CaterZen Review

CaterZen is an all-in-one catering platform designed to meet the CRM, sales, marketing and operational needs of mass and corporate catering. Key features include online ordering, proposal generation with built-in electronic signature contracts, accounting and invoicing, delivery management, production reporting, a lead generation system and an integrated email marketing module. CaterZen‘s CRM database allows users to import and group customer contacts to manage relationships and keep up with all emails, to-do lists, meetings or calls with potential customers. Users can manage delivery addresses, securely store credit card information and manage customer service with easy access to orders, proposals, invoices and more.

CATERZEN – TUTORIAL

In this video, you’ll learn how to use this food delivery app to keep track of all your potential customers in order to build a stable and reliable base for your restaurant business:

CATERZEN – FEATURES

• Potential customer management: group and manage relationships with your database of potential catering clients
• Credit card storage: via Braintree Payment Solutions, a PayPal company, keep all of your clients’ credit cards safely vaulted and ready for processing through the software
• Delivery address management: whether a client has one or multiple delivery addresses, the CRM will help keep up with all of them
• Gmail Integration: allow each team member to connect their Gmail or Google-managed email address to our system. Send and receive emails and attachments and have them catalogued in the CRM for easy reference
• Google Calendar: let your team use our Google interface to post calls, to-dos, meetings, as well as your catering calendars to their Google Calendars for instant access from desktop or smartphone
• Grouping: add clients and prospects to one or multiple groups for targeted calling, mailing or management. Target your way to more catering sales
• Calling/Recording: with our built-in VoIP system, you can click-to-call any contact and instantly record the conversation and have it saved in the CRM record for training and quality assurance purposes
• Importing/Exporting: import and export contacts and databases via a spreadsheet. With the “undo” feature, you can reverse or restore any single or group import or contact deletion
• Customer Stats View: all clients are not created equally. Instantly see first order date, last order date and lifetime client value. Know which clients deserve a little extra attention
• Order Lifecycle: create, view, convert and edit catering orders, proposals and deposits within the CRM for each contact. Start-to-finish order management in one convenient place
• File Upload: upload and attach documents to a contact record to keep all relevant assets in one place for quick reference
• Permission-Based Menus: allow specific clients to place orders online through your CaterZen account for specific menus but keep the menu hidden from other clients
• Highlighted Notes: never miss an important detail. Highlighted notes allow you to catalog the most important pieces of information for instant access via client record review or order taking.