Automated Customer Journeys
Catalyst's innovative Journey Builder empowers you to define your ideal customer journey per segment, track progression based on clear outcomes, and use personalized playbooks that build efficiency and repeatability into your processes.
Automated Lifecycle Stage Management
Forget about data entry and moving accounts between stages manually. Catalyst knows your customer journey, tracks the associated plays and goals, and automatically moves customers to their next stage when they are ready.
Team-Wide Alignment and Scalability
Clearly communicate the goals and target durations for each stage of the customer journey in Catalyst. Customize them by segment, create tailored customer journeys for specific accounts when needed, and scale your best practices as your team grows.
The Right Tasks at the Right Time
Increase your teams’ productivity with prescriptive plays that are triggered by customers’ progress along their journey.
The Journey Builder has saved our team time by aligning our lifecycle, playbooks, and health scores, and it has also helped our team to create a more cohesive overall strategy.
Account Management Lead, Teachers Pay Teachers
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.
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.