--- title: Catalyst Reviews meta\_title: 'Catalyst Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 660 reviews by the users' company size, role or industry to find out how Catalyst works for a business like yours. aggregate\_rating: rating\_value: 4.5 review\_count: 660 scale: '5' date\_modified: '2026-08-09' parent\_category: name: Customer Service url: https://www.g2.com/categories/customer-service --- ### Catalyst Pros and Cons: Top 5 Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users appreciate the **intuitive interface** of Catalyst, enabling efficient customer management and clear, practical problem-solving. [(37 mentions)](https://www.g2.com/products/totango-catalyst/reviews?filters%5Bsentiment_snippet%5D=1497014&qs=pros-and-cons#reviews) Users appreciate the **automation features** of Catalyst, enhancing efficiency and ensuring proactive customer engagement. [(19 mentions)](https://www.g2.com/products/totango-catalyst/reviews?filters%5Bsentiment_snippet%5D=1497169&qs=pros-and-cons#reviews) Users value the **exceptional customer engagement** capabilities of Catalyst, enhancing relationships and driving meaningful outcomes. [(19 mentions)](https://www.g2.com/products/totango-catalyst/reviews?filters%5Bsentiment_snippet%5D=1493597&qs=pros-and-cons#reviews) Users appreciate the **seamless integrations** of Catalyst, enhancing efficiency and centralizing customer success data effectively. [(19 mentions)](https://www.g2.com/products/totango-catalyst/reviews?filters%5Bsentiment_snippet%5D=1495136&qs=pros-and-cons#reviews) Users find Catalyst's interface to be **intuitive and clean** , making navigation and report pulling effortless. [(19 mentions)](https://www.g2.com/products/totango-catalyst/reviews?filters%5Bsentiment_snippet%5D=1495941&qs=pros-and-cons#reviews) Users note a notable **learning curve** with Catalyst, especially for those new to customer success platforms. [(14 mentions)](https://www.g2.com/products/totango-catalyst/reviews?filters%5Bsentiment_snippet%5D=1498388&qs=pros-and-cons#reviews) Users find significant **integration issues** with Catalyst, hindering workflow efficiency and complicating customer communication. [(13 mentions)](https://www.g2.com/products/totango-catalyst/reviews?filters%5Bsentiment_snippet%5D=1495852&qs=pros-and-cons#reviews) Users are frustrated with the **missing integrations and limited features** in Catalyst, hindering effective workflow management. [(11 mentions)](https://www.g2.com/products/totango-catalyst/reviews?filters%5Bsentiment_snippet%5D=1496569&qs=pros-and-cons#reviews) Users find Catalyst to be **not intuitive** , complicating simple tasks and leading to frustration with its functionality. [(11 mentions)](https://www.g2.com/products/totango-catalyst/reviews?filters%5Bsentiment_snippet%5D=1498593&qs=pros-and-cons#reviews) Users find the **limited customization** options in Catalyst restrict their ability to tailor dashboards to specific needs. [(10 mentions)](https://www.g2.com/products/totango-catalyst/reviews?filters%5Bsentiment_snippet%5D=1498703&qs=pros-and-cons#reviews) ### 5 Pros or Advantages of Catalyst ##### 1. Ease of Use Users appreciate the **intuitive interface** of Catalyst, enabling efficient customer management and clear, practical problem-solving. [ See 37 mentions ](https://www.g2.com/products/totango-catalyst/reviews?filters%5Bsentiment_snippet%5D=1497014&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Mid-Market (51-1000 emp.) 3.5/5 "Great for account alignment, but the UI can feel cluttered and customization takes time" What do you like about Catalyst? I like how Catalyst keeps customer conversations, goals, and action items in one place, making it easier to stay aligned with customers. It helps team ![Bhaskar S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Bhaskar S.") BS Bhaskar S. Enterprise (\> 1000 emp.) 3.5/5 "Promotes Practical Learning and Collaboration, with Room for Growth" What do you like about Catalyst? What I like best about Catalyst is the way it encourages clear thinking and practical problem-solving. It doesn’t just focus on theory; it pushes you ##### 2. Automation Users appreciate the **automation features** of Catalyst, enhancing efficiency and ensuring proactive customer engagement. [ See 19 mentions ](https://www.g2.com/products/totango-catalyst/reviews?filters%5Bsentiment_snippet%5D=1497169&qs=pros-and-cons#reviews) See Related User Reviews ![Tyler G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Tyler G.") TG Tyler G. Mid-Market (51-1000 emp.) 5.0/5 "10/10 - Catalyst" What do you like about Catalyst? Catalyst pulls real time triggers and data for our sales org that allow us to bring in revenue every month. It saves us a bunch of time, streamlines o ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") E Verified User Mid-Market (51-1000 emp.) 4.5/5 "Great platform to operationalize customer success without intensive effort" What do you like about Catalyst? As a small team, we were looking for a customer success platform that could help us stay organized without a lengthy or complicated setup process. Cat ##### 3. Customer Engagement Users value the **exceptional customer engagement** capabilities of Catalyst, enhancing relationships and driving meaningful outcomes. [ See 19 mentions ](https://www.g2.com/products/totango-catalyst/reviews?filters%5Bsentiment_snippet%5D=1493597&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Mid-Market (51-1000 emp.) 3.5/5 "Great for account alignment, but the UI can feel cluttered and customization takes time" What do you like about Catalyst? I like how Catalyst keeps customer conversations, goals, and action items in one place, making it easier to stay aligned with customers. It helps team ![Bhaskar S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Bhaskar S.") BS Bhaskar S. Enterprise (\> 1000 emp.) 3.5/5 "Promotes Practical Learning and Collaboration, with Room for Growth" What do you like about Catalyst? What I like best about Catalyst is the way it encourages clear thinking and practical problem-solving. It doesn’t just focus on theory; it pushes you ##### 4. Integrations Users appreciate the **seamless integrations** of Catalyst, enhancing efficiency and centralizing customer success data effectively. [ See 19 mentions ](https://www.g2.com/products/totango-catalyst/reviews?filters%5Bsentiment_snippet%5D=1495136&qs=pros-and-cons#reviews) See Related User Reviews ![Matus F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Matus F.") MF Matus F. Small-Business (50 or fewer emp.) 4.0/5 "Catalyst makes my life easier as it's very user friendly and organized" What do you like about Catalyst? I like its intuitive and user-friendly interface, which makes it easy for customer success teams to get started and quickly see value. Its greatest st ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Mid-Market (51-1000 emp.) 4.0/5 "Ability to track customer health and interactions" What do you like 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. ##### 5. User Interface Users find Catalyst's interface to be **intuitive and clean** , making navigation and report pulling effortless. [ See 19 mentions ](https://www.g2.com/products/totango-catalyst/reviews?filters%5Bsentiment_snippet%5D=1495941&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Enterprise (\> 1000 emp.) 0.0/5 "Wouldn’t recommend" What do you like about Catalyst? The dashboard interface is nice to use and I like the segment format ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Enterprise (\> 1000 emp.) 4.0/5 "Great UI has a lot of potential" What do you like about Catalyst? It has a great UI that allows you to effortlessly view much information is one page. ### 5 Cons or Disadvantages of Catalyst ##### 1. Learning Curve Users note a notable **learning curve** with Catalyst, especially for those new to customer success platforms. [ See 14 mentions ](https://www.g2.com/products/totango-catalyst/reviews?filters%5Bsentiment_snippet%5D=1498388&qs=pros-and-cons#reviews) See Related User Reviews ![Bhaskar S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Bhaskar S.") BS Bhaskar S. Enterprise (\> 1000 emp.) 3.5/5 "Promotes Practical Learning and Collaboration, with Room for Growth" What do you dislike about Catalyst? What I dislike about Catalyst is that at times the pace can feel a bit overwhelming, especially when multiple tasks or expectations come together at o ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") E Verified User Mid-Market (51-1000 emp.) 4.5/5 "Great platform to operationalize customer success without intensive effort" What do you dislike about Catalyst? While setup is quick, some advanced features may require extra time and technical know-how to fully configure. Not a lot of feedback from the platform ##### 2. Integration Issues Users find significant **integration issues** with Catalyst, hindering workflow efficiency and complicating customer communication. [ See 13 mentions ](https://www.g2.com/products/totango-catalyst/reviews?filters%5Bsentiment_snippet%5D=1495852&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Enterprise (\> 1000 emp.) 3.5/5 "Insightful" What do you dislike about Catalyst? the UX is a little hard to navigate and doesn't integrate with our outreach for direct email ![Matus F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Matus F.") MF Matus F. Small-Business (50 or fewer emp.) 4.0/5 "Catalyst makes my life easier as it's very user friendly and organized" What do you dislike about Catalyst? There are some issues with a lack of integrations for other tools and find that the platform doesn't always provide a complete or accurate history of ##### 3. Missing Features Users are frustrated with the **missing integrations and limited features** in Catalyst, hindering effective workflow management. [ See 11 mentions ](https://www.g2.com/products/totango-catalyst/reviews?filters%5Bsentiment_snippet%5D=1496569&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 3.5/5 "Good basic CRM solution though lacking some more advanced features & capabilities" What do you dislike about Catalyst? For companies looking for a "centralized location" for their CSMs to manage their accounts, it's lacking in it's ability to track activity from other ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Enterprise (\> 1000 emp.) 3.5/5 "Catalyst: Helpful for Prioritization, but Lacks Workflow Integration" What do you dislike about Catalyst? One major limitation is that Catalyst doesn’t integrate with Outreach. Without that integration, I can’t sequence contacts directly from the platform, ##### 4. Not Intuitive Users find Catalyst to be **not intuitive** , complicating simple tasks and leading to frustration with its functionality. [ See 11 mentions ](https://www.g2.com/products/totango-catalyst/reviews?filters%5Bsentiment_snippet%5D=1498593&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Mid-Market (51-1000 emp.) 3.5/5 "Great for account alignment, but the UI can feel cluttered and customization takes time" What do you dislike about Catalyst? 1. Sometimes the interface can feel a bit cluttered, which makes finding specific information slower. 2. It can take time to customize the platform ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Enterprise (\> 1000 emp.) 0.0/5 "Wouldn’t recommend" What do you dislike about Catalyst? There are so many things I dislike about catalyst, but the main thing that is has been so frustrating for my team is the amount of bugs and issues we ##### 5. Limited Customization Users find the **limited customization** options in Catalyst restrict their ability to tailor dashboards to specific needs. [ See 10 mentions ](https://www.g2.com/products/totango-catalyst/reviews?filters%5Bsentiment_snippet%5D=1498703&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Mid-Market (51-1000 emp.) 3.5/5 "Great for account alignment, but the UI can feel cluttered and customization takes time" What do you dislike about Catalyst? 1. Sometimes the interface can feel a bit cluttered, which makes finding specific information slower. 2. It can take time to customize the platform ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Enterprise (\> 1000 emp.) 0.0/5 "Has potential but slow and lacking features" What do you dislike about Catalyst? The reporting is very basic. Formula fields are restricted to admins and it only allows very basic calculations, unlike what you get in Salesforce Lig ![Stephanie H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Stephanie H.") SH Stephanie H. Sales Manager Enterprise (\> 1000 emp.) 8/6/2025 "IC accountability and ease of use" 4.5/5 What do you like best about Catalyst? as a rep it was easy to be able to get a quick snapshot of the tasks i had to complete that day, and you actually felt accomplished seeing that number drop to zero. As a manager I can now see who on my team needs reminders or not getting tasks done on a daily basis. making accountability + follow up easier to look into Review collected by and hosted on G2.com. What do you dislike about Catalyst? we have a large team, and the dashboard does not show me everyone all at once without their names bleeding together - would love if i didn't have to scroll thru or edit my page magnification in order to see my entire team Review collected by and hosted on G2.com. What problems is Catalyst solving and how is that benefiting you? alerting reps to outreach triggers so they can contact customers at the right time based on their own activity Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services") EI Verified User in Information Technology and Services Mid-Market (51-1000 emp.) 8/6/2025 "Great platform to operationalize customer success without intensive effort" 4.5/5 What do you like best about Catalyst? As a small team, we were looking for a customer success platform that could help us stay organized without a lengthy or complicated setup process. Catalyst delivered exactly what we needed. The onboarding was quick and painless; we were able to get everything up and running in a very short timeframe. The interface is intuitive and user-friendly, so our team felt comfortable using it right away—no steep learning curve. Catalyst’s features have helped us centralize customer data, streamline our workflows, and proactively manage customer health. Their playbooks and workflows are good features to have as well - we have been able to automate a lot of signals out of the platform using that functionality. Overall, I would highly recommend Catalyst to other small teams looking to level up their customer success function quickly and with minimal hassle. It’s made a noticeable difference in how we manage customer health and grow our customer relationships. Review collected by and hosted on G2.com. What do you dislike about Catalyst? While setup is quick, some advanced features may require extra time and technical know-how to fully configure. Not a lot of feedback from the platform on when the data sources break or why - need to contact their support for it. Limited customization in certain dashboards or reports can be frustrating if you want deeper insights tailored exactly to your team’s workflow. Especially if you are used to SFDC reports. Some of the fields once you set those up can't be edited (especially calculated fields) and you basically have to start from scratch if you need to do any major edits. Review collected by and hosted on G2.com. What problems is Catalyst solving and how is that benefiting you? - Early warning on customer health. Helps get ahead of Churn. - Signals when customers are over-adopted resulting in expansion. - Metrics on product usage and utilization that are centralized. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Enterprise (\> 1000 emp.) 8/6/2025 "Catalyst: Helpful for Prioritization, but Lacks Workflow Integration" 3.5/5 What do you like best about Catalyst? Catalyst has been a useful tool for surfacing key accounts that need attention, especially when it comes to users on our free platform. It gives a clear view into which customers are at risk or require follow-up, which helps me prioritize my outreach and tailor my engagement more effectively. The interface is intuitive, and it’s great for surfacing high-level insights that guide my day-to-day. Review collected by and hosted on G2.com. What do you dislike about Catalyst? One major limitation is that Catalyst doesn’t integrate with Outreach. Without that integration, I can’t sequence contacts directly from the platform, which adds an extra step to my workflow and slows me down. Another challenge is that it doesn’t effectively organize accounts with multiple tasks—it can be hard to track and manage follow-ups when several action items are associated with the same account. Review collected by and hosted on G2.com. What problems is Catalyst solving and how is that benefiting you? Catalyst is helping solve the problem of visibility into customer health and engagement, especially for accounts that are in critical phases like onboarding with Launch. It surfaces which accounts need immediate attention, highlights risk signals, and helps ensure that no key accounts fall through the cracks. This has been a big benefit for me on the sales side because it allows me to focus my outreach on the right accounts at the right time, ultimately helping drive stronger customer relationships and reduce churn risk. It saves time by making prioritization clearer and more data-driven. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Marketing and Advertising](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Marketing and Advertising") UM Verified User in Marketing and Advertising Mid-Market (51-1000 emp.) 8/5/2025 "Catalyst - Fantastic Customer Success Tool" 4/5 What do you like best about Catalyst? The configurable dashboards that allow me to create the snapshot view of all the relevant pieces of information that I need ahead of meetings, specific being able to drill down on any data point which allows me to quickly to create a comparison of clients. This way i get to use the solution nearly every day, to pull either information on a specific client or pull insights for the team Review collected by and hosted on G2.com. What do you dislike about Catalyst? It takes a little bit of time to get the dashboard fully tweaked to your liking, but this is more a user input issue on my behalf rather than a fault of catalyst Review collected by and hosted on G2.com. What problems is Catalyst solving and how is that benefiting you? It allows me to see exactly which customers are succeeding which that are not, and who has potential to drive revenue. Providing a holistic view over all our customers, being able to drill down as needed, allows to see what part of the tool is being adopted and where we have room to improve Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") UC Verified User in Computer Software Mid-Market (51-1000 emp.) 1/22/2026 "Great for account alignment, but the UI can feel cluttered and customization takes time" 3.5/5 What do you like best about Catalyst? I like how Catalyst keeps customer conversations, goals, and action items in one place, making it easier to stay aligned with customers. It helps teams proactively manage accounts and improve customer outcomes. Review collected by and hosted on G2.com. What do you dislike about Catalyst? 1. Sometimes the interface can feel a bit cluttered, which makes finding specific information slower. 2. It can take time to customize the platform to fit unique team workflows. Review collected by and hosted on G2.com. What problems is Catalyst solving and how is that benefiting you? Catalyst helps solve the challenge of managing customer relationships by organizing conversations, tracking goals, and keeping action items in one place. This benefits me by making it easier to stay aligned with customers, improve communication, and drive better results. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Shivansh R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Shivansh R.") SR Shivansh R. Customer Success Manager Mid-Market (51-1000 emp.) 8/5/2025 "Good Database, lacks triggered automation" 3.5/5 What do you like best about Catalyst? It's a reliable and clean place to keep and look at data. Love the easy interface. Easy to implement and integrate. I work on Catalyst every day for at least 2 hours. Review collected by and hosted on G2.com. What do you dislike about Catalyst? Limited features and functionalities, unable to trigger automation based on a data field. For example: Unable to send emails with suggestions with people with low Product Adoption. Review collected by and hosted on G2.com. What problems is Catalyst solving and how is that benefiting you? Viewing all data on a single page is straightforward. The ability to use filters & customize segments and columns provides various layout options, significantly enhancing the value Catalyst offers. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Rich R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rich R.") RR Rich R. Founding Fellow Mid-Market (51-1000 emp.) 5/15/2025 "VP of CS" 5/5 What do you like best about Catalyst? Rapid implementation Excellent dashboards Create multiple layout view for an account Rich text templates for notes and tasks, including data Cross object reporting, filtering and displays Created so many calculated fields on our objects Inline editing on pretty much every screen Ease of administration Rapid innovation Review collected by and hosted on G2.com. What do you dislike about Catalyst? Performance a little slow at times Would like custom objects that could live only in Catalyst Scale messaging isn't as powerful as some other tools Review collected by and hosted on G2.com. What problems is Catalyst solving and how is that benefiting you? Before Catalyst, it was difficult to track engagement across hundreds of accounts and ensure follow-through on key activities. Now, with centralized visibility and structured playbooks, we can standardize best practices, identify risks early, and drive expansion. It’s directly supporting our goal of increasing Net Revenue Retention by keeping our CS team focused, organized, and aligned. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Mustafa E.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mustafa E.") ME Mustafa E. Senior Customer Success Manager Mid-Market (51-1000 emp.) 5/15/2025 "Good experience for an account overview but not good for having no way to for storing documentations" 3.5/5 What do you like best about Catalyst? It is so user-friendly and doesn't need any training to start working on it. Review collected by and hosted on G2.com. What do you dislike about Catalyst? No attachment functionality is there and this is crucial and ruins the entire experience as you will need to work on it for some stuff and on other systems just to find the docs. I stopped using Catalyst in first week except for Pulse updates. It doesn't make any sense for me to waste my time between Salesforce and Catalyst when I can do everything on Salesforce including attachments which I need on daily basis. Review collected by and hosted on G2.com. What problems is Catalyst solving and how is that benefiting you? I think the Sr Leadership likes its dashboards, which are fancy-looking and not classic like the ones in Salesforce, but trust me, they stopped using Catalyst a couple of months ago and went back to Salesforce again. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Miranda W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Miranda W.") MW Miranda W. Enterprise Customer Success Mid-Market (51-1000 emp.) 2/18/2025 "Great for your daily CSM practices" 4.5/5 What do you like best about Catalyst? Catalyst is not only the most visually appealing CRM i have worked with, but it also has the most flexbility to suit your CSM needs. Creating your own dashboards for quick and easy highlights of your daily activities, accounts at risk, as well as action items is easy! Reports are made easy, and its quick to apply Notes, Tasks and other daily actions to your accounts. Review collected by and hosted on G2.com. What do you dislike about Catalyst? For what I need daily, I dont have any problems with Catalyst. Review collected by and hosted on G2.com. What problems is Catalyst solving and how is that benefiting you? Catalyst helps me stay organized as a CSM working with Enterprise accounts. It allows me to easily create tasks to come back to at a later time, as well as efficiently run reports to find low points in my accounts. Review collected by and hosted on G2.com. Show More 5/22/2025 Current UserValidated ReviewerIncentivizedSource: Seller invite ![Jason A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jason A.") JA Jason A. Director, Salesforce CRM Mid-Market (51-1000 emp.) 5/20/2025 "Set up Salesforce/Catalyst Integration" 3/5 What do you like best about Catalyst? Catalyst looks like it will be a useful tool to measure and analyze our client health. Overall implementation was pretty easy, but had some issues with record syncing. Review collected by and hosted on G2.com. What do you dislike about Catalyst? When setting up the integration between Salesforce and Catalyst, I was very disappointed with the filtering (only AND, no OR) that is allowed for pulling in/syncing records from Salesforce into Catalyst. There is no ability for custom filter logic, like combining AND and OR logic. This was a very limited feature that forced us to have to make custom fields in order to accommodate a tool that decision makers were told, was a functionality when syncing Salesforce with Catalyst. Review collected by and hosted on G2.com. What problems is Catalyst solving and how is that benefiting you? allowing us to provide better customer service and analyze customer health Review collected by and hosted on G2.com. 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