With Catalyst’s bi-directional Salesforce integration, notes and meeting updates can be synced easily, and your team can even update Salesforce fields from within Catalyst, using simple slash (/) commands.
Catalyst Playbooks and dynamic notes and tasks help ensure your teams are collecting the right information and taking the right actions at the right time. This helps you scale your best practices and allows every team member to know exactly what to do and when to do it.
Catalyst is your one-stop shop to drive timely and effective action. It allows you to easily manage tasks, receive reminders of key next steps, and prioritize your to-do list. You can also capture critical insights from meetings while updating fields and setting follow-up tasks in one cohesive flow.
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.
Leverage health scores that are easy to set up and understand, powering actions and workflows across Catalyst. Learn about health insights.