Catalyst is the complete package. It’s the kind of platform you’d want to show your parents:
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Track the customer journey and build customizable tasks per stage that match different segments.
All of our workflow features strip out the tedious aspects of day-to-day customer management.
Build health profiles that align to the customer journey from onboarding to nurture and renewal.
Build reports quickly across different data sets such as upcoming renewals in Salesforce.
Equip your team with the best customer success platform on the market.
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 initiative 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.