The product is very customizable and has a clean look and feel. Review collected by and hosted on G2.com.

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 systems, and communicate "ad-hoc" with customers by sending email communication directly through the platform. Review collected by and hosted on G2.com.

Easy to filter data cuts - leverages all the info you need. Can get extremely granular when needed for narrow focused targeting. Review collected by and hosted on G2.com.

Doesn't always speak to all your systems - can make data pull challenging at times. Just ensure the data sets you need to cut are able to connect to catalyst's system. Review collected by and hosted on G2.com.

The initial rollout was great - the POC from Catalyst gave us an hour-long training - and ensured that the implementation was smooth - working with our RevOps team to move the process along timely.

I love the feature set where you can create your custom dashboards - separate ones for tracking team and individual stats to track onboarding, renewals, and customer interactions.

Playbook email automation is also great - where you can create condition-based email outreach workflows.

It integrates with Salesforce - so that is great. All your contacts, notes, etc. - they are synced across Catalyst and Salesforce.

Fetches the right data from tools like Metabase and DB to support the CSMs and the larger cross-functional coordination - by making known the voice of the customer, and the productivity/efficiency of the customer success teams.

I use it daily - to make sure I am on top of my daily tasks, new onboardings, and maintaining a steady engagement with my key accounts.

Customer support - is helpful. Usually comes back with solutions/resolutions within 1-2 days.

UI is easy to use - intuitive, and you generally find features, where you would like them to be. Review collected by and hosted on G2.com.

1. I would appreciate it if the search bar at the top would retain the keyword I type in - even if I change tabs, without pressing enter. Right now, I lose those inputs, if I change tabs in the middle of typing.

2. It would be awesome to have the ability to export contacts out of Catalyst - right now, playbooks do take care of email automation - but it is sometimes quicker to BCC all via my email and not go into Playbooks. A little more flexibility would be appreciated. Review collected by and hosted on G2.com.

It has a clean look that makes it easy to navigate. Review collected by and hosted on G2.com.

The reporting is very basic. Formula fields are restricted to admins and it only allows very basic calculations, unlike what you get in Salesforce Lightning. Review collected by and hosted on G2.com.

Love the playbooks, the automation and absolutely love the integration - we connected our catalyst account with Salesforce, lowcoder, slack and multiple other tools. It is easy to use and we use it everyday which makes this essential Review collected by and hosted on G2.com.

There is occasional downtime which has caused issues but nothing apart from that Review collected by and hosted on G2.com.

Helps keep me organized with tasks and notes Review collected by and hosted on G2.com.

Interface gets overcrowded and too noisy Review collected by and hosted on G2.com.

I've been using Catalyst for several months now, and overall, it's been a game-changer for our team. The platform is intuitive, well-designed, and offers a robust set of features that have significantly improved how we track and manage customer engagement. The analytics dashboard is especially helpful—clean, customizable, and packed with actionable insights. Review collected by and hosted on G2.com.

The search functionality resets every time you go back a page. Review collected by and hosted on G2.com.

Catalyst has been a great application for me at Carta, it simplifies all of my outbound tasks and makes it extremely easy for me to complete them in a timely manner Review collected by and hosted on G2.com.

There is nothing I currently dislike about Catalyst, if anything, it could use a slight UI upgrade. Review collected by and hosted on G2.com.

I like the catalyst tells me when my accounts have a trigger that would make them want to buy Carta, so I reach out at the right time. Review collected by and hosted on G2.com.

I don't like that a lot of my tasks are accounts I already have in sequence. Review collected by and hosted on G2.com.

It has a great UI that allows you to effortlessly view much information is one page. Review collected by and hosted on G2.com.

Some of the reports didn't sync correctly and are not always reliable or were late by a day when I would expect a real-time update. Review collected by and hosted on G2.com.