Katalyz Features

Track who is looking at proposals and how often or for how long. 13 reviewers of Katalyz have provided feedback on this feature.

Based on 13 Katalyz reviews. Access pre-built and custom reports and dashboards on proposal volume and acceptance.

Find out which pieces of content are performing best. 13 reviewers of Katalyz have provided feedback on this feature.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. 13 reviewers of Katalyz have provided feedback on this feature.

Based on 13 Katalyz reviews. Program in-app and email notifications for approval milestones or actions.

Meets required regulartory compliances. This feature was mentioned in 13 Katalyz reviews.

As reported in 12 Katalyz reviews. Allows the signor to easily and intuitively sign documents.

Allows users to easily assemble custom fields and variables into reusable templates to automate the proposal creation process. This feature was mentioned in 11 Katalyz reviews.

As reported in 11 Katalyz reviews. Provides users with configure, price and quote capabilties.

Allows users to attach video proposals within the virtual sales room. This feature was mentioned in 12 Katalyz reviews.

Allows users to share relevant marketing content such as whitepapers, studies, and demos within the virtual sales room. 12 reviewers of Katalyz have provided feedback on this feature.

Based on 11 Katalyz reviews. Provides users with a repoistory of relevant content to share with clients.

Allows users to run video calls within the browser. This feature was mentioned in 11 Katalyz reviews.

Allows users to chat with prospects within the virtual sales room. 12 reviewers of Katalyz have provided feedback on this feature.

As reported in 13 Katalyz reviews. Provides features to intregate with CRM software.

Provides features to integrate with internal messaging systems. This feature was mentioned in 11 Katalyz reviews.

As reported in 11 Katalyz reviews. Provides features to integrate with vidoe conferencing software.

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience