Catalyst Pricing Overview

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. Review collected by and hosted on G2.com.

It would be really nice to be able to copy notes from one account to another. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.