--- title: Catalyst Reviews meta_title: 'Catalyst Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 660 reviews by the users' company size, role or industry to find out how Catalyst works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 660 scale: '5' date_modified: '2026-07-22' parent_category: name: Customer Service url: https://www.g2.com/categories/customer-service --- # Catalyst Reviews **Vendor:** Totango **Category:** [Customer Success Software](https://www.g2.com/categories/customer-success) **Average Rating:** 4.5/5.0 **Total Reviews:** 660 ## About Catalyst Catalyst, now part of Totango, empowers teams to identify and capitalize on expansion and upsell opportunities, driving recurring revenue growth. Built to simplify complex strategies, it helps businesses achieve sustainable success by aligning each action with your customer’s key objectives, ensuring they achieve their desired outcomes for your product or service. Catalyst unlocks your team’s potential to deliver smarter, faster, and scalable results, paving the way for long-term success. Learn more here! ## Catalyst Pros & Cons **What users like:** - Users appreciate the **intuitive interface** of Catalyst, enabling efficient customer management and clear, practical problem-solving. (37 reviews) - Users appreciate the **automation features** of Catalyst, enhancing efficiency and ensuring proactive customer engagement. (19 reviews) - Users value the **exceptional customer engagement** capabilities of Catalyst, enhancing relationships and driving meaningful outcomes. (19 reviews) - Users appreciate the **seamless integrations** of Catalyst, enhancing efficiency and centralizing customer success data effectively. (19 reviews) - Users find Catalyst's interface to be **intuitive and clean** , making navigation and report pulling effortless. (19 reviews) - Users find Catalyst **extremely helpful** for task management, organization, and gaining valuable customer insights effectively. (17 reviews) - Visibility (17 reviews) - Users appreciate the **prompt and helpful customer support** from Catalyst, enhancing their overall experience with the tool. (16 reviews) - Efficiency (16 reviews) - Users appreciate Catalyst for its **intuitive design** , making information easily digestible and enhancing overall user experience. (16 reviews) **What users dislike:** - Users note a notable **learning curve** with Catalyst, especially for those new to customer success platforms. (14 reviews) - Users find significant **integration issues** with Catalyst, hindering workflow efficiency and complicating customer communication. (13 reviews) - Users are frustrated with the **missing integrations and limited features** in Catalyst, hindering effective workflow management. (11 reviews) - Users find Catalyst to be **not intuitive** , complicating simple tasks and leading to frustration with its functionality. (11 reviews) - Users find the **limited customization** options in Catalyst restrict their ability to tailor dashboards to specific needs. (10 reviews) - Users experience **difficult navigation** with Catalyst, finding the UI confusing for managing and tracking tasks effectively. (9 reviews) - Users experience **slow performance** with Catalyst, noting lengthy sync times and lag during use detracting from their experience. (9 reviews) - Navigation Difficulty (8 reviews) - Salesforce Integration (8 reviews) - Processing Delays (7 reviews) ## Catalyst Reviews ### 1. Catalyst Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Enterprise (> 1000 emp.) **Reviewed Date:** November 21, 2022 **What do you like best about Catalyst?** Very easy interface and UX. Keeps me organized in a simple and straight forward manner, which is what I need! **What do you dislike about Catalyst?** I have nothing to comment here or mention. **What problems is Catalyst solving and how is that benefiting you?** Keeping all notes and tracking of client tasks and discussions organized and in one place ### 2. Catalyst CSM Platform Review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 07, 2022 **What do you like best about Catalyst?** The ease of editing and viewing account-level data, vis-a-vis Salesforce. **What do you dislike about Catalyst?** Very difficult to customize screens without Operations Team support, or to view other dashboards for colleagues without additional help. **What problems is Catalyst solving and how is that benefiting you?** It makes it easier for me to track problem accounts and to get a high-level, holistic view of my accounts. ### 3. Catalyst Review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2022 **What do you like best about Catalyst?** It makes it easy to manage a large book of business. Being able to quickly look at Catalyst to see the health of my clients has been great. Very customizable. **What do you dislike about Catalyst?** The layout could be cleaner and more compact when dealing with a large amount of accounts. **What problems is Catalyst solving and how is that benefiting you?** Helps keep track of all the meetings I have with clients via the notes section. It can be easy to lose a word doc but having all the information from each meeting accessible has been beneficial. ### 4. Catalyst is super user friendly and also has so many capabilities and different dashboards. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Enterprise (> 1000 emp.) **Reviewed Date:** August 19, 2022 **What do you like best about Catalyst?** I enjoy using its dashboards, as it guides me day to day in terms of next steps with my accounts. **What do you dislike about Catalyst?** Sometimes, in Catalyst there are some errors while saving fields and changes. I also think that it's slow at times to save my customer status notes. **What problems is Catalyst solving and how is that benefiting you?** It allows me to have a smooth account review process with my Team Lead. It has so many different views that allows me to gather all my data in one place (Catalyst) & not have to switch around to different applications. ### 5. Streamlined Client Management **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** August 18, 2022 **What do you like best about Catalyst?** Catalyst has been critical in maintaining organization across my book of business, streamlining internal processes and tracking overall client health in one central location. **What do you dislike about Catalyst?** I don't have many negative things to say! I've worked with many different CS platforms and Catalyst by far has been the most useful with the best user interface. **What problems is Catalyst solving and how is that benefiting you?** Catalyst helps keep client data centralized and alleviates the headache of switching back and forth between Catalyst and Salesforce. In addition to this, Catalyst has playbooks and tasking to help identify client needs proactively. ### 6. Amazing Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Cintia L. | Senior Performance Marketing, Mid-Market (51-1000 emp.) **Reviewed Date:** November 13, 2022 **What do you like best about Catalyst?** I have been working with Catalyst for a few months, and it is an excellent platform. I love how I can be organized with my tasks. **What do you dislike about Catalyst?** The overview could be more organized and clean. **What problems is Catalyst solving and how is that benefiting you?** Catalyst helps to organize my routine with my remote team. ### 7. It's easy to use and understand **Rating:** 5.0/5.0 stars **Reviewed by:** Yash R. | DevOps engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** September 20, 2022 **What do you like best about Catalyst?** More Transparency on errors will be great **What do you dislike about Catalyst?** Making it easy to use is great but some errors are not clear so making it more transparent will great **What problems is Catalyst solving and how is that benefiting you?** One platform for dashboarding our data. ### 8. Catalyst works well for team communication and tracking my accounts **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** September 26, 2022 **What do you like best about Catalyst?** I like how Catalyst links to my other work solutions. The templates are also a huge time-saver, especially since tweaked to my company's needs. **What do you dislike about Catalyst?** Some limitations on the number/way our accounts are set up. Not all listed in my company tool are able to be added to Catalyst the same way. **What problems is Catalyst solving and how is that benefiting you?** Managing multiple customer accounts and sharing information with my team. Also process for account management (templates). ### 9. Excellent platform with incredible post-implementation support from both CSM and Support teams. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 15, 2022 **What do you like best about Catalyst?** Account-based pricing model rather than seat-based. Extremely easy to use with lots of customization available based on your account segments. One of the best post-sales/implementation teams I have worked with. **What do you dislike about Catalyst?** Slack integration functionality is not as advanced as competitor products. Currently, no functionality to support the mass deployment of tasks outside of playbooks. **What problems is Catalyst solving and how is that benefiting you?** An accurate way to monitor and act upon a number of health and risk indicators. Give visibility to the executive team and other stakeholders about the impact Customer Success has on the business. ### 10. Catalyst gives power of collaboration & prep **Rating:** 5.0/5.0 stars **Reviewed by:** David F. | Manager of Account Management, Mid-Market (51-1000 emp.) **Reviewed Date:** August 18, 2022 **What do you like best about Catalyst?** Catalyst really allows my team to dive deeper into accounts, using segments and success plans to drive account mapping and intervention. **What do you dislike about Catalyst?** The integration and sync from salesforce updates can be slow/delayed **What problems is Catalyst solving and how is that benefiting you?** Catalyst allows for better collaboration between reps on an account team and tracking multi-threaded usage. ### 11. Great area to see all your accounts in one snap shop! **Rating:** 5.0/5.0 stars **Reviewed by:** Ashley C. | CSM, Enterprise (> 1000 emp.) **Reviewed Date:** August 18, 2022 **What do you like best about Catalyst?** seeing all info in one place - for instance looking at rates, renewal dates, different platforms use **What do you dislike about Catalyst?** Lots of fields - allow to narrow down form looking at all of the different platforms **What problems is Catalyst solving and how is that benefiting you?** Looking at starting your day dashboard and looking at client's tag issues ### 12. Essential Customer Success Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 19, 2022 **What do you like best about Catalyst?** It allows me to easily get a 360 overview of all our customers and their overall health **What do you dislike about Catalyst?** Sometimes the UI can get confusing. For example, adding notes to an account is not found in the notes section, you have to look at the very top right and click the "create" button; it doesn't even say create notes, it just says create, and then you will see a note option. **What problems is Catalyst solving and how is that benefiting you?** Easily unify and manage customer data to surface important insights on the fly. ### 13. Helpful with time management and task management **Rating:** 5.0/5.0 stars **Reviewed by:** Steffany S. | Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** September 21, 2022 **What do you like best about Catalyst?** Easy to use, navigate and provides me with a 360 view of my accounts **What do you dislike about Catalyst?** took me a while to learn how to use it properly **What problems is Catalyst solving and how is that benefiting you?** Helps me monitor the health of my accounts and where to focus my attention ### 14. An incredible tool for CSMs and Success Leadership **Rating:** 5.0/5.0 stars **Reviewed by:** Scott D. | Mid-Market (51-1000 emp.) **Reviewed Date:** June 25, 2020 **What do you like best about Catalyst?** - Catalyst's UI is clean, configurable, and extremely easy to use - The help with integration and general usage of the platform is top notch. The Catalyst Success team is a tremendous partner in getting all of the value needed out of the tool - Their unlimited seats model means that an entire company could hypothetically be in Catalyst, allowing for Catalyst to be a post-sales hub that facilitates cross-team collaboration - With a bidirectional sync into SFDC, Catalyst can help ensure your data cleanliness is top of mind for all of your teams **What do you dislike about Catalyst?** As an ex-Gainsight user, I find Catalyst to be infinitely better for our workflows and intra-team use cases. The one thing I'll mention is that Catalyst isn't as feature rich as Gainsight is currently. While this might have been a cause for concern, we've found that the Catalyst Product and Engineering teams are endlessly amendable to receiving feedback, and in the six short months that we've been using the Catalyst tool, they've already released numerous product enhancements that are quickly closing the gap with Gainsight. I've also found that the Catalyst teams are better partners to us than Gainsight ever was, which means that Catalyst is developing features and tools with our use cases in mind. This tight partnership handily makes up for any product deficiencies that Catalyst currently has, and I have no doubt that in a year's time, Catalyst will be extremely close to Gainsight from a feature perspective. **Recommendations to others considering Catalyst:** Throughout your sales process when buying a new CS tool, I'd encourage you to speak to as many people from various parts of the company as possible. When meeting with the whole Catalyst team (Sales, Customer Success, Engineering, Product, all the way up to Leadership), it was clear our vision and values aligned, which has made for a very successful joint engagement. **What problems is Catalyst solving and how is that benefiting you?** When we first decided to move off of Gainsight, we knew we needed a post-sales hub that collated all of our client information from pre-sale to post-sale into one easy-to-access location. We also knew we needed to clean up a lot of incorrect Salesforce data that had accumulated over the years. Catalyst has allowed us to do both of these things with incredible ease. The tool itself is very flexible, and during our extensive onboarding process with Catalyst, we've been able to lay a foundation off of which we'll be able to facilitate a lot of intra-team collaboration that wouldn't have been possible to do before. Also, in just a few short weeks of having Catalyst up and running, we've been able to correct hundreds of Salesforce fields, which has allowed for a ton of operational efficiencies on our backend. Overall, the choice to move to Catalyst has been a great one, and we're very happy! ### 15. All-In-One Customer Success Solution **Rating:** 5.0/5.0 stars **Reviewed by:** Lilah A. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** January 04, 2022 **What do you like best about Catalyst?** I really enjoy how comprehensive the system is. It takes into account a lot of details around customer accounts that allow me to look back on a customer - even a few weeks later - and know where I was at with them, what their current temperate is, and exactly which tasks I need to follow up on. **What do you dislike about Catalyst?** One small downside is there is a bit of a learning curve at first in the sense that, because there are so many things the software can do it can get a bit overwhelming. However, once you have had an opportunity to play around with the system and all of the functionality, everything does begin to make sense. **What problems is Catalyst solving and how is that benefiting you?** The problem we are trying to solve with Catalyst is that we are trying to get a clear customer picture - this is vital to our business and CSMs because many of us handle a large portfolio of customers. When understanding the full functionality of the system, we are really able to see a snapshot of the customer from where we left off. The reason this is important is because more often than not we are unable to touch base with customers for an extended period of time, and to be able to see where we left things off and what the customer temperature is and the tasks assigned to that customer allows us as a CSM to tackle the account right away without having to dig through emails or notes in other areas to gather context. ### 16. Snr. Customer Success Manager **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Enterprise (> 1000 emp.) **Reviewed Date:** August 15, 2022 **What do you like best about Catalyst?** Catalyst is super intuitive to use and gives you the flexibility to create dashboards. Our team is more organized, collaborative and data driven because of Catalyst's reports and segmentation capabilities **What do you dislike about Catalyst?** While I think Catalyst is the most CS-friendly tool, I do need to download CSV files in order to create different graphs, and pivot tables. Not a big deal, but it is an extra step. **What problems is Catalyst solving and how is that benefiting you?** Catalyst solves our ability to easily track NPS scores, sentiment scores, and understand our customers at a glance, and in-depth. This is benefiting me because it helps my manager and I discuss clients that need more attention, lets our executive team understand renewal numbers and take action before customers churn. ### 17. I love it, very well organized and easy to use from a user experience standpoint. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** August 30, 2022 **What do you like best about Catalyst?** The customizations and the ease of syncing with other platforms. **What do you dislike about Catalyst?** Sometimes it's slightly overwhelming but that isn't specific to the platform, more specific to the type of work I am doing. **What problems is Catalyst solving and how is that benefiting you?** It brings in our data, our CRM platform and various other platforms we use to help show a bigger picture of all of the separate things we would look at historically when evaluating the health of our clients. ### 18. Updated features bring Catalyst to a 9/10! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Mid-Market (51-1000 emp.) **Reviewed Date:** May 31, 2022 **What do you like best about Catalyst?** The ability to post screenshots and/or images directly into my notes is fantastic for my work as a Customer Success Manager -- this makes communicating software bugs so much easier!! This was not available up until recently; I even had a call with Catalyst to express my desire for this feature and while they did not say it was coming at the time we had originally talked, I'm thrilled to see that it's available now. It's made my time in Catalyst much more user-friendly. **What do you dislike about Catalyst?** Up until recently I strongly disliked the absence of copy+paste screenshot/image capabilities, but since the latest update, I'd say my main complaint is honestly that the site looks like a lot of others and it's easy to get fatigued looking at the same white webpage. I'd love the ability to change the color scheme or even add my own skin, just so it's slightly more enjoyable to look at every day. **What problems is Catalyst solving and how is that benefiting you?** Catalyst makes looking at my whole book of business easier as a CSM -- I can run reports based on who is likely to renew, who isn't, who has an end date approaching, etc. Now that I can include screenshots and images directly in my notes, I can communicate bugs or visual wins much more effectively and easily. ### 19. Catalyst makes my life as a CSM so much easier! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Enterprise (> 1000 emp.) **Reviewed Date:** March 16, 2022 **What do you like best about Catalyst?** I like all the different areas in Catalyst. I like the ease of meeting notes, and being able to see notes history when I am transferred new clients. I love how my manager can see all of my accounts as well. I like being able to have multiple important dashboards pinned to the top. The ability to create tasks in meeting notes, then have those tasks live in a list on my dashboard is great too. **What do you dislike about Catalyst?** I think the platform could have some tiny improvements on UI//ux design. I have some trouble finding certain things when I am using my laptop. When I am using a desktop, the platform is easy to see each section. When on my laptop, I have to zoom my window out to 75% to see some relevant buttons/ information. I also find the scrolling tool can be improved. **What problems is Catalyst solving and how is that benefiting you?** I am solving a ton of organizational problems, as well as internal communications. There have been so many benefits for a CSM. I feel in control of my book of business. ### 20. My Catalyst Experience **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 16, 2022 **What do you like best about Catalyst?** Auto-save functionality and ability to have multiple notes/tasks windows open simultaneously. **What do you dislike about Catalyst?** At times, due to auto-save, notes/tasks don't save and I have to redo them. Also, sometimes when updating a field, it will be saving and won't let you modify until a refresh of the page happens. **What problems is Catalyst solving and how is that benefiting you?** Managing a multi-client book of business and remaining organized around the key activities and deadlines I have to keep track of in maintaining this book of business. ### 21. Great tool for BoB insights & managing account tasks **Rating:** 4.0/5.0 stars **Reviewed by:** Laura F. | Enterprise CSM, Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2022 **What do you like best about Catalyst?** I love the customized dashboards that give me the key accounts & tasks I need to focus on to keep my BoB healthy. **What do you dislike about Catalyst?** Sometimes when I complete a task it doesn't get removed from my to-do list. **What problems is Catalyst solving and how is that benefiting you?** Task management ### 22. Amazing Customer Success Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** June 22, 2022 **What do you like best about Catalyst?** Helps to keep track of health of accounts easily and at a glance. Tasks are super helpful to stay on top of renewals and new customers. Integration with usage data and other tools provides helpful insights when meeting with customers. **What do you dislike about Catalyst?** A better contact system would benefit in the long run. Integration with Salesforce can be a bit wonky at times and doesn't necessarily pull all data. A better notes system or just an integration point with OneNote would be super helpful for our team. **What problems is Catalyst solving and how is that benefiting you?** Catalyst serves as our Customer Success metric tool for tracking our interactions and health with customers. ### 23. Love Catalyst **Rating:** 4.5/5.0 stars **Reviewed by:** Abanoub I. | Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 18, 2022 **What do you like best about Catalyst?** Notes/Task templates. Ability to easily track and manage accounts. Ease of account transfers/history **What do you dislike about Catalyst?** The email portion could be better and have more features such as mass emailing. **What problems is Catalyst solving and how is that benefiting you?** Managing and tracking our book of business. ### 24. Catalyst keeps me beyond organized and has all of my account information in one place! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** July 06, 2022 **What do you like best about Catalyst?** Catalyst syncs with other platforms to keep all account information in one place. It is easy to navigate, intuitive and customizable to my needs. I love the notes feature that I can link to different accounts/opportunities. So seamless! **What do you dislike about Catalyst?** No downsides to Catalyst at this time. It took some getting used to at first, but doesn't every new platform? **What problems is Catalyst solving and how is that benefiting you?** I used to have to go to many different places to update my team/clients on account information. Now, it's in one space and easily accessible so I can update and make notes as needed. ### 25. Great tool for large post-sales teams **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 15, 2022 **What do you like best about Catalyst?** I like how all of the information is in one place. Having access to customizable dashboards for each of our customers is super helpful, and impacts every renewal. **What do you dislike about Catalyst?** Sometimes the UI can be clunky, but the content we can save in Catalyst is worth it. **What problems is Catalyst solving and how is that benefiting you?** Catalyst helps us ensure that all stakeholders related to an account have visibility. This has helped us diagnose potential renewal risks and mitigate them as we go. ### 26. Easy to learn and use! **Rating:** 5.0/5.0 stars **Reviewed by:** Rachel K. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** January 31, 2022 **What do you like best about Catalyst?** I love how intuitive and visually appealing Catalyst is to learn and use. I do not have a technical background and I did not need much training on the platform. I love the templates function. My teammates and I can use each other's templates and customize them further for our needs. **What do you dislike about Catalyst?** I'd love for the default "created when" for Zendesk tickets to have them organized from most recent to least recent rather than the other way around. Another addition that could be nice is more segmentation in the "inbox" section—for example, tasks assigned, mentions, etc. **What problems is Catalyst solving and how is that benefiting you?** The problems that we are solving with catalyst are alignment between different teams, within teams, and information centralization. My manager knows exactly how to support me because he sees what's going on through catalyst in real-time. ### 27. CSM Platform at it's best. **Rating:** 5.0/5.0 stars **Reviewed by:** Kimberly G. | Customer Success Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** May 18, 2022 **What do you like best about Catalyst?** Catalyst provides you with the option to personalize your dashboard to your liking, with the ability to optimize such personalization through the addition of segments, layouts, etc. **What do you dislike about Catalyst?** When adding segments or making a copy of a segment, this is not the most intuitive, but it is great that you can create multiple dashboards. **What problems is Catalyst solving and how is that benefiting you?** I have not had any problems as of yet. I like the benefit of having multiple segments, dashboards, and how you can customize your layout. ### 28. Catalyst has made my life so much easier! **Rating:** 5.0/5.0 stars **Reviewed by:** Margaret M. | Lead CSM, Self-Service, Mid-Market (51-1000 emp.) **Reviewed Date:** February 28, 2022 **What do you like best about Catalyst?** I love the ability to easily create segments to search for groups of clients that fit given conditions. So much easier to use than Salesforce reports, which I could never figure out. **What do you dislike about Catalyst?** I wish I had more flexibility to customize/personalize my own layouts including the view and the graphics. **Recommendations to others considering Catalyst:** The CSM support I received using Catalyst was incredible (and I say that being a CSM myself). Gloria and her team were always available to help, super friendly, and took all of our product feedback & use cases into consideration. **What problems is Catalyst solving and how is that benefiting you?** Catalyst makes it easier for my team to keep tabs on our book of business and ensure we are supporting our customers. I am more productive with Catalyst. ### 29. Wholistic View of Customer Success **Rating:** 4.5/5.0 stars **Reviewed by:** Sarah Z. | Sr Manager of CX Ops, Mid-Market (51-1000 emp.) **Reviewed Date:** December 22, 2021 **What do you like best about Catalyst?** The platform offers native integrations that are a bit more of a lift to achieve in Salesforce or through other platforms. This gives us the ability to view Zendesk, JIRA, Gong, Salesforce, and product data all in one platform, without requiring seats for all users in all platforms. Also allows us to streamline dashboards that contain multiple data sources - a bit of a "BI-light". **What do you dislike about Catalyst?** Not so much a dislike as a note - Catalyst is still a newer platform and is getting a handle on adding/enhancing some of the nice-to-have features. Their team seems to be very receptive to product feature requests and their support/engineering team is very responsive to bugs, but this isn't quite an enterprise solution (yet). **Recommendations to others considering Catalyst:** If you use at least a few of the integrations they offer (along with Salesforce), it's absolutely worth checking out - especially if you're considering overhauling Salesforce to meet your post-sale teams' needs. **What problems is Catalyst solving and how is that benefiting you?** Making Salesforce a feasible source of post-sale insights takes tooling, development, and constant maintenance. Catalyst is another lens through which you can view/maintain Salesforce data, but is MUCH easier to implement and maintain. Benefits = our CX teams (especially those who wouldn't have had access to Salesforce otherwise, like Support) have a platform that is specifically designed with the post-sale team (& customer) in mind. ### 30. Central Hub for my day to day **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 18, 2022 **What do you like best about Catalyst?** Extremely easy to use, but at the same, there is a lot of useful functionality within Catalyst. It is my central hub for all my day to day tasks and responsibilites. **What do you dislike about Catalyst?** I cannot think of anything I dislike at this time. **What problems is Catalyst solving and how is that benefiting you?** We previously used a competitor that was cumbersome to use and didn't provide the insights we needed. Catalyst allows us to effectively track customer renewals, tasks, forecasting etc. ### 31. Retention Manager **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 08, 2022 **What do you like best about Catalyst?** Allows you to have a clear vision of your portfolio across markets and clearly see your opportunities and risks. Allows you to prioritise your task and easily communicate within your teams. Facilitate a better understanding of your metrics. A multitude of integrations. **What do you dislike about Catalyst?** So far, nothing to dislike, I'm afraid. The platform does its job correctly and allows users better forecasting and client management. **What problems is Catalyst solving and how is that benefiting you?** Forecasting churn ### 32. Increased productivity across the board **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** August 15, 2022 **What do you like best about Catalyst?** The platform is extremely well organized and makes my day-to-day tasks much easier to complete than before. I feel accomplished by the end of the day! **What do you dislike about Catalyst?** I would like to have more flexibility on the layouts (i.e., size of boxes) **What problems is Catalyst solving and how is that benefiting you?** Having all the information all in one location is extremely beneficial. If I need to know something about any account or opportunity, I can find it within seconds. ### 33. Couldn't do my job without it... **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in E-Learning | Mid-Market (51-1000 emp.) **Reviewed Date:** August 19, 2022 **What do you like best about Catalyst?** All of the information I need in one place **What do you dislike about Catalyst?** It would be super handy to have an integration with email, so we can sync any written comms straight into notes. Would save so much time. **What problems is Catalyst solving and how is that benefiting you?** I am able to see a hollistic view of my customers and can easily pin point where a customer may need further assistance. This helps improve customer retention and mitigrate risk. ### 34. Customer Success Manager **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2022 **What do you like best about Catalyst?** The ability to see my exact numbers on a quarterly basis, and the ease with which I can navigate between Accounts, Opps, Notes, etc. I also think Catalyst is just very user friendly. **What do you dislike about Catalyst?** It does not sync with Salesforce very quickly and oftentimes I can't add a contact to a call I just had because they haven't been in our system long enough. Also I have to manually sync calls to SF more than I'd like. **What problems is Catalyst solving and how is that benefiting you?** Catalyst has really helped me to stay organized with my book. Before Catalyst I didn't have a good way to look at my book from a holistic perspective and know exactly where I was. ### 35. Truly designed for CSMs **Rating:** 5.0/5.0 stars **Reviewed by:** Alexandra L. | Manager, Enterprise Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2022 **What do you like best about Catalyst?** Catalyst's team is extremely responsive and dedicated to their clients. They were helpful during the onboarding and made sure our implementation and post-onboarding experience were smooth! **What do you dislike about Catalyst?** Standard desires with a product that works well - we want more features! **What problems is Catalyst solving and how is that benefiting you?** We we're previously working between many systems to store customer data leading to a lack of consistency with notes and process. Notes, files, touch points and more were all in different places but now for the most part they are all in catalyst. ### 36. Clean, Easy to Configure System for CSMs **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Hospitality | Small-Business (50 or fewer emp.) **Reviewed Date:** May 12, 2022 **What do you like best about Catalyst?** Easy to configure, modules that are flexible to build per CSMs and the ability to create a leadership dashboard to give better transparency across the board. Very responsive team, great CSMs and guidance given. Great interactions with their product team and they're keen to get feedback as well. **What do you dislike about Catalyst?** Their integration with SFDC isn't as strong as it could be. There's some basic things that are missing that are in the works- pulling in emails between customers and CSMs. Reporting isn't as seamless as it should be. **What problems is Catalyst solving and how is that benefiting you?** We have thousands of accounts and use Catalyst to help segment and organize our accounts, give transparency to CSMs on their onboardings and measure our overall health. ### 37. Versatile and useful platform **Rating:** 4.5/5.0 stars **Reviewed by:** Alex C. | Sr. Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 15, 2022 **What do you like best about Catalyst?** The integrations with Salesforce, Zenesk and Jira are very helpful. I also really like how customizable the platform is. **What do you dislike about Catalyst?** There are limitations with how much one you can see or do with SF, ZD, and Jira. I find that I need to go into those apps in order to get the necessary information. **What problems is Catalyst solving and how is that benefiting you?** We are using Catalyst to help the Customer Success team manage our clients. ### 38. Catalyst makes my job easier & makes me more efficient with my time **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** February 25, 2022 **What do you like best about Catalyst?** That everything is in one place. It's easy to use after practice & getting used to it for a bit. I like the UI much more than SFDC, which is the main way my day-to-day has changed since the company brought on Catalyst. **What do you dislike about Catalyst?** I feel like there's a lot there that I haven't quite unlocked yet. It took a while to get the hang of Catalyst, and I think an additional training would be helpful now that I'm fully immersed. I want to ensure that I'm using all capabilities to their full potential! **Recommendations to others considering Catalyst:** Be patient when starting to use Catalyst; it will definitely pay off! I highly recommend Catalyst to any user/company who spends too much time on multiple platforms looking for necessary data. Catalyst puts everything in one place, with a beautiful UI! **What problems is Catalyst solving and how is that benefiting you?** We had so much software, docs, etc., across the organization before Catalyst. We were going to multiple sources just to find out a single truth which was time consuming and really not a good use of valuable resources. Now,I know where to easily find things all within Catalyst. Makes parts of my job 10x quicker/easier! ### 39. Director of CS **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.) **Reviewed Date:** February 24, 2022 **What do you like best about Catalyst?** It is a very intuitive tool, easy to integrate with and can save time for my CSMs as it is organized their day-to-day activities. I love the workflows and the ability to create playbooks based on different metrics. **What do you dislike about Catalyst?** I wish they could have CSM objects and metrics outside Salesforce integration as, in the end, I would like to have one tool that takes all the aspects of CS and not just the customers' management aspect. Support different data visualization objects. **Recommendations to others considering Catalyst:** Try it out, it is much easier and more intuitive compared to others. **What problems is Catalyst solving and how is that benefiting you?** CSM day can be very busy with many tasks, customers in different states and daily insights to collect to make better decisions. Catalyst allows my CSMs to have it all in one place, reduce toil and help them focus and the main job. As a manager, it allows me to understand the health of the CS org identify risk points and places for additional improvements and additional mentoring. ### 40. Great user interface and responsive to customer feedback **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** December 06, 2022 **What do you like best about Catalyst?** Catalyst has helped me better track customer health, CSM sentiment, and key customer lifecycle milestones. **What do you dislike about Catalyst?** It is missing certain custom features like calculated fields but I know this is already on the roadmap. **What problems is Catalyst solving and how is that benefiting you?** Catalyst is helping me get better visibility into our customer health and engagement levels. ### 41. Catalyst makes my job easier! **Rating:** 5.0/5.0 stars **Reviewed by:** Rachael C. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** September 21, 2021 **What do you like best about Catalyst?** Catalyst's UI is so easy to use; all of my Salesforce data is in one place, but it easier to access. **What do you dislike about Catalyst?** I wish more teams at my company could use it! **What problems is Catalyst solving and how is that benefiting you?** My daily workflow is quicker and easier with Catalyst. I can see all of my customer data in a convenient workspace and run reports quickly. ### 42. Onboarding specialist / Project Manager dream **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** February 23, 2022 **What do you like best about Catalyst?** Coming from another project management tool I have to say Catalyst has been a Breezy to learn and use. We have a few teams working in Catalyst. We have our Admin who has been well trained and is easily able to make adjustments to projects/accounts/dashboards and even tasks and note templates. There is setup required to be successful like any tool, however, once set up this tool is intuitive and keeps tasks simple to manage. As someone visual, I love that I can check off tasks and it gives visual confetti to identify that the task is complete! It's a nice bonus (I suppose I am easy to please) . I also love that I can create my own Note templates and make taking account notes, project briefs, and even simple planning easy. **What do you dislike about Catalyst?** I find that there is a lot to manage on the setup side of things. Without an admin, it might be a bit to manage for one team without some handholding for setup. **Recommendations to others considering Catalyst:** Think about your use case as there are many ways this tool can be used. Narrow in on that and make a plan to ensure you are organized **What problems is Catalyst solving and how is that benefiting you?** We have been able to clearly define our projects and tasks related to these projects. As well as manage our accounts with salesforce and the plethora of other integrations. I am very impress at how easy it is to see a full view of the account from this tool ### 43. Awesome tool--always adapting to our needs and very flexible with the use cases! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.) **Reviewed Date:** February 23, 2022 **What do you like best about Catalyst?** I like the flexibility afforded to me when I use this tool. By leveraging the different features Catalyst offers, I can make layouts in Catalyst that are either summaries/information-providing to our managers or create action items for our CS team. The data-syncs with other tools we use are helpful in that they allow us to implement CS-centric views of key details about Accounts and Opportunities we manage. Also, the Catalyst team is incredible--support is always responsive and the CSMs really do care about the folks they work with. Love the product and the team! **What do you dislike about Catalyst?** The only thing I find frustrating about using the tool is the need to manually set date ranges on some of the segments I build--I would like to implement dynamic time functionality into many of the segments I build. For example, the ability to set "Current Quarter" or "Current Year" to a feature I build in one of our dashboards would be amazing! **What problems is Catalyst solving and how is that benefiting you?** We are creating robust health scores, useful triggers/playbooks for assigning tasks to our CSMs, and using note templates to facilitate everyday tasks that we have! ### 44. Catalyst provides the views every CSM needs to be effective **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** February 22, 2022 **What do you like best about Catalyst?** Catalyst dashboards provide me with a quick and easy view of accounts that need attention. I also love the automated playbooks that provide curated tasks to align with our customer's lifecycle. In the account 360 views, I can prep for an ad-hoc call with a quick 3-minute review, making me feel confident that I'm ready for anything in my meetings. My favorite thing about Catalyst- is the content I receive from their marketing team and my CSM. I am always learning a new way of increasing efficiency and appreciate the fresh memes each week. As a CSM- it makes me feel seen! :) **What do you dislike about Catalyst?** I would like to see more push-style reporting features for our leadership team, and an offering for native NPS scoring. **What problems is Catalyst solving and how is that benefiting you?** We built an automated health score with CSM input within minutes. The health score creation allowed our team to strategize and spend our time where it was most needed. We have also benefited from the playbooks that trigger various workflows to create necessary tasks for CSMs to complete. We are confident we won't miss anything with this tool in our organization. ### 45. Helping our CS team scale! **Rating:** 5.0/5.0 stars **Reviewed by:** Domenic N. | VP of Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** April 20, 2022 **What do you like best about Catalyst?** Ease of use - Catalyst is super easy to get up and running. We can build processes and dashboards as use cases come up, which allows are team to move with pace while also building structure to scale, and measure & hold ourselves accountable. **What do you dislike about Catalyst?** Nothing too material at this time. Ability to build calculated fields within the app would be helpful. **What problems is Catalyst solving and how is that benefiting you?** 3 main problems we are solving: 1) Building operational efficiency for our IC CSMs 2) Creating transparency throughout Leadership 3) Defining Standard Processes ### 46. Great for tracking projects and ensuring timely deliveries **Rating:** 5.0/5.0 stars **Reviewed by:** Hayden C. | Senior Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** September 26, 2022 **What do you like best about Catalyst?** Great central tool that allows for the entire team to stay on the same page regarding deadlines, collateral, etc. **What do you dislike about Catalyst?** Not being able to tag team members or being able to link to other CRMs **What problems is Catalyst solving and how is that benefiting you?** The overall problem being solved is efficiencies. ### 47. Great system, lots of functionality **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2022 **What do you like best about Catalyst?** Multidimensional attributes for activity types - we have customized tasks, meeting with templates that allow us to make the most of Catalyst **What do you dislike about Catalyst?** We would get more out of Catalyst if we were able to create calculated logic between fields (i.e., multifactor analysis for customer health) **What problems is Catalyst solving and how is that benefiting you?** Client management and workflow management. ### 48. CSM's Need Catalyst! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Enterprise (> 1000 emp.) **Reviewed Date:** August 19, 2022 **What do you like best about Catalyst?** Catalyst has saved me tons of time and energy with my clients. Instead of digging through salesforce pages as I did previously, Catalyst pulls the information that is needed and is so easy to follow. Limited clicks = saving time and energy! **What do you dislike about Catalyst?** I have a ton of clients so sometimes there is a lot of scrolling. Makes sense when you have 150 clients! **What problems is Catalyst solving and how is that benefiting you?** Pulling information that is needed. No fluff. Time saver! Additionally, very easy to see at a high level what my clients health score is based on certain criteria. ### 49. As a CSM I rely on Catalyst everyday and love how I can customize my dashboards. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 25, 2022 **What do you like best about Catalyst?** Customizing dashboards, ability to see the health of my accounts in 1 view. **What do you dislike about Catalyst?** Formatting in the notes section can improve. There are too many clicks to create a task. Ability to save historical notes in the CSM health reason. Ability to see tech stack across all my accounts in one few. Ability to save a dashboard in a pdf format. **What problems is Catalyst solving and how is that benefiting you?** I am using Catalyst to manage my at-risk accounts, which is extremely helpful for my manager to pull the reports she needs to assess the health of our accounts. ### 50. Catalyst Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2022 **What do you like best about Catalyst?** Convenient location to centralize customer information with useful connections to our other tools (salesforce ... jira) **What do you dislike about Catalyst?** Difficult to track time spent on accounts over time from the individuals working on accounts in a structured way **What problems is Catalyst solving and how is that benefiting you?** Centralizing the information for customer success is keeping our team out of our individual spreadsheets ## 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=9§ion=pricing&secure%5Bexpires_at%5D=2026-07-26+12%3A59%3A40+-0500&secure%5Bsession_id%5D=f00f2511-0d13-408d-b77e-9da34526efda&secure%5Btoken%5D=8e84e06536859f5f3e27a1eb8ce82241849232515c0105e7532881e97e22207c&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 (941 reviews) - [Custify](https://www.g2.com/products/custify/reviews) - 4.7/5.0 (511 reviews)