Accelerate your team's performance with powerful workflows and proactive customer insights. Spend less time gathering and analyzing data, and more time identifying expansion opportunities, and addressing churn risks with precision.
Receive early indicators of potential churn and track critical updates as playbooks are triggered and your team takes action. Create visibility across your entire business with a single source of truth and clear insight into any trends or risks that might impact your revenue forecast.
Create consistency and predictability by standardizing your teams’ best practices. Build playbooks and guided customer journeys to create a repeatable, frictionless customer experience.
Catalyst is the top Customer Success platform on G2 for fastest time-to-value. Integrate your tech stack and get started without requiring full-time admin or engineering resources, and experience enterprise-grade features with an intuitive interface.
Whether your CSMs are tech-touch, high-touch or hybrid; Catalyst combines ease of use with automation capabilities that enable your team to thrive. Catalyst's email automation, project plans, task templates, note templates, playbooks, and customer journeys provide everything a CSM needs to manage their book of business effortlessly.
Scale Customer Success management effortlessly with Playbooks' powerful tech-touch automation. Click to learn more about Catalyst Playbooks.
Automatically deploy strategic customer outreach in a consistent, scalable manner. Deepen relationships with customers when key milestones are reached or actions are taken.
Accelerate your customers through the optimal journey and create frictionless customer experiences across every segment, from SMB to Enterprise. Learn about Catalyst's Journey Builder.
Complete customer data visibility—Analyze customer data without help from an admin. Explore Catalyst's Custom Customer Success Dashboards.
Empower teams with customer journey tools that streamline day-to-day customer management. Learn more about Catalyst’s productivity tools.
See your customer information exactly how you want to see it, along with insights that will help you make the best decisions to increase your net revenue retention. See Catalyst in action.
See customer activity quickly and use it to power reports, health scores, and playbooks without technical knowledge. See Catalyst in action.
Consolidate your customer data from every available source, and provide your team with a singular view that gives them all the information they need–all in one place. See Catalyst Account Layouts.
The design and UX are incredible, which makes Catalyst enjoyable to use. Reporting is snappy. Updating SFDC fields is very fast. Having a single interface for reporting, health scoring, tasks, notes, and usage insights saves our CSMs hours every day and helps us focus on what matters most.