement other software with it like Allseated and Constant Contact. It is also so detailed and allows you to keep all your info into one digital place!

Cons

I will say that it is a challenge to learn and because of the viewing settings, all users can customize their views which makes t nearly impossible to use any one else's.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Kris Clawson

Caterease is easy to use and set up. For our daily use it provides most of the needed functions.

2018-05-21

Pros

Query funtions for reports, finance and daily events.

Cons

When updates are made it takes too long to work out the kinks and get our individual set ups back to our settings. Would like better ways to compare year to year financials.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No

Response from Caterease


Kris, Thank you for your review. Unfortunately, some settings need to be reset during major updates - otherwise, you will not see some of the new features. We do try to keep this to a minimum and notify customers ahead of time.

Also, try the "Yearly Sales Comparison" report. It offers a flexible way to compare year to year financials.

Thanks again for your review.

Read more
Marie Blankenship

Caterease is customizable and easy to use on the go!

2018-07-26

Pros

How customizable it is!

Cons

As with any software, there are bugs/glitches, etc. but the support teams works quick to fix them and update the software with changes.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Brenda Pierce

We would be lost without Caterease!

2015-06-10

It's flexible, easy to use, and very customizable. We highly recommend it!

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Francesca Lombardo

Caterease has been a huge component of our success

2015-06-12

They are constantly improving and updating their software and are always open to feedback on what they can incorporate next time.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Events Services company, 11-50 employees)

Caterease Review

2018-08-06

Pros

It was very functional for catering management. I liked how everyone could update it in live time.

Cons

But I also think it could have been set up better on management end.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Lynn Schwartzberg

We couldn't be as successful as we are without Caterease

2015-10-06

As the General Manager of a small catering company, Caterease keeps us looking professional through our custom designed proposals, contracts and invoices.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Nigel Searancke

Caterease is a vital part of our catering operation

2015-06-29

The professional display and consistent look and feel of the quotes we produce from Caterease gives us the edge over our competitors and the flexibility of the print design tools means we can customize to our individual customer requirements.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more