Catalyst makes it incredibly simple to build templates to standardize processes across your team. You can also design note templates that capture critical customer information, create layouts that clearly display the most relevant information, and build out playbooks that drive meaningful outcomes.

Catalyst’s email automation functionality allows you to dramatically increase your customer outreach velocity without losing quality. By creating emails that are personalized with contextualized account data points, you can deepen your customer relationships at scale.

In order to scale successfully, you need to be able to quickly segment your customers and analyze critical data points to inform your decision-making. Thanks to Catalyst’s speed, dynamic design, and powerful integrations, getting the data you need has never been easier.