I like that both sales and CS can see customer data and understand risk based on our custom health score. Review collected by and hosted on G2.com.

I haven't enjoyed issues with our salesforce connection that has caused hours of clean up and invoicing errors. Sometimes its tough to get quick help when things go sideways. Review collected by and hosted on G2.com.

Catalyst enables me to easily monitor and inspect our customer health, regular pulse updates, renewal and expansion opportunities, and churn risk. My team and I use Catalyst every day. It's our bible. Review collected by and hosted on G2.com.

Occasional screen refresh lag and scrolling issues are far outweighed by the benefits. Review collected by and hosted on G2.com.

Intuaitive & User-Friendly Interface – Unlike other CS platforms that feel clunky, Catalyst has a sleek, easy-to-navigate dashbord. It doesn't require weeks of training to get started!

Powerful Customer Health Scoring – The health metrics are super insightful. It helps us proactively identify at-risk customers and take action before it’s too late.

Seamless CRM Integration – It syncs smoothly with Salesforce, so we don’t have to constantly switch between platforms. All our customer data is in one place. Review collected by and hosted on G2.com.

Limited Customization in Dashboards & Reporting – while the reporting tools are useful, they can sometimes feel a bit rigid. More flexibility in building custom dashboards would be a huge plus.

Steep learning Curve for Advanced Features – The platform is easy to navigate for basic tasks, but some of the more advanced automation and workflow features take time to fully grasp. More built-in tutorials or guided walkthroughs would help. Review collected by and hosted on G2.com.

I do like all of the tools it offers. It seems like there would be a lot of use cases if implemented properly. Review collected by and hosted on G2.com.

It doesn't feel fully formed. Or perhaps it's the way our business works, but things feel hidden or don't function the way we think they should. Review collected by and hosted on G2.com.

I can view all stats, notes, metrics, etc. that our company focuses on in one space, without jumping from program to program. I can easily prep for my meetings in minutes! Review collected by and hosted on G2.com.

Sometimes the notifications for tasks can be a bit much. I also wish I could customize more as someone who is not one of the platform administrators (i.e. create fields within templates) Review collected by and hosted on G2.com.

Having used Gainsight in the past, I feel like Catalyst is more easily configurable and doesn't require as heavy of a lift as Gainsight does! Review collected by and hosted on G2.com.

It can get messy pretty quickly - because of the configurability. Review collected by and hosted on G2.com.

Reporting functionality is easy to use and show user activity cleanly Review collected by and hosted on G2.com.

It's incredibly buggy, slow, and just generally unpleasant to use. It "playbooks" function (automated sales engagment tool) is useless because it can't thread an email and you cannot add multiple users at once to a playbook, so even though you can identify relevant user to reach out to with reporting function you can readily act upon it in catalyst Review collected by and hosted on G2.com.

Catalyst gives us customized visibility into managing our client base more effectively. We can track/manage customer health, streamline workflows, create playbooks with call to actions, import product data, create custom reporting dashboards, and much more! These capabilities allow us to proactively support our customers, reduce churn, and identify growth opportunities. Review collected by and hosted on G2.com.

Those who are not admins do not have visibility on playbook or health score parameters set in order to know why a playbook or action item may trigger. Review collected by and hosted on G2.com.

The ability to keep my finger on the pulse of customer accounts, with the ability to track progress easily via dashboards, monitor activity and identify trends. Review collected by and hosted on G2.com.

What you put into it is what you get out of it. Review collected by and hosted on G2.com.

It gives me good insight into customer upgrade triggers Review collected by and hosted on G2.com.

the UX is a little hard to navigate and doesn't integrate with our outreach for direct email Review collected by and hosted on G2.com.