--- 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: '2026-07-22' 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. BEST Customer Success Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Sy P. | CSM, Mid-Market (51-1000 emp.) **Reviewed Date:** November 17, 2021 **What do you like best about Catalyst?** There are three key items our team loves about Catalyst - the product is easy to use, the Catalyst support and CS teams are great and it has made a massive difference in understanding the health of clients. Being able to track how clients are doing, especially during different parts of the customer journey, has been a game changer. **What do you dislike about Catalyst?** There are no major complaints. Catalyst takes client feedback very seriously and new features are constantly coming out! We know that the majority of what we need, if not already present, is on the roadmap! **Recommendations to others considering Catalyst:** Highly recommend using Catalyst for your team! We are nothing but thrilled with our experience thus far and look forward to the expansion of the tool. **What problems is Catalyst solving and how is that benefiting you?** We have seen major benefits, including: 1) Being able to measure the helath of clients 2) Track where a customer is in their lifecycle and specify health scores based on that 3) Easily integrate with tools such as Salesforce, email, etc. 4) Create tasks and notes for our CSM team to use that are standardized 5) Create transparency across our org so that we can all see what each other is working on and dealing with for customers ### 2. Catalyst is easy and flexible! Great for our lean team! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** February 22, 2022 **What do you like best about Catalyst?** I love how easy it is to use. I can quickly roll up information for our customers into different views and create dashboards for the information we want to track. I also LOVE how we can dynamically sync our data back into SF. We could not do that in our last system, Churn Zero, which was a significant time suck. **What do you dislike about Catalyst?** I wish that there were calculated fields for tracking onboarding time and integration with our support software to roll up support requests and tickets. Additionally, the lifecycles work well for our onboarding team but are not ideal for clients in adoption/renewals **What problems is Catalyst solving and how is that benefiting you?** Catalyst is slowly but surely becoming our single source of truth for our customer information and health! We try to leverage dashboards for our internal health reviews, which has helped make us more efficient and reduce manual effort. ### 3. Great Software! **Rating:** 5.0/5.0 stars **Reviewed by:** Shelley P. | Intern, Enterprise (> 1000 emp.) **Reviewed Date:** March 07, 2022 **What do you like best about Catalyst?** Catalyst is such a great tool because of how many features are able to be customized. No matter what your team needs, Catalyst provides the structure to create it. **What do you dislike about Catalyst?** Sometimes the features are not all apparent at first, but the help guide is helpful to troubleshoot when I run into a challenge. More information on segment creation would be beneficial! **Recommendations to others considering Catalyst:** Give it a try! **What problems is Catalyst solving and how is that benefiting you?** Our team wants to equip departments to organize and set goals for themselves, so it has been fantastic to use the data and field creation to create consistency across different platforms. ### 4. Everything You Need in One Place **Rating:** 5.0/5.0 stars **Reviewed by:** Brynn L. | Onboarding Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** March 14, 2022 **What do you like best about Catalyst?** I can see all of my clients' statuses in one place - this is so helpful when I have a lot on my plate. I can rely on Catalyst to keep me posted on the next steps I need to take and any tasks I still need to complete. **What do you dislike about Catalyst?** I have not found anything I dislike about Catalyst. **What problems is Catalyst solving and how is that benefiting you?** Catalyst solves many problems for me - I can easily keep an eye on all of my client relationships, and I can rest assured that no one will fall through the cracks. ### 5. Catalyst for Frame.io **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Media Production | Mid-Market (51-1000 emp.) **Reviewed Date:** September 20, 2022 **What do you like best about Catalyst?** Great UI and accurate data for what we need. **What do you dislike about Catalyst?** Not connected to accounts on trial - which would be useful data to have. **What problems is Catalyst solving and how is that benefiting you?** Usage of our software, health of the customer account. ### 6. Everything in one Dash! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 13, 2022 **What do you like best about Catalyst?** I love that with Catalyst I can have everything in one dashboard. Being able to take my notes and create tasks, as well as the ability to quickly view and update SFDC from a single dashboard is making things so much more efficient. **What do you dislike about Catalyst?** I'd like to see a Google calendar integration, so that created tasks will create a calendar event. This would significantly help with organization and reminders for tasks. **What problems is Catalyst solving and how is that benefiting you?** Mainly, Catalyst is helping with having to switch from multiple sites to locate information. Everything related to the account can be added to different modules. ### 7. One stop shop for your customer success team. **Rating:** 5.0/5.0 stars **Reviewed by:** Maria U. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 04, 2022 **What do you like best about Catalyst?** Catalyst has been a game changer since my CSM team and I started using it. Having all the data that is needed to understand the status of a business in one place is what we needed but we actually end up with much more such as working sessions and access to a CSM community! **What do you dislike about Catalyst?** I have not found a thing to dislike from my experience with the platform! **What problems is Catalyst solving and how is that benefiting you?** Being able to centralize and organize account data! ### 8. Best Platform for Account Management **Rating:** 5.0/5.0 stars **Reviewed by:** Brandon O. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 19, 2022 **What do you like best about Catalyst?** I like how Catalyst allows for all data about accounts to have a "home". I've never used Catalyst at previous companies and I feel having this tool saves me so much time in my day to day. **What do you dislike about Catalyst?** At this time, there isn't anything I don't like about the platform. **What problems is Catalyst solving and how is that benefiting you?** Catalyst is our Customer Success Team's place for entering all data about an account - notes, follow-ups, pain points, etc. It's used by multiple teams at our organization and allows for anyone with access to be in the loop regarding the accounts. ### 9. Easy to use, intuitive and helpful to get status in a glance **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 15, 2022 **What do you like best about Catalyst?** The UI is easy to understand, easy to communicate with other colleagues through the interface. Finally one place to all things CSM. **What do you dislike about Catalyst?** Creating aggregated reports is not so easy. Wanted to see specific attributes to my CSMs accounts and it has not been to easy to extract the data. **What problems is Catalyst solving and how is that benefiting you?** Seeing status of all the accounts in the my region in a glance, getting to ARR and risk data fast and easy, communicating effectively with my leadership team and my reports, and having one source of truth. ### 10. Catalyst is the best CS Software I have ever used **Rating:** 5.0/5.0 stars **Reviewed by:** Marta M. | Director of Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** February 22, 2022 **What do you like best about Catalyst?** Ease of use, ability to customize, dashboards and reporting, workflows and automation, data analysis **What do you dislike about Catalyst?** There is very little I dislike - I have suggestions for improved functionality, but it does not deter from the tool at all **What problems is Catalyst solving and how is that benefiting you?** As a director, Catalyst helps me manage my team and our entire porfolio of accounts - identifying areas of risk, identifying expansion opportunities. Catalyst also helps with team management by creating playbooks with automated tasks and emails, helping the team know exactly what to do in situations. It has also created much-needed visibility within our organization, by allowing everyone across the org to review notes from our calls and functions, and the bi-directional sync with Salesforce allows my CSMs to update records that automatically update in Salesforce as well. ### 11. I like the ease of use and dashboards to view all my relevant data. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 19, 2022 **What do you like best about Catalyst?** I like the ability to create custom layouts. **What do you dislike about Catalyst?** I disliked that the UI was limiting when creating certain things and it was small text. **What problems is Catalyst solving and how is that benefiting you?** It is solving our data cleanliness as well as keeping accounts up to date. ### 12. I'd like to see more integration like gmail for example to ease the way we update our Book of biz **Rating:** 4.5/5.0 stars **Reviewed by:** Rona E. | Director of Account Management, Mid-Market (51-1000 emp.) **Reviewed Date:** February 22, 2022 **What do you like best about Catalyst?** The software is clear and simple while covering many details. Navigation is easy. It replaces the spreadsheets which is a great advantage **What do you dislike about Catalyst?** I'd like more emphasis on overall account plan dashboards, easier note tracking, setting up tasks that would show up in my inbox. I'd like to make it my day to day tool **What problems is Catalyst solving and how is that benefiting you?** I like the easy account planning option; I like setting up the next steps on Catalyst vs. SFDC - it's much easier and saves time. Note-taking and Account risk tasks are simple and productive ### 13. Agile tool that provides a clear overview **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** May 20, 2022 **What do you like best about Catalyst?** Catalyst is an easy-to-configure tool that provides a clear snapshot of the accounts my team manages. Their support is stellar and our account manager, Kiko is awesome. **What do you dislike about Catalyst?** I have yet to discover. I would have liked templates of playbooks and health scoring to be out-of-the-box type instead of part of the material to review/examples. **What problems is Catalyst solving and how is that benefiting you?** A clear view of how my team and accounts perform and the leading indicators for success. It allows me to identify leading indicators and health of each account ### 14. Catalyst Review 01 **Rating:** 5.0/5.0 stars **Reviewed by:** Ashley S. | Client Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 16, 2022 **What do you like best about Catalyst?** I love the ease of setting up templates, and and the detail in the dashboards. **What do you dislike about Catalyst?** I would love to have a Gmail/Calendar integration. **What problems is Catalyst solving and how is that benefiting you?** Note taking and consistent use of templates & customer segmentation. I've realized the benefits of a proper CRM that helps structure a department ### 15. Great tool for organizing CSM info **Rating:** 5.0/5.0 stars **Reviewed by:** Mike W. | Sr. Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 13, 2021 **What do you like best about Catalyst?** It is user-friendly and customizable per user. **What do you dislike about Catalyst?** Nothing at this point. It seems lighter and more intuitive than Gainsight (as a user). **Recommendations to others considering Catalyst:** If you're considering Gainsight or any other CS tool, Catalyst is a very worthy solution to evaluate. It does an excellent job of integrating Salesforce account data while providing enough flexibility to display and organize that data in a meaningful way to CSMs. The Notes, Tasks, and Health Scoring aspects sit nicely alongside Renewal, Opportunity, and Contact info. Custom views are easier to create than in Gainsight. **What problems is Catalyst solving and how is that benefiting you?** Centralizing and simplifying customer health insights. We are working on expanding use/visibility to account management teams to cross-collaborate on Tasks and Notes. So far, Account Health review time has decreased while visibility has increased. I hope we can automate usage metrics/status further to streamline the data-entry piece of Account Health tracking. Task assignment and management will be of great value once all teams/users are onboarded. ### 16. Streamlined My Day-to-Day Processes **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Internet | Mid-Market (51-1000 emp.) **Reviewed Date:** August 18, 2022 **What do you like best about Catalyst?** It is user-friendly than any CRM tool we have used in the past. **What do you dislike about Catalyst?** The admin has full access to customize layout. **What problems is Catalyst solving and how is that benefiting you?** It's helping me catch issues quickly and allows me to pivot strategy when needed. ### 17. Couldn't do my job without it **Rating:** 5.0/5.0 stars **Reviewed by:** Arya N. | Customer Success Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** March 31, 2022 **What do you like best about Catalyst?** The organized dashoboards, it makes all the difference in how I approach my day and making sure no one slips through the cracks. **What do you dislike about Catalyst?** There are a few wonky UI issues, maybe the scroll bar disappears, or resizing columns. But it's hardly affecting my work **What problems is Catalyst solving and how is that benefiting you?** Being in charge of 100+ customers, Catalyst helps me stay on top of all them without anyone letting slip through the cracks ### 18. Very Useful, simple and customisable **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** March 28, 2022 **What do you like best about Catalyst?** The possibility Catalyst has to customize dashboards and how simple is for the CS team to record interactions, tasks and Customer details. Also their support is great! **What do you dislike about Catalyst?** Still miss the native integrations to Google mail and Google Agenda. **What problems is Catalyst solving and how is that benefiting you?** Catalyst should be our key CS tool, so we are centralizing everything related to our customer management, so we have interactions records and all customer information. Also, we are bringing the leadership to use Catalyst and use the dashboards for management. The CSMs are enjoying, recording interactions and all customer data, it's pretty simple and useful. We tested other platforms with no with this level of adoption. ### 19. Great program for account management **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** February 25, 2022 **What do you like best about Catalyst?** Extremely user-friendly interface but still allows you to get into really granular data. Our team is able to customize views for different purposes (ex: urgent alerts, long-term account management, etc.) **What do you dislike about Catalyst?** I wish the interface views were more customizable to each end user and not just to the overall account holder. For example, some charts created by my team are not color blind friendly. It would be nice if I could overwrite color/display logic for my view. I also wish the cells within charts had some excel formula capabilities. Overall, no big complaints! **What problems is Catalyst solving and how is that benefiting you?** It's a great way to centralize data in one interface. I'm pulling info that normally would come from Salesforce, Google Sheets, Looker etc - all into one view. ### 20. Catalyst is a great tool for collaboration and very customisable **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 19, 2022 **What do you like best about Catalyst?** It seems like there's so much that can be customised to make Catalyst as useful as possible for teams. I'm surprised at the amount you can add/edit/make visible for people. **What do you dislike about Catalyst?** Sometimes I find the UI can be not so intuitive. When first using the platform I didn't know where to click! **What problems is Catalyst solving and how is that benefiting you?** Catalyst helps our account managers log product feedback which is great as they're not teams who often collaborate. ### 21. Catalyst is a great tool for CS folks! **Rating:** 5.0/5.0 stars **Reviewed by:** Danny L. | Customer Success, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** February 14, 2022 **What do you like best about Catalyst?** Catalyst allows me to do everything I did in SFDC except it's easier to use and I can edit all of my notes faster. **What do you dislike about Catalyst?** I haven't ran into any issues with Catalyst yet. **Recommendations to others considering Catalyst:** If you're looking to buy a CS tool, I would recommend Catalyst! **What problems is Catalyst solving and how is that benefiting you?** 1. I can update my notes faster on Catalyst vs SFDC where I need to click 'edit' 2. I get to learn more about my customers health. 3. I can also save all of the Gong's call recording in there. ### 22. Catalyst - A Customer Success Coordinator's Dream **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 10, 2021 **What do you like best about Catalyst?** What I like the most about Catalyst is that it never stops impressing me. Its simple and intuitive UI is easy to comprehend, and I continue to find new ways to implement Catalyst's services into all of our CX needs, including the new playbook function. In particular, I love having my dashboard set up with tasks I need to address for the day or weeks to come, and it gives me evident insight into what my next quarters will look like. **What do you dislike about Catalyst?** Sometimes although my dashboard is very coherent and complete, I am finding that I am navigating between multiple tabs and notebooks to find one aspect of my dashboard, ie. I wish that my dashboard was more complete and had everything I needed on one page. **What problems is Catalyst solving and how is that benefiting you?** Outreach to clients, easy data management in regards to which CSM owns which clients, when the opportunity started and stopped, tracking metrics such as ARR, and much much more. ### 23. Would be great to have more Playbooks to create customer journeys more easily **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Professional Training & Coaching | Mid-Market (51-1000 emp.) **Reviewed Date:** August 18, 2022 **What do you like best about Catalyst?** User interface is really pleasant for the eyes. **What do you dislike about Catalyst?** Sometimes hard to find the option that you are looking for. **What problems is Catalyst solving and how is that benefiting you?** Getting an overview of my account and their health. ### 24. Game changer for my team **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** January 03, 2022 **What do you like best about Catalyst?** Catalyst has been a great help to my team in tracking support tasks, new opportunities, and the overall customer experience. Catalyst makes the transfer of knowledge between team members seamless. Additionally, the product support is stellar - in some cases, I get a response within the hour! **What do you dislike about Catalyst?** Catalyst's playbook email creation still has a long way to go. Although a great way to automate customer correspondence, it cannot include any audiovisual aids directly in the email. This results in the emails seeming like a 'wall of text'. The product support has been excellent in finding ways around this, and they are very open to passing your feedback onto their product team. **What problems is Catalyst solving and how is that benefiting you?** I use Catalyst to track relevant metrics regarding my customers' experience. Primarily, I use Catalyst to track customer activity, onboarding progress, support tasks, and new customer sucess opportunities ### 25. Super easy to use customer success platform **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Enterprise (> 1000 emp.) **Reviewed Date:** June 23, 2022 **What do you like best about Catalyst?** I like the layout of Catalyst. It's very intuitive and easy to find the data you're looking for. **What do you dislike about Catalyst?** Would be great if it also tracked your Gmail sends. **What problems is Catalyst solving and how is that benefiting you?** Catalyst helps me stay on top of my book of business and prioritize my highest spending accounts by giving me insight into them. ### 26. Dashboards + Tasks + Notes = <3 **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** March 14, 2022 **What do you like best about Catalyst?** I appreciate the search speed and responsiveness. The customizable dashboard layouts have been extremely valuable, and the playbooks and note templates have further standardized our processes. I also love the transparency of notes and tasks across users and the ability to categorize notes and tag important contacts. The ability to update important information in a variety of places in the platform is also crucial. **What do you dislike about Catalyst?** This is perhaps a silly piece of feedback for some, but I would like to customize the colors of my categories/pick list/etc with HEX codes. **What problems is Catalyst solving and how is that benefiting you?** Standardizing processes and ensuring consistency, visibility of critical information, task management ### 27. It makes my performing my roll much faster and simpler. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Enterprise (> 1000 emp.) **Reviewed Date:** August 18, 2022 **What do you like best about Catalyst?** I like how it is easy to take notes, customize workflows, and check data. **What do you dislike about Catalyst?** I wish it included a tool for collaborating with clients on projects. This would include assigning tasks to clients and having them visibility on the progress/status of a client-specific project. **What problems is Catalyst solving and how is that benefiting you?** It allows me to do most of my job from one platform rather than 4+ platforms. ### 28. A pleasure to use **Rating:** 5.0/5.0 stars **Reviewed by:** Nicholas C. | Senior Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 17, 2022 **What do you like best about Catalyst?** Catalyst gets the basics right. It's a very smooth experience to do the daily work of monitoring my accounts and tracking the activities I do around them. **What do you dislike about Catalyst?** Available integrations and some of the syncing features with SF haven't been a perfect match for our workflows yet, but that's an issue with any product. **What problems is Catalyst solving and how is that benefiting you?** How to map out accounts, track their implementation and growth and also identify future opportunities. ### 29. Catalyst rocks **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 18, 2022 **What do you like best about Catalyst?** The user experience on catalyst is very self-service ; you're able to navigate super easily to find and do what you need. **What do you dislike about Catalyst?** Not much - I only just wish I could be more of a superuser and have a capability to use it for everything. **What problems is Catalyst solving and how is that benefiting you?** I'm able to keep my account book and all details (customer phase, notes from meetings, etc) up to date in real time ### 30. Easy to use, fast interface, great support & price **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** June 27, 2022 **What do you like best about Catalyst?** The fast speed of the interface and how straightforward the features are **What do you dislike about Catalyst?** I wish we could use email integrations, such as gmail suite **What problems is Catalyst solving and how is that benefiting you?** Keeping all account notes, strategies, contacts, documents, opportunities, etc in one place. Easy to search interface makes it great to have as we scale ### 31. Catalyst is Great! **Rating:** 4.5/5.0 stars **Reviewed by:** Jaylene L. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 18, 2021 **What do you like best about Catalyst?** I love that it integrates with SalesForce and Looker; that way, I have all of my information in one place. The platform is easy to read and can be customzed for your CSM's business needs. **What do you dislike about Catalyst?** What I feel needs improvement is the time it takes to have the most updated account information transfered from SalesForce into Catalyst. There is a lag which causes me to go thrugh each platform to double check the information. **What problems is Catalyst solving and how is that benefiting you?** The problem that we are solving is the issue with how we spend our time. Having one platform that integrates with others makes our day more efficient and gives us more time to interact with our clients rather than surfing from platform to platform. ### 32. Great Product, Great Support Team! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 29, 2021 **What do you like best about Catalyst?** The interface is very user-friendly and customizable. The designated CS/AM/Support team is incredibly responsive and knowledgable with advice and work around solutions. Integration with Salesforce was the most straightforward implementation experience. **What do you dislike about Catalyst?** Still a newer product that other CS tools that we've demo'd so certain features are not quite there yet but they are catching up. One feature that we wanted (document uploading) was not available at time of implementation however weeks like it was released. Sometimes it can be frustrating when a field we want to add or incorporate is reliant on it having to be in the CRM we use. However, the CS/Support team is really helpful with providing workaround solutions **What problems is Catalyst solving and how is that benefiting you?** Catalyst has given us the freedom and time back to be more proactive with our customers rather than reactive - allowing us to plan ahead in terms of renewals and at risk customers and create playbooks for various customer types and usage levels ### 33. A must-have for any CSM! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Enterprise (> 1000 emp.) **Reviewed Date:** November 23, 2021 **What do you like best about Catalyst?** Catalyst is a consolidated place to manage account health, take notes, keep track of tasks, and record account milestones, all while integrating and syncing with Salesforce. The platform is easy to use and fairly intuitive with a bit of training. Easy shortcuts and the ability to customize my dashboard have made this tool worthwhile. **What do you dislike about Catalyst?** The tool can be a little buggy at times - I find I have to "hard refresh" the page fairly often, or tasks and updated fields don't save properly. I would also prefer not to paginate to see all fields/inputs and suggest freezing all headers so that one can scroll instead of page-flip to see all accounts/fields/inputs. **What problems is Catalyst solving and how is that benefiting you?** Having one source of truth, one tool to keep track of all notes, projects, and tasks is a game-changer. This tool solves for previously having had multiple google docs and spreadsheets and third-party organizational tools. Perhaps most importantly, Catalyst syncs with SFDC to update all relevant fields - no more updating Salesforce! ### 34. Easy to use system! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Mid-Market (51-1000 emp.) **Reviewed Date:** May 16, 2022 **What do you like best about Catalyst?** I like the ability to easily customize dashboard views and templates with the Notes **What do you dislike about Catalyst?** I wish there were more 'calculated' fields that could be created; e.g. counting the number of days between a start and end dates **What problems is Catalyst solving and how is that benefiting you?** Having a convenient way to store all of my customer related information; it's super beneficial to be able to access all this information in one place ### 35. You can tell this is a CS tool developed by someone CS - in the best way possible **Rating:** 4.5/5.0 stars **Reviewed by:** 🌟 Jackie S. | Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** November 20, 2021 **What do you like best about Catalyst?** Some of my favorite aspects of Catalyst are 1. The design and overall UI - if you're going to live in a tool every day, it has to be easy to navigate and use for you/your team to adopt it. 2. The Salesforce connection actually works, and it's super easy. Unlike previous CS tools we tried, when we turned on the integration (which was just one click) it really did 'just work.' 3. The team at Catalyst is super responsive to feedback, responsive to support tickets, and their CS/implementation team is top-notch. Overall, you can tell someone from CS made this tool as all of the key features you'd want in a tool CS tool are there - for instance, automated alerts, easy to capture notes, easy to update fields, etc. that are available in other tools in the market. **What do you dislike about Catalyst?** Because the tool is newer, there's still some small 'quality of life' things that would make using the tool even better, but are no means deal breakers. For instance, the thing my team would like most is the ability to lock or save columns and be able to reuse them from module to module. We pass over so many properties from Salesforce, it takes a lot of time to sift through the most important you want to visualize. Then, after the team finds the columns they want, they like to order them accordingly so it's a cohesive view. There's no way to save this from module to module and it would save some time! **What problems is Catalyst solving and how is that benefiting you?** Time. We are mainly solving for time as we have a high volume business, and we don't have the time to look into every single account 1x per week to check in on utilization or run Salesforce reports that take so much time to create and run as our instance is very slow. Our dashboards in Catalyst are super actionable so the team knows exactly what they need to do for reactive and proactive work. ### 36. Catalyst has helped our team in so many ways **Rating:** 5.0/5.0 stars **Reviewed by:** Megan P. | Customer Success Operations Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** November 19, 2021 **What do you like best about Catalyst?** I am so happy that we no longer need to keep track of random Evernote notes, Google docs, spreadsheets, etc. any longer. Transitioning an account used to be such a headache because it took so much of your own time to put all relevant information in one place. And then having to take the time to review the data with a CSM because likely some of it doesn't make sense - it was terrible. Catalyst has helped us organize all of our notes (touchpoints with a customer) and has led us to develop a better health score that we're more readily updating since it doesn't live in Google sheets. We're also able to report on a lot of information more readily, no more asking our Sales Ops team to build us complex reports because we can take ownership of this in Catalyst. **What do you dislike about Catalyst?** Catalyst is a relatively new tool, so some features that other systems may not yet exist in Catalyst. However, my company is also a start-up, and we value being able to collaborate with Catalyst by suggesting what enhancements would drive the most value for us versus not being able to make any suggestions. So many of our feature requests have been built into the system, which makes our CSM team excited to see the product change over time. **What problems is Catalyst solving and how is that benefiting you?** We have mostly moved (80-90%) out of externally tracked methods like spreadsheets and loose note documents. We have been able to track new information so seamlessly, whenever we need to track a new data point, we can create a new field in Catalyst and fill in data quickly. We can move a lot faster with our customers and deliver relevant information to key stakeholders that sit outside of the CS organization. We're able to show information about an Account or Opportunity in a much more intuitive way than we are in Salesforce, meaning a lot of this information is updated a lot more reliably by our CS team. ### 37. Catalyst has helped us achieve our goal of implementing a customer lifecycle **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 15, 2021 **What do you like best about Catalyst?** The people we have interacted with. We had a great implementation manager who helped us to set up Catalyst and held interviews with CSMs and IM to make sure they were getting the full picture of their day-to-day life in order to set up Catalyst to help improve their everyday experience. **What do you dislike about Catalyst?** It isn't as mature as the product we were previously using, and therefore, we are providing a lot of feedback on some things that we need, but we feel as though the feedback is taken on board, and we have already seen improvements so far. Also, it can't assess NRR improvements. **What problems is Catalyst solving and how is that benefiting you?** We had a few issues we were trying to solve, and one was improving the experience of taking notes from customer meetings. Our previous tool was complicated to make notes. Another problem was that the last tool took a long time to do simple tasks, as it had multiple clicks to get there. We have seen improvements using Catalyst as there have been fewer clicks and have found making notes easier. ### 38. Catalyst is an easy-to-use, intuitive tool that helps me stay organized and keep track of my clients **Rating:** 5.0/5.0 stars **Reviewed by:** Caitlin Q. | Sr. Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 19, 2021 **What do you like best about Catalyst?** The ability to customize dashboards and reporting has made it easy for me to always have the metrics I need in front of me. This has helped me stay on top of my client renewals and client health so I can be a more proactive CSM. Creating note templates and being able to track follow-up tasks from client calls also helps me stay organized in my day-to-day. **What do you dislike about Catalyst?** I haven't found anything yet that I dislike about the tool. Catalyst centralizes all the info and admin upkeep needed to help our entire Success org run smoothly! **What problems is Catalyst solving and how is that benefiting you?** Having everything in one place has made it so much easier to get all my general admin upkeep like sentiment scoring done. It's also been super helpful for account transitions and having all the historical data in one spot so a new CSM on an account can get up to speed quickly. ### 39. Great tool for keeping notes and tasks on accounts **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Internet | Enterprise (> 1000 emp.) **Reviewed Date:** September 20, 2022 **What do you like best about Catalyst?** It helps me organioze my notes and tasks **What do you dislike about Catalyst?** Opportunities are cumbersome to view and better in SF **What problems is Catalyst solving and how is that benefiting you?** Helping me keep notes in real time and quickly distribute tasks to myself and the account team ### 40. Finally there is a user friendly CSM application! **Rating:** 5.0/5.0 stars **Reviewed by:** Timothy M. | CSM, Mid-Market (51-1000 emp.) **Reviewed Date:** May 26, 2022 **What do you like best about Catalyst?** The ease of use, ability to find data quickly and the clear navigation panel **What do you dislike about Catalyst?** No real issues for me, the product workes very well so far **Recommendations to others considering Catalyst:** n/a **What problems is Catalyst solving and how is that benefiting you?** I use Catalyst to keep track of customer activities and opportunities primarily. The tasks are super easy to use and help me stay organized week to week. ### 41. Great, agile tool for scaling CS teams **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 10, 2021 **What do you like best about Catalyst?** I appreciate how easy and intuitive Catalyst is to administer. Implementation was complete for my organization within 30 days and without extensive technical resources needed from my side. As a leader, I can control my own views and dashboards and feel comfortable working directly in the tool. We are only recently launched, and I am already getting positive feedback from my CSMs on streamlining their workflows and giving them actionable insights. I am so excited to really dig in to additional features, because I know this will be a gamechanger for making us more proactive. **What do you dislike about Catalyst?** There is very little that I dislike; if anything, I've been so impressed at the pace of product/feature innovation and releases. The only minor things that have popped up related to how my own organization structures other tools that we're integrating - an example would be that we have one dedicated Slack channel per customer account, so we had to integrate Catalyst 1 by 1 with each channel, vs. in a bulk/efficient way. But even things like this make me rethink how we structure our other internal processes to become more agile, so really not a major detractor to our experience. **What problems is Catalyst solving and how is that benefiting you?** Catalyst is making us more organized, consistent, and proactive. I've seen our CSMs operate much more efficiently. Our segmentation reporting is more robust, and the dashboards give executive level leadership better insights. ### 42. Catalyst Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** July 12, 2022 **What do you like best about Catalyst?** It is a good tool to keep your customer information organized. I like the flexibility in what types of information you want it to record. **What do you dislike about Catalyst?** It not always intuitive and it is most flexible if you have admin administrator license provisioned, otherwise it would be restrictive to work with. **What problems is Catalyst solving and how is that benefiting you?** It helps organize customer information and keeps the team in alignment with customer profile / needs. ### 43. Catalyst helps organize all aspects of my day. Couldn't imagine going back to a spreadsheet world. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Retail | Enterprise (> 1000 emp.) **Reviewed Date:** April 13, 2022 **What do you like best about Catalyst?** It's very helpful to see everything in one place. I love being able to pull up a call note and have all account details present while being able to create tasks. **What do you dislike about Catalyst?** With the email notification system, it would be great to take action and approve tasks, etc directly through email. **What problems is Catalyst solving and how is that benefiting you?** Catalyst has solved my project tracking issues. I am now able to house all client information and updates in one location. ### 44. Great platform. It took about a week or two just with no real formal training, **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.) **Reviewed Date:** May 18, 2022 **What do you like best about Catalyst?** The availability to sync data over from Jira and for collaborate on notes and track our client health scores. It's a long list, but all good things. **What do you dislike about Catalyst?** Nothing, specifically. Overall I like everything Catalyst does for myself and my team. **What problems is Catalyst solving and how is that benefiting you?** No problems, just simple acclimations. Many benefits. Everything can and will eventually be in Catalyst for us. I am looking forward to having this single source of truth. Where everything client-related to our partnership with our customers will all be right there in the Catalyst platform for accessing immediately. ### 45. A stellar CS tool w/ a great team behind it! **Rating:** 5.0/5.0 stars **Reviewed by:** David F. | Director, Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** August 12, 2021 **What do you like best about Catalyst?** Catalyst was a simple tool to set up, customize, and integrate w/ Salesforce, Zendesk, etc. - and easy to edit/tweak along the way. Our team loves the ability to have a quick holistic view of customer records (i.e., contract terms, recent meeting notes, customer health, usage data, support case details, upcoming renewals, etc.), plus the ability to set the appropriate "tripwires" and be notified of when you should proactively reach out. We created a fantastic onboarding dashboard, complete with milestones and metric tracking that helped significantly with reporting and day-to-day management of new customers. **What do you dislike about Catalyst?** With any new system introduced to a tech ecosystem, there will be challenges - though I found my experience with Catalyst to have less challenges than other comparable tools and less need for Catalyst support team intervention. Many hurdles were based on unique customization needs and manipulating the out-of-the-box functionality to fit our process. Roadblocks were minor and infrequent, with many of our requests being on their existing product roadmap. **What problems is Catalyst solving and how is that benefiting you?** - Onboarding tracking and reporting - Holistic customer view (i.e., renewal data, usage, notes, health, etc.) - Fast Salesforce updating via integration and bulk field updating - Automated tasks based on customer journey milestones ### 46. Life made easier! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** April 25, 2022 **What do you like best about Catalyst?** So easy to navigate and design on boards! feedback feature is insanely good, most valuable work app next to Salesforce for me! **What do you dislike about Catalyst?** Weekly notes section, if it could be section off so each week it is black and can be filled in. As right now it is like one massive sticky note and it looks a bit messy **What problems is Catalyst solving and how is that benefiting you?** Organisation and planning ### 47. Customer Success Manager **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 27, 2022 **What do you like best about Catalyst?** Ease of use within the UI. Don't need to take a lot of time to learn the tool. **What do you dislike about Catalyst?** Lack of training. Would like a certification program to be available. **What problems is Catalyst solving and how is that benefiting you?** Customer visibility into the Sales Org. Allows better communication and alignment. ### 48. Love Catalyst **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Food & Beverages | Mid-Market (51-1000 emp.) **Reviewed Date:** February 24, 2022 **What do you like best about Catalyst?** It is awesome. The way it helps pull everything into one place and really allow the user clearer insight into the account as a whole is outstanding. Thank you so much for helping to make organization easier. **What do you dislike about Catalyst?** Nothing. I think that Catalyst does what it needs to do. **What problems is Catalyst solving and how is that benefiting you?** It is awesome. The way it helps pull everything into one place and really allow the user clearer insight into the account as a whole is outstanding. Thank you so much for helping to make organization easier. ### 49. Taking the guesswork out of customer success **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** May 17, 2022 **What do you like best about Catalyst?** Catalyst allows our team to manage their day-to-day with ease. It also allows me as their manager to manage workload, volume and to get ahead of potential escalations. **What do you dislike about Catalyst?** My wishlist for Catalyst is easier reporting on data fields. It is currently a very manual process for certain metrics our team requires. **What problems is Catalyst solving and how is that benefiting you?** We did not have a tool previously that the entire customer success team was utilizing. We can now collaborate as one team in the name of customer success. ### 50. Catalyst helps my day-to-day **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** April 06, 2022 **What do you like best about Catalyst?** I really appreciate the fact that Catalyst is easy to use and customizable. I was able to replace my old spreadsheets by Catalyst and translate everything I had in my mind to the platform. **What do you dislike about Catalyst?** I think the session to create graphs and tables isn't so intuitive, and to create small variations you still need a new Segment, which generates many folders in the end. **What problems is Catalyst solving and how is that benefiting you?** I can organize my day-to-day with all my clients in one unique place, separate the tasks and notes by client, and find all the client information I need without having to go to other platforms. ## 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?page=10§ion=pricing&secure%5Bexpires_at%5D=2026-08-01+03%3A53%3A13+-0500&secure%5Bsession_id%5D=d69796df-82f1-49fc-a172-295815cea033&secure%5Btoken%5D=6e3b611dc2210d70a6ca13b49514ca369b055d5c9b9b2daa24a6a81f01b14123&format=llm_user) ## Catalyst Integrations - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Calendar](https://www.g2.com/products/calendar/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) - [Outreach](https://www.g2.com/products/outreach/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) - [Slack](https://www.g2.com/products/slack/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 **Data Sourcing** - Data Enrichment - Expandability **Sales Team** - Flexible Sales Process - Playbooks **Platform Basics** - Templates - Multi-user Access and Collaboration - Data 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 **Platform** - Reporting & Dashboards - API & Integrations - Data Import & Export Tools - Workflow Capability - Notifications - Customization - Scalability - Data Security - Performance & Reliability - User, Role, and Access Management **Platform Additional Functionality** - Integrations - Automated Alerts **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 ## Top Catalyst Alternatives - [ChurnZero](https://www.g2.com/products/churnzero/reviews) - 4.7/5.0 (1,592 reviews) - [Planhat](https://www.g2.com/products/planhat/reviews) - 4.5/5.0 (941 reviews) - [Custify](https://www.g2.com/products/custify/reviews) - 4.7/5.0 (515 reviews)