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NaviPlanNaviPlan® utilizes the most precise calculation engine in the financial planning sector, allowing firms to customize their services for a diverse client base, ranging from individuals who need simple goal-oriented assessments to those who demand complex cash flow evaluations. Whether it involves setting straightforward objectives or developing sophisticated retirement income strategies and estate plans, NaviPlan equips financial advisors with essential tools to support every client who seeks their expertise. By leveraging accurate calculations across a multitude of scenarios, the platform addresses various areas including business planning, stock options, insurance recommendations, detailed tax analysis, estate planning, cash flow oversight, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning component of NaviPlan, grounded in this exceptional calculation engine, offers advisors a suite of comprehensive tax tools that incorporate forecasts for both federal and state taxes, allowing them to cater to the varied demands of their clients effectively. This adaptability not only enhances the service capabilities of financial professionals but also positions NaviPlan as a crucial asset in the realm of financial advisory services, demonstrating its significance in helping advisors navigate the complexities of client needs. Ultimately, NaviPlan stands out as an essential tool that empowers advisors to deliver tailored financial solutions with confidence and precision.
What is STS Cloud?
Discover the essential tools required to effectively manage your sales and catering operations without breaking the bank. STS Cloud allows you to navigate the entire sales and catering process effortlessly, encompassing everything from capturing leads to distributing digital proposals, updating your CRM, managing bookings, maintaining a function diary, generating BEOs, merging contracts, overseeing workflows, and producing comprehensive reports for your team. As an all-in-one cloud-based platform, STS Cloud provides your teams with the necessary resources to thrive in their positions while supporting efficient CRM management and robust lead handling. Recognized as the economical option in sales and catering solutions, STS Cloud is distinguished by its wide array of features available for unlimited users at a fixed monthly fee. Enhance your team's efforts in lead collection, proposal distribution, booking coordination, and resource allocation with ease. By streamlining your workflow, STS Cloud allows you to concentrate on closing sales and expanding your business. Ultimately, this system not only boosts productivity but also ensures that every facet of your sales and catering operations is meticulously organized and managed, paving the way for future success. Embrace the advantages of a unified solution that empowers your team to excel in their endeavors.
What is Flex Catering?
Flex is a comprehensive catering management platform tailored for restaurants, caterers, foodservice providers, hospitality organizations, and venues. It streamlines the entire catering and off-premise process, encompassing aspects such as online ordering, sales, event coordination, production, payment processing, and delivery logistics.
Designed specifically for both B2B and B2C catering operations, Flex integrates orders, events, customer interactions, menus, production, and financial oversight into a single, user-friendly system. By minimizing manual tasks and enhancing team collaboration, Flex enables businesses to save valuable time, manage expenses effectively, enhance customer experiences, and boost catering sales.
The platform features a fully customizable online ordering portal that can be adapted to reflect your unique branding and menu layout. Customers can seamlessly place orders and securely process payments online, while your staff oversees the entire workflow through this singular platform.
Notable features include:
* Customizable online ordering
* Order and invoice management
* Proposals with e-signature capabilities
* Customer and company account management
* Menu and pricing management
* Gift cards
* Production and kitchen management
* Delivery management
* Food costing
* Financial and payment management
* Secure online payments
* Operational and financial reporting
* Third-party integrations
* Event management
* Venue and room bookings
Whether overseeing corporate catering, drop-off deliveries, private events, venue reservations, or operations across multiple locations, Flex equips you with the necessary tools to manage catering efficiently from the initial inquiry to the final fulfillment. Experience firsthand how this platform can revolutionize your catering process by booking a demo today and discover the benefits of a streamlined operation.
Integrations Supported
DATEV
DeliverThat
Deputy
Google Analytics
Google Calendar
Google Maps
Klaviyo
MYOB
MYOB AccountRight
Mailchimp
Integrations Supported
DATEV
DeliverThat
Deputy
Google Analytics
Google Calendar
Google Maps
Klaviyo
MYOB
MYOB AccountRight
Mailchimp
API Availability
Has API
API Availability
Has API
Pricing Information
$99.00 per month
Free Version
Free Trial Offered?
Pricing Information
Pricing not provided
Free Version
Free Trial Offered?
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
SalesAndCatering.com
Date Founded
2004
Company Location
United States
Company Website
salesandcatering.com/sts-cloud
Company Facts
Organization Name
Flex Catering
Date Founded
2018
Company Location
Australia, United States of America
Company Website
www.flexcateringhq.com
Categories and Features
Catering
Banquet Management
Billing & Invoicing
Booking Management
Calendar Management
Contract Management
Costing
Customer Database
Event Management
Facility Management
Inventory Management
Kitchen / Menu Management
Order Management
Quote Management
Recipe Management
Waitstaff Management
Venue Management
Attendee Management
Billing & Invoicing
Contract Management
Customer Management
Event Management
Food & Beverage Management
Multi-Facility
Reservations Management
Resource Booking
Sales Management
Staff Management
Categories and Features
Catering
Banquet Management
Billing & Invoicing
Booking Management
Calendar Management
Contract Management
Costing
Customer Database
Event Management
Facility Management
Inventory Management
Kitchen / Menu Management
Order Management
Quote Management
Recipe Management
Waitstaff Management
Event Management
Attendee Management
Badge Management
Conferences / Conventions
Exhibit / Vendor Management
Gamification
Room Block Management
Social Media Promotion
Sponsorship Management
Surveys & Feedback
Ticketing
Volunteer Management
Weddings / Parties
Food Delivery
Delivery Tracking
Dispatch Management
For Restaurants
Gift Card Management
Menu Management
Online Ordering
Order Management
Routing
Sales Trend Analysis
Supports Loyalty Program
Food Service Distribution
Costing
Customer Management
Import / Export Management
Inventory Management
Lot Tracking
Order Management
Picking & Routing
Purchasing
Quotes / Estimates
Traceability
Vendor Management
Warehouse Management
Food Service Management
Costing
For Cafeterias
For Healthcare Facilities
Free / Reduced Meals
Inventory Management
Menu Planning
Nutritional Analysis
Online Payments / Funding
Point of Sale (POS)
Purchasing
Recipe Management
Schools
Tray Tracking
Online Ordering
Integrated Gift Cards
Menu / Product View
Mobile Ordering
Push Notifications
Reporting / Analytics
Rewards / Loyalty Program
Secure Payment Processing
Store Locator
White-Label
Restaurant Management
Billing & Invoicing
Built-in Accounting
Employee Management
Food Costing
Inventory Management
Kitchen Management
Menu Management
Payroll Management
Point of Sale (POS)
Reporting/Analytics
Reservations Management
Sales Tracking
Table Management
Wait List Management
Waitstaff Management