Product Overview

Supercharge Your Team with a Platform They Will Love

Catalyst is the most powerful Customer Success platform with the highest CSM adoption in the industry. It enables you to retain and upsell your customers with precision through automated workflows powered by your customer data.

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Increase Net Revenue Retention

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.

Get Ahead of Customer Churn

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.

Replicate & Scale Your Top Performers

Create consistency and predictability by standardizing your teams’ best practices. Build playbooks and guided customer journeys to create a repeatable, frictionless customer experience.

Easily Implement, Adopt, and Scale

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.

Automate Tech-Touch & High-Touch Workflows

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.

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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.

Lane Hart

Director of Customer Success, Heap

Upsell and retain your customers with precision.

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