Audience

Companies of all kinds that want simple software for powerful customer management

About Catalyst

Serve customers better from day one. The simplest software for powerful customer management. Fast installation: you'll be up and running in minutes. Identify risks and upsell opportunities. Build multiple health profiles that align the customer journey from onboarding to renewal. All your customer lists in one place. No more searching customer data in spreadsheets or Salesforce account lists. We’ll integrate with your entire tech stack to make customer segmentation dead simple. Catalyst at its core is built for the customer success manager. All of our workflow features strip out the tedious aspects of day-to-day customer management such as updating Salesforce fields and logging calls & meetings. Whether you are a Customer Success Manager, Sales Executive, or a CEO, Catalyst can help your workflow!

Integrations

Ratings/Reviews

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Company Information

Catalyst Software
United States
catalyst.io

Videos and Screen Captures

Catalyst

Catalyst

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Product Details

Platforms Supported
SaaS
Training
Documentation
Support
Phone Support
Online

Catalyst Frequently Asked Questions

Q: What kinds of users and organization types does Catalyst work with?
Q: What languages does Catalyst support in their product?
Q: What kind of support options does Catalyst offer?
Q: What other applications or services does Catalyst integrate with?
Q: What type of training does Catalyst provide?

Catalyst Product Features

Business Intelligence

Data Analysis
Visual Analytics
Performance Metrics
Strategic Planning
Budgeting & Forecasting
Key Performance Indicators
Profitability Analysis
Dashboard
Ad Hoc Reports
Trend / Problem Indicators
Predictive Analytics
Benchmarking
Natural Language Generation (NLG)

CRM

Territory Management
Quotes / Proposals
Lead Scoring
Call Logging
Social Media Integration
Segmentation
Document Storage
Email Marketing
Calendar/Reminder System
Task Management
Internal Chat Integration
Mobile Access
Marketing Automation Integration

Contact Management

Appointment Management
Contact History
Contact Import/Export
Email Marketing
Lead Management
Group Management
Search / Filter
Customer Pipeline
Activity Management
Prospecting Tools
Shared Contacts
Sales Pipeline Management
Contact Database
Segmentation
Interaction Tracking
Social Media Integration

Customer Data Platforms (CDP)

Behavioral Analytics
Campaign Management
Customer Profiles
Customer Segmentation
Data Integration
Data Matching
GDPR Compliance
Personalization
Predictive Modeling

Reporting

Drag & Drop
Sales Reports
Data Source Connectors
OLAP
Drill Down
Marketing Reports
Financial Reports
Scheduled / Automated Reports
Report Export
Forecasting
Customizable Dashboard
Email Reports

Catalyst Additional Categories