Find out bellow what Caterfy can do for your business!
Your business in one place
Manage your business only using a browser on your mobile phone, tablet or computer from anywhere from the world
Go digital, keeping the contracts and details of each event, all centralized and with access to each moment by authorized employees.
Caterfy uses the last security trends and best security practices on the market, it allows you to define access by group of employees with granular permissions that allow you to control exactly what each group can access.
Your database is completely isolated from our other clients, increasing the security and protection of your data.
Our backup system always keeps your data safe from any unforeseen event to guarantee the continuity of your business.
Leads management
Effective lead management boosts your business opportunities.
Caterfy's lead management system allows you to centralize your relationship with the client until the moment you sign the contract, at which point the lead is integrated into the contract information for better follow-up.
The lead allows you to have multiple contacts, multiple locations, multiple dates of interest, multiple quotes and visits, follow-ups and more.
Within the lead, you can manage multiple visits to spaces, multiple pre-bookings for specific dates and locations, future follow-ups, such reminder to call a client on a specific date.
The lead allows you to have in one place all the information that the various employees collect about a particular business opportunity.
Quote management
Because not all clients are the equal, customize your quotes.
Through a quote builder, you can import and customize an existing menu or create a new one from scratch and obtain in real time the cost and profit margin of the event.
The business quotes are attached to the lead and can be transferred to the contract when it is created.
For greater flexibility you can change the cost or capitation price of a specific product or add event expenses that change the quote cost but are not visible to the client.
You can also add additional expenses such as travel expenses or others that will be visible in the quote you present to the client.
Contract management
Centralized management of clients, contracts and payments.
The contract templates allow you to create different templates depending on the type of event, because the specifics of a business event are not the same as those of a wedding, you can choose to have different contract templates for each case.
Because there are very specific situations in which the contract may have several parties, such as in a marriage were the parents assume the contract for the event, you can specify several parties with different roles in the event.
It doesn't matter if you have one or several events per contract, payments are centralized in the contract to facilitate control.
File relevant documents such as identification, signed contract copies, etc.
Event management
One or several events per contract managed in detail in a single location.
Keep all the details of the event under control, so that on the event day you don't forget a detail.
Supports differentiated values depending on the type of guest (adults, children or babies) and several menus per event with the possibility of customization in the menu builder.
General and specific notes for the kitchen, commertial (internal), mise-en-place (room/venue preparation) and decoration.
Cake, moments, music, animation, tablecloth, decoration, tasks, products, tastings, employee calls management, reports and much more, all by event.
Task automation
Automate the time-consuming and repetitive tasks of your business and free your employees to focus on a better customer service
Call staff through Caterfy in one go and team templates for event types allow you to automatically create the team structure needed for each event.
As necessidades do evento são calculadas automaticamente e são criadas notas de encomenda, que podem ser revistas, para enviar aos fornecedores.
The tablecloth management notifies you if there is an event that uses the same towels up to X days before, allowing time for the laundry process.
All event items/needs are automatically capitated according to three different policies, per capita, ratio or fixed amount.
Articles
Simple & complex, Caterfy supports a large number of options.
In single items define suppliers, categories, photo, replacement and ordering policies, support for multi-unit and various types of packaged items.
In complex/composed articles, you can add other complex or simple articles, dependencies and/or complements, giving you unparalleled flexibility.
Define article preparation zones, transport conditions, microbiology and allergens.
Add preparation procedures and export technical and production sheets.
Define ordering or rental policies that automate your needs.
Mise-en-place management
When setting up the room for events, you benefit from precious help.
Caterfy capitates all necessary items according to the number of guests or the capitation policies defined.
Automatic creation of pick lists to facilitate the collection and return of material to the warehouse.
The mise-en-place sheets are accompanied by assembly notes, decoration notes and general event notes to better align the assembly team in the final objective.
Menu manager
An integrated management of the menus that makes it possible to know in real time the expected cost and profit.
Through our advanced menu builder, you can create menus with sections, families and groups.
You can assign a menu to an event type or make it available all. You always control the menu final price.
Each item in the menu can work as a main article or as an option of another item, increasing flexibility in the construction of the menu.
Human resources Management
Because a business is as strong as its weakest link, we organize everything so that everyone is at their best.
Collaborators with one or more categories (eg waiter and fruit artist) with distinction between internal company employees and extras hired for the event.
Hourly or daily pricing and per category with support for extra compensations.
You can set a call priority to your favorite employees and make automatic staff call. Caterfy alerts you in case of misconfirmation or shortage of employees for a event.
Global map of services for all employees organized by event.
Event venue management
No two locations are the same and commercial conditions are different.
That's why Caterfy supports various types of event venues, from your own venues, commission venues, rented venues and even located as a reception at the bride and groom reception or at a company's headquarters.
Caterfy provides advanced policies for space rental, you can specify whether the rental is charged to your company or to the customer, supporting rentals of various types such as daily and/or percentage rentals, among other situations.
Get automatic rental costs with reporting.
Support for exclusive or shared use event venues with management rooms and zones.
Quicly see the venue available dates with the integrated events calendar.
Stock management
Efficient stock management & organized stocks are essential for optimizing your profits
Caterfy checks in real-time the stock in the warehouses relevant to the event and calculates the missing needs.
Control the entry of products into stock according to the orders placed and immediately detect shortages.
Move stock between warehouses with our guides and pick lists.
Control losses or stock failures for the event in an integrated way.
Supplier management
A good supplier makes a your business prosper.
However life is dynamic and the suppliers of certain products change, to mitigate the change of supplier on all products, define suppliers by category and set your favorite to default.
In orders, you can keep that supplier or change the order to another.
Perform strict management and control of orders and receipt of products through Caterfy.
Reporting
Reports are essential to measure the performance of your business.
In this way, several reports with different KPI's are available so that the analysis of your business is more efficient.
An important example is the analysis of the cost of HR at the event and the comparison between various types of event, among other parameters analyzed.
Reports are available per event, contract or globally for all events.
Support
We are here to help!
Don't worry, Caterfy is very complete and we have extensive documentation. Don't forget also, we are always here to help.
If you want to transfer the implementation of the system to our services, we can do this operation for you.
Contact us and find out how we can help!