--- 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: '2026-07-17' 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. Ability to track customer health and interactions **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 05, 2025 **What do you like best about Catalyst?** A picture of my entire client base in one place. Catalyst's integration with Salesforce is a major plus, allowing for seamless data flow. **What do you dislike about Catalyst?** Overlap functionality with our Salesforce systems. **What problems is Catalyst solving and how is that benefiting you?** Understanding client's use case and how to move them up the chain of adoption. ### 2. Versatile CS Platform **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 18, 2025 **What do you like best about Catalyst?** Catalyst's modularity is a strength against other comparable CS platforms **What do you dislike about Catalyst?** I have no real dislikes about Catalyst as a platform **What problems is Catalyst solving and how is that benefiting you?** Catalyst allows us to store and analyze in-depth customer data in easily configurable custom tables ### 3. Cheap CS product **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2025 **What do you like best about Catalyst?** The price is right! We need something cheap for our small team. It's easy to pull reports and an easy platform to navigate **What do you dislike about Catalyst?** Catalyst can be super buggy sometimes and the UI is rather clunky. It's very hard to search notes for specific topics. Haven't incorporated AI into the platform at all. **What problems is Catalyst solving and how is that benefiting you?** Catalyst helps keep track of client conversations and progress. It allows visibility over these things for the rest of the company. ### 4. Helpful **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** August 05, 2025 **What do you like best about Catalyst?** Catalyst does a great job automating a large portion of outbound efforts. It catches triggers that are otherwise missed. **What do you dislike about Catalyst?** There are often duplicate tasks that are created. **What problems is Catalyst solving and how is that benefiting you?** Missing triggers that should cause us to reach out. ### 5. Great Tool for Proactive and Data-Driven CS Teams **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 15, 2025 **What do you like best about Catalyst?** Easy to customize health scores, roles, and automations. Admin controls are intuitive, and the Salesforce integration keeps data clean and synced. Overall Implementation is easy compared to other SAAS tools. **What do you dislike about Catalyst?** Dashboard customization is limited, and bulk data updates can be clunky. Some integrations need more technical setup than expected. **What problems is Catalyst solving and how is that benefiting you?** It centralizes CS data and processes, helping me as a admin to scale automated workflows, reduce manual tasks, and ensure consistency across the team. ### 6. Catalyst **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 15, 2025 **What do you like best about Catalyst?** The ability to integrate with SF, and also adding notes with images, links, pdfs. The visibility and connectivity with the rest of the team and my leader help us stay in top of important tasks and topics with my customers. **What do you dislike about Catalyst?** I would like to be more intuitive to download data from Catalyst. **What problems is Catalyst solving and how is that benefiting you?** Is solving the need of having everything in the same place and be more readable and easy accessible than SF. ### 7. 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 ### 8. Catalyst - Support rep perspective. **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Medical Devices | Mid-Market (51-1000 emp.) **Reviewed Date:** June 05, 2025 **What do you like best about Catalyst?** The platform provides a well-rounded, full view of a customer status, complete with contact list and history. I am writing this review from a Support perspective, so my experience with it is not as full as other teams. However, I am able to easily use most of it's features on my day-to-day use of it. **What do you dislike about Catalyst?** Some filtering and searching options may require a little out-of-the-box thinking and executing. **What problems is Catalyst solving and how is that benefiting you?** Providing me with a relevant view of customer status and contacts. With the right integrations, it saves m the time searching for specific configurations per customer. ### 9. Catalyst - the quicker and easier Customer Success tool **Rating:** 4.5/5.0 stars **Reviewed by:** Stanley S. | Sales Technology Manager, Computer Software, Enterprise (> 1000 emp.) **Reviewed Date:** March 12, 2025 **What do you like best about Catalyst?** It is faster and easier to maintain than Gainsight. It's lightweight for us and has less impact for our CRM. **What do you dislike about Catalyst?** It has less features than Gainsight but nothing that we actually use. **What problems is Catalyst solving and how is that benefiting you?** We wanted a dedicated customer success tool to help with the customer journey and tracking our customer success team's playbook and activities. ### 10. Dashboards for the win! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** January 06, 2025 **What do you like best about Catalyst?** I use it as a single source of information on all of my accounts. I particularly enjoy the dynamic dashboards, especially the one which we can share with customers. Easy to pick up & learn, not a complicated solution. **What do you dislike about Catalyst?** The flow of information from gmail is sometimes not timely. I would love it if Catalyst had a calling feature where I can log my calls with customers automatically or atleast make integration with Aircall or something alike possible. **What problems is Catalyst solving and how is that benefiting you?** I can record all account-related information in one place—customer goals, progress, notes, and tasks. This makes it easy to find information and ensures teammates and managers can access it seamlessly, whether they’re covering for me during leave or using it for reporting. ### 11. Amazing tool for CS Ops **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 15, 2025 **What do you like best about Catalyst?** It's my one stop solution for literally everything - usage, revenue, sentiment, sales/renewal activity. I use it almost everyday, heck every hour - it integrates with all our tools. **What do you dislike about Catalyst?** Sometimes it slows down and can get annoying - but this is rare. **What problems is Catalyst solving and how is that benefiting you?** Analyzing customer lifecycle, tracking customer sentiment, key usage metrics, revenue and renewal management ### 12. Canva CSM review **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** May 19, 2025 **What do you like best about Catalyst?** It's great for automating mass comms/updates to my customers. I love that it syncs with Salesforce opptys and sends me emails to remind me when to reach out to them about certain things. **What do you dislike about Catalyst?** The contacts it pulls through seem to be the wrong ones more often than not. I'm not sure if this is an issue with our Salesforce sync - but it makes sending mass comms quite manual. **What problems is Catalyst solving and how is that benefiting you?** Our product is moving so fast it's difficult to keep customers informed. Cataylst helps to send out customer updates/comms en masse. ### 13. IT's been a smooth and intuitive experience with all customer management being done seamlessly **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 22, 2025 **What do you like best about Catalyst?** The intuitive interface without being too much of a clutter and numerous features **What do you dislike about Catalyst?** Integrations are not too many. S3 integrations need a lot of work and mapping feature is pretty bad **What problems is Catalyst solving and how is that benefiting you?** We can track all our customers in slaesforce here and raise alerts when optimisation in a journey is needed ### 14. A good tool for Customer Success! **Rating:** 4.0/5.0 stars **Reviewed by:** Jophin P. | Customer Success Manager, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** May 28, 2024 **What do you like best about Catalyst?** - The Catalyst UI is really nice and easy to understand. - One great thing about it is that I can make several dashboards so that I have a complete picture of all the projects. This helps me in staying organized and prioritizing tasks on important accounts. However, I always use it daily because this platform shows me what duties should be done first thing at the start of the day that includes creating, assigning, and tracking different types of tasks. - When we were implementing Catalyst, it was quite smooth. In one of our demos with Alex who is our Customer Success person at Catalyst, he led us through different workflows, playbooks as well as dashboards which made a seamless process toward implementing this instrument. - The greatest feature in my opinion is the integration between Catalyst and Salesforce. **What do you dislike about Catalyst?** - The tool is laggy on a lot of occassions off lately. - The Customer Support team is agile but one time there was a problem with the Catalyst configuration but the help desk kept insisting that we alter our integration workflow and it took days for it to be sorted out. It’s only 1 occasion however I don’t want this to eclipse all the other good things about this platform. **What problems is Catalyst solving and how is that benefiting you?** Catalyst team is addressing in order to resolve challenges we face due to having a massive customer base (each CSM manages 400 accounts). Through Catalyst, I can create multiple playbooks based on customer usage data. It will help me keep track of all their accounts, remind me to update notes and link call recordings, allowing my department to create various dashboards for every function I’m supposed to have. In a nutshell, it’s about making leadership more visible and putting in perspective how customers interact with us as well as record loads. ### 15. Great CS platform that helps me stay organized **Rating:** 4.5/5.0 stars **Reviewed by:** Jessica W. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** March 06, 2023 **What do you like best about Catalyst?** I like that Catalyst allows me to build a complete customer profile. Everything I know about a customer is captured in Catalyst so I can quickly go back and reference it. Anytime I'm in a customer meeting, I have a note open in Catalyst to make updates as I go. We can customize fields to capture the most relevant data to our team. The Catalyst team does frequent product launches and are always working on cool new features! **What do you dislike about Catalyst?** I find it challenging to learn how to set up custom modules in Catalyst. I think there is much more we could do with the platform, but figuring out all the features feels cumbersome. We also use Catalyst for our pooled segment of customers. The setup for this is not ideal because it means the team that handles the pooled segment customers has to share a login. I wish they had an open API so we could connect more of our tools. **What problems is Catalyst solving and how is that benefiting you?** Catalyst is helping our CS team be organized and build legacy data. If a team member were to leave tomorrow, there is ample information about their customer accounts available in Catalyst. ### 16. Excellent CSP for CSMs and CSM Leaders **Rating:** 4.5/5.0 stars **Reviewed by:** Christine L. | VP of Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** July 26, 2024 **What do you like best about Catalyst?** I've used Catalyst at two companies now and find that the configurable aspect of the platform allows myself and teams visibility across our entire portfolio. Catalyst integrates really well with SFDC so we can ensure cross functional awareness across the business. We can perform our core tasks as CSMs in Catalyst and then surface the data in the other systems where appropriate. Our Catalyst CSM is very responsive and provides a lot of guidance on how to appropriate use the platform. Last but not least, it is so easy to use and configure. As a VP, I can create my own views for specific needs or work with my leaders and within an hour we can have new and insightful views. **What do you dislike about Catalyst?** There is a lot of uncertainty around the Catalyst/Totango merger. There is a huge integration of AI within competitive CSPs that I see as advantagous to CSMs and I have zero clarity on whether Catalyst/Totango will be going that direction. I'd like a bit more flexibility with the customer health score as well as the ability to send out NPS surveys from Catalyst. I wish the export of a CSV would automatically be downloaded instead of being an email sent to my inbox that I then have to download. **What problems is Catalyst solving and how is that benefiting you?** Status of our customers, customer health, repeatable playbooks and ultimately measurement of our customers. ### 17. Senior Customer Success Manager **Rating:** 4.0/5.0 stars **Reviewed by:** Jamie E. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 08, 2022 **What do you like best about Catalyst?** It is a great tool to be able to update account information, and have it available for all relevant parties to see. It is a good tracking mechanism on account health and customer sentiment, especially for the Head of CS to report on. The data syncs between our Sales Force and Catalyst for consistency and to eliminate redundancies. The notes templates are a great feature to be able to update Account information without needing to go back to the account. All my tasks then show up on my dashboard to be easily viewed. **What do you dislike about Catalyst?** It would be helpful to be able to have a quick glance into all accounts on the dashboard and some type of color coding based on customer health. The notes feature is great, but tasks can get cluttered and makes it hard to use it in a way to follow up, if taking notes leads to many small tasks. When taking notes, since the data pulls from Sales Force, you can't include meeting attendees that are not already loaded. Would be great to pull in data from the meeting or Chorus to be able to sync internal and external attendees and store presentations. **What problems is Catalyst solving and how is that benefiting you?** We are leveraging Catalyst to be able to best track and organize our Accounts. We are able to view account details, account health, upcoming renewals, track open tickets, create and reference notes, and manage tasks. Most recently we have incorporated a scale for tracking customer health and risk. This is a helpful metric, especially for Head of CS to track accounts as a whole and know where the focus needs to be spent. ### 18. It is satisfactory for our current needs but unsure about suitability while scaling up **Rating:** 3.5/5.0 stars **Reviewed by:** Kashish S. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 26, 2024 **What do you like best about Catalyst?** - I didn't implement Catalyst for my Org but it seems easy enough to create and use anything available. - Customer support seems good enough. - Its integration with Salesforce and Zendesk is smooth. - I like the look of the UI. **What do you dislike about Catalyst?** - It can be a little slow at times. Load times need to be optimized. - Filter and dashboard creation needs more work and can grow more as a product there. - Does not allow attachments and documentation as per my current understanding. - It does not have Custom user access for specific functionalities. You need to be an admin or a basic user, that is it. **What problems is Catalyst solving and how is that benefiting you?** It is helping us solve for being a one-stop shop for Customer success where we can find all kinds of data and insights about a customer, and build filters to do specific targeting. its integrations help us have a seamless supply and storage of data in all of our tools. Helps us map and carry out customer lifecycles and playbooks for engagement and onboarding. Allows us to monitor customer usage as well. ### 19. Helpful tool for customer marketing **Rating:** 4.0/5.0 stars **Reviewed by:** Lindsay M. | Freelance Writer , Mid-Market (51-1000 emp.) **Reviewed Date:** July 26, 2024 **What do you like best about Catalyst?** As a marketer who oversees our customer storytelling initiatives at Goldcast, Catalyst gives me a one-stop-shop to see ALL the data I need about a customer! I can quickly find my unique layout that lists all the data I need to review when confirming if a customer is a good fit for outreach and a story. The way data is displayed is easy to understand and I can usually find what I need without assistance from colleagues or a help doc. **What do you dislike about Catalyst?** You can store so much data that sometimes it can be overwhelming. I wish the product would do a bit more walk-through training when you first start, or would contonue to provide a few tips/tricks as you use it. I feel like there's still so much more I could do/see with it but I just don't know what I don't know. **What problems is Catalyst solving and how is that benefiting you?** Catalyst helps me quickly and easily identify important customer data that allows me to understand how happy they are with our product, how much they use our product, and who are the internal champions and power users. ### 20. Strong CRM designed for a growing CS team **Rating:** 4.0/5.0 stars **Reviewed by:** Mohamed C. | Manager, GTM Ops, Mid-Market (51-1000 emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Catalyst?** The ability for non-technical admins to use the platform and be able to customize it is wonderful. Our CSMs love using the platform and it is part of their daily workflow. Integration was smooth. **What do you dislike about Catalyst?** I understand wanting to keep the system as simple as possible so this limits the objects you can sync with Salesforce (you have to pay for extra), but I think catalyst still has some work to do on providing features and expanding the available features. **What problems is Catalyst solving and how is that benefiting you?** Simplifying the CSM's daily workflow. ### 21. Work smarter and not harder with Catalyst! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** September 30, 2024 **What do you like best about Catalyst?** I love how intuitive it is to create exactly what you are looking for - dashboards, layouts, automating the customer journey. As an Account Manager that handles a big book of business, I am able to easily track where each customer is, update my forecasting, prepare for my customer calls, and have it all feed back into Salesforce for our higher up leaders to see! **What do you dislike about Catalyst?** There is some functionality that could be updated in how Salesforce speaks from the Parent to the Child accounts in the reporting and vice versa. I believe that updates are to come around that, and it's been great to provide that feedback directly with our CSM and see things happen from our feedback. **What problems is Catalyst solving and how is that benefiting you?** Catalyst helps me easily find what I need to prepare for each customer call, while also being able to collaborate with others on my team like my customer success rep and my manager to understand where things are at with each of my accounts. If I unexpectedly go out of office, a ton of information can be sourced from Catalyst for my leader. ### 22. Not a Power User but Familiar with the tool! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** May 15, 2025 **What do you like best about Catalyst?** I like that my NPS survey data and other customer insights get easily incorporated into an account health score, allowing my reps to stay informed and act on what is important! **What do you dislike about Catalyst?** I don't know it well enough to have feedback on what isn't working. **What problems is Catalyst solving and how is that benefiting you?** The problem that Catalyst solves is that it easily elevates insights to the account owners and CSMs. This helps them stay in tune with their user and uncover opportunities for engagement. ### 23. Great Platform **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Human Resources | Mid-Market (51-1000 emp.) **Reviewed Date:** May 15, 2025 **What do you like best about Catalyst?** Puts everything in one place! Easy to view all customers at once **What do you dislike about Catalyst?** Some lagging issues, searching for customer name and doesn't load **What problems is Catalyst solving and how is that benefiting you?** I find Catalyst really helpful for keeping notes from customer meetings all in one place ### 24. Great tool to keep a track on customers! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** October 24, 2024 **What do you like best about Catalyst?** Catalsyt is my go-to place when it comes to checking on my customer books for their renewals, tasks pending, and renewal health. With Catalyst, I don't have to depend on sheets anymore for Account Segmentation. Makes like really easy for AMs and CSMs overall. I don't miss out on my tasks anymore. It is my daily go-to tool now **What do you dislike about Catalyst?** Can be a little confusing. You just need to get a hang of it initially and then its an easy ship to sail **What problems is Catalyst solving and how is that benefiting you?** I have information on all my Accounts on one place. I don't have to refer to different sheets or notes. It had made it easier for to keep a tab on my renewals aswell. I know I will not miss a single renewal while I am working through Catalyst. Saves me a lot of time. ### 25. I've used Catalyst for close to two years now. It has all the functionality needed to track accts. **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 15, 2025 **What do you like best about Catalyst?** It's simple interface - and flexibility to share layouts **What do you dislike about Catalyst?** It can be confusing to do simple tasks at time.s **What problems is Catalyst solving and how is that benefiting you?** Catalyst is putting all customer data in one place for us to easily access ### 26. A Great Tool to Manage Projects and Relationships **Rating:** 5.0/5.0 stars **Reviewed by:** Bailey L. | Implementation Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** September 17, 2024 **What do you like best about Catalyst?** The interface is super easy to navigate and allows me to access the things I am looking for quickly and easily which saves me time for things I need to be more involved with. The ability for the tool to integrate with our SF environment makes it really easy to see all of the data that is available. I can get good data insight on all of my projects to know what I need to act on immediately. The ability to set and manage tasks easily so that I can stay on top of things. **What do you dislike about Catalyst?** The only thing I dislike and this may be a configuration thing is that sometimes I get lots of double notifications and emails for things that have already been completed. **What problems is Catalyst solving and how is that benefiting you?** Catalyst was solving the problem of customers slipping through the cracks and then eventually causing them to churn because of the relationship going south. With Catalyst, this happens far less and I am able to see the health and status of all of my accounts, in addition to automated playbooks that reduce lots of the tedious manual work. ### 27. Horrible Product, loads of false promises **Rating:** 5.0/5.0 stars **Reviewed by:** Shivam K. | Team Lead, Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** January 24, 2024 **What do you like best about Catalyst?** Ease of use, easy to build a basic CS play **What do you dislike about Catalyst?** Product is vanilla at best, they lie about the capabilities during Sales and only share the truth once you're locked in. Something as simple as automated emails to be sent during business hours can only be done based on the company setttings (they assume everyone lives in the same country and sells to the same country). **What problems is Catalyst solving and how is that benefiting you?** None so far. ### 28. Really insightful for sales teams. **Rating:** 5.0/5.0 stars **Reviewed by:** Marcello R. | Senior Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** May 22, 2025 **What do you like best about Catalyst?** Love that it helps me track progress on deals post-sale. **What do you dislike about Catalyst?** nothing to note. So far my experience has been great. **What problems is Catalyst solving and how is that benefiting you?** I can see customer usage post-sale. ### 29. A great tool for a CSM to use! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** September 03, 2024 **What do you like best about Catalyst?** We recently started using Catalyst at my company and I must say that the change is palpable! Its super easy to understand and use, and its something that we use daily as CSMs. The features are great as well, since you're able to customize your lists, create informative dashboards, and add views that you prefer to keep a track of all your accounts, especially the ones that need immediate attention. Implementing the app across our team was also seamless, and they have a great team that helps us out with all our queries too! **What do you dislike about Catalyst?** Nothing as of now! Everything seems to be working great with Catalyst, and it meets all my needs. **What problems is Catalyst solving and how is that benefiting you?** Catalyst has some great features like being able to customize your lists, create informative dashboards, and add views that you prefer to keep a track of all your accounts, especially the ones that need immediate attention. We use Catalyst to highlight the health of each account and identify those that are at risk, so that we can reach out and understand why. We also use Catalyst to keep a track of all our accounts, the ACV of each account, and the communication going out. We've also created custom dashboards for all CSMs to understand tickets that the support team is currently handling from our account list so that we can keep an eye on SLA, and understand the issues that customers are facing. These are just some of the major use cases, but Catalyst has so much moreto offer as well! ### 30. Challenging but great **Rating:** 4.5/5.0 stars **Reviewed by:** Carolina P. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 31, 2024 **What do you like best about Catalyst?** I like the intuitiveness of Catalyst, the visual way that we can build the dashboards to really follow my accounts, its opportunities and the tasks I have to do. When I first got into Catalyst I felt a little worried because the company was changing softwares, but now I'm feeling better about and enjoying it. **What do you dislike about Catalyst?** Although it's a very intuitive in many ways, some of the modules we can add to a layout are a little challenging to set up. I feel that could be more tutorials about it and that they could be really easy to find, even in the home page. **What problems is Catalyst solving and how is that benefiting you?** It's easier to see all my customer's information in one page. I don1t need a data platform, a CRM and a bunch of google sheets. ### 31. Love Catalyst **Rating:** 5.0/5.0 stars **Reviewed by:** Kelly T. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** January 02, 2025 **What do you like best about Catalyst?** Its very easy for me to track my Customers, tasks and Goals. In addition to viewing emails sent to the customer while in my customer account. **What do you dislike about Catalyst?** I don't dislike anything about it. It's a great product. **What problems is Catalyst solving and how is that benefiting you?** Helping me to easily track customer Goals, objectives, tasks and overall health of my customers. ### 32. Love the Catalyst Playbooks! **Rating:** 5.0/5.0 stars **Reviewed by:** Rob K. | Sr. Onboarding Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** July 26, 2024 **What do you like best about Catalyst?** The Playbooks are a fantastic tool! I love the ability to mass send out comms to our entire book of business with a few clicks and then being able to tailor who the emails come from, sending follow up emails, initiating tasks based on the results of the emails is fantastic. **What do you dislike about Catalyst?** I think sometimes Catalyst can be almost too custom to the point where the learning curve was a bit steep when first learning the platform. Every business is different so the customizability is great, but learning the platform as a new user wasn't the easiest initially. **What problems is Catalyst solving and how is that benefiting you?** One centralized place for all of our customer data and the ability to track and manage health score data for each of our customers and run automated playbooks based on customer health. ### 33. Helps with keeping up to date on client activity **Rating:** 3.5/5.0 stars **Reviewed by:** James K. | Sr ADR, Mid-Market (51-1000 emp.) **Reviewed Date:** May 15, 2025 **What do you like best about Catalyst?** Active data, constantly changing on a daily basis to stay accurate **What do you dislike about Catalyst?** Difficult to onboard/ train staff to use **What problems is Catalyst solving and how is that benefiting you?** helps with client data ### 34. Amazing tool help stay organized, create automation with customer outreach and guide decisions **Rating:** 4.5/5.0 stars **Reviewed by:** Emily T. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 26, 2024 **What do you like best about Catalyst?** The ease of use, I am about to create notes, tasks, and other items with a click of a key. It provides an opportunity to create automation for customer outreach and take that load off of me as a CSM. I love how customizable it is. **What do you dislike about Catalyst?** I think there are still some growing pains when it comes to integrations and updating information within catalyst. **What problems is Catalyst solving and how is that benefiting you?** Catalyst has become our source of truth when it comes to our customers, before taking notes on customer calls was up to the CSM where they would be held. There wasn't a lot of visibility in what was happening in others account base this allows for people across the whole department to see where a customer is at and what activity was last taken. ### 35. The tool that is helping CSMs to overcome their problems **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** September 02, 2024 **What do you like best about Catalyst?** As a CSM, one very interesting thing about Catalyst I noticed was that, I can make or use several dashboards to understand an overiview of how different teams are working on a single/multiple projects.It helps me to make an acyion plan and prioritize the areas where more/less work is required. Also, it's great to see how I can integrate it with tools like Salesforce. **What do you dislike about Catalyst?** It's a bit tricky to use at first. But once you get a hang of it, there's nothing to complain then. **What problems is Catalyst solving and how is that benefiting you?** It helps me in various ways such as: 1. It helps me to track my accounts that are in danger with low adoption scores, no engagement activity, etc and needs more attention. 2. It help me to make notes in my own created template 3. Helps me to track my accounts that are up for renewals. ### 36. Very intuitive platform, great functionality and great staff to help you implement **Rating:** 5.0/5.0 stars **Reviewed by:** Gustavo S. | Revenue Operations Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** May 26, 2024 **What do you like best about Catalyst?** There are actually in the title of my review, which is the intuitiveness of the platform (very easy to understand what to do and where to click next without reading anything), the functionality is also very well elaborated and the Catalyst team is very fast to respond and help whenever needed! **What do you dislike about Catalyst?** I guess something that could be better is also functionality wise, it happened to me to not be able to log in and not being able to troubleshoot myself, so I had to reach out to support both times... that took a while... not a biggie since I was not needing desperately for access at those moments, but still worth mentioning. **What problems is Catalyst solving and how is that benefiting you?** It lets our CSMs focus on the customers rather than the processes to follow to get things done. Catalyst takes care of reminding you of the important stuff, showing you the right and updated data, and syncing this with Salesforce. ### 37. Great tool for CSMs to proactively manage book of business **Rating:** 5.0/5.0 stars **Reviewed by:** Kimberly W. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 12, 2023 **What do you like best about Catalyst?** We have implemented Catalyst and it is woven into every aspect of our role - it's ability to help us track metrics for retention, expansion, activity/trends and relationships - it has so many layers and offerings that you can't go wrong. **What do you dislike about Catalyst?** It seems somewhat complex to customize my view however I likely just need to review the training and user materials. We jumped right in and I've not done formal training. Overall it's very robust and scalable. **What problems is Catalyst solving and how is that benefiting you?** We needed a comprehensive and consolidated tool to help us measure customer health. I"m definitely finding it useful to help me stay on top of my customer activity and record important data. There are so many fields available - it's limitless. ### 38. Easy to use customer data platform **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 29, 2024 **What do you like best about Catalyst?** Catalyst is easy to use compared to other solutions in the market. Their integration with Salesforce is seamless and updates almost instantly. Configuration of different modules and objects is so simple. Any time a member of our team asks if a new dashboard, custom layout, or playbook can be built in Catalyst, so far, the answer has always been yes and it can be done in a matter of minutes. Our team uses Catalyst daily and we are always looking for better ways to optimize it. In addition to being a thoughtfully built product, the Catalyst team is also a great asset. Support is always helpful and prompt with responses, their knowledge base is extensive, and their CSM team is knowledgeable and always prepared to give best practices when we need a little guidance. **What do you dislike about Catalyst?** I haven't run into very many cons honestly. There is so much you can do with the tool that it can be a bit overwhelming, but I would consider that to be a good problem to have. **What problems is Catalyst solving and how is that benefiting you?** We now have a way to drive insights about our customers and how they are using our platform. Before, our data was all over the place. We didn't have any way of alerting CSMs of a change in behavior with their accounts and monitoring this was extremely manual. ### 39. Powerful, easy-to-use, and intuitive Customer Success platform **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Internet | Mid-Market (51-1000 emp.) **Reviewed Date:** July 25, 2022 **What do you like best about Catalyst?** I worked with another CS platform in my previous role and I think CS platforms are incredibly important but Catalyst has been exceeding all my expectations. Catalyst is very easy to use and provides me and my team with all the customer insights and data in one platform that was before spread across numerous spreadsheets and documents. The reporting is clear to understand and allows a lot of flexibility so that anyone in our company can access the customer information most valuable to them. Taking additional factors into consideration that a spreadsheet - or a Salesforce - just don't, is making the health data especially powerful for anyone working in a customer-facing role. **What do you dislike about Catalyst?** Nothing to dislike, but I'm looking forward to my team making use of email and calendar sync. This will allow us to be more proactive not only with our own portfolios but also help out when team members are out of the office. **What problems is Catalyst solving and how is that benefiting you?** Compiling all customer data - from their own eCommerce performance to how they are using our platform and its features to how we have been communicating and working with them - and creating an accurate health analysis. ### 40. Easy to Use with Some Limitations **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 26, 2024 **What do you like best about Catalyst?** Catalyst is an easy-to-use platform with streamlined implementation and high-quality customer support. Their UI and UX has increased the number of times CSMs are actively leveraging the platform and logging calls/events/tasks. For their core integrations (we use Salesforce, Snowflake, and Pendo) they have simple yet criteria-meeting syncing capabilities. **What do you dislike about Catalyst?** Catalyst will get the job done. Your CS team will likely love it. However, when you're looking to advance your CS strategy with APIs or customized workflows to improve operational sophistication within your department, you may run into limitations with their workflow builder and the lack of full customization that other CSPs offer. I look at it as a handoff: you can easily use and understand Catalyst, however, that ease might mean leaving some more sophisticated features on the table. **What problems is Catalyst solving and how is that benefiting you?** - Business Continuity: Storing call notes, success criteria, and positive business outcomes in one location - Health Measurement and Risk Tracking: Operationalizing risk mitigating plays and providing visibility to upper management - Renewal Management: Providing visibility into upcoming renewals to support more proactive action ### 41. Feature Rich and CSM Love **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Events Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 08, 2022 **What do you like best about Catalyst?** Catalyst provides insights to our customer success team that we otherwise would not have (or have to dig deep to find). It has helped expose inefficiencies in our team's workflow while providing a central place for CSMs to manage their book of business. Modular home layouts (dashboards) are a great way to create 'home screens' for CSMs, managers, and leadership. The salesforce integration and object config is seamless and allows us to create and map new fields within minutes. **What do you dislike about Catalyst?** Catalyst is still a young company and it shows in certain features that are not deep in functionality. From an Ops perspective, there are little things that this platform lacks or strange quirks. For example, Playbooks are a powerful feature that enable you to automate emails to customers. However, there is no way to ensure you are not spamming customers with multiple emails in a single day as there is no central "did we email this person" functionality. Additionally, any numerical values pass into playbook emails rounded to the tenth decimal place. For example, the number "4" shows up at "4.0". Small thing, but when you are trying to emulate CSM communication it does not feel organic. **What problems is Catalyst solving and how is that benefiting you?** Catalyst helps the CSM team save time in their day-to-day management by helping to identify accounts that need attention before they become more at risk. Additionally, Catalyst has helped the team forecast with precision by being able to seamlessly update fields for the larger business. Lastly, Catalyst has helped up automate core processes include customer emails based on SFDC triggers. Catalyst is a key part of our day-to-day and future CX plans. ### 42. 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. ### 43. Catalyst - Essential for Customer Success **Rating:** 5.0/5.0 stars **Reviewed by:** Kamelia H. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 26, 2024 **What do you like best about Catalyst?** As a Customer Success Manager at LaunchDarkly, Catalyst has been instrumental in streamlining my workflow and improving client satisfaction. The intuitive interface, customizable dashboards, and comprehensive data tracking make it easy to monitor customer health and proactively address issues. Catalyst’s seamless integration with our CRM and other tools enhances efficiency, while the support team is always available and helpful. Catalyst has significantly boosted my ability to deliver excellent results, making it an indispensable tool for any CSM. **What do you dislike about Catalyst?** However, one area for improvement is the reporting feature. Adding more advanced customization options for reports would provide deeper insights and better meet the diverse needs of different teams. Overall, Catalyst has significantly boosted my ability to deliver excellent results, making it an indispensable tool for any CSM. **What problems is Catalyst solving and how is that benefiting you?** Customer Health Monitoring: Real-time tracking and predictive analytics help me proactively address issues, boosting customer satisfaction. Workflow Efficiency: Seamless CRM integration reduces manual data entry, allowing me to focus on strategic tasks. Customizable Dashboards: Tailored views of customer metrics enhance decision-making and productivity. Proactive Alerts: Notifications keep me informed of changes, enabling prompt issue resolution. While the reporting feature could use more customization options, Catalyst’s overall impact on customer satisfaction and efficiency makes it indispensable. ### 44. Good but could use some tweaks on UI **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 05, 2024 **What do you like best about Catalyst?** Tool that supports a clearer view of your accounts vs sdfc or excel - can have integrated with your CRM so data is always up to date. I use it daily to check and update my forecast and customers sentiment **What do you dislike about Catalyst?** I find the user experience a little difficult to navigate and have a clear view and filters and colours to label sections and data. **What problems is Catalyst solving and how is that benefiting you?** Forecasting for our team is easier Personally have a snapshot of where my revenue is and what is at risk ### 45. Easy to use, adaptable **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 30, 2024 **What do you like best about Catalyst?** Having different and personalized company layouts has made renewals especially a lot easier because I'm able to tell what's going on at a high level. It organizes a BoB by date in a way that's far more intuitive than Excel. I also like how you can export to CSV in case you need the information to be editable offline. **What do you dislike about Catalyst?** It has a bit of a learning curve for an entire team. I like that when I'm unable to save something (bc of a requirement on SF or word count limit) that Catalyst lets me know why it's errored out, but I wish there weren't word counts. **What problems is Catalyst solving and how is that benefiting you?** It makes my BoB more organized. Notes also live past the users that have owned the accounts, so histories are more easily found. ### 46. Keeping me organized and accountable! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** September 24, 2024 **What do you like best about Catalyst?** I love how simple it is to create tasks and notes while syncying to salesforce! It really helps me keep all of my notes and account details in order. Previously, we were using different tools or google docs to keep track of call notes/account notes so its nice to have everyone using this and also aligned on organization expectations. I also LOVE that my opportunity notes will sync to salesforce so I can automate processes. **What do you dislike about Catalyst?** Nothing! the only thing i would say is that I it would be nice to have 2 people collabprate on one note at once -- kind of like in google docs where you can have more than one person in that doc taking notes, making edits etc.. **What problems is Catalyst solving and how is that benefiting you?** Keeping me organized and accountable! Helping me keep all of my notes with account owners in one place versus many like before. ### 47. Catalyst: Empowering My Workflow and Customer Relationships **Rating:** 5.0/5.0 stars **Reviewed by:** John S. | CSM, Mid-Market (51-1000 emp.) **Reviewed Date:** November 19, 2024 **What do you like best about Catalyst?** Ease of use, customer support, frequency of use **What do you dislike about Catalyst?** I am not sure that there is anything that I dislike about Catalyst. **What problems is Catalyst solving and how is that benefiting you?** The chaos of everything related to my customers information being siloed in different places such as email, Google docs, local storage, unconnected platforms, post it notes, task lists etc. etc. ### 48. One Stop Shop CS Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Tanvi K. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2024 **What do you like best about Catalyst?** I have used other CS tools and I would say apart from how consolidated it is and its ability to tie up with other tool. The User Interface really is superb, and the ability to seamlessly craft reports with logic. I love working on it. **What do you dislike about Catalyst?** My only little concern is not being able to add attachment to mails going out of Catalyst. Otherwise, everything else is awesome. **What problems is Catalyst solving and how is that benefiting you?** Problems we are solving- 1. We have a scaled CS model with over 400+ customers per CSM. So tracking the Customer Journey can be challenging, Catalyst is really helping us navigate through the Customer Journey. 2. Creating various playbooks was a challenge with our previous tools, the same has become very seamless. 3. Salesforce integration with our previous tool had a long sync time and this is absolutely seamless with Catalyst. ### 49. Great for Viewing Customer Health & History all in one place **Rating:** 5.0/5.0 stars **Reviewed by:** Lex H. | Team Lead, Customer Success, Enterprise (> 1000 emp.) **Reviewed Date:** November 18, 2024 **What do you like best about Catalyst?** I think it is extremely helpful to view and read email chains from clients. It has been helping me follow up and organize my tasks and activities each day. As a manager, it also gives me quick access to what is going on with my teams BoB to help strategize for one on ones. **What do you dislike about Catalyst?** The platform can be a bit buggy at times and I have had my integration with other tools not sync properly in the past. **What problems is Catalyst solving and how is that benefiting you?** Centralized location for customer notes, email, and call history. ### 50. Catalyst Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 22, 2025 **What do you like best about Catalyst?** Catalyst is more customizable than other CS-centered platforms **What do you dislike about Catalyst?** I have no major dislikes at this time about Catalyst **What problems is Catalyst solving and how is that benefiting you?** Catalyst allows us to be in tune with the needs of our customers ## 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=2§ion=pricing&secure%5Bexpires_at%5D=2026-07-19+16%3A15%3A36+-0500&secure%5Bsession_id%5D=b2351ced-b736-4db0-8d2c-808d1a20ff87&secure%5Btoken%5D=94f02e136840039d25dd76eb4ac7355dded0babac7e0b6236f243858695301d2&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 (1,591 reviews) - [Planhat](https://www.g2.com/products/planhat/reviews) - 4.5/5.0 (937 reviews) - [Custify](https://www.g2.com/products/custify/reviews) - 4.7/5.0 (510 reviews)