--- 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 ![Verified User in Education Management](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Education Management") UE Verified User in Education Management Mid-Market (51-1000 emp.) 5/25/2025 "Enhancing Customer Retention with Catalyst" 3.5/5 What do you like best about Catalyst? What I like best about Catalyst is how it centralizes all customer data into a single, customizable view. This makes it incredibly easy to assess customer health and usage patterns at a glance. The platform's automation features such as dynamic health scores and real-time alerts enable our team to proactively manage accounts and step in early when issues arise. As a result, we've seen a noticeable boost in both our team’s efficiency and overall customer retention. Review collected by and hosted on G2.com. What do you dislike about Catalyst? One thing I find challenging about Catalyst is that some customization options can be a bit complicated and take time to set up properly. Also, it would be helpful if there were more integrations with some of the tools we use often. That said, the platform still offers a lot of useful features overall. Review collected by and hosted on G2.com. What problems is Catalyst solving and how is that benefiting you? I helps me to view communication across multiple channels like salesforce, Zendesk and can view the data about a single user/org at a single screen 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.) 5/22/2025 "Great tool for CSMs" 3.5/5 What do you like best about Catalyst? Its easy to use and allows you to create very flexible notes for customer interactions. I love the shortcuts to create notes and syncing with other tools such as SFDC. I Review collected by and hosted on G2.com. What do you dislike about Catalyst? Even though its very quick to open a note its still very clunky and slow to actually create a note, I have to select 7+ different elements before I can even start creating my note. I wish I could clone an existing OR at least clone the selections at the top of a note and then edit from there (I used to be able to do that in other CS tools I've used such as Gainsight!) as alot of the time you are meeting similar contacts or having similar interactions it would be super useful if I could clone and edit the new one it would save me so much time. I still find the UI quick busy and clunky a lot of scrolling to get all the good info. Also please decide on your branding, the product doesnt match the branding in this g2 report I couldnt even tell if I was selecting the correct Catalyst as the logo doesnt match!! Review collected by and hosted on G2.com. What problems is Catalyst solving and how is that benefiting you? capturing notes of customer interactions syncing with other tools 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.) 5/20/2025 "Great platform to streamline customer success" 4.5/5 What do you like best about Catalyst? Catalyst is really great at pulling in all of the relevant Salesforce data via integration and consolidating it into customizable dashboards. This make my job easier on a day to day basis and ensures data consistency with the 2 way sync. Review collected by and hosted on G2.com. What do you dislike about Catalyst? There aren't many downsides to Catalyst in general, the only thing I don't love about the platform is that sometimes there can be a longer than expected delay in the data sync between our company CRM (Salesforce) and the platform. Overall, it's not a huge issue, but I have noticed some inefficiencies. Review collected by and hosted on G2.com. What problems is Catalyst solving and how is that benefiting you? Catalyst is really helping us gain a detailed view on client health via the customized dashboard views and via the integrations with systems such as Pendo/Salesforce. This is allowing me and my colleagues to quickly update client sentiment and account health, along with gaining an understanding of general usage analytics to let us know which clients are taking full advantage of our product offering and who may need some assistance from our support team before things become unmanageable. Essentially, Catalyst is allowing us to stay out front of client needs/issues before they arise. 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") AI Verified User in Information Technology and Services Mid-Market (51-1000 emp.) 5/15/2025 "Duplicate Salesforce Instance" 1.5/5 What do you like best about Catalyst? Catalyst.io stands out as one of the most intuitive and impactful Customer Success platforms I've worked with. What I appreciate most is how it's built with the end-user in mind—everything from the interface to the workflows feels purpose-driven and clean. Unlike many CS tools that require extensive ramp-up time, Catalyst enables teams to get value quickly. The platform strikes the right balance between flexibility and structure. It's easy to customize views, workflows, and playbooks to fit our customer journey without relying heavily on engineering or admins. The native integrations—especially with Salesforce—work seamlessly, keeping our GTM systems tightly aligned. Catalyst has also played a big role in helping us operationalize proactive customer success. The health scoring, account alerts, and automated workflows allow our CSMs to stay ahead of risks and identify expansion opportunities earlier. It’s not just a system of record—it’s a system of action. Lastly, the Catalyst team itself has been incredibly supportive. From onboarding to feature requests, they listen, iterate fast, and truly care about their customers’ success. In short, Catalyst.io has helped elevate our Customer Success function from reactive to strategic—and that’s why I’m such a fan. Review collected by and hosted on G2.com. What do you dislike about Catalyst? While Catalyst.io has potential as a Customer Success platform, there are several areas where it falls short for our team. The biggest challenge has been usability at scale — the interface can feel cluttered and unintuitive when managing a large book of business. It sometimes takes too many clicks to access basic information or complete routine tasks. Customization is also a double-edged sword. While it's flexible in theory, many configurations require admin-level access or assistance from Catalyst’s support team, which slows us down. Reporting capabilities are limited out of the box, and we’ve found ourselves relying on exports or external tools for deeper analysis. The Salesforce integration, while marketed as robust, hasn’t been as seamless as expected. Data syncing issues and field mapping limitations have caused friction and forced our ops team to create workarounds. Lastly, the pace of product innovation hasn’t kept up with our needs. Several key features we’ve requested—like advanced segmentation, better playbook logic, or more granular user permissions—have been on the roadmap for a while with little visibility into when they’ll be delivered. Overall, Catalyst feels like a tool with a lot of promise, but it hasn’t fully matured to support the complexity or scale of our Customer Success operation. Review collected by and hosted on G2.com. What problems is Catalyst solving and how is that benefiting you? Catalyst.io is solving a few key problems in Customer Success that directly impact team productivity, customer health, and revenue retention: Fragmented Customer Data → Unified Customer View Problem: Customer data often lives across multiple systems (Salesforce, Zendesk, product analytics, etc.), making it hard for CSMs to get a full picture. How Catalyst Helps: Catalyst centralizes that data into a single, customizable account view, allowing CSMs to quickly understand customer health, usage trends, and lifecycle stage—all in one place. Benefit: Less time digging for information, more time taking action. Reactive Account Management → Proactive Customer Success Problem: Many teams operate reactively—only engaging when there’s a problem. How Catalyst Helps: With automated health scores, renewal timelines, and usage alerts, CSMs are nudged to take proactive steps before risks become churn. Benefit: Higher retention, more strategic conversations, and better customer experiences. Manual Processes → Scalable Playbooks & Automation Problem: Scaling customer success is difficult without consistent processes. How Catalyst Helps: Catalyst lets you build and automate playbooks tied to lifecycle stages or risk signals. 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 Enterprise (\> 1000 emp.) 5/15/2025 "Catalyst provides a great platform to better organize what is important for my customers" 4/5 What do you like best about Catalyst? Prior to our organization implementing Catalyst, we were able to document notes from customer engagements but found it difficult to track mutual success goals and the steps needed to help our customers get the most from our solution. With Catalyst I can easily provide notes on individual calls, then switch to update progress regarding success goals, and then view any outstanding tasks associated with that customer. This separation allows specific insights to remain in documented notes while providing a way to effectively track on-going initiatives and projects. Previously this type of information was tracked outside our CRM where call notes were tracked. This approach was not effective and provided little to no insight to leadership on how we were helping our customer be successful Review collected by and hosted on G2.com. What do you dislike about Catalyst? While playbooks can be very helpful, I often find they result in additional tasks being created that clutter the other actions I am trying to effectively manage. I believe this has more to do with how our organization has set them up then the functionality itself. We are all stretched thin so make sure when you set up playbooks it is driving value for end users as needing to manage erroneous tasks has become a point of frustration and has made it more difficult to track the tasks that need my attention Review collected by and hosted on G2.com. What problems is Catalyst solving and how is that benefiting you? Catalyst gives me a more holistic view of each of my customers and helps me organize appropriate actions and follow ups to ensure they remain successful with our organization. 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") AC Verified User in Computer Software Mid-Market (51-1000 emp.) 5/15/2025 "Catalyst does the job and definitely makes life easier" 4.5/5 What do you like best about Catalyst? - UI is really nice - our team prefers it to other tools for managing account data - Relative date filters for reporting make reporting really easy - Recent addition of ability to report across Salesforce objects is helpful - Health score (if set up properly with the right data) can be a great datapoint when prioritizing accounts Review collected by and hosted on G2.com. What do you dislike about Catalyst? - Playbooks are a feature that is interesting to a lot of our team members, but they are too complex for everyone to use without a learning curve (regardless, it would be interesting to have control over the permissions that allows us access to that specific feature without making someone an admin) - Related, I don't love the email builder in playbooks: the emails come from a different address than our CSMs use (which impacts trust), the builder is pretty complex and time-consuming to use, and the emails always LOOK automated/newsletter style - Journeys are pretty complex too but I think the concept of an automated customer journey is a hard thing to nail down in CS regardless of tooling Review collected by and hosted on G2.com. What problems is Catalyst solving and how is that benefiting you? We got Catalyst to automate parts of our customer journey and give our CSMs a way to prioritize accounts and anticipate risk. The health score is a great account telemetry resource our CSMs use regularly. Our team uses the dashboards regularly as well, which allow them to visualize the progress they're making with their book of business and prioritize accounts. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite MS Marlaice S. Frame.io Customer Success Manager Enterprise (\> 1000 emp.) 5/15/2025 "Catalyst is a CSMs best friend" 5/5 What do you like best about Catalyst? Having used a variety of CSM tools throughout my career, I can confidently say that Catalyst far exceeds the competition. As a primarily visual thinker, the color palette, clear graphs, and vibrant layout of Catalyst enable me to easily and quickly digest large amounts of information. This is especially important during back-to-back customer calls. I rely on segments and tasks to keep me organized with my customers and ensure nothing falls through the cracks. Additionally, I value the integrations with Gong and Jira, which streamline customer follow-up and support escalations. Additionally, the enablement through our dedicated CSM team has been stellar and very hands on. The support team is also always quick to address any technical issues with compassion and follow-through. Review collected by and hosted on G2.com. What do you dislike about Catalyst? It would be really nice to be able to copy notes from one account to another. Review collected by and hosted on G2.com. What problems is Catalyst solving and how is that benefiting you? Catalyst allows me to stay organized and build a strategic approach to customer engagement. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite ![Verified User in Internet](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Internet") UI Verified User in Internet Mid-Market (51-1000 emp.) 8/5/2025 "A useful tool for Customer Success Teams" 4.5/5 What do you like best about Catalyst? Ease of use. The hot keys are very helpful when multitasking within an account. You are also able to keep tabs open for different accounts so you can be working and moving within your book of business while doing multiple tasks. Review collected by and hosted on G2.com. What do you dislike about Catalyst? I'd like to be able to build my own graphs. I do like the report features but I think they could be a little more intuitive with increased functionality and then they should be able to spit out graphs that i can customize. Review collected by and hosted on G2.com. What problems is Catalyst solving and how is that benefiting you? Currently we're just using it to keep client meeting notes and goals tracking. I know there is more that we could use it for. 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") UI Verified User in Information Technology and Services Mid-Market (51-1000 emp.) 5/16/2025 "Driving Team Alignment and Productivity with Catalyst" 4/5 What do you like best about Catalyst? Catalyst has significantly enhanced our team's efficiency and organization. The dashboard feature provides clear visibility into account prioritization, ensuring our efforts are focused and aligned. The ability to create note templates has streamlined our follow-up communication, promoting consistency and saving time. Additionally, the playbooks have effectively automated customer outreach, reducing manual work and improving overall productivity. Catalyst has proven to be an invaluable asset to our workflow. Review collected by and hosted on G2.com. What do you dislike about Catalyst? One area that could be improved is the speed at which fields update when data is pulled from external sources. In some cases, it can take up to 24 hours for changes to reflect. Faster data syncing or more real-time updates would significantly enhance the platform’s usability Review collected by and hosted on G2.com. What problems is Catalyst solving and how is that benefiting you? It centralizes key data, helping the team prioritize effectively and stay aligned. Automations like playbooks and note templates have reduced manual work, increased consistency, and improved overall responsiveness. It’s assists with team efficiency. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Kerri G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kerri G.") KG Kerri G. Client success specialist Mid-Market (51-1000 emp.) 8/6/2025 "Almost Perfect Tool for Customer Success Teams" 3.5/5 What do you like best about Catalyst? Catalyst helps CSM teams create playbooks based on customer criterie or triggers to help automate outreach and save time. Review collected by and hosted on G2.com. What do you dislike about Catalyst? There are limitations. I wish you could have individuals in one playbook automatically enter another playbook based off of a tirgger or customer field. I wish it has more features for implementation teams so that we could all be using one system. Review collected by and hosted on G2.com. What problems is Catalyst solving and how is that benefiting you? Streamlining CSMs proactive outreach and identifying risk trends. Review collected by and hosted on G2.com. 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