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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

It is so user-friendly and doesn't need any training to start working on it. Review collected by and hosted on G2.com.

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.

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.

For what I need daily, I dont have any problems with Catalyst. Review collected by and hosted on G2.com.

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.

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.