Catalyst Features

Provides users a customer-specific score to determine the overall satisfaction of each customer.

Monitor customer actions overall as well as their interactions with different teams within the company, such as the support team

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.

Create and structure key customer success processes into a "playbook" to create unified team best practices for handling customers.

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.

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.

Allows users to create and send out surveys to customers to determine net promoter scores and other key satisfaction information.

Calculate NPS of customers

Initiate interactions with customers by proactively starting conversations or providing informational content

Calculates the risk that your customers will not renew or continue using your product or service.

Discovers and highlights factors that lead to upsell opportunities.

Allows users to set custom triggers to signal actions that will lead a customer to act in a particular way.

Access pre-built and custom reports and dashboards for viewing

Set up connections to third-party platforms to improve business processes

Ability to input, modify, and extract data from the application in bulk through a structured file.

Automates everday customer success functions for more efficient and effective day-to-day processes.

Set alerts for customer actions in order to respond quickly and proactively.

Allows administrators to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.

Ability for the platform to grow with the user's company and support an increasing number of customers and users within the platform.

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.

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Provides a channel for team members to share media files, communicate, and work together

Receive data and information in real time

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.

Identify customers at risk of migration and activate strategies to retain them

Create and administer polls and surveys

Manage and track all internal and external communication conducted via calls, email, text, or chat

Create, manage and track all task activities and progression

Store and organize information about customers and previous interactions

Manage and track the renewal process for various services, subscriptions, contracts, or licenses

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support

Monitor sales and make necessary adjustment in order to increase demand and revenue

Create, design and manage workflows for repetitive tasks

Manage, organize, and store contact information

Manage, store and organize emails within the system or via third-party apps

Configure existing workflows to meet your organization's needs

Uses external data sources to improve customer profiles.

Can be updated to accept new sources and types of data.

Create and send email blasts/campaigns

Coordinate marketing efforts across channels (email, landing pages, social media, etc.)

Receive data and information in real time

Provides analysis of marketing program ROI and efficiency.

Highlights cross-sell, upsell, and white space opportunities

Suggests content appropriate to stage and tone of the deal

Can operate under at least two distinct sales methodologies

Creates and stores multiple playbooks for sales

Pre-designed layouts that can be customized to match preferences and requirements

Allow team members to invite others to collaborate on journey maps and make direct changes.

Ability to integrate with cross-channel, real-time data analytics to power customer journey map creation.

Predict future data based on historical data sets

Track and analyse user behavior within a system or network

Track and interpret campaign performance metrics

Track and analyze information regarding website visitors

Interact with data visualization elements, such as charts and graphs, to drill down into data

Provides users the ability to dynamically segment their users based on varying criteria (i.e. email opens, product features, etc.).

Automates the testing and optimization of customer-facing messaging and campaigns.

Ability to uncover and visualize how users move through your website, marketing campaigns, and product(s).

Ability to measure product usage by feature, campaign performance by source, and other trending metrics.

Provides dashboards to combine and visualize quantitative and qualitive customer journey data.

Provides advanced data filtering capabilities to help users drill down, sort, filter, aggregate, and group customer journey data.

Integrates with additional marketing analytics and other marketing, sales, and e-commerce-related software to provide one source of truth for customer journey analytics.

Provides the ability to setup automated alerts to drive targeted actions and customer experience improvements.

Use AI to generate content in the form of text, images, videos, etc.

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Manage and support multiple languages

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service

Communicate using direct chat or messages within the system

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Track and document all activities across devices, networks, and other systems

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Application programming interface that allows for integration with other systems/databases

A collection of customer information such as contact details, demographics, previous interactions, etc.

Pre-designed layouts that can be customized to match preferences and requirements

An extended application or connector that enables users to perform additional services with their current set of tools

Analyze lost and won opportunities

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Predefined actions automatically performed on the occurance of specific events

Gauge satisfaction and receive information for improvement and success

Tracks metrics that provide insight into how a user interacts with any interface or product

Process of dividing customers into groups based on common characteristics

Alter the layout and content of reports

Assemble applications and processes by dragging over and arranging pre-built components

Access previous interactions or concerns to maintain customer relationships

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

Customize contracts and forms to collect specific information

Add customized logos and colors to align with company branding

Track and interpret metrics on the usage of company resources

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Informs of any account changes and notifications

Tracks metrics that provide insight into how a user interacts with any interface or product

Manage, organize, and store contact information

Visualize and analyze customer experience across all touchpoints and channels

Use AI to generate content in the form of text, images, videos, etc.

Application programming interface that allows for integration with other systems/databases

Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness

Manage the process of attracting and converting business prospects into leads

Combining data from different sources and providing a unified view

A report showing what actions customers perform

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Group campaigns by project, client, or campaign for better management.

Automatically identify and save contact information of potential customers

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Track visitors'/audience's responses across web pages and other optimized content

Analyze and gain insights into data in real-time

Manage, store and organize emails within the system or via third-party apps

Score a lead on their quality or likelihood to buy based on certain behaviors

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Create, save, and re-purpose templates for emails, forms, etc.

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Predict future data based on historical data sets

Gauge satisfaction and receive information for improvement and success

Adjust communications based on previous interactions or personal preferences

Plan and strategize marketing campaigns

Set up connections to third-party platforms to improve business processes

Track and analyse user behavior within a system or network

Track delivered, received, and opened emails

Track and interpret campaign performance metrics

Process of dividing customers into groups based on common characteristics

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Manage various distribution channels, build relations with channel partners, and track their performance

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention

Ensure compliance with the General Data Protection Regulation protocols

Record customer information, purchase history, and other notes

A collection of customer information such as contact details, demographics, previous interactions, etc.

Allows users to manage data from a number of sources

Predefined actions automatically performed on the occurance of specific events

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Pre-designed layouts that can be customized to match preferences and requirements

Coordinate marketing efforts across channels (email, landing pages, social media, etc.)

Create custom maps

Create and send email blasts/campaigns

Allow users to access multiple services after entering their login credentials once

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

A collection of customer information such as contact details, demographics, previous interactions, etc.

Application programming interface that allows for integration with other systems/databases

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Collating information from different sources in order to create a more valuable and helpful data set.

Allows multiple users to simultaneously annotate on a digital whiteboard

Assemble applications and processes by dragging over and arranging pre-built components

Graphical representation of data

Provides a channel for team members to share media files, communicate, and work together

Group collaboration to solve ideas in a productive and concentrated manner.

Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads

Create, design and manage workflows for repetitive tasks

Track and document all activities across devices, networks, and other systems

Track visitors'/audience's responses across web pages and other optimized content

Adjust communications based on previous interactions or personal preferences

Alter the layout and content of reports

Visualize and analyze customer experience across all touchpoints and channels

Record customer information, purchase history, and other notes

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Set up connections to third-party platforms to improve business processes

Notifications that are delivered to users as soon as an event occurs

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Gauge satisfaction and receive information for improvement and success

Import and export data to and from software applications

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Manage and track all internal and external communication conducted via calls, email, text, or chat

Analyzes the amount of credit that should be assigned to sales and conversion touchpoints.

Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal

Share maps with internal and external stakeholders

Tracks metrics that provide insight into how a user interacts with any interface or product

Add customized logos and colors to align with company branding

Use AI to generate content in the form of text, images, videos, etc.

Identify specific interactions between customers and brands

Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.

Enables schematic data presentation through org charts, mind maps, flowcharts, and process diagrams.

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness

Dictate the order and pace of an eLearning course, including the logic for how different learners progress

Process of dividing customers into groups based on common characteristics