[ Catalyst Reviews ](https://www.g2.com/products/totango-catalyst/reviews) [ Catalyst Reviews ](https://www.g2.com/products/totango-catalyst/reviews) # Catalyst Features ##### ## Customer Information (9) Customer Health Scores Provides users a customer-specific score to determine the overall satisfaction of each customer. Customer Monitoring Monitor customer actions overall as well as their interactions with different teams within the company, such as the support team Customer Profiles Gain a holistic view of your customers. Create customer profiles based on data pulled in from multiple sources including CRMs, service desks, marketing tools, and financial systems such as accounting and payroll software. Playbooks Create and structure key customer success processes into a "playbook" to create unified team best practices for handling customers. Customer Segments Separate customers into similar segments based on criteria such as subscription models, support needs, or usage behaviors to allow for more personalized and specific attention. Product Engagement Identify which customers are getting the most out of your products or services and highlight those who have not yet fully adopted or may need further training. Surveys Allows users to create and send out surveys to customers to determine net promoter scores and other key satisfaction information. NPS of Customers Calculate NPS of customers Customer Engagement Initiate interactions with customers by proactively starting conversations or providing informational content Show More ##### ## Predictions (3) Churn Risk Calculates the risk that your customers will not renew or continue using your product or service. Upsell Opportunities Discovers and highlights factors that lead to upsell opportunities. Custom Triggers Allows users to set custom triggers to signal actions that will lead a customer to act in a particular way. Show More ##### ## Platform (28) Reporting & Dashboards Access pre-built and custom reports and dashboards for viewing Third-Party Integrations Set up connections to third-party platforms to improve business processes Data Import & Export Tools Ability to input, modify, and extract data from the application in bulk through a structured file. Workflow Capability Automates everday customer success functions for more efficient and effective day-to-day processes. Notifications Set alerts for customer actions in order to respond quickly and proactively. Customization Allows administrators to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views. Scalability Ability for the platform to grow with the user's company and support an increasing number of customers and users within the platform. Data Security The measures taken to ensure that the customer data being held within the platform is being hosted in a safe environment and is not prone to risks. Performance & Reliability Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond. User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Real-Time Data Receive data and information in real time Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Customer Experience Management Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement. Churn Management Identify customers at risk of migration and activate strategies to retain them Survey/Poll Management Create and administer polls and surveys Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Task Management Create, manage and track all task activities and progression Customer Management Store and organize information about customers and previous interactions Account Management Renewal Management Manage and track the renewal process for various services, subscriptions, contracts, or licenses Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Knowledge Base Management Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support Revenue Management Monitor sales and make necessary adjustment in order to increase demand and revenue Workflow Management Create, design and manage workflows for repetitive tasks Contact Management Manage, organize, and store contact information Email Management Manage, store and organize emails within the system or via third-party apps Configurable Workflow Configure existing workflows to meet your organization's needs Show More ##### ## Data Sourcing (5) Data Enrichment Uses external data sources to improve customer profiles. Expandability Can be updated to accept new sources and types of data. Email Marketing Create and send email blasts/campaigns Multi-Channel Marketing Coordinate marketing efforts across channels (email, landing pages, social media, etc.) Real-Time Data Receive data and information in real time Show More ##### ## Intelligence (3) Marketing Metrics Provides analysis of marketing program ROI and efficiency. Opportunity Identification Highlights cross-sell, upsell, and white space opportunities Smart Content Suggests content appropriate to stage and tone of the deal Show More ##### ## Sales Team (2) Flexible Sales Process Can operate under at least two distinct sales methodologies Playbooks Creates and stores multiple playbooks for sales Show More ##### ## Platform Basics (10) Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Multi-user Access and Collaboration Allow team members to invite others to collaborate on journey maps and make direct changes. Data Analytics Ability to integrate with cross-channel, real-time data analytics to power customer journey map creation. Predictive Analytics Predict future data based on historical data sets Behavioral Analytics Track and analyse user behavior within a system or network Campaign Analytics Track and interpret campaign performance metrics Website Analytics Track and analyze information regarding website visitors Visual Analytics Interact with data visualization elements, such as charts and graphs, to drill down into data Dynamic Segmentation Provides users the ability to dynamically segment their users based on varying criteria (i.e. email opens, product features, etc.). Journey Optimization Automates the testing and optimization of customer-facing messaging and campaigns. Show More ##### ## Platform Data (4) Journey Reporting Ability to uncover and visualize how users move through your website, marketing campaigns, and product(s). Trends Reporting Ability to measure product usage by feature, campaign performance by source, and other trending metrics. Dashboards Provides dashboards to combine and visualize quantitative and qualitive customer journey data. Advanced Data Filtering Provides advanced data filtering capabilities to help users drill down, sort, filter, aggregate, and group customer journey data. Show More ##### ## Platform Additional Functionality (2) Integrations Integrates with additional marketing analytics and other marketing, sales, and e-commerce-related software to provide one source of truth for customer journey analytics. Automated Alerts Provides the ability to setup automated alerts to drive targeted actions and customer experience improvements. Show More ##### ## Generative AI (1) Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## Agentic AI - Customer Journey Analytics (4) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Customer Journey Mapping (1) Autonomous Task Execution Capability to perform complex tasks without constant human input Show More ##### ## Agentic AI - Customer Success (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Multi-Language Manage and support multiple languages Show More ##### ## Agentic AI - Customer Revenue Optimization (6) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Additional Functionality (113) Onboarding Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service Chat/Messaging Communicate using direct chat or messages within the system Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Activity Tracking Track and document all activities across devices, networks, and other systems CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system API Application programming interface that allows for integration with other systems/databases Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Widgets An extended application or connector that enables users to perform additional services with their current set of tools Win/Loss Analysis Analyze lost and won opportunities AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Event Triggered Actions Predefined actions automatically performed on the occurance of specific events Surveys & Feedback Gauge satisfaction and receive information for improvement and success Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Customer Segmentation Process of dividing customers into groups based on common characteristics Customizable Reports Alter the layout and content of reports Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Customer History Access previous interactions or concerns to maintain customer relationships Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Customizable Forms Customize contracts and forms to collect specific information Customizable Branding Add customized logos and colors to align with company branding Usage Tracking/Analytics Track and interpret metrics on the usage of company resources Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Account Alerts Informs of any account changes and notifications Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Contact Management Manage, organize, and store contact information Customer Journey Mapping Visualize and analyze customer experience across all touchpoints and channels Generative AI Use AI to generate content in the form of text, images, videos, etc. API Application programming interface that allows for integration with other systems/databases A/B Testing Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness Lead Generation Manage the process of attracting and converting business prospects into leads Data Integration Combining data from different sources and providing a unified view Customer Activity Tracking A report showing what actions customers perform Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems Campaign Segmentation Group campaigns by project, client, or campaign for better management. Lead Capture Automatically identify and save contact information of potential customers Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Behavior Tracking Track visitors'/audience's responses across web pages and other optimized content Real-Time Analytics Analyze and gain insights into data in real-time Email Management Manage, store and organize emails within the system or via third-party apps Lead Qualification Score a lead on their quality or likelihood to buy based on certain behaviors Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Template Management Create, save, and re-purpose templates for emails, forms, etc. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Predictive Analytics Predict future data based on historical data sets Surveys & Feedback Gauge satisfaction and receive information for improvement and success Personalization Adjust communications based on previous interactions or personal preferences Campaign Planning Plan and strategize marketing campaigns Third-Party Integrations Set up connections to third-party platforms to improve business processes Behavioral Analytics Track and analyse user behavior within a system or network Email Tracking Track delivered, received, and opened emails Campaign Analytics Track and interpret campaign performance metrics Customer Segmentation Process of dividing customers into groups based on common characteristics Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Lead Management Store information about leads or contacts and track, manage and nurture them throughout the sales process Channel Management Manage various distribution channels, build relations with channel partners, and track their performance AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Audience Targeting Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention GDPR Compliance Ensure compliance with the General Data Protection Regulation protocols Customer Profiles Record customer information, purchase history, and other notes Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Multiple Data Sources Allows users to manage data from a number of sources Event Triggered Actions Predefined actions automatically performed on the occurance of specific events Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Multi-Channel Marketing Coordinate marketing efforts across channels (email, landing pages, social media, etc.) Map Creation Create custom maps Email Marketing Create and send email blasts/campaigns Single Sign On Allow users to access multiple services after entering their login credentials once Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. API Application programming interface that allows for integration with other systems/databases Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Data Linking Collating information from different sources in order to create a more valuable and helpful data set. Whiteboard Allows multiple users to simultaneously annotate on a digital whiteboard Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Data Visualization Graphical representation of data Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Brainstorming Group collaboration to solve ideas in a productive and concentrated manner. Conversion Tracking Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads Workflow Management Create, design and manage workflows for repetitive tasks Activity Tracking Track and document all activities across devices, networks, and other systems Behavior Tracking Track visitors'/audience's responses across web pages and other optimized content Personalization Adjust communications based on previous interactions or personal preferences Customizable Reports Alter the layout and content of reports Customer Journey Mapping Visualize and analyze customer experience across all touchpoints and channels Customer Profiles Record customer information, purchase history, and other notes AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Third-Party Integrations Set up connections to third-party platforms to improve business processes Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Audience Targeting Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Surveys & Feedback Gauge satisfaction and receive information for improvement and success Data Import/Export Import and export data to and from software applications Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Attribution Modeling Analyzes the amount of credit that should be assigned to sales and conversion touchpoints. Action Management Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal Map Sharing Share maps with internal and external stakeholders Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Customizable Branding Add customized logos and colors to align with company branding Generative AI Use AI to generate content in the form of text, images, videos, etc. Customer Touchpoints Identify specific interactions between customers and brands Customer Experience Management Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement. Diagramming Enables schematic data presentation through org charts, mind maps, flowcharts, and process diagrams. Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results A/B Testing Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness Storyboarding Dictate the order and pace of an eLearning course, including the logic for how different learners progress Customer Segmentation Process of dividing customers into groups based on common characteristics Show More ## Top-Rated Alternatives [ ![ChurnZero](https://images.g2crowd.com/uploads/product/hd_favicon/406ee354cde7795c1eda6dbbfc881232/churnzero.svg "ChurnZero") ChurnZero 4.7/5(1,610) ](https://www.g2.com/products/churnzero/reviews) [ ![Planhat](https://images.g2crowd.com/uploads/product/hd_favicon/419a7323b926f3ff16b400b2b7ca40c1/planhat%282%29.svg "Planhat") Planhat 4.5/5(955) ](https://www.g2.com/products/planhat/reviews) [ ![Custify](https://images.g2crowd.com/uploads/product/hd_favicon/56a133f2489dd3b4b3a4fb07bd3b90f9/custify.svg "Custify") Custify 4.7/5(527) ](https://www.g2.com/products/custify/reviews) [ View All Alternatives ](https://www.g2.com/products/totango-catalyst/competitors/alternatives) Catalyst Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_e09b9bcffc3a8fed744526228ffa81c3/gainsight-customer-success.png "Product Avatar Image") Gainsight Customer Success 4.5/5(1,757) [ Compare Now ](https://www.g2.com/compare/totango-catalyst-vs-gainsight-customer-success) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_744ed52507e8a595ec88a4db46cf5abd/churnzero.jpg "Product Avatar Image") ChurnZero 4.7/5(1,610) [ Compare Now ](https://www.g2.com/compare/totango-catalyst-vs-churnzero) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_9c908804b5766dffa9767b7692efab76/totango.png "Product Avatar Image") Totango 4.3/5(1,150) [ Compare Now ](https://www.g2.com/compare/totango-catalyst-vs-totango) ##### Categories on G2 [Customer Journey Analytics](https://www.g2.com/categories/customer-journey-analytics)[Customer Journey Mapping](https://www.g2.com/categories/customer-journey-mapping)[Customer Data Platform (CDP)](https://www.g2.com/categories/customer-data-platform-cdp) [Customer Journey Analytics](https://www.g2.com/categories/customer-journey-analytics)[Customer Journey Mapping](https://www.g2.com/categories/customer-journey-mapping)[Customer Data Platform (CDP)](https://www.g2.com/categories/customer-data-platform-cdp)[Customer Revenue Optimization](https://www.g2.com/categories/customer-revenue-optimization)[Customer Success](https://www.g2.com/categories/customer-success) [Show MoreShow Less](javascript:void(0);) ##### Explore More [What should app teams evaluate around implementation timeline and engineering effort when selecting a mobile crash reporting SDK?](https://www.g2.com/discussions/what-should-app-teams-evaluate-around-implementation-timeline-and-engineering-effort-when-selecting-a-mobile-crash-reporting-sdk)[Which file recovery software is best for recovering lost partitions on a desktop SSD where the drive is still physically healthy but the partition table was corrupted?](https://www.g2.com/discussions/which-file-recovery-software-is-best-for-recovering-lost-partitions-on-a-desktop-ssd-where-the-drive-is-still-physically-healthy-but-the-partition-table-was-corrupted)[What should construction teams evaluate when choosing jobsite management software for scheduling jobs with short notice?](https://www.g2.com/discussions/what-should-construction-teams-evaluate-when-choosing-jobsite-management-software-for-scheduling-jobs-with-short-notice) [Which community association management platforms actually reduce administrative burden for property managers?](https://www.g2.com/discussions/which-community-association-management-platforms-actually-reduce-administrative-burden-for-property-managers)[Which cloud migration assessment tools deliver a complete portfolio analysis and go/no-go decision in 30 days?](https://www.g2.com/discussions/which-cloud-migration-assessment-tools-deliver-a-complete-portfolio-analysis-and-go-no-go-decision-in-30-days)[Pros and Cons Details](https://www.g2.com/products/totango-catalyst/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)