| Pro | Pro Plus | Marketing Pro Plus | |
| FRONT OF HOUSE FEATURES | |||
| Menus | |||
 Set up catering menus to fit the way you do business |
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Update prices and menu items without paying us |
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No coding knowledge needed |
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Offer the menu you want at the dates/times you want |
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Embed online menus on your website |
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Offer special menus just for certain clients |
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Keep up with catering rentals, pricing and vendors |
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| Client Online Ordering Interface | |||
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Take orders online with your custom branded online ordering site |
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No cookie cutter templates - professionally designed to your brand |
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Color food pics sell more food |
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User-friendly for smartphone users |
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Suggest upsells before clients go to check out |
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A few clicks and clients can duplicate catering orders |
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Accept credit cards with PCI compliant processing |
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| BACK OF HOUSE FEATURES | |||
| Ordering | |||
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Take orders, plus add new clients, delivery addresses, credit cards and menu items all from one screen |
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Allows you to offer any/all catering types you provide |
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Two clicks and a client's order is duplicated |
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Avoid 'day of' cancelations with automated order reminders |
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Automatically reward your best customers with gift certificates, where you can set a different rebate percentage for each client |
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Generate custom tracking and coupon codes and analyze sources of new and repeat catering sales |
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Let customers order in any partial quanitity |
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Manage/use unlimited venues for deliveries and/or events |
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Close more deals with contracts that don't have to be printed, signed and scanned |
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Turn prospects into clients with unlimited, customizable proposal templates that "wow" them into booking |
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| CRM Database | |||
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Import, group and manage relationships with your database of potential catering clients |
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Add clients and prospects to one or multiple groups for targeted calling, mailing or management |
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Instantly see first order date, last order date and lifetime client value |
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Catalog the most important pieces of information for instant access via client record review or order taking |
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Access client orders, proposals, invoices, and more in seconds |
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Avoid conflicts: All emails sent to/from a client at your fingertips |
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Instantly view all orders sent to a location with a few mouse clicks |
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Let contacts book meetings with you and avoid "tag" |
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Save unlimited files to any client contact record |
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Allow each team member to connect their Gmail or Google-managed email address to our system |
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| Delivery | |||
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Visually create routes via interactive maps |
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Checklists, mapping, client communication, tipping and signature capture |
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You and catering clients track driver location and estimated delivery time in real time |
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Avoid client billing conflicts |
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Catalog catering setups to monitor drivers and avoid client conflicts |
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| Reporting | |||
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Events & deliveries broken down and scheduled for the day |
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A range of reports to track sales, product mix and employee sales |
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Track sales activity and bottom-line sales |
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Target lost clients to keep them as a valued catering client |
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| Kitchen/Event Reporting | |||
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Fill-in-the-blank formulas make it quick and easy. Drag and drop editor saves you even more time |
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Kitchen production reports by the order or aggregated by the entire day |
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Tablet reporting provides touchscreen real-time updates to your production crew |
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Create supplier ordering reports to know what you need to order or have on hand for events, daily or for a range of dates |
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List of all catering supplies for an event |
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Labels for each prep item to eliminate confusion. Bagging labels let your team know what is in each bag/box and what to deliver |
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Save time: create BEO templates for any/all event types |
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| Accounting | |||
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Create and send invoices, statements and produce aging reports that minimize collection problems |
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Clients can pay catering invoices online with their credit cards |
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Process daily credit cards while you sleep. Clients get email confirmation |
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Offer any/all payment types you accept |
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Via Braintree Payment Solutions, a PayPal company, keep all of your client's credit cards safely vaulted and ready for processing |
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Take and manage deposits for catered events |
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Simple, one-page report for your bookkeeper to track sales |
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Offer customized sales tax rates down to the zip code |
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Speed up account work |
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Invoices emailed while you sleep |
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| Calendar | |||
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Each physical location can see their orders/events |
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View your reminders, calls, meetings, proposals and catering events in a traditional calendar view. |
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Mark off dates you are closed/at max capacity |
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Let your team use our Google interface to post calls, to-dos, meetings, as well as your catering calendars to their Google calendars |
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| Marketing | |||
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Snail mail letters mailed for you to build repeat catering sales |
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Lock in repeat sales with a rebooking system that reminds you to get your client’s next order. |
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Stay relevant in your customer and prospect inboxes. Built-in email templates put selling on autopilot |
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Schedule reminders of key marketing strategies |
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Access to library of catering marketing resources and templates |
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Incorporate unlimited forms into your website to capture leads in your CRM |
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| VoIP Call Module | |||
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Click-to-call any contact and instantly record the conversation and have it saved in the CRM record |
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Send incoming calls to any/all team members |
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All incoming and outgoing calls are recorded and attached to customer records and can be played back or emailed |
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Interface makes cleaning lead lists easy work |
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Monitor daily calls and audit for customer service/selling skills |
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No credit card required |
No credit card required |
No credit card required |
"
"I booked $121,678.23 in repeat catering sales the past few days! It's so easy to do using all the marketing tools."
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