CaterSOFT Occasion

Additional features

1. Ultra-modern Event Proposals

This is your tool for creating and sending professional-looking proposals to potential clients. Instead of manually creating documents, you can use pre-designed templates.

2. Stylish and informative design

CaterSOFT's proposals are designed to be visually appealing and present information clearly to make a good impression.

3. Multiple templates based on event type

You can set up different proposal templates for different types of events (weddings, corporate events, etc.) to save time and ensure consistency.

4. Customizable with customer details and branding

Each proposal can be personalized with the client's name, event details, specific requirements, and your company's branding (logo, colors, etc.).

5. Include bespoke fonts, images, video links

You can enhance proposals with custom fonts, high-quality images of your food or past events, and even links to videos (e.g., a showcase of your services).

6. eSign facility for electronic contract signing

Clients can digitally sign the proposal, streamlining the contract process and eliminating the need for printing and scanning.

7. Bookings Diary

This is your central calendar view of all confirmed events.

8. Color-coded based on status

Different colors represent the status of a booking (e.g., confirmed, tentative, completed), making it easy to see the status of events at a glance.

9. Powerful search and filters

Quickly find specific bookings by searching for keywords (client name, date, event type) or using filters to narrow down the view.

10. Day, Week, Month, and Year Views

View your bookings in different calendar formats to see upcoming events, plan your schedule, and get an overview of your business activity.

11. List View

Provides a simple list of bookings, which can be useful for exporting data or getting a quick overview.

12. Event Planning, Job Sheets & Kitchen Sheets

These are the core tools for organizing the details of each event.

13. Automated event plan generation

CaterSOFT can automatically create a plan based on the event details, reducing manual work.

14. Schedule management

Create and manage the timeline for each event, from setup to breakdown.

15. Guest seating management

Assign guests to tables and keep track of seating arrangements.

16. Staff uniform tracking

Manage what uniforms staff need to wear for each event.

17. Service equipment tracking

Keep track of the equipment needed for each event, such as tables, chairs, linens, and serving dishes.

18. Event Schedule

This feature lets you create a detailed timeline of the event.

19. Multiple event schedule templates

Similar to proposal templates, you can create templates for different types of events to save time.

20. Attach to booking with a click

Easily add a pre-made or customized schedule to each booking.

21. Customizable minute-by-minute schedule

Create a very detailed schedule, down to the minute, to ensure everyone knows what to expect and when.

22. Web Enquiry Form / Sales Leads

This is how potential clients can contact you through your website.

23. Free web enquiry form

CaterSOFT provides a form you can embed on your website.

24. Automatic lead logging

When someone fills out the form, their information is automatically captured in CaterSOFT as a new lead.

25. Enquiry Pipeline & Bookings Management

This is where you manage all your potential and confirmed events.

26. Enquiry form that connects to your website

The form integrates with your website, capturing leads directly.

27. Create enquiries from phone leads and emails

You can manually add leads that come in through other channels.

28. Import sales leads from an excel sheet

Import a list of leads you may have collected elsewhere.

29. Manage all sales leads from one place

All your leads are organized in a central location for easy management.

30. Reporting tools to see success rates

Analyze how many leads are turning into bookings to identify areas for improvement.

31. Assign leads to sales managers

Delegate leads to specific team members to ensure they are followed up on.

32. Automated reminders to chase customers

Set up reminders to follow up with leads at specific intervals, increasing the chances of converting them into bookings.

33. Email Integration - Incoming / Outgoing

Connect your email account to CaterSOFT.

34. Send and receive emails within CaterSOFT

Manage all email communication related to events directly within the software.

35. Built-in email templates

Use pre-written templates for common emails (quotes, invoices, confirmations) to save time.

36. Email history per booking

See a complete record of all emails sent and received for each booking.

37. Existing email system remains unchanged

CaterSOFT's integration doesn't replace your current email; it works alongside it.

38. Appointments/Reminders

Schedule meetings and other important dates.

39. Create appointments (customer meetings, venue visits, etc.)

Schedule meetings with clients, venue visits, tasting sessions, etc.

40. CRM system

Store and manage customer information to provide better service.

41. Shared Calendars

Allow multiple team members to view and manage calendars.