Catalyst Reviews & Product Details

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I wouldn't say there are really any negatives to using Catalyst as I see it being a very useful tool. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.