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.
Standardize and scale your most effective strategies by automatically triggering repeatable plays that drive the right actions at the right time.
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.
Easy-to-use and easy-to-build reporting functionality allows any team member to create custom dashboards without needing admin support.
Increase efficiency with dynamic notes, tasks, and collaboration features. Get cross-functional visibility through a Slack integration and real time bi-directional sync with Salesforce.
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.
Easily view crucial adoption metrics and customer activity data within Catalyst, preventing the need to log into multiple tools to get a full picture of your customers.
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.
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.