Workflow Productivity

Productivity tools designed for Customer Success Managers

All of our workflow features strip out the tedious aspects of day-to-day customer management to enable strategic decision-making and action.

Note-taking that updates Salesforce for you

Tired of updating Salesforce with all your meeting notes? We are too. Ditch Evernote and Google Docs to take your notes in Catalyst, leverage templates to save time, use /command shortcuts to update Salesforce fields, and seamlessly create next steps and tasks to follow up with customers. We’ll also log meetings to Salesforce for you so you can focus on high ROI activities.

Take the right action, at the right time

Have Catalyst do the work for you by using the Playbooks feature to automate tasks and emails for new accounts assigned, upcoming renewals, or when healthy customers turn unhealthy.

Get work done, faster

No more tasks spread across Wunderlist, Todoist, Google Calendar Tasks, and on your notepad. Catalyst helps sort your highest-priority tasks from Playbooks, Lifecycles, and customer follow-ups. We’ll automatically log completed action items to the proper Salesforce object from Accounts to Opportunities.

Prior to Catalyst, reporting across our account base to drive decision-making was cumbersome and took a considerable amount of time to maintain. With Catalyst’s intuitive UI and flexible reporting capabilities, anyone within our organization is now able to segment our customers based on any criteria they desire and can be updated on the fly. When discussing at-risk accounts and upsell opportunities in a meeting -- a segment on Catalyst is being referenced.

Tyler Bubin
Customer Success @ Domino Data Lab

Experience the most intuitive, enjoyable way to manage your customers

Request Demo