--- title: Catalyst Reviews meta_title: 'Catalyst Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 660 reviews by the users' company size, role or industry to find out how Catalyst works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 660 scale: '5' date_modified: '2026-07-12' parent_category: name: Customer Service url: https://www.g2.com/categories/customer-service --- # Catalyst Reviews **Vendor:** Totango **Category:** [Customer Success Software](https://www.g2.com/categories/customer-success) **Average Rating:** 4.5/5.0 **Total Reviews:** 660 ## 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 value the **intuitive interface** of Catalyst, enhancing efficiency in managing customer engagement and tracking success. (37 reviews) - Users praise Catalyst for its **automation features** , which enhance efficiency and proactive customer engagement in success operations. (19 reviews) - Users value the **effective customer engagement** tools of Catalyst, enhancing communication and enabling proactive relationship management. (19 reviews) - Users value the **seamless integrations** of Catalyst, enhancing efficiency and consolidating data for better customer success management. (19 reviews) - Users value the **intuitive interface** of Catalyst, which enhances navigation and minimizes ramp-up time for teams. (19 reviews) - Users find Catalyst **extremely helpful** for task management, organization, and gaining valuable customer insights effectively. (17 reviews) - Visibility (17 reviews) - Users appreciate the **prompt and helpful customer support** from Catalyst, enhancing their overall experience with the tool. (16 reviews) - Efficiency (16 reviews) - Users appreciate Catalyst for its **intuitive design** , making information easily digestible and enhancing overall user experience. (16 reviews) **What users dislike:** - Users report a noticeable **learning curve** with Catalyst, making initial navigation and usage challenging for newcomers. (14 reviews) - Users find **integration issues** with Catalyst problematic, complicating communication and workflow with external systems and tools. (13 reviews) - Users note **missing features** in Catalyst, including limited integrations and inadequate reporting, hindering efficient workflows. (11 reviews) - Users find the **interface not intuitive** , creating confusion and hindering the completion of simple tasks. (11 reviews) - Users feel that the **customization options are limited** , making it difficult to tailor the product to specific needs. (10 reviews) - Users experience **difficult navigation** with Catalyst, finding the UI confusing for managing and tracking tasks effectively. (9 reviews) - Users experience **slow performance** with Catalyst, noting lengthy sync times and lag during use detracting from their experience. (9 reviews) - Navigation Difficulty (8 reviews) - Salesforce Integration (8 reviews) - Processing Delays (7 reviews) ## Catalyst Reviews ### 1. Good tool for Success Communications and Planning **Rating:** 4.0/5.0 stars **Reviewed by:** Ashley H. | Director of Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** July 31, 2023 **What do you like best about Catalyst?** Fairly easy to use, easy slack integration for escalations/updates. Our CSM is super helpful and makes a point to keep a weekly session with me to help improve my team management via Catalyst tools/dashboards. Thanks Vickee! **What do you dislike about Catalyst?** The hot key functions are annoying and not intuitive. The inability to quantify email/slack/meeting time spent with clients presents an incomplete picture of CSM's "time spent" with clients. **What problems is Catalyst solving and how is that benefiting you?** Catalyst helps me view CSM activity, high level account details and account team notes. We also use Salesforce and are limited by dirty data in SF to better use Catalyst for revenue planning. ### 2. Catalyst makes note-taking easy **Rating:** 4.5/5.0 stars **Reviewed by:** Steve C. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 17, 2023 **What do you like best about Catalyst?** Having one tool where I can login to see all the accounts I am responsible for and be able to quickly find all the information I need. I can use templates to streamline my workflows for meetings and even build in fields so the data I need lives right in my notes as I prepare for and run implementation meetings. **What do you dislike about Catalyst?** To maximize collaboration and transparency, it really depends on all team members using Catalyst with similar processes. There is a bit of an art to setting this up in a way that is sustainable and efficient for the whole team. **What problems is Catalyst solving and how is that benefiting you?** Creating a place where account notes can be stored and accessed by all team members in an easy way. Meeting prep is reduced because of templates that apply to specific stages of the customer journey. ### 3. Great tool for CSMs! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.) **Reviewed Date:** July 19, 2023 **What do you like best about Catalyst?** I appreciate the note and task template functionality, as well as the playbooks that can automatically assign certain tasks based on certain criteria. I love the ability to tag team members and collaborate through a note. I also appreciate the relatively quick and configurable bird's eye views of your accounts. **What do you dislike about Catalyst?** Its a great tool, but has a few areas to grow :) There are some little finicky ways the scroll doesn't always work in a helpful way, as well as some little formatting annoyances in the text areas. I also wish it was more clear how to create customized dashboards and reports. I like a lot about this tool compared to Salesforce, but I don't find it quite as easily configurable. **What problems is Catalyst solving and how is that benefiting you?** Catalyst is solving the problem of account visibility for myself, my manager and our whole leadership team. ### 4. Catalyst is a game changer **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** October 23, 2023 **What do you like best about Catalyst?** I love being able to assign myself tasks in Catalyst! This platform is super helpful to keep me aligned to goals and stay organized. I love to create client sentiment scores and the task work flow is very efficient **What do you dislike about Catalyst?** One area of improement would be not having to have notes tied to a specific accout. For example, if I want to take notes that aren't related to a client, I can't effectively do this. **What problems is Catalyst solving and how is that benefiting you?** Catalyst is allowing me to view all the information about my clients in one cohesive place. ### 5. Great tool for streamlining Rev Ops **Rating:** 5.0/5.0 stars **Reviewed by:** Todd R. | Mid-Market (51-1000 emp.) **Reviewed Date:** June 26, 2023 **What do you like best about Catalyst?** I love that it syncs to so many tools and creates one central location for updating opps, accounts, and quota management. Our team is able to quickly manage their BoB thanks to a very intuitive UX. **What do you dislike about Catalyst?** Nothing really. Once you learn how to create the different segments, creating dashboards and other items is very straightforward and makes a lot more sense from a user perspective than a lot of the other tools out there for reporting. **What problems is Catalyst solving and how is that benefiting you?** It solves the issue of having to go to a number of different tools to make sure all our data sources are updated and in sync. Catalyst streamlines all of the processes and reporting. ### 6. Great CS tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 28, 2023 **What do you like best about Catalyst?** Easy to update account statuses that are connected to SF, great place to take notes to look back on later. Can tag other CSMs in notes that you want action on. Helpful planning for forecasting! **What do you dislike about Catalyst?** I really don't have anything to note here! The tool has been a huge benefit. I guess that there are so many functions it's hard to decide which will be the best for me **What problems is Catalyst solving and how is that benefiting you?** Helps me be fasted in updating the statuses of all of my active accounts, helps me keep all of my call notes in one place, notifies me when I have a certain field that needs updating in SF. All of these make me quicker at my job ### 7. Glad to have a platform that is centered around Customer Success! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 15, 2023 **What do you like best about Catalyst?** I appreciate how easy it is to configure custom layouts and reports in Catalyst, and love that it also integrates with Salesforce. **What do you dislike about Catalyst?** I wish there was a way to "pin" a note as part of an account's home page, or add more custom content in general to the home page. **What problems is Catalyst solving and how is that benefiting you?** Our team has regular metrics we track, and Catalyst's features make it easy to view and monitor them. Also, we use Catalyst as a task management platform. ### 8. Helpful tool for CSMs keeping track of book of business **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Translation and Localization | Mid-Market (51-1000 emp.) **Reviewed Date:** July 10, 2023 **What do you like best about Catalyst?** Tons of data pulled into one place that allows CSMs to track customer data, keep notes, collaborate internally, and more. It's relatively easy to navigate and use each day. Note templates and custom layouts allow my whole team to use Catalyst in a more consistent way. **What do you dislike about Catalyst?** Sometimes the data can be a bit much; there is SO much that could be displayed that it can lead to very scroll-y views with many columns. Occasional bugs and errors pop up, but it's usually nothing major and Catalyst usually gets these fixed pretty quickly. **What problems is Catalyst solving and how is that benefiting you?** Consolidating all relevant customer data and notes in one place; ability to share across our team and other teams who have access. Ability to track specific things like new customer onboarding, upcoming renewals, and at-risk customers using custom layouts is great, as long as the layouts are well-thought-out. ### 9. Streamlining Processes and Data **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 10, 2024 **What do you like best about Catalyst?** Catalyst allows my team to streamline and automate tasks/data for clients. **What do you dislike about Catalyst?** I would love for users to have additional visibility into playbooks. At this point, only administrators are able to view/modify playbooks. **What problems is Catalyst solving and how is that benefiting you?** Catalyst allows my team to streamline and automate tasks/data for clients. ### 10. One stop shop! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** December 15, 2023 **What do you like best about Catalyst?** I love how it pulls all necessary data into one platform **What do you dislike about Catalyst?** Sometimes cannot pull all historical data needed **What problems is Catalyst solving and how is that benefiting you?** It allows CSMs to find everything they need to know about their customers in an instant. Also helps to stay organized across a large book of business. ### 11. Catalyst is the most essential piece in the organization of my workday! **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah K. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2023 **What do you like best about Catalyst?** Catalyst gives me insight into my accounts in various ways, all from one platform! I can use Catalyst to track and organize renewals and view their account health and previous communications with those accounts all from one place! **What do you dislike about Catalyst?** I previously wished for more opportunities to update my catalyst home pages to meet my day-to-day needs. The new updates allow this, and I look forward to more opportunities to explore those features! **What problems is Catalyst solving and how is that benefiting you?** Catalyst gives me the insight to account usage that would be hard to track and organize outside of this platform. It also allows me to examine the account as a whole when determining next steps. ### 12. Good product, great team **Rating:** 4.5/5.0 stars **Reviewed by:** Michael G. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 20, 2023 **What do you like best about Catalyst?** Our Catalyst team is fantastic to work with. We have a great CSM who is consultative and gives us best practice information on how best to use the tool. We have been able to adapt Catalyst to help us get out of our spreadsheet nightmare. **What do you dislike about Catalyst?** There are still a few things we'd love to see Catalyst do. For example, if it could help calculate GRR/NRR for each CSM on our team, we could give the team a good picture of their performance against those two numbers. **What problems is Catalyst solving and how is that benefiting you?** We used to create spreadsheets to answer our common customer questions and to inform our business strategy around customers. Now, we can just look at data within Catalyst. We also use it to arm our CSMs with the most up-to-date data on their customers ### 13. Customer Success Manager **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 04, 2023 **What do you like best about Catalyst?** Overview of the book of business Identifying Whitespace on portfolio of customers not using certain products Managing forecast for upcoming renewals Managing churn risks Task management **What do you dislike about Catalyst?** Integration with Salesforce is still a little light and could be improved. For the most part, it seems to be fine but the sync across both products doesn't work all the time. **What problems is Catalyst solving and how is that benefiting you?** managing the full book of business has become easier with the level of nights Catalyst provides on products my customers are not using, customers who are churn risk and what are the most important customer to target based on renewals & upsells. ### 14. A must have tool for Customer Success Professionals! LOVE IT! **Rating:** 4.5/5.0 stars **Reviewed by:** Anjali D. | Customer Success Engineer, Staffing and Recruiting, Mid-Market (51-1000 emp.) **Reviewed Date:** February 03, 2023 **What do you like best about Catalyst?** As a Customer Success Engineer, I need to keep track of all my accounts to implement our product efficiently for my customers. I like that Catalyst integrates well with Salesforce, and I can keep track of all the necessary details of my accounts, like their implementation status, ARR etc. I love that I can create layouts and customised charts to derive deeper insights into the accounts. We can also update notes and create tasks right on the app, which helps us track all the action items needed for our accounts. The design and UX is great! **What do you dislike about Catalyst?** Adding contacts can be challenging because of the integration with Salesforce. They need to be added on Salesforce first to be visible on Catalyst. That is the only downside I see. **What problems is Catalyst solving and how is that benefiting you?** Catalyst helps map the customer journey across different stages of customer success. Without this tool, we would have to manually add details on an excel sheet to track down the account details. It helps me keep a close check, track all the details required for effective implementation, and allows me to provide a great experience to my customers. It is so easy to follow the processes detailed on it. ### 15. More than just a great CS Platform **Rating:** 4.5/5.0 stars **Reviewed by:** Dave M. | Director of Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** July 31, 2023 **What do you like best about Catalyst?** The platform itself is intuitive and incredibly easy to configure and implement. Equally as important, the company and its founders are thought leaders in the CS industry and it feels like a true partnership. **What do you dislike about Catalyst?** Catalyst was buggy when we first rolled it out. This was problematic for a variety of reasons, but mainly because my team was reverting back to our old ways. Catalyst was very responsive and at one point we met with their CTO to resolve the issue(s). **What problems is Catalyst solving and how is that benefiting you?** Global Book of Business reporting, Customer Journey mapping and execution, Playbooks, Health Scoring, CSM book of business reviews, etc. ### 16. Catalyst makes my job simpler **Rating:** 5.0/5.0 stars **Reviewed by:** Jenn B. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 13, 2023 **What do you like best about Catalyst?** I love that Catalyst allows me to view my clients as a whole and see aggregate data on their health. I also like that I can have different viewpoints, whether it is tracking if I've sent out campaigns or general reporting. **What do you dislike about Catalyst?** There isn't too much that I dislike about Catalyst. Sometimes when changing a field and having to click the check mark or the X to submit that change can be annoying. I wish I could just click it and it would change. **What problems is Catalyst solving and how is that benefiting you?** Catalyst allows me to keep track of everything my accounts are doing. I can monitor their health, identify who my main contacts are, and create reports to track different initiatives. ### 17. Catalyst is my favourite CS tool! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** June 21, 2023 **What do you like best about Catalyst?** Catalyst allows me to keep track of all my accounts and understand the trends in account health, ACV, renewals (etc.) across the entire team worldwide. I like taking notes and creating tasks for myself, as they allow me to organize my work better and keep a detailed history of events for the account. Another cool thing is that it is connected to Salesforce and reduces the manual work in updating both systems contemporary. **What do you dislike about Catalyst?** For how I use it today, there is not much I dislike about Catalyst. The only thing I might think of is the tasklist that does not allow me to rearrange them in terms of importance (e.g. urgent, important, not urgent, not important) **What problems is Catalyst solving and how is that benefiting you?** I am no Manager, but I think Catalyst helps our organization to have a big picture of what is happening in our account base per CSM per region. This allows us to bring factual data (such as retention and upsell data) to top-level management and the board. ### 18. 95% of what I want and catching up fast! **Rating:** 4.5/5.0 stars **Reviewed by:** Stefan K. | Senior Director Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** April 04, 2023 **What do you like best about Catalyst?** Catalyst is a tool that grows with your needs and provides a lot of options for companies starting to grow a CS organization and wanting to roll out a CS tool in parallel. Our main CRM is SFDC and our setup combined with the overall lack of usability in SFDC makes it tough to implement changes quickly. With Catalyst I can circumvent a lot of the restrictions and easily administrate users, etc. independently. The support is fast to react and provides good responses. The experience with Customer Success so far has been awesome, no matter the role or person. Feedback with regards to missing functionalities is picked up quickly and you always know what is being worked on and when you can expect something to be released. **What do you dislike about Catalyst?** Latency and performance here in EMEA is sometimes lacking and can cause delays in the sync with SFDC. Besides that, I would like to see a lot more flexibility with data representation in dashboards, but I trust this is being worked on. **What problems is Catalyst solving and how is that benefiting you?** Enabling CSMs to quickly and efficiently log information and visualize data on their accounts. In addition, Catalyst provides us with options to establish and individualize CSM workflows. ### 19. Like Salesforce but better **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Management Consulting | Mid-Market (51-1000 emp.) **Reviewed Date:** June 13, 2023 **What do you like best about Catalyst?** Catalyst is extremely customizable. We're using it to replace an internal tool and constantly add new dashboards and views. I don't think we could use it if it weren't so flexible and customizable. **What do you dislike about Catalyst?** Catalyst isn't the most intuitive to learn. I think it's because of how robust it is, there's a slight learning curve to start using and maximizing all its functionality. **What problems is Catalyst solving and how is that benefiting you?** Catalyst shows us account health, program overview, and specific account focuses. It helps to keep information clean and helps us have crisp reports. Honestly, the biggest thing is that it integrates with things like email and Zendesk which has helped us have better forecasting, support insights, and a better holistic view of accounts. ### 20. Useful Data To Action On **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Enterprise (> 1000 emp.) **Reviewed Date:** May 15, 2023 **What do you like best about Catalyst?** Catalyst allows me and my team to have actionable data to best help our clients and give them strategic, data-driven feedback. It is especially useful as our BoB continues to grow, we have one location where we can both collect our own information and where we can pull from other places to have a central source rather than trying to gather everything from various locations. **What do you dislike about Catalyst?** There is so much you can do and so many templates - it does take some enablement to ensure you get the best use out of the tool. **What problems is Catalyst solving and how is that benefiting you?** Gathers information from various places and pulls together to have a neat view of data and qualitative notes that allows the CSM and leadership team to be aligned and have a central view of an account. ### 21. Great platform for managing your post-sales customer lifecycle **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 17, 2023 **What do you like best about Catalyst?** Clean interface and ease of use; easy way to integrate with other platforms **What do you dislike about Catalyst?** Number of integrations offered can be expanded **What problems is Catalyst solving and how is that benefiting you?** Single source of truth for all customer conversations Able to launch and modify playbooks as business requirements change Get teams to work on dedicated tasks that have been prioirtized by the leadership ### 22. Super helpful! This is such a great tool to consolidate all the information about each client **Rating:** 4.0/5.0 stars **Reviewed by:** Gonçalo P. | Performance Marketing Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2022 **What do you like best about Catalyst?** How easy it is to tag fellow colleagues and share access to meeting notes or the ability to organize all tasks in one platform. **What do you dislike about Catalyst?** Sometimes there are sentences that "disappear" after the notes are saved automatically **What problems is Catalyst solving and how is that benefiting you?** Allows me to keep all tasks inside one platform, and the ability for the rest of the team to easily have access to its progress ### 23. Changed our company **Rating:** 5.0/5.0 stars **Reviewed by:** Asad M. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 05, 2023 **What do you like best about Catalyst?** I love the tasks and notes. Being able to cascade down tasks using the automated playbooks has completely revolutionized how we approach CS. Data, Data, Data. Notes allow clear visibility into the account where a CSM can tag and collobrate. **What do you dislike about Catalyst?** Currently, I do not see a downside to using catalyst. As we progress, we see where there could be better enhancements. However, whenever we ask for them, the response is nearly always, "that's coming in a future release," and it always does! **What problems is Catalyst solving and how is that benefiting you?** We have been using Catalyst as a customer project management solution. We can pinpoint action needed using customer data and trigger automated playbooks. Less guess work! ### 24. Game changer for anyone in CS! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2023 **What do you like best about Catalyst?** Prior to using Catalyst, I had to rely on my own systems to keep track of key account details. Catalyst gives me the right details, at the right time and enables me to know where I need to focus my attention. **What do you dislike about Catalyst?** There isn't anything I dislike about Catalyst. There are things I would love to see, such as a better way to access contract attachments from Salesforce, and an integration with UpdateAI ;) **What problems is Catalyst solving and how is that benefiting you?** Being able to keep tabs on the overall health of an account. Identifying when intervention is needed. Being able to keep tabs on customer journey stages and progress made within each stage. Keeping track of notes/tasks for accounts. ### 25. Meredith Review **Rating:** 4.0/5.0 stars **Reviewed by:** Meredith A. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 03, 2023 **What do you like best about Catalyst?** Consolidated dashboards with easily ediatble fields is the most helpful part of catalyst. **What do you dislike about Catalyst?** Editing said fields can be a little glitchy or confusing **What problems is Catalyst solving and how is that benefiting you?** Catalyst shows me when there are bugs with our customers sites, which products our customers have adopted and which they are eligible for ### 26. Superpowers Customer Success **Rating:** 5.0/5.0 stars **Reviewed by:** Sai R. | Enterprise (> 1000 emp.) **Reviewed Date:** May 19, 2023 **What do you like best about Catalyst?** Catalyst is an easy-to-use, intuitive customer success platform that supercharges customer success tasks like retention, managing at scale, identifying risks, and health scores to manage clients efficiently **What do you dislike about Catalyst?** There's nothing to dislike about catalyst, allowing users for more customization, and providing more accessible resources/FAQs could be impactful to getting in the most out of catalyst **What problems is Catalyst solving and how is that benefiting you?** Catalyst helps our team identify risks at an early stage, monitor client health scores, automate tasks to manage clients at scale, create/visualize customer journeys. ### 27. Easy to use, configure, top notch support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 09, 2023 **What do you like best about Catalyst?** Expressly built for CS teams. The velocity and quality of contiuous updates and addtional features is impressive. They make sure to partner closely with their customers and support them well. **What do you dislike about Catalyst?** Some integrations are lacking or still immature in order to unlock full potential of the system. **What problems is Catalyst solving and how is that benefiting you?** Specific workflows, playbooks and dashboards built for our CS Team. Orients CSMs and Onboarding Specialists to how to approach, organize and execute on their day to day. ### 28. The best Customer Success software I've used! **Rating:** 5.0/5.0 stars **Reviewed by:** Myles K. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** January 20, 2023 **What do you like best about Catalyst?** My favorite thing about Catalyst is how accessible information is on the home page. It is a huge help to quickly see my tasks, priority accounts, and open Zendesk cases. In addition to the intuitive layout, you can enable multiple playbooks that help automate the Success process. Being a Customer Success Manager has never been easier than when using Catalyst! **What do you dislike about Catalyst?** So far, it has been an absolute blast using this software. I have nothing to note that I dislike, as I'm still finding things I like months after implementation! **What problems is Catalyst solving and how is that benefiting you?** The biggest problem Catalyst solves, for me, is time management. Every day you can see what tasks are most important and which clients need your attention. Catalyst allows me to focus on critical issues while providing the necessary tools (e.g., tasks) to handle things swiftly. ### 29. I have a good expiernce with Catalyst it is working well and very functional **Rating:** 4.5/5.0 stars **Reviewed by:** Jeff K. | Enterprise (> 1000 emp.) **Reviewed Date:** August 03, 2023 **What do you like best about Catalyst?** i ike how it is very easy to use and i like that it can be customizable **What do you dislike about Catalyst?** different pop up windows sometimes just dont do well **What problems is Catalyst solving and how is that benefiting you?** it is helping me staying on top of my task ### 30. Intuitive yet powerful **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2023 **What do you like best about Catalyst?** Catalyst is extremely easy to use. Once the salesforce integration was completed, we were off and running. **What do you dislike about Catalyst?** My biggest complaint so far has been with nuances of formatting information presented and the lack of options to adjust decimals, add commas, add dollar signs, etc. **What problems is Catalyst solving and how is that benefiting you?** Catalyst has everyone in our Client Success team speaking the same language and collaborating. Gone are the days of googlesheets and one notes. Notes and to-do items are handled within the platform. ### 31. Great platform for Customer Experience teams **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** September 12, 2023 **What do you like best about Catalyst?** Incredibly helpful team and continual product improvement keeps Catalyst relevant to us. **What do you dislike about Catalyst?** Takes a mindset shift when coming from Salesforce, given how objects are presented/related/interacted with **What problems is Catalyst solving and how is that benefiting you?** Gives the GTM teams one place to go find information from the Success team without it being buried amongst opportunity data. Great place to understand customer health. ### 32. User-friendly UI and functionality **Rating:** 4.0/5.0 stars **Reviewed by:** Tracy N. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 15, 2023 **What do you like best about Catalyst?** As a Manager of CS, I can create dashboards to monitor CS activities, customer health, and to drive 1x1 meetings. The Catalyst team is always helpful and responsive. **What do you dislike about Catalyst?** We have both Customer Success Managers and Account Managers. We are still navigating the swimlanes and where each job function lives between Catalyst and SFDC. **What problems is Catalyst solving and how is that benefiting you?** 360 Insight into our customers with health scores, product usage alerts and data, upcoming renewal notifications, and system of record. ### 33. Great way to gain access to notes and all areas of the contract for each customer **Rating:** 5.0/5.0 stars **Reviewed by:** Saman K. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 17, 2023 **What do you like best about Catalyst?** I love how i can get access to different areas of a customers details, thier volumes, commitments, and renewal dates with notes. **What do you dislike about Catalyst?** I wish there was more space to see all columns in reporting **What problems is Catalyst solving and how is that benefiting you?** It solves the issue of logging in to sales force and going back and forth so many times to look up information about contracts and updated notes on each meeting. ### 34. My experience with Catalyst **Rating:** 4.5/5.0 stars **Reviewed by:** Aditi S. | Lead Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 13, 2023 **What do you like best about Catalyst?** 1. Easy to use 2. Self-explanatory and intuitive 3. Tables and segments are very helpful in getting insights about accounts 4. Customizable dashboards and report exporting is easier and clean, manageable **What do you dislike about Catalyst?** It is not fully integrated with Salesforce, and some fields are not, which makes it a little difficult in getting the data. Apart from that, there are various fields that are quite technical having an info tab on it will be super helpful. **What problems is Catalyst solving and how is that benefiting you?** Catalyst is like a dynamic notepad for me, having all the details of the accounts and meeting notes along with account health metrics, and review scores. It's like an account encyclopedia, if you need info about an account goto catalyst. ### 35. We didn't have a good CRM system to keep everything organised and in one place. **Rating:** 5.0/5.0 stars **Reviewed by:** Tamara J. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 28, 2023 **What do you like best about Catalyst?** You can automate so many processes, workflows and customer journeys which means the team has a lot more time to focus on the more important and valuable conversations. **What do you dislike about Catalyst?** You have to go through so many steps to build out things - but once you do spend the time to thoughtfully build out everything, it is a very rewarding feeling. **What problems is Catalyst solving and how is that benefiting you?** Keeping everything in one place has been super helpful. Also, being able to build out customer journeys has been key, before we got Catalyst, we weren't able to do that and so every CSM was doing their own thing there wasn't a standardized approach to anything. ### 36. Catalyst is a great product for organization and efficiency! **Rating:** 4.5/5.0 stars **Reviewed by:** Elizabeth J. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 03, 2023 **What do you like best about Catalyst?** I like being able to create segments in Catalyst. I track my book of business utilizing a segment that updates in real-time with updates made to Catalyst. So much more efficient than continually entering all the information on a spreadsheet and keeping it updated myself! **What do you dislike about Catalyst?** The platform can take some getting used to all of the features, and creating segments was confusing initially. With some trial and error, I could figure out what worked best for me. **What problems is Catalyst solving and how is that benefiting you?** Being able to draft and upload notes for each customer is hugely helpful in my role! I frequently refer back to my notes and appreciate that they are kept in one place with a customer's overview of information. ### 37. Account Manager review **Rating:** 4.5/5.0 stars **Reviewed by:** sarah u. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 08, 2023 **What do you like best about Catalyst?** It gives me the ability to have an excellent overview of my accounts, their notes and the tasks I have assigned to them. It's straightforward to use and navigate overall **What do you dislike about Catalyst?** I am not able to see my HCA divisions and then the sites under the divisions. This also makes it hard to view open opportunities as well. Sometimes it freezes up when I have 2 note tabs open **What problems is Catalyst solving and how is that benefiting you?** Giving me an overview of all my accounts and the notes/ tasks/opportunities. I was using salesforce before, and it was very hard to get a good overview of my accounts ### 38. One Stop Shop for CSMs **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** April 06, 2023 **What do you like best about Catalyst?** The ability for Catalyst to integrate with multiple systems i.e. Salesforce, Zapier, Hubspot, etc. make it extremely valuable for our CSMs to be able to view their accounts in a single pane of glass view. We're also looking at leveraging the customer health scoring/metrics functionality as well. **What do you dislike about Catalyst?** I would love to have a better executive/summary level view and ability to subscribe our leadership team to certain dashboards, reports, etc. without having to login i.e. a view only seat for consumers of the data and activities. **What problems is Catalyst solving and how is that benefiting you?** We needed the ability to see all account level information in one place as it's currently spread across different tools and processes so that our CSMs could better understand activities and usage tied to their accounts. ### 39. Catalyst has been great to work with as a CSM **Rating:** 5.0/5.0 stars **Reviewed by:** Stephanie O. | Soul Coach (Life Coach), Mid-Market (51-1000 emp.) **Reviewed Date:** February 15, 2023 **What do you like best about Catalyst?** The Catalyst playbook abilities are so helpful! Plus, I really enjoy how dynamic the product is - the Catalyst team is always making updates. The team is also great to work with and I appreciate all of the community aspects! **What do you dislike about Catalyst?** Honestly I don't have many complaints, sometimes there are bugs with new product features but that is to be expected with any product - plus their support team always look into any issue thoroughly and follows up with a solution! **What problems is Catalyst solving and how is that benefiting you?** Engaging with clients more often and surfacing clients who may need a bit more attention! Especially from a digital CSM side, the playbooks have been a game changer. ### 40. 6 months into launching Catalyst to mature a growing CS team **Rating:** 4.5/5.0 stars **Reviewed by:** Katherine L. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 03, 2023 **What do you like best about Catalyst?** Catalyst is an intuitive platform that I was able to get my global CS team up and running on within a month **What do you dislike about Catalyst?** Catalyst could lean into more dynamic analytics and reporting as well as more flexibility for enterprise CS teams **What problems is Catalyst solving and how is that benefiting you?** Catalyst is solving the problem of driving consistent account management practices to ensure improved health score measurement and attainment for our customers. ### 41. Best Customer Success Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Melissa L. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 28, 2023 **What do you like best about Catalyst?** I can find everything in one place. It's easier to track and check my customers' information to help them better and point out urgent things that must be addressed. Also, it was my first time using Catalyst, and I find it very user-friendly. **What do you dislike about Catalyst?** Graphics visibility and presentation need to improve, the colors are great, but the text and representation might not be clear. I want to be able to mod tabs for clarity. **What problems is Catalyst solving and how is that benefiting you?** To better preview my customers' information, key contacts, open opportunities, and requests. This helps me to tackle in a personal way each account and provide a better solution. ### 42. Valuable insights with flexibility **Rating:** 5.0/5.0 stars **Reviewed by:** Abe D. | VP, Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** February 01, 2023 **What do you like best about Catalyst?** Deploying Catalyst has provided critical insight into our renewal, expansion, and churn forecast. At the same time, we use it to track progress with our Succes Plans, and capacity planning. While other Customer Succes platforms provide similar capabilities, we were able to have Catalyst adapt to how we run the business and force us into running the business the way the platform was designed. This flexibility enabled us to have significantly more adoption. **What do you dislike about Catalyst?** We understood going in that Catalyst was not as "mature" of a product as some of their competitors, this was actually an advantage to us as we were able to have a greater voice. So while I cannot say there were any "dislikes", there are still features that are being developed and are not all available just yet. The Catalyst team has been very helpful in enabling us to find appropiate work-arounds. **What problems is Catalyst solving and how is that benefiting you?** Forecasting, success plan methodology, and resource assignments. ### 43. an easier day-to-day experience **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** September 25, 2023 **What do you like best about Catalyst?** Everything is condensed and in one place, on the same home page. You can customise everything to make your day-to-day tasks easier. **What do you dislike about Catalyst?** Diffulties to send personnalised bulk email **What problems is Catalyst solving and how is that benefiting you?** everything at the same place ### 44. Never lose a note or task again! **Rating:** 5.0/5.0 stars **Reviewed by:** Kenny O. | Sr Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 18, 2023 **What do you like best about Catalyst?** Catalyst has been a great addition to my toolbox! Notes & Tasks in Catalyst have provided me a great way to keep track of a large portfolio of customers. I've tried to use other tools and Catalyst has exceeded my expectations. **What do you dislike about Catalyst?** Catalyst has continued to enhance its solution and providing new ways to keep organized. **What problems is Catalyst solving and how is that benefiting you?** Note and task tracking ### 45. Good, simple and precise. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Transportation/Trucking/Railroad | Enterprise (> 1000 emp.) **Reviewed Date:** August 03, 2023 **What do you like best about Catalyst?** Updates everything across the whole platform and maks our reporting seamless. **What do you dislike about Catalyst?** Alerts and notificaiotns sent out for our tasks to our desktop/phone instead of just email so we can be notified while on the go. **What problems is Catalyst solving and how is that benefiting you?** Better able to manage customer relationships and and have everything under one roof so all cadences with the POC are on point. ### 46. Easy to use and informative. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** July 17, 2023 **What do you like best about Catalyst?** Automatic daily updates on what needs to be done to upsell customers or retain them. Interactive and cross-communication across the business. **What do you dislike about Catalyst?** Navigation could be clearer when understanding where tasks are. You should get some sort of notification if you've completed a task to mark this so you don't keep receiving notifications about the same ones. **What problems is Catalyst solving and how is that benefiting you?** Keeping in the loop with cross customer updates and needs. ### 47. Huge fan of what Catalyst is doing for our CS team! **Rating:** 5.0/5.0 stars **Reviewed by:** Victoria A. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 09, 2022 **What do you like best about Catalyst?** I love that Catalyst is built to be a one-stop shop for anything relating to a CSMs book of business. Catalyst has helped us think critically about our customer's lifecycles and allows us to track what goals we want them to achieve at each stage. **What do you dislike about Catalyst?** Often times I run into situations where I am limited by the field logic, i.e., cross-object querying on Catalyst. This can make it challenging to build segments or fill out fields with the specific information I want to see across other objects. I know it is something that is being worked on, however, so I am looking forward to what developments are coming. **What problems is Catalyst solving and how is that benefiting you?** We have struggled with having multiple sources of truth for accounts and the curse of tracking things in numerous spreadsheets. We now have a spot where all accounts notes and account information is stored, which can be shared with different teams across the company. It also allows leadership to have better visibility on the health of accounts and track which accounts need extra attention or escalation, removing the need for yet another spreadsheet :) ### 48. Customizable, User friendly, amazing support **Rating:** 5.0/5.0 stars **Reviewed by:** Giuseppe M. | Strategic Partner, Mid-Market (51-1000 emp.) **Reviewed Date:** November 09, 2022 **What do you like best about Catalyst?** The customizability of Catalyst is outstanding: From creating our customer journey with automatic stage advancement triggers to adding recovery plans to accounts. Aesthetically pleasing account overviews with numeric health scores. Also, bringing our Looker data right into the user interface to help prep for client calls. Catalyst is quickly becoming our single source of truth after only a few months of working with it. **What do you dislike about Catalyst?** It's hard to dislike anything about Catalyst. It's a relatively young software, and some small things are missing, but the CS team is supportive and helpful. Always ready to share a quick fix and submit a feature suggestion. So far there isn't anything we need that isn't achievable with some feature or workaround. **What problems is Catalyst solving and how is that benefiting you?** Like anyone, we've been trying to get all of our client data into one platform from a CS perspective. We've got things in Salesforce, Google Drive, Looker, Various other SaaS products, Spreadsheets, email, etc. We've found ways to add nearly everything to Catalyst, even if it's just a link to Miro or Airtable; for example, Catalyst has become the central hub for the CS team here. ### 49. Highly insightful to my book of business **Rating:** 5.0/5.0 stars **Reviewed by:** Ana Cristina G. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 07, 2022 **What do you like best about Catalyst?** Easy to house all information related to customers’ usage and progress throughout their journey using our solution. Insightful in terms of what my customer's health is and where I should be focusing my attention to leverage their health score. Additionally, it gives me the ability to add ¨reminders¨ for myself if certain criteria are met. For instance, in the past, it was very difficult for me to track and remember when all my customers were up for renewal, so in some quarters my forecast would be inaccurate because some had fallen through the cracks. With Catalyst, I was able to create a playbook that reminds me 120 days prior to renewal so now I always keep my forecast up to date and without forgetting any customer. **What do you dislike about Catalyst?** Sometimes is hard to capture notes quickly. If my note template has too many default fields it will take a couple of minutes to load before it actually let me add my notes. Also, I’ve had some issues trying to attach pictures, the note just won’t add my attachment. **What problems is Catalyst solving and how is that benefiting you?** Customer health score, playbooks to not forget any part of the process before renewing a customer, housing my customers’ data, giving me quick visibility into what phase my customers are at, allowing me to keep track of when was the last time I spoke with a customer. ### 50. What's not to love? **Rating:** 4.5/5.0 stars **Reviewed by:** Jill S. | Sr. Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 10, 2022 **What do you like best about Catalyst?** I love how easy and intuitive Catalyst is. As a CSM, I love having a 360 view of my clients & their current health in an easy-to-view dashboard. Catalyst makes it easy to track the goals and KPIs most important to me. I save so much time recording value stories and meeting notes with templates. **What do you dislike about Catalyst?** Honestly, it's hard to think of anything to dislike. If I had to be critical, changing the sentiment detail on an existing template can be a little tedious, but that's minor. Keep doing what you're doing, and I'm excited to see what you build out next! **What problems is Catalyst solving and how is that benefiting you?** Catalyst is helping me prioritize my days/weeks. I have a ton of renewals this month, and Catalyst makes it easy to manage/prioritize so many moving parts. I also love how it is truly a one-stop-shop; everything I need to know about a client is in one place. ## 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?page=5§ion=pricing&secure%5Bexpires_at%5D=2026-07-12+15%3A43%3A41+-0500&secure%5Bsession_id%5D=762ed60f-c1bc-4e97-95d9-20b49f9b99f1&secure%5Btoken%5D=5ea8d1a049b445565c82ed76c5b25632e35680d7c8655ae8c8455b3162fb1712&format=llm_user) ## Catalyst Integrations - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/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) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Outreach](https://www.g2.com/products/outreach/reviews) - [PL Rating](https://www.g2.com/products/pl-rating/reviews) - [Salesforce Headless 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/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) - [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 (1,590 reviews) - [Planhat](https://www.g2.com/products/planhat/reviews) - 4.5/5.0 (928 reviews) - [Custify](https://www.g2.com/products/custify/reviews) - 4.7/5.0 (506 reviews)