--- title: Catalyst Reviews meta_title: 'Catalyst Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 660 reviews by the users' company size, role or industry to find out how Catalyst works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 660 scale: '5' date_modified: '2026-08-09' parent_category: name: Customer Service url: https://www.g2.com/categories/customer-service --- # Catalyst Reviews **Vendor:** Totango **Category:** [Customer Success Software](https://www.g2.com/categories/customer-success) **Average Rating:** 4.5/5.0 **Total Reviews:** 660 ## About Catalyst Catalyst, now part of Totango, empowers teams to identify and capitalize on expansion and upsell opportunities, driving recurring revenue growth. Built to simplify complex strategies, it helps businesses achieve sustainable success by aligning each action with your customer’s key objectives, ensuring they achieve their desired outcomes for your product or service. Catalyst unlocks your team’s potential to deliver smarter, faster, and scalable results, paving the way for long-term success. Learn more here! ## Catalyst Pros & Cons **What users like:** - Users appreciate the **intuitive interface** of Catalyst, enabling efficient customer management and clear, practical problem-solving. (37 reviews) - Users appreciate the **automation features** of Catalyst, enhancing efficiency and ensuring proactive customer engagement. (19 reviews) - Users value the **exceptional customer engagement** capabilities of Catalyst, enhancing relationships and driving meaningful outcomes. (19 reviews) - Users appreciate the **seamless integrations** of Catalyst, enhancing efficiency and centralizing customer success data effectively. (19 reviews) - Users find Catalyst's interface to be **intuitive and clean** , making navigation and report pulling effortless. (19 reviews) - Users find Catalyst **extremely helpful** for task management, organization, and gaining valuable customer insights effectively. (17 reviews) - Visibility (17 reviews) - Users appreciate the **prompt and helpful customer support** from Catalyst, enhancing their overall experience with the tool. (16 reviews) - Efficiency (16 reviews) - Users appreciate Catalyst for its **intuitive design** , making information easily digestible and enhancing overall user experience. (16 reviews) **What users dislike:** - Users note a notable **learning curve** with Catalyst, especially for those new to customer success platforms. (14 reviews) - Users find significant **integration issues** with Catalyst, hindering workflow efficiency and complicating customer communication. (13 reviews) - Users are frustrated with the **missing integrations and limited features** in Catalyst, hindering effective workflow management. (11 reviews) - Users find Catalyst to be **not intuitive** , complicating simple tasks and leading to frustration with its functionality. (11 reviews) - Users find the **limited customization** options in Catalyst restrict their ability to tailor dashboards to specific needs. (10 reviews) - Users experience **difficult navigation** with Catalyst, finding the UI confusing for managing and tracking tasks effectively. (9 reviews) - Users experience **slow performance** with Catalyst, noting lengthy sync times and lag during use detracting from their experience. (9 reviews) - Navigation Difficulty (8 reviews) - Salesforce Integration (8 reviews) - Processing Delays (7 reviews) ## Catalyst Reviews ### 1. Wouldn’t recommend **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** January 06, 2026 **What do you like best about Catalyst?** The dashboard interface is nice to use and I like the segment format **What do you dislike about Catalyst?** There are so many things I dislike about catalyst, but the main thing that is has been so frustrating for my team is the amount of bugs and issues we have that take forever to be reviewed and or resolved by the team often times the response is simply we couldn’t re-create your issue and we are left to either continue working around that issue or somehow fix it ourselves. Some of the interface is so counterintuitive to how a CS team operates that it’s almost shocking that this is a CRM tool. **What problems is Catalyst solving and how is that benefiting you?** Catalyst helps us to contact our customers and also track specific health information that is important for our outreach ### 2. Has potential but slow and lacking features **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** August 14, 2025 **What do you like best about Catalyst?** It has a clean look that makes it easy to navigate. **What do you dislike about Catalyst?** The reporting is very basic. Formula fields are restricted to admins and it only allows very basic calculations, unlike what you get in Salesforce Lightning. **What problems is Catalyst solving and how is that benefiting you?** Catalyst is supposed to be giving an overall view of the customer health but it hasn't achieved this. Largely, this is due to not enough data being put into the system but that is resulting from everything requiring manual effort. There's enough AI around now that this is too much manual work for anyone to tolerate. ### 3. Don't recommend **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** May 20, 2025 **What do you like best about Catalyst?** Reporting functionality is easy to use and show user activity cleanly **What do you dislike about Catalyst?** It's incredibly buggy, slow, and just generally unpleasant to use. It "playbooks" function (automated sales engagment tool) is useless because it can't thread an email and you cannot add multiple users at once to a playbook, so even though you can identify relevant user to reach out to with reporting function you can readily act upon it in catalyst **What problems is Catalyst solving and how is that benefiting you?** It was meant to take over as our main crm tool, but it hasnt been helpful, would rather use salesforce instead ### 4. It's better than nothing **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** February 20, 2025 **What do you like best about Catalyst?** - I like the playbook functionality and that people will receive triggers to send out emails or reminders for tasks - Email templates are no longer text only and now allow for pictures, action buttons etc **What do you dislike about Catalyst?** - Playbooks can't be edited when they are live or all opportunities that are currently in the playbook will be kicked out - Salesforce Catalyst sync can take up to 8h, which means some opportunities won't pull in until the next business day, depending on when they are being closed won - Dashboard creation isn't very intuitive - Impersonating other team members as an admin only gives you viewing access and won't allow you to complete tasks on that person's behalf, which makes it very complicated when people are out of office for longer - You can only link 1 calendar per user, but not specific meeting links for team members that then get pulled into specific email templates. - No option to attach files to emails - The search function in Catalyst often won't find opportunities even if the Salesforce title is copied and pasted in - Performance is often very slow and takes very long to load **What problems is Catalyst solving and how is that benefiting you?** Automatic reminders for team members when tasks or reminders are due in order for them to not have to keep track of everything manually ### 5. Too many manual updates required when most services are switching to Gen AI & auto updates **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 26, 2024 **What do you like best about Catalyst?** For my manager, it's a great summary across many account managers of our book of clients, # of users, activity levels. For him to see all of this data is one place, in one view, it's great. **What do you dislike about Catalyst?** The summary fields are too vague and offer me no value; I keep having to open a mini box to see what I need. In order to have current data, I need to manually type notes and add updates. I can not easily export data into Excel or a Google doc in order to change the view or appearance of data. I live in Salesforce which is where I prefer to enter my updates within a template that is mostly auto filled and I can just add a few notes. **What problems is Catalyst solving and how is that benefiting you?** It identifies the last time I spoke with or emailed a subscriber. It allows me to see what my manager is seeing when he reviews my activity levels. It identifies which accounts are considered at risk for renewal due to a program. It helps me prevent neglect amongst my clients. ### 6. Customer Success Manager **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2022 **What do you like best about Catalyst?** The ability to see my exact numbers on a quarterly basis, and the ease with which I can navigate between Accounts, Opps, Notes, etc. I also think Catalyst is just very user friendly. **What do you dislike about Catalyst?** It does not sync with Salesforce very quickly and oftentimes I can't add a contact to a call I just had because they haven't been in our system long enough. Also I have to manually sync calls to SF more than I'd like. **What problems is Catalyst solving and how is that benefiting you?** Catalyst has really helped me to stay organized with my book. Before Catalyst I didn't have a good way to look at my book from a holistic perspective and know exactly where I was. ## Catalyst Discussions - [What makes Cisco different?](https://www.g2.com/discussions/what-makes-cisco-different) - [Do you need smartnet to upgrade IOS?](https://www.g2.com/discussions/do-you-need-smartnet-to-upgrade-ios) - [What is a Cisco switch used for?](https://www.g2.com/discussions/what-is-a-cisco-switch-used-for) - [What is Catalyst in networking?](https://www.g2.com/discussions/what-is-catalyst-in-networking) - [View Catalyst pricing details and edition comparison](https://www.g2.com/products/totango-catalyst/reviews?filters%5Bnps_score%5D%5B%5D=1§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+14%3A05%3A42+-0500&secure%5Bsession_id%5D=78cf2e52-5764-4483-ad8d-d08074708a78&secure%5Btoken%5D=dc9a88a194e4b89779326e22d6370d43b85ccd9cd5f6df1b22dbd5f64e452dc1&format=llm_user) ## Catalyst Integrations - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Chorus by ZoomInfo](https://www.g2.com/products/chorus-by-zoominfo/reviews) - [Gong](https://www.g2.com/products/gong/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [PL Rating](https://www.g2.com/products/pl-rating/reviews) - [Salesforce Headless 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [Salt Security](https://www.g2.com/products/salt-security/reviews) - [Snowflake](https://www.g2.com/products/snowflake/reviews) - [Zendesk for Customer Service](https://www.g2.com/products/zendesk-for-customer-service/reviews) ## Catalyst Features **Customer Information** - Customer Health Scores - Customer Monitoring - Customer Profiles - Playbooks - Customer Segments - Product Engagement - Surveys - NPS of Customers - Customer Engagement **Data Sourcing** - Data Enrichment - Expandability - Email Marketing - Multi-Channel Marketing - Real-Time Data **Sales Team** - Flexible Sales Process - Playbooks **Platform Basics** - Customizable Templates - Multi-user Access and Collaboration - Data Analytics - Predictive Analytics - Behavioral Analytics - Campaign Analytics - Website Analytics - Visual Analytics **Platform Basics** - Dynamic Segmentation - Journey Optimization **Predictions** - Churn Risk - Upsell Opportunities - Custom Triggers **Intelligence** - Marketing Metrics **Intelligence** - Opportunity Identification - Smart Content **Platform Data** - Journey Reporting - Trends Reporting - Dashboards - Advanced Data Filtering **Agentic AI - Customer Journey Mapping** - Autonomous Task Execution **Additional Functionality** - Engagement Tracking - Contact Management - Customer Journey Mapping - Generative AI - API - A/B Testing - Lead Generation - Data Integration - Customer Activity Tracking - Activity Dashboard - Activity Tracking - Campaign Segmentation - Lead Capture - Contact Database - Campaign Management - Behavior Tracking - Real-Time Analytics - Email Management - Lead Qualification - Reporting & Statistics - Template Management - Alerts/Notifications - Predictive Analytics - Surveys & Feedback - Personalization - Campaign Planning - Third-Party Integrations - Behavioral Analytics - Email Tracking - Campaign Analytics - Customer Segmentation - Multi-Channel Communication - Lead Management - Channel Management - AI Copilot - Audience Targeting - GDPR Compliance - Customer Profiles - Customer Database - Multiple Data Sources - Event Triggered Actions - Tagging - Customizable Templates **Additional Functionality** - Multi-Channel Marketing - Map Creation - Email Marketing - Single Sign On - Performance Metrics - Customer Database - API - Activity Dashboard - Data Linking - Whiteboard - Drag & Drop - Data Visualization - Collaboration Tools - Brainstorming - Conversion Tracking - Workflow Management - Activity Tracking - Behavior Tracking - Personalization - Customizable Reports - Customer Journey Mapping - Customer Profiles - AI Copilot - Third-Party Integrations - Real-Time Notifications - Tagging - Audience Targeting - CRM - Surveys & Feedback - Data Import/Export - Reporting & Statistics - Communication Management - Attribution Modeling - Action Management - Map Sharing - Engagement Tracking - Customizable Branding - Generative AI - Customer Touchpoints - Customer Experience Management - Diagramming - Campaign Management - A/B Testing - Storyboarding - Customer Segmentation **Platform** - Reporting & Dashboards - Third-Party Integrations - Data Import & Export Tools - Workflow Capability - Notifications - Customization - Scalability - Data Security - Performance & Reliability - User, Role, and Access Management - Collaboration Tools - Real-Time Data - Activity Dashboard - Customer Experience Management - Churn Management - Survey/Poll Management - Communication Management - Task Management - Customer Management - Account Management - Renewal Management - Feedback Management - Knowledge Base Management - Revenue Management - Workflow Management - Contact Management - Email Management - Configurable Workflow **Platform Additional Functionality** - Integrations - Automated Alerts **Generative AI** - Generative AI **Agentic AI - Customer Journey Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Proactive Assistance **Agentic AI - Customer Revenue Optimization** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Customer Success** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Natural Language Interaction - Proactive Assistance - Social Media Integration - Multi-Language **Additional Functionality** - Onboarding - Chat/Messaging - Performance Metrics - Activity Tracking - CRM - API - Customer Database - Customizable Templates - Widgets - Win/Loss Analysis - AI Copilot - Event Triggered Actions - Surveys & Feedback - Engagement Tracking - Customer Segmentation - Customizable Reports - Drag & Drop - Customer History - Reporting & Statistics - Reporting/Analytics - Customizable Forms - Customizable Branding - Usage Tracking/Analytics - Multi-Channel Communication - Account Alerts ## Top Catalyst Alternatives - [ChurnZero](https://www.g2.com/products/churnzero/reviews) - 4.7/5.0 (1,595 reviews) - [Planhat](https://www.g2.com/products/planhat/reviews) - 4.5/5.0 (942 reviews) - [Custify](https://www.g2.com/products/custify/reviews) - 4.7/5.0 (521 reviews)