Its very easy for me to track my Customers, tasks and Goals. In addition to viewing emails sent to the customer while in my customer account. Review collected by and hosted on G2.com.

I don't dislike anything about it. It's a great product. Review collected by and hosted on G2.com.

The Playbooks are a fantastic tool! I love the ability to mass send out comms to our entire book of business with a few clicks and then being able to tailor who the emails come from, sending follow up emails, initiating tasks based on the results of the emails is fantastic. Review collected by and hosted on G2.com.

I think sometimes Catalyst can be almost too custom to the point where the learning curve was a bit steep when first learning the platform. Every business is different so the customizability is great, but learning the platform as a new user wasn't the easiest initially. Review collected by and hosted on G2.com.

Active data, constantly changing on a daily basis to stay accurate Review collected by and hosted on G2.com.

Difficult to onboard/ train staff to use Review collected by and hosted on G2.com.

The ease of use, I am about to create notes, tasks, and other items with a click of a key. It provides an opportunity to create automation for customer outreach and take that load off of me as a CSM. I love how customizable it is. Review collected by and hosted on G2.com.

I think there are still some growing pains when it comes to integrations and updating information within catalyst. Review collected by and hosted on G2.com.

As a CSM, one very interesting thing about Catalyst I noticed was that, I can make or use several dashboards to understand an overiview of how different teams are working on a single/multiple projects.It helps me to make an acyion plan and prioritize the areas where more/less work is required.

Also, it's great to see how I can integrate it with tools like Salesforce. Review collected by and hosted on G2.com.

It's a bit tricky to use at first. But once you get a hang of it, there's nothing to complain then. Review collected by and hosted on G2.com.

There are actually in the title of my review, which is the intuitiveness of the platform (very easy to understand what to do and where to click next without reading anything), the functionality is also very well elaborated and the Catalyst team is very fast to respond and help whenever needed! Review collected by and hosted on G2.com.

I guess something that could be better is also functionality wise, it happened to me to not be able to log in and not being able to troubleshoot myself, so I had to reach out to support both times... that took a while... not a biggie since I was not needing desperately for access at those moments, but still worth mentioning. Review collected by and hosted on G2.com.

We have implemented Catalyst and it is woven into every aspect of our role - it's ability to help us track metrics for retention, expansion, activity/trends and relationships - it has so many layers and offerings that you can't go wrong. Review collected by and hosted on G2.com.

It seems somewhat complex to customize my view however I likely just need to review the training and user materials. We jumped right in and I've not done formal training. Overall it's very robust and scalable. Review collected by and hosted on G2.com.

Catalyst is easy to use compared to other solutions in the market. Their integration with Salesforce is seamless and updates almost instantly. Configuration of different modules and objects is so simple. Any time a member of our team asks if a new dashboard, custom layout, or playbook can be built in Catalyst, so far, the answer has always been yes and it can be done in a matter of minutes. Our team uses Catalyst daily and we are always looking for better ways to optimize it.

In addition to being a thoughtfully built product, the Catalyst team is also a great asset. Support is always helpful and prompt with responses, their knowledge base is extensive, and their CSM team is knowledgeable and always prepared to give best practices when we need a little guidance. Review collected by and hosted on G2.com.

I haven't run into very many cons honestly. There is so much you can do with the tool that it can be a bit overwhelming, but I would consider that to be a good problem to have. Review collected by and hosted on G2.com.

I worked with another CS platform in my previous role and I think CS platforms are incredibly important but Catalyst has been exceeding all my expectations. Catalyst is very easy to use and provides me and my team with all the customer insights and data in one platform that was before spread across numerous spreadsheets and documents. The reporting is clear to understand and allows a lot of flexibility so that anyone in our company can access the customer information most valuable to them. Taking additional factors into consideration that a spreadsheet - or a Salesforce - just don't, is making the health data especially powerful for anyone working in a customer-facing role. Review collected by and hosted on G2.com.

Nothing to dislike, but I'm looking forward to my team making use of email and calendar sync. This will allow us to be more proactive not only with our own portfolios but also help out when team members are out of the office. Review collected by and hosted on G2.com.

Catalyst is an easy-to-use platform with streamlined implementation and high-quality customer support. Their UI and UX has increased the number of times CSMs are actively leveraging the platform and logging calls/events/tasks. For their core integrations (we use Salesforce, Snowflake, and Pendo) they have simple yet criteria-meeting syncing capabilities. Review collected by and hosted on G2.com.

Catalyst will get the job done. Your CS team will likely love it. However, when you're looking to advance your CS strategy with APIs or customized workflows to improve operational sophistication within your department, you may run into limitations with their workflow builder and the lack of full customization that other CSPs offer. I look at it as a handoff: you can easily use and understand Catalyst, however, that ease might mean leaving some more sophisticated features on the table. Review collected by and hosted on G2.com.