# Catalyst Reviews **Vendor:** Totango **Category:** [Customer Success Software](https://www.g2.com/categories/customer-success) **Average Rating:** 4.5/5.0 **Total Reviews:** 659 ## About Catalyst Catalyst, now part of Totango, empowers teams to identify and capitalize on expansion and upsell opportunities, driving recurring revenue growth. Built to simplify complex strategies, it helps businesses achieve sustainable success by aligning each action with your customer’s key objectives, ensuring they achieve their desired outcomes for your product or service. Catalyst unlocks your team’s potential to deliver smarter, faster, and scalable results, paving the way for long-term success. Learn more here! ## Catalyst Pros & Cons **What users like:** - Users commend the **ease of use** in Catalyst, appreciating its multitasking features and customizable dashboards. (45 reviews) - Users value the **automation features** of Catalyst, which streamline processes and enhance revenue generation effortlessly. (21 reviews) - Users value the **seamless integrations** of Catalyst, enhancing their workflow with tools like Salesforce and Slack. (21 reviews) - Users admire the **intuitive and clean interface** of Catalyst, enhancing their ability to engage effectively with customers. (21 reviews) - Users value the **centralized communication and insights** of Catalyst, enhancing alignment and proactive engagement with customers. (19 reviews) - Users find Catalyst **extremely helpful** for task management, organization, and gaining valuable customer insights effectively. (19 reviews) - Efficiency (18 reviews) - Users appreciate Catalyst for its **intuitive design** , making information easily digestible and enhancing overall user experience. (18 reviews) - Visibility (18 reviews) - Centralized Information (17 reviews) **What users dislike:** - Users face **integration issues** with Catalyst, leading to challenges in syncing data and managing customer communications effectively. (15 reviews) - Users find the **learning curve steep** with Catalyst, especially for those new to customer success platforms. (15 reviews) - Users feel that Catalyst lacks essential **missing features** , making account management and communication more challenging than necessary. (12 reviews) - Users find the **interface unintuitive** , leading to frustration with navigating features and customizing workflows effectively. (12 reviews) - Users find the **difficult navigation** in Catalyst complicates task management and creates frustration in tracking priorities. (10 reviews) - Users find **limited customization options** in Catalyst hinder their ability to create more sophisticated workflows. (10 reviews) - Email Issues (9 reviews) - Navigation Difficulty (9 reviews) - Users experience **slow performance** with Catalyst, noting lengthy sync times and lag during use detracting from their experience. (9 reviews) - Bugs (8 reviews) ## Catalyst Reviews ### 1. Chat and Email-to-File Features Make Workflows Effortless **Rating:** 5.0/5.0 stars **Reviewed by:** Kelli W. | Agency manager, Small-Business (50 or fewer emp.) **Reviewed Date:** March 10, 2026 **What do you like best about Catalyst?** I like the chat function, that you can email from files and assign emails to the file as opposed to having to print and save emails. The best/most helpful feature for me is being able to select multiple files at once to move to a folder. **What do you dislike about Catalyst?** My only dislike is when you assign emails you are not able to select multiple emails are once to assign to the same file. **What problems is Catalyst solving and how is that benefiting you?** Catalyst makes the service side of insurance easier from downloads to saving emails and files to financials all in one place. ### 2. Promotes Practical Learning and Collaboration, with Room for Growth **Rating:** 3.5/5.0 stars **Reviewed by:** Bhaskar S. | Finance Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** January 13, 2026 **What do you like best about Catalyst?** What I like best about Catalyst is the way it encourages clear thinking and practical problem-solving. It doesn’t just focus on theory; it pushes you to apply ideas in real situations, which makes learning more meaningful. I also appreciate how Catalyst promotes collaboration and continuous improvement, creating an environment where feedback is valued and growth feels natural. Overall, it stands out because it helps turn effort into real impact rather than just results on paper. **What do you dislike about Catalyst?** What I dislike about Catalyst is that at times the pace can feel a bit overwhelming, especially when multiple tasks or expectations come together at once. There are moments when processes could be explained more clearly, which would help avoid confusion and save time. While the goals are strong, a little more flexibility and clearer communication would make the overall experience smoother and less stressful. **What problems is Catalyst solving and how is that benefiting you?** Catalyst is solving the problem of fragmentation—where learning, collaboration, and real opportunities often exist in silos. Many people struggle to find the right guidance, practical exposure, and a supportive ecosystem at the same time. Catalyst brings these elements together by offering a structured platform that connects ideas with execution, and individuals with the right resources, mentors, and peers. For me, this has been especially beneficial because it reduces trial-and-error and saves time. Instead of figuring everything out alone, Catalyst provides clarity, direction, and access to a community that encourages growth. It helps me focus on meaningful work, improve my skills faster, and make more confident decisions. Overall, Catalyst turns potential into progress by creating an environment where learning and impact happen together. ### 3. Effortless Collaboration and Relationship Tracking in One Place **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** January 06, 2026 **What do you like best about Catalyst?** I like how Catalyst keeps everything in one place while still feeling easy to use. It helps me track relationships, conversations, and next steps without losing the personal side of the work. I also appreciate how it gives visibility into the work happening behind the scenes, which makes collaboration across teams smoother and more intentional. **What do you dislike about Catalyst?** At times it can feel a bit clunky or slower than expected, especially when moving between records or updating multiple fields. Some workflows take more clicks than necessary, which can break momentum during fast paced days. **What problems is Catalyst solving and how is that benefiting you?** Catalyst helps solve the problem of scattered information and invisible relationship work. By keeping notes, history, and next steps in one place, it makes it easier to stay organized, follow through, and maintain strong relationships over time. It also creates visibility into the work that often happens behind the scenes, which helps teams stay aligned and makes my work more effective and impactful. ### 4. Exceptional Support and Effortless Navigation **Rating:** 5.0/5.0 stars **Reviewed by:** Gloria D. | Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** January 06, 2026 **What do you like best about Catalyst?** The organization of making things easier to navigate. Customer support is knowledgeable and quick to solve an issue. **What do you dislike about Catalyst?** Honestly I have no comment. I cannot think of any issues that haven't been solved in a timely manner to better assist me in being a better agent. **What problems is Catalyst solving and how is that benefiting you?** It was a Monday after a long few days off for the holidays. I came in the office to being completely locked out of the system. I got on the phone with customer support and within minutes I was back in and able to assist in the line of clients. Integrating all things together is a quick and efficient process. ### 5. Wouldn’t recommend **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** January 06, 2026 **What do you like best about Catalyst?** The dashboard interface is nice to use and I like the segment format **What do you dislike about Catalyst?** There are so many things I dislike about catalyst, but the main thing that is has been so frustrating for my team is the amount of bugs and issues we have that take forever to be reviewed and or resolved by the team often times the response is simply we couldn’t re-create your issue and we are left to either continue working around that issue or somehow fix it ourselves. Some of the interface is so counterintuitive to how a CS team operates that it’s almost shocking that this is a CRM tool. **What problems is Catalyst solving and how is that benefiting you?** Catalyst helps us to contact our customers and also track specific health information that is important for our outreach ### 6. Catalyst makes my life easier as it's very user friendly and organized **Rating:** 4.0/5.0 stars **Reviewed by:** Matus F. | Customer Support Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** August 07, 2025 **What do you like best about Catalyst?** I like its intuitive and user-friendly interface, which makes it easy for customer success teams to get started and quickly see value. Its greatest strength is its ability to centralize all customer data into a single platform, providing a 360-degree view of each account by integrating with a company's existing tech stack. This data fuels its effective customer health scoring, a feature that users love for its ability to proactively identify at-risk customers and prioritize their work. **What do you dislike about Catalyst?** There are some issues with a lack of integrations for other tools and find that the platform doesn't always provide a complete or accurate history of customer data from other systems, undermining its core promise of a 360-degree view. **What problems is Catalyst solving and how is that benefiting you?** For me, Catalyst uses the data to generate proactive health scores and automated alerts, allowing me to identify and address at-risk customers before churn becomes a reality. This shift from reactive problem-solving to proactive, data-driven engagement, combined with automation and customizable playbooks, frees me and other CSMs from administrative burdens and enables them to focus on high-value activities like building relationships, coaching customers, and strategically identifying expansion opportunities. ### 7. The Secret Weapon Every CS Pro Needs to Elevate Customer Success **Rating:** 5.0/5.0 stars **Reviewed by:** Pratik K. | Customer Success Manager, Enterprise (> 1000 emp.) **Reviewed Date:** August 05, 2025 **What do you like best about Catalyst?** Catalyst has been a game-changer for my work as a Customer Success professional. The platform’s intuitive interface makes managing customer health, tracking renewals, and identifying expansion opportunities incredibly efficient. What stands out most is its ability to centralize all key data—giving me a comprehensive view of each account and enabling proactive customer engagement. The automation features, such as triggering tasks or alerts based on account activity or health scores, help me stay ahead of churn risks and drive better outcomes for our customers. Integrations with other tools in our tech stack are seamless and easy to set up, making Catalyst a true hub for customer success operations. The support team is responsive and always open to feedback, and Catalyst consistently rolls out thoughtful updates that address real-world CS challenges. Overall, Catalyst empowers me to focus on building stronger relationships with customers and driving retention. I highly recommend it to any CS team looking to elevate their process and results. **What do you dislike about Catalyst?** If I had to point out one or two cons, I’d say there’s a bit of a learning curve at first, especially if you haven’t used a CS platform before. Also, while the reporting tools are robust, I sometimes wish there were more customization options for creating unique dashboards to fit our specific needs. **What problems is Catalyst solving and how is that benefiting you?** Catalyst is helping me solve several key challenges as a Customer Success professional. Before Catalyst, it was difficult to track customer health, manage renewals, and keep all the important account information organized in one place. Catalyst solves these problems by centralizing customer data, automating repetitive workflows, and providing real-time health scores and alerts. This benefits me by allowing me to be far more proactive with my accounts—I can easily identify risks and opportunities, prioritize my outreach, and ensure no customer falls through the cracks. The automation features save me time on manual tasks, and having a true “single source of truth” makes my workflow much more efficient. With Catalyst, I’m able to focus on building stronger relationships with my customers, improving retention, and driving more value for both them and our company. ### 8. 10/10 - Catalyst **Rating:** 5.0/5.0 stars **Reviewed by:** Tyler G. | Sales Development Representative, Mid-Market (51-1000 emp.) **Reviewed Date:** February 25, 2025 **What do you like best about Catalyst?** Catalyst pulls real time triggers and data for our sales org that allow us to bring in revenue every month. It saves us a bunch of time, streamlines our process, and gives us ammo to use every day. I look forward to every catalyst task I get because it means I have more prospects to reach out to, and potentially more revenue to bring in. **What do you dislike about Catalyst?** I wouldn't say there are really any negatives to using Catalyst as I see it being a very useful tool. **What problems is Catalyst solving and how is that benefiting you?** It is solving the problem of not knowing what our customers on our free tier are clicking into. Every time a current customer on the free version clicks into certain pages, we get triggers on them and then add them to the respective sequence that is directed towards their action. ### 9. Straightforward & Simple **Rating:** 4.5/5.0 stars **Reviewed by:** Caroline K. | Sales Development Representative, Enterprise (> 1000 emp.) **Reviewed Date:** August 06, 2025 **What do you like best about Catalyst?** What I like the best about Catalyst is that the sequences I need to use are hyperlinked so I know exactly what I need to put that prospect/account in based on their interest. **What do you dislike about Catalyst?** What I dislike about catalyst - is that the link is to ONLY the sequence. It would be even easier if there was a link to the salesforce page and prospect so I could sequence even more quickly. Currently, I need to open salesforce 1 by 1 to check the account history before I sequence so I make sure I'm reaching out with the proper context. **What problems is Catalyst solving and how is that benefiting you?** It's helping match consumer interest and timeliness of outreach - timing is very important in sales so being able to reach out and address concerns prospects are having is the best time to engage with them. ### 10. IC accountability and ease of use **Rating:** 4.5/5.0 stars **Reviewed by:** Stephanie H. | Sales Manager, Enterprise (> 1000 emp.) **Reviewed Date:** August 06, 2025 **What do you like best about Catalyst?** as a rep it was easy to be able to get a quick snapshot of the tasks i had to complete that day, and you actually felt accomplished seeing that number drop to zero. As a manager I can now see who on my team needs reminders or not getting tasks done on a daily basis. making accountability + follow up easier to look into **What do you dislike about Catalyst?** we have a large team, and the dashboard does not show me everyone all at once without their names bleeding together - would love if i didn't have to scroll thru or edit my page magnification in order to see my entire team **What problems is Catalyst solving and how is that benefiting you?** alerting reps to outreach triggers so they can contact customers at the right time based on their own activity ### 11. Great platform to operationalize customer success without intensive effort **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 06, 2025 **What do you like best about Catalyst?** As a small team, we were looking for a customer success platform that could help us stay organized without a lengthy or complicated setup process. Catalyst delivered exactly what we needed. The onboarding was quick and painless; we were able to get everything up and running in a very short timeframe. The interface is intuitive and user-friendly, so our team felt comfortable using it right away—no steep learning curve. Catalyst’s features have helped us centralize customer data, streamline our workflows, and proactively manage customer health. Their playbooks and workflows are good features to have as well - we have been able to automate a lot of signals out of the platform using that functionality. Overall, I would highly recommend Catalyst to other small teams looking to level up their customer success function quickly and with minimal hassle. It’s made a noticeable difference in how we manage customer health and grow our customer relationships. **What do you dislike about Catalyst?** While setup is quick, some advanced features may require extra time and technical know-how to fully configure. Not a lot of feedback from the platform on when the data sources break or why - need to contact their support for it. Limited customization in certain dashboards or reports can be frustrating if you want deeper insights tailored exactly to your team’s workflow. Especially if you are used to SFDC reports. Some of the fields once you set those up can't be edited (especially calculated fields) and you basically have to start from scratch if you need to do any major edits. **What problems is Catalyst solving and how is that benefiting you?** - Early warning on customer health. Helps get ahead of Churn. - Signals when customers are over-adopted resulting in expansion. - Metrics on product usage and utilization that are centralized. ### 12. Catalyst: Helpful for Prioritization, but Lacks Workflow Integration **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** August 06, 2025 **What do you like best about Catalyst?** Catalyst has been a useful tool for surfacing key accounts that need attention, especially when it comes to users on our free platform. It gives a clear view into which customers are at risk or require follow-up, which helps me prioritize my outreach and tailor my engagement more effectively. The interface is intuitive, and it’s great for surfacing high-level insights that guide my day-to-day. **What do you dislike about Catalyst?** One major limitation is that Catalyst doesn’t integrate with Outreach. Without that integration, I can’t sequence contacts directly from the platform, which adds an extra step to my workflow and slows me down. Another challenge is that it doesn’t effectively organize accounts with multiple tasks—it can be hard to track and manage follow-ups when several action items are associated with the same account. **What problems is Catalyst solving and how is that benefiting you?** Catalyst is helping solve the problem of visibility into customer health and engagement, especially for accounts that are in critical phases like onboarding with Launch. It surfaces which accounts need immediate attention, highlights risk signals, and helps ensure that no key accounts fall through the cracks. This has been a big benefit for me on the sales side because it allows me to focus my outreach on the right accounts at the right time, ultimately helping drive stronger customer relationships and reduce churn risk. It saves time by making prioritization clearer and more data-driven. ### 13. Catalyst - Fantastic Customer Success Tool **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** August 05, 2025 **What do you like best about Catalyst?** The configurable dashboards that allow me to create the snapshot view of all the relevant pieces of information that I need ahead of meetings, specific being able to drill down on any data point which allows me to quickly to create a comparison of clients. This way i get to use the solution nearly every day, to pull either information on a specific client or pull insights for the team **What do you dislike about Catalyst?** It takes a little bit of time to get the dashboard fully tweaked to your liking, but this is more a user input issue on my behalf rather than a fault of catalyst **What problems is Catalyst solving and how is that benefiting you?** It allows me to see exactly which customers are succeeding which that are not, and who has potential to drive revenue. Providing a holistic view over all our customers, being able to drill down as needed, allows to see what part of the tool is being adopted and where we have room to improve ### 14. Great for account alignment, but the UI can feel cluttered and customization takes time **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** January 22, 2026 **What do you like best about Catalyst?** I like how Catalyst keeps customer conversations, goals, and action items in one place, making it easier to stay aligned with customers. It helps teams proactively manage accounts and improve customer outcomes. **What do you dislike about Catalyst?** 1. Sometimes the interface can feel a bit cluttered, which makes finding specific information slower. 2. It can take time to customize the platform to fit unique team workflows. **What problems is Catalyst solving and how is that benefiting you?** Catalyst helps solve the challenge of managing customer relationships by organizing conversations, tracking goals, and keeping action items in one place. This benefits me by making it easier to stay aligned with customers, improve communication, and drive better results. ### 15. Good Database, lacks triggered automation **Rating:** 3.5/5.0 stars **Reviewed by:** Shivansh R. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 05, 2025 **What do you like best about Catalyst?** It's a reliable and clean place to keep and look at data. Love the easy interface. Easy to implement and integrate. I work on Catalyst every day for at least 2 hours. **What do you dislike about Catalyst?** Limited features and functionalities, unable to trigger automation based on a data field. For example: Unable to send emails with suggestions with people with low Product Adoption. **What problems is Catalyst solving and how is that benefiting you?** Viewing all data on a single page is straightforward. The ability to use filters & customize segments and columns provides various layout options, significantly enhancing the value Catalyst offers. ### 16. VP of CS **Rating:** 5.0/5.0 stars **Reviewed by:** Rich R. | Founding Fellow, Mid-Market (51-1000 emp.) **Reviewed Date:** May 15, 2025 **What do you like best about Catalyst?** Rapid implementation Excellent dashboards Create multiple layout view for an account Rich text templates for notes and tasks, including data Cross object reporting, filtering and displays Created so many calculated fields on our objects Inline editing on pretty much every screen Ease of administration Rapid innovation **What do you dislike about Catalyst?** Performance a little slow at times Would like custom objects that could live only in Catalyst Scale messaging isn't as powerful as some other tools **What problems is Catalyst solving and how is that benefiting you?** Before Catalyst, it was difficult to track engagement across hundreds of accounts and ensure follow-through on key activities. Now, with centralized visibility and structured playbooks, we can standardize best practices, identify risks early, and drive expansion. It’s directly supporting our goal of increasing Net Revenue Retention by keeping our CS team focused, organized, and aligned. ### 17. Good experience for an account overview but not good for having no way to for storing documentations **Rating:** 3.5/5.0 stars **Reviewed by:** Mustafa E. | Senior Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 15, 2025 **What do you like best about Catalyst?** It is so user-friendly and doesn't need any training to start working on it. **What do you dislike about Catalyst?** No attachment functionality is there and this is crucial and ruins the entire experience as you will need to work on it for some stuff and on other systems just to find the docs. I stopped using Catalyst in first week except for Pulse updates. It doesn't make any sense for me to waste my time between Salesforce and Catalyst when I can do everything on Salesforce including attachments which I need on daily basis. **What problems is Catalyst solving and how is that benefiting you?** I think the Sr Leadership likes its dashboards, which are fancy-looking and not classic like the ones in Salesforce, but trust me, they stopped using Catalyst a couple of months ago and went back to Salesforce again. ### 18. Great for your daily CSM practices **Rating:** 4.5/5.0 stars **Reviewed by:** Miranda W. | Enterprise Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Catalyst?** Catalyst is not only the most visually appealing CRM i have worked with, but it also has the most flexbility to suit your CSM needs. Creating your own dashboards for quick and easy highlights of your daily activities, accounts at risk, as well as action items is easy! Reports are made easy, and its quick to apply Notes, Tasks and other daily actions to your accounts. **What do you dislike about Catalyst?** For what I need daily, I dont have any problems with Catalyst. **What problems is Catalyst solving and how is that benefiting you?** Catalyst helps me stay organized as a CSM working with Enterprise accounts. It allows me to easily create tasks to come back to at a later time, as well as efficiently run reports to find low points in my accounts. ### 19. Set up Salesforce/Catalyst Integration **Rating:** 3.0/5.0 stars **Reviewed by:** Jason A. | Director, Salesforce CRM, Mid-Market (51-1000 emp.) **Reviewed Date:** May 20, 2025 **What do you like best about Catalyst?** Catalyst looks like it will be a useful tool to measure and analyze our client health. Overall implementation was pretty easy, but had some issues with record syncing. **What do you dislike about Catalyst?** When setting up the integration between Salesforce and Catalyst, I was very disappointed with the filtering (only AND, no OR) that is allowed for pulling in/syncing records from Salesforce into Catalyst. There is no ability for custom filter logic, like combining AND and OR logic. This was a very limited feature that forced us to have to make custom fields in order to accommodate a tool that decision makers were told, was a functionality when syncing Salesforce with Catalyst. **What problems is Catalyst solving and how is that benefiting you?** allowing us to provide better customer service and analyze customer health ### 20. Enhancing Customer Retention with Catalyst **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** May 25, 2025 **What do you like best about Catalyst?** What I like best about Catalyst is how it centralizes all customer data into a single, customizable view. This makes it incredibly easy to assess customer health and usage patterns at a glance. The platform's automation features such as dynamic health scores and real-time alerts enable our team to proactively manage accounts and step in early when issues arise. As a result, we've seen a noticeable boost in both our team’s efficiency and overall customer retention. **What do you dislike about Catalyst?** One thing I find challenging about Catalyst is that some customization options can be a bit complicated and take time to set up properly. Also, it would be helpful if there were more integrations with some of the tools we use often. That said, the platform still offers a lot of useful features overall. **What problems is Catalyst solving and how is that benefiting you?** I helps me to view communication across multiple channels like salesforce, Zendesk and can view the data about a single user/org at a single screen ### 21. Great tool for CSMs **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 22, 2025 **What do you like best about Catalyst?** Its easy to use and allows you to create very flexible notes for customer interactions. I love the shortcuts to create notes and syncing with other tools such as SFDC. I **What do you dislike about Catalyst?** Even though its very quick to open a note its still very clunky and slow to actually create a note, I have to select 7+ different elements before I can even start creating my note. I wish I could clone an existing OR at least clone the selections at the top of a note and then edit from there (I used to be able to do that in other CS tools I've used such as Gainsight!) as alot of the time you are meeting similar contacts or having similar interactions it would be super useful if I could clone and edit the new one it would save me so much time. I still find the UI quick busy and clunky a lot of scrolling to get all the good info. Also please decide on your branding, the product doesnt match the branding in this g2 report I couldnt even tell if I was selecting the correct Catalyst as the logo doesnt match!! **What problems is Catalyst solving and how is that benefiting you?** capturing notes of customer interactions syncing with other tools ### 22. Great platform to streamline customer success **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 20, 2025 **What do you like best about Catalyst?** Catalyst is really great at pulling in all of the relevant Salesforce data via integration and consolidating it into customizable dashboards. This make my job easier on a day to day basis and ensures data consistency with the 2 way sync. **What do you dislike about Catalyst?** There aren't many downsides to Catalyst in general, the only thing I don't love about the platform is that sometimes there can be a longer than expected delay in the data sync between our company CRM (Salesforce) and the platform. Overall, it's not a huge issue, but I have noticed some inefficiencies. **What problems is Catalyst solving and how is that benefiting you?** Catalyst is really helping us gain a detailed view on client health via the customized dashboard views and via the integrations with systems such as Pendo/Salesforce. This is allowing me and my colleagues to quickly update client sentiment and account health, along with gaining an understanding of general usage analytics to let us know which clients are taking full advantage of our product offering and who may need some assistance from our support team before things become unmanageable. Essentially, Catalyst is allowing us to stay out front of client needs/issues before they arise. ### 23. Duplicate Salesforce Instance **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 15, 2025 **What do you like best about Catalyst?** Catalyst.io stands out as one of the most intuitive and impactful Customer Success platforms I've worked with. What I appreciate most is how it's built with the end-user in mind—everything from the interface to the workflows feels purpose-driven and clean. Unlike many CS tools that require extensive ramp-up time, Catalyst enables teams to get value quickly. The platform strikes the right balance between flexibility and structure. It's easy to customize views, workflows, and playbooks to fit our customer journey without relying heavily on engineering or admins. The native integrations—especially with Salesforce—work seamlessly, keeping our GTM systems tightly aligned. Catalyst has also played a big role in helping us operationalize proactive customer success. The health scoring, account alerts, and automated workflows allow our CSMs to stay ahead of risks and identify expansion opportunities earlier. It’s not just a system of record—it’s a system of action. Lastly, the Catalyst team itself has been incredibly supportive. From onboarding to feature requests, they listen, iterate fast, and truly care about their customers’ success. In short, Catalyst.io has helped elevate our Customer Success function from reactive to strategic—and that’s why I’m such a fan. **What do you dislike about Catalyst?** While Catalyst.io has potential as a Customer Success platform, there are several areas where it falls short for our team. The biggest challenge has been usability at scale — the interface can feel cluttered and unintuitive when managing a large book of business. It sometimes takes too many clicks to access basic information or complete routine tasks. Customization is also a double-edged sword. While it's flexible in theory, many configurations require admin-level access or assistance from Catalyst’s support team, which slows us down. Reporting capabilities are limited out of the box, and we’ve found ourselves relying on exports or external tools for deeper analysis. The Salesforce integration, while marketed as robust, hasn’t been as seamless as expected. Data syncing issues and field mapping limitations have caused friction and forced our ops team to create workarounds. Lastly, the pace of product innovation hasn’t kept up with our needs. Several key features we’ve requested—like advanced segmentation, better playbook logic, or more granular user permissions—have been on the roadmap for a while with little visibility into when they’ll be delivered. Overall, Catalyst feels like a tool with a lot of promise, but it hasn’t fully matured to support the complexity or scale of our Customer Success operation. **What problems is Catalyst solving and how is that benefiting you?** Catalyst.io is solving a few key problems in Customer Success that directly impact team productivity, customer health, and revenue retention: Fragmented Customer Data → Unified Customer View Problem: Customer data often lives across multiple systems (Salesforce, Zendesk, product analytics, etc.), making it hard for CSMs to get a full picture. How Catalyst Helps: Catalyst centralizes that data into a single, customizable account view, allowing CSMs to quickly understand customer health, usage trends, and lifecycle stage—all in one place. Benefit: Less time digging for information, more time taking action. Reactive Account Management → Proactive Customer Success Problem: Many teams operate reactively—only engaging when there’s a problem. How Catalyst Helps: With automated health scores, renewal timelines, and usage alerts, CSMs are nudged to take proactive steps before risks become churn. Benefit: Higher retention, more strategic conversations, and better customer experiences. Manual Processes → Scalable Playbooks & Automation Problem: Scaling customer success is difficult without consistent processes. How Catalyst Helps: Catalyst lets you build and automate playbooks tied to lifecycle stages or risk signals. ### 24. Catalyst provides a great platform to better organize what is important for my customers **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** May 15, 2025 **What do you like best about Catalyst?** Prior to our organization implementing Catalyst, we were able to document notes from customer engagements but found it difficult to track mutual success goals and the steps needed to help our customers get the most from our solution. With Catalyst I can easily provide notes on individual calls, then switch to update progress regarding success goals, and then view any outstanding tasks associated with that customer. This separation allows specific insights to remain in documented notes while providing a way to effectively track on-going initiatives and projects. Previously this type of information was tracked outside our CRM where call notes were tracked. This approach was not effective and provided little to no insight to leadership on how we were helping our customer be successful **What do you dislike about Catalyst?** While playbooks can be very helpful, I often find they result in additional tasks being created that clutter the other actions I am trying to effectively manage. I believe this has more to do with how our organization has set them up then the functionality itself. We are all stretched thin so make sure when you set up playbooks it is driving value for end users as needing to manage erroneous tasks has become a point of frustration and has made it more difficult to track the tasks that need my attention **What problems is Catalyst solving and how is that benefiting you?** Catalyst gives me a more holistic view of each of my customers and helps me organize appropriate actions and follow ups to ensure they remain successful with our organization. ### 25. Catalyst does the job and definitely makes life easier **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 15, 2025 **What do you like best about Catalyst?** - UI is really nice - our team prefers it to other tools for managing account data - Relative date filters for reporting make reporting really easy - Recent addition of ability to report across Salesforce objects is helpful - Health score (if set up properly with the right data) can be a great datapoint when prioritizing accounts **What do you dislike about Catalyst?** - Playbooks are a feature that is interesting to a lot of our team members, but they are too complex for everyone to use without a learning curve (regardless, it would be interesting to have control over the permissions that allows us access to that specific feature without making someone an admin) - Related, I don't love the email builder in playbooks: the emails come from a different address than our CSMs use (which impacts trust), the builder is pretty complex and time-consuming to use, and the emails always LOOK automated/newsletter style - Journeys are pretty complex too but I think the concept of an automated customer journey is a hard thing to nail down in CS regardless of tooling **What problems is Catalyst solving and how is that benefiting you?** We got Catalyst to automate parts of our customer journey and give our CSMs a way to prioritize accounts and anticipate risk. The health score is a great account telemetry resource our CSMs use regularly. Our team uses the dashboards regularly as well, which allow them to visualize the progress they're making with their book of business and prioritize accounts. ### 26. Catalyst is a CSMs best friend **Rating:** 5.0/5.0 stars **Reviewed by:** Marlaice S. | Frame.io Customer Success Manager, Enterprise (> 1000 emp.) **Reviewed Date:** May 15, 2025 **What do you like best about Catalyst?** Having used a variety of CSM tools throughout my career, I can confidently say that Catalyst far exceeds the competition. As a primarily visual thinker, the color palette, clear graphs, and vibrant layout of Catalyst enable me to easily and quickly digest large amounts of information. This is especially important during back-to-back customer calls. I rely on segments and tasks to keep me organized with my customers and ensure nothing falls through the cracks. Additionally, I value the integrations with Gong and Jira, which streamline customer follow-up and support escalations. Additionally, the enablement through our dedicated CSM team has been stellar and very hands on. The support team is also always quick to address any technical issues with compassion and follow-through. **What do you dislike about Catalyst?** It would be really nice to be able to copy notes from one account to another. **What problems is Catalyst solving and how is that benefiting you?** Catalyst allows me to stay organized and build a strategic approach to customer engagement. ### 27. A useful tool for Customer Success Teams **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Internet | Mid-Market (51-1000 emp.) **Reviewed Date:** August 05, 2025 **What do you like best about Catalyst?** Ease of use. The hot keys are very helpful when multitasking within an account. You are also able to keep tabs open for different accounts so you can be working and moving within your book of business while doing multiple tasks. **What do you dislike about Catalyst?** I'd like to be able to build my own graphs. I do like the report features but I think they could be a little more intuitive with increased functionality and then they should be able to spit out graphs that i can customize. **What problems is Catalyst solving and how is that benefiting you?** Currently we're just using it to keep client meeting notes and goals tracking. I know there is more that we could use it for. ### 28. Driving Team Alignment and Productivity with Catalyst **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 16, 2025 **What do you like best about Catalyst?** Catalyst has significantly enhanced our team's efficiency and organization. The dashboard feature provides clear visibility into account prioritization, ensuring our efforts are focused and aligned. The ability to create note templates has streamlined our follow-up communication, promoting consistency and saving time. Additionally, the playbooks have effectively automated customer outreach, reducing manual work and improving overall productivity. Catalyst has proven to be an invaluable asset to our workflow. **What do you dislike about Catalyst?** One area that could be improved is the speed at which fields update when data is pulled from external sources. In some cases, it can take up to 24 hours for changes to reflect. Faster data syncing or more real-time updates would significantly enhance the platform’s usability **What problems is Catalyst solving and how is that benefiting you?** It centralizes key data, helping the team prioritize effectively and stay aligned. Automations like playbooks and note templates have reduced manual work, increased consistency, and improved overall responsiveness. It’s assists with team efficiency. ### 29. Almost Perfect Tool for Customer Success Teams **Rating:** 3.5/5.0 stars **Reviewed by:** Kerri G. | Client success specialist , Mid-Market (51-1000 emp.) **Reviewed Date:** August 06, 2025 **What do you like best about Catalyst?** Catalyst helps CSM teams create playbooks based on customer criterie or triggers to help automate outreach and save time. **What do you dislike about Catalyst?** There are limitations. I wish you could have individuals in one playbook automatically enter another playbook based off of a tirgger or customer field. I wish it has more features for implementation teams so that we could all be using one system. **What problems is Catalyst solving and how is that benefiting you?** Streamlining CSMs proactive outreach and identifying risk trends. ### 30. Good basic CRM solution though lacking some more advanced features & capabilities **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** August 07, 2025 **What do you like best about Catalyst?** The product is very customizable and has a clean look and feel. **What do you dislike about Catalyst?** For companies looking for a "centralized location" for their CSMs to manage their accounts, it's lacking in it's ability to track activity from other systems, and communicate "ad-hoc" with customers by sending email communication directly through the platform. **What problems is Catalyst solving and how is that benefiting you?** For notes on interactions with customers, goals regarding implementation or other strategic initiatives, usage metrics, and other customer management activities, our organization had a different product/location for each of these. Catalyst has helped us consolidate tracking of interactions, goals, and usage metrics into one place, reducing the number of clicks to find this data. ### 31. Great tool for cutting data **Rating:** 4.5/5.0 stars **Reviewed by:** Patrick B. | Sales, Enterprise (> 1000 emp.) **Reviewed Date:** August 12, 2025 **What do you like best about Catalyst?** Easy to filter data cuts - leverages all the info you need. Can get extremely granular when needed for narrow focused targeting. **What do you dislike about Catalyst?** Doesn't always speak to all your systems - can make data pull challenging at times. Just ensure the data sets you need to cut are able to connect to catalyst's system. **What problems is Catalyst solving and how is that benefiting you?** Cutting data to create target audiences for strategic outbound/pipeline generation. ### 32. Streamlined my day as a CSM **Rating:** 5.0/5.0 stars **Reviewed by:** Mrinal C. | Customer Success Manager, E-Learning, Mid-Market (51-1000 emp.) **Reviewed Date:** May 24, 2024 **What do you like best about Catalyst?** The initial rollout was great - the POC from Catalyst gave us an hour-long training - and ensured that the implementation was smooth - working with our RevOps team to move the process along timely. I love the feature set where you can create your custom dashboards - separate ones for tracking team and individual stats to track onboarding, renewals, and customer interactions. Playbook email automation is also great - where you can create condition-based email outreach workflows. It integrates with Salesforce - so that is great. All your contacts, notes, etc. - they are synced across Catalyst and Salesforce. Fetches the right data from tools like Metabase and DB to support the CSMs and the larger cross-functional coordination - by making known the voice of the customer, and the productivity/efficiency of the customer success teams. I use it daily - to make sure I am on top of my daily tasks, new onboardings, and maintaining a steady engagement with my key accounts. Customer support - is helpful. Usually comes back with solutions/resolutions within 1-2 days. UI is easy to use - intuitive, and you generally find features, where you would like them to be. **What do you dislike about Catalyst?** 1. I would appreciate it if the search bar at the top would retain the keyword I type in - even if I change tabs, without pressing enter. Right now, I lose those inputs, if I change tabs in the middle of typing. 2. It would be awesome to have the ability to export contacts out of Catalyst - right now, playbooks do take care of email automation - but it is sometimes quicker to BCC all via my email and not go into Playbooks. A little more flexibility would be appreciated. **What problems is Catalyst solving and how is that benefiting you?** Catalyst is solving the problems of: 1. ensuring a data driven, customer centric approach to drive retention, upsells, and NRR. 2. Helps deliver great customer experiences at scale - I own more than 400 accounts, and it is only due to Catalyst, that I am able to manage the workload while also ensuring quick response times to my customers. It also helps sync email communications into Catalyst from my gmail - which is helpful to track conversations, in case of account transitions from one CSM to the other. Catalyst is helping me to: 1. Be on top of my daily tasks - making sure no customer communication slips through the gaps 2. It is helping streamline an entire CS department and letting folks know the priorities to be addressed - whether it be based on usage, revenue, or future expansion potential. 3. Catalyst is helping me build context around my customer engagements - by helping me track ### 33. Has potential but slow and lacking features **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** August 14, 2025 **What do you like best about Catalyst?** It has a clean look that makes it easy to navigate. **What do you dislike about Catalyst?** The reporting is very basic. Formula fields are restricted to admins and it only allows very basic calculations, unlike what you get in Salesforce Lightning. **What problems is Catalyst solving and how is that benefiting you?** Catalyst is supposed to be giving an overall view of the customer health but it hasn't achieved this. Largely, this is due to not enough data being put into the system but that is resulting from everything requiring manual effort. There's enough AI around now that this is too much manual work for anyone to tolerate. ### 34. Tracking renewals and customer health was never easier than this! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Mid-Market (51-1000 emp.) **Reviewed Date:** August 05, 2025 **What do you like best about Catalyst?** Love the playbooks, the automation and absolutely love the integration - we connected our catalyst account with Salesforce, lowcoder, slack and multiple other tools. It is easy to use and we use it everyday which makes this essential **What do you dislike about Catalyst?** There is occasional downtime which has caused issues but nothing apart from that **What problems is Catalyst solving and how is that benefiting you?** Tracking renewals, helps track customer health, predict churn, automate outreach to an extent - all of these and much more Helps track day to day activity, any and all emails sent, any interaction with the customer ### 35. Keeps My Tasks and Notes Perfectly Organized **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** March 05, 2026 **What do you like best about Catalyst?** Helps keep me organized with tasks and notes **What do you dislike about Catalyst?** Interface gets overcrowded and too noisy **What problems is Catalyst solving and how is that benefiting you?** Account management cleanliness ### 36. A Strong Product with Room to Improve **Rating:** 3.5/5.0 stars **Reviewed by:** Eli S. | Senior Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 16, 2025 **What do you like best about Catalyst?** I've been using Catalyst for several months now, and overall, it's been a game-changer for our team. The platform is intuitive, well-designed, and offers a robust set of features that have significantly improved how we track and manage customer engagement. The analytics dashboard is especially helpful—clean, customizable, and packed with actionable insights. **What do you dislike about Catalyst?** The search functionality resets every time you go back a page. **What problems is Catalyst solving and how is that benefiting you?** It allows us to put metrics behind customer health tracking making it easier to see a clients overall health. ### 37. Catalyst review **Rating:** 5.0/5.0 stars **Reviewed by:** Danner P. | Account Executive, Enterprise (> 1000 emp.) **Reviewed Date:** August 05, 2025 **What do you like best about Catalyst?** Catalyst has been a great application for me at Carta, it simplifies all of my outbound tasks and makes it extremely easy for me to complete them in a timely manner **What do you dislike about Catalyst?** There is nothing I currently dislike about Catalyst, if anything, it could use a slight UI upgrade. **What problems is Catalyst solving and how is that benefiting you?** Catalyst streamlines workflows with automated playbooks, tasks, and alerts. This reduces manual work for the CS / sales teams and ensures consistent follow-through on renewals, QBRs, onboarding, and upsell motions. ### 38. Catalyst **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** August 06, 2025 **What do you like best about Catalyst?** I like the catalyst tells me when my accounts have a trigger that would make them want to buy Carta, so I reach out at the right time. **What do you dislike about Catalyst?** I don't like that a lot of my tasks are accounts I already have in sequence. **What problems is Catalyst solving and how is that benefiting you?** It tells me when my accounts do certain behaviors on their account to signal that I should reach out to them to upsell them on the Carta paid plan. ### 39. Great UI has a lot of potential **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** August 14, 2025 **What do you like best about Catalyst?** It has a great UI that allows you to effortlessly view much information is one page. **What do you dislike about Catalyst?** Some of the reports didn't sync correctly and are not always reliable or were late by a day when I would expect a real-time update. **What problems is Catalyst solving and how is that benefiting you?** It provided an stronge analysis of customers' health based on many inputs from diffrent integerations like , Outlook , churos, and CS team inputs. That was insightful . ### 40. A tool for less complicated businesses **Rating:** 2.0/5.0 stars **Reviewed by:** Angie D. | VP, Customer Experience, Mid-Market (51-1000 emp.) **Reviewed Date:** May 20, 2025 **What do you like best about Catalyst?** I like that both sales and CS can see customer data and understand risk based on our custom health score. **What do you dislike about Catalyst?** I haven't enjoyed issues with our salesforce connection that has caused hours of clean up and invoicing errors. Sometimes its tough to get quick help when things go sideways. **What problems is Catalyst solving and how is that benefiting you?** Catalyst has helped us pull our data into one tool for better visibility for Sales and Success to retain and grow our customers. ### 41. Surfacing customer health through a single pane of glass view makes life as a CSM leader much better **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** August 13, 2025 **What do you like best about Catalyst?** Catalyst enables me to easily monitor and inspect our customer health, regular pulse updates, renewal and expansion opportunities, and churn risk. My team and I use Catalyst every day. It's our bible. **What do you dislike about Catalyst?** Occasional screen refresh lag and scrolling issues are far outweighed by the benefits. **What problems is Catalyst solving and how is that benefiting you?** Catalyst is helping me to win profitable renewal revenue, drive customer adoption and growth, and enable my team with efficiency and effectiveness. ### 42. A Game-Changer for Handling Customer Feedback and Product Decision-makin **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Commercial Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** February 25, 2025 **What do you like best about Catalyst?** Intuaitive & User-Friendly Interface – Unlike other CS platforms that feel clunky, Catalyst has a sleek, easy-to-navigate dashbord. It doesn't require weeks of training to get started! Powerful Customer Health Scoring – The health metrics are super insightful. It helps us proactively identify at-risk customers and take action before it’s too late. Seamless CRM Integration – It syncs smoothly with Salesforce, so we don’t have to constantly switch between platforms. All our customer data is in one place. **What do you dislike about Catalyst?** Limited Customization in Dashboards & Reporting – while the reporting tools are useful, they can sometimes feel a bit rigid. More flexibility in building custom dashboards would be a huge plus. Steep learning Curve for Advanced Features – The platform is easy to navigate for basic tasks, but some of the more advanced automation and workflow features take time to fully grasp. More built-in tutorials or guided walkthroughs would help. **What problems is Catalyst solving and how is that benefiting you?** Lackin one place for Customer Data → Before Catalyst, our customer data was scattered across multiple tools (CRM, spreadsheets, emails). Now, everything is in one place, making it easy to track customer health, engagement, and risk factors. Difficulty in identifying dissatisfied Customers → With Catalyst’s automated health scores and alerts, we can proactively address churn risks before they escalate. This has significantly improved our retention rates. ### 43. Catalyst Review **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** August 05, 2025 **What do you like best about Catalyst?** I do like all of the tools it offers. It seems like there would be a lot of use cases if implemented properly. **What do you dislike about Catalyst?** It doesn't feel fully formed. Or perhaps it's the way our business works, but things feel hidden or don't function the way we think they should. **What problems is Catalyst solving and how is that benefiting you?** It is supposed to have all of our customer info in one spot. But it's a bit convoluted to find information. ### 44. Excellent tool to keep accounts organized for years to come **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** March 08, 2022 **What do you like best about Catalyst?** I can view all stats, notes, metrics, etc. that our company focuses on in one space, without jumping from program to program. I can easily prep for my meetings in minutes! **What do you dislike about Catalyst?** Sometimes the notifications for tasks can be a bit much. I also wish I could customize more as someone who is not one of the platform administrators (i.e. create fields within templates) **What problems is Catalyst solving and how is that benefiting you?** I'm able to share more across my team with Catalyst! If I have to transition an account to another CSM, all of the information/history is in there. I am also now taking better meeting notes and sending more valuable follow up emails to my customers ### 45. Does what it needs to **Rating:** 4.0/5.0 stars **Reviewed by:** Ashley H. | Program Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 20, 2025 **What do you like best about Catalyst?** Having used Gainsight in the past, I feel like Catalyst is more easily configurable and doesn't require as heavy of a lift as Gainsight does! **What do you dislike about Catalyst?** It can get messy pretty quickly - because of the configurability. **What problems is Catalyst solving and how is that benefiting you?** Easy to view customer data that is in multiple platforms - we have our internal platform as well as SF feeding in and it's easy to see all data together. ### 46. Don't recommend **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** May 20, 2025 **What do you like best about Catalyst?** Reporting functionality is easy to use and show user activity cleanly **What do you dislike about Catalyst?** It's incredibly buggy, slow, and just generally unpleasant to use. It "playbooks" function (automated sales engagment tool) is useless because it can't thread an email and you cannot add multiple users at once to a playbook, so even though you can identify relevant user to reach out to with reporting function you can readily act upon it in catalyst **What problems is Catalyst solving and how is that benefiting you?** It was meant to take over as our main crm tool, but it hasnt been helpful, would rather use salesforce instead ### 47. Catalyst provides us with added visibility all around! **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** May 15, 2025 **What do you like best about Catalyst?** Catalyst gives us customized visibility into managing our client base more effectively. We can track/manage customer health, streamline workflows, create playbooks with call to actions, import product data, create custom reporting dashboards, and much more! These capabilities allow us to proactively support our customers, reduce churn, and identify growth opportunities. **What do you dislike about Catalyst?** Those who are not admins do not have visibility on playbook or health score parameters set in order to know why a playbook or action item may trigger. **What problems is Catalyst solving and how is that benefiting you?** Client management, added visibility, augmented reporting, and email functionality incorporated into a CSP. ### 48. Very Good Insight **Rating:** 5.0/5.0 stars **Reviewed by:** Achilles K. | Sales Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** May 20, 2025 **What do you like best about Catalyst?** The ability to keep my finger on the pulse of customer accounts, with the ability to track progress easily via dashboards, monitor activity and identify trends. **What do you dislike about Catalyst?** What you put into it is what you get out of it. **What problems is Catalyst solving and how is that benefiting you?** Account usage, account layouts, activity trends, overall account health. ### 49. Insightful **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** August 12, 2025 **What do you like best about Catalyst?** It gives me good insight into customer upgrade triggers **What do you dislike about Catalyst?** the UX is a little hard to navigate and doesn't integrate with our outreach for direct email **What problems is Catalyst solving and how is that benefiting you?** helping us get insights into direct buying triggers and reasons to reach out to customers ### 50. Ability to track customer health and interactions **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 05, 2025 **What do you like best about Catalyst?** A picture of my entire client base in one place. Catalyst's integration with Salesforce is a major plus, allowing for seamless data flow. **What do you dislike about Catalyst?** Overlap functionality with our Salesforce systems. **What problems is Catalyst solving and how is that benefiting you?** Understanding client's use case and how to move them up the chain of adoption. ## Catalyst Discussions - [What makes Cisco different?](https://www.g2.com/discussions/what-makes-cisco-different) - [Do you need smartnet to upgrade IOS?](https://www.g2.com/discussions/do-you-need-smartnet-to-upgrade-ios) - [What is a Cisco switch used for?](https://www.g2.com/discussions/what-is-a-cisco-switch-used-for) - [What is Catalyst in networking?](https://www.g2.com/discussions/what-is-catalyst-in-networking) - [View Catalyst pricing details and edition comparison](https://www.g2.com/products/totango-catalyst/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-18+06%3A51%3A35+-0500&secure%5Bsession_id%5D=4e8fbaf7-c58a-4a72-9b11-3d511e209aaf&secure%5Btoken%5D=0a4187a840d4c4bfde8bb75b28b7929f71226678bb3086991912a355b31e9ea6&format=llm_user) ## Catalyst Integrations - [Agentforce 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Amazon S3 Glacier](https://www.g2.com/products/amazon-s3-glacier/reviews) - [Calendar](https://www.g2.com/products/calendar/reviews) - [Chorus by ZoomInfo](https://www.g2.com/products/chorus-by-zoominfo/reviews) - [Gong](https://www.g2.com/products/gong/reviews) - [Internal](https://www.g2.com/products/internal/reviews) - [Jira](https://www.g2.com/products/jira/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [Okta](https://www.g2.com/products/okta/reviews) - [Outreach](https://www.g2.com/products/outreach/reviews) - [PL Rating](https://www.g2.com/products/pl-rating/reviews) - [Salt Security](https://www.g2.com/products/salt-security/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Snowflake](https://www.g2.com/products/snowflake/reviews) - [Tableau](https://www.g2.com/products/tableau/reviews) - [Zendesk for Customer Service](https://www.g2.com/products/zendesk-for-customer-service/reviews) ## Catalyst Features **Customer Information** - Customer Health Scores - Customer Monitoring - Customer Profiles - Playbooks - Customer Segments - Product Engagement - Surveys **Data Sourcing** - Data Enrichment - Expandability **Sales Team** - Flexible Sales Process - Playbooks **Platform Basics** - Templates - Multi-user Access and Collaboration - Data Analytics **Platform Basics** - Dynamic Segmentation - Journey Optimization **Predictions** - Churn Risk - Upsell Opportunities - Custom Triggers **Intelligence** - Marketing Metrics **Intelligence** - Opportunity Identification - Smart Content **Platform Data** - Journey Reporting - Trends Reporting - Dashboards - Advanced Data Filtering **Agentic AI - Customer Journey Mapping** - Autonomous Task Execution **Platform** - Reporting & Dashboards - API & Integrations - Data Import & Export Tools - Workflow Capability - Notifications - Customization - Scalability - Data Security - Performance & Reliability - User, Role, and Access Management **Platform Additional Functionality** - Integrations - Automated Alerts **Agentic AI - Customer Journey Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Proactive Assistance **Agentic AI - Customer Revenue Optimization** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Customer Success** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Natural Language Interaction - Proactive Assistance ## Top Catalyst Alternatives - [ChurnZero](https://www.g2.com/products/churnzero/reviews) - 4.7/5.0 (1,575 reviews) - [Planhat](https://www.g2.com/products/planhat/reviews) - 4.5/5.0 (914 reviews) - [Custify](https://www.g2.com/products/custify/reviews) - 4.7/5.0 (489 reviews)