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By Katalyz
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How would you rate your experience with Katalyz?
Engagement Tracking
This feature was mentioned in 13 Katalyz reviews.
Track who is looking at proposals and how often or for how long.
Reporting and Dashboards
13 reviewers of Katalyz have provided feedback on this feature.
Access pre-built and custom reports and dashboards on proposal volume and acceptance.
Proposal Effectiveness Reporting
Find out which pieces of content are performing best.
User, Role, and Access Management
As reported in 13 Katalyz reviews.
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Alerts and Notifications
Program in-app and email notifications for approval milestones or actions.
Regulatory Compliance
Meets required regulartory compliances.
E-Signature
Based on 12 Katalyz reviews.
Allows the signor to easily and intuitively sign documents.
Proposals
11 reviewers of Katalyz have provided feedback on this feature.
Allows users to easily assemble custom fields and variables into reusable templates to automate the proposal creation process.
CPQ
As reported in 11 Katalyz reviews.
Provides users with configure, price and quote capabilties.
Video Proposals
Allows users to attach video proposals within the virtual sales room.
Content Sharing
12 reviewers of Katalyz have provided feedback on this feature.
Allows users to share relevant marketing content such as whitepapers, studies, and demos within the virtual sales room.
Content Management
This feature was mentioned in 11 Katalyz reviews.
Provides users with a repoistory of relevant content to share with clients.
Video Conferencing
Allows users to run video calls within the browser.
Chat
Allows users to chat with prospects within the virtual sales room.
CRM Integration
Provides features to intregate with CRM software.
Internal Messaging Systems Integration
Provides features to integrate with internal messaging systems.
Video Conferencing Integration
Provides features to integrate with vidoe conferencing software.
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
