Catalyst Features
What are the features of Catalyst?
Customer Information
- Customer Health Scores
- Customer Monitoring
- Customer Profiles
- Playbooks
- Customer Segments
- Product Engagement
Predictions
- Churn Risk
Platform
- Reporting & Dashboards
- API & Integrations
- Workflow Capability
- Notifications
- Customization
- Scalability
- Performance & Reliability
- User, Role, and Access Management
Catalyst Categories on G2
Filter for Features
Customer Information
Customer Health Scores | Based on 329 Catalyst reviews and verified by the G2 Product R&D team. Provides users a customer-specific score to determine the overall satisfaction of each customer. | 86% (Based on 329 reviews) | |
Customer Monitoring | Based on 322 Catalyst reviews and verified by the G2 Product R&D team. Monitor customer actions overall as well as their interactions with different teams within the company, such as the support team | 85% (Based on 322 reviews) | |
Customer Profiles | Based on 326 Catalyst reviews and verified by the G2 Product R&D team. Gain a holistic view of your customers. Create customer profiles based on data pulled in from multiple sources including CRMs, service desks, marketing tools, and financial systems such as accounting and payroll software. | 88% (Based on 326 reviews) | |
Playbooks | Based on 290 Catalyst reviews and verified by the G2 Product R&D team. Create and structure key customer success processes into a "playbook" to create unified team best practices for handling customers. | 80% (Based on 290 reviews) | |
Customer Segments | Based on 301 Catalyst reviews and verified by the G2 Product R&D team. Separate customers into similar segments based on criteria such as subscription models, support needs, or usage behaviors to allow for more personalized and specific attention. | 85% (Based on 301 reviews) | |
Product Engagement | Based on 290 Catalyst reviews and verified by the G2 Product R&D team. Identify which customers are getting the most out of your products or services and highlight those who have not yet fully adopted or may need further training. | 79% (Based on 290 reviews) | |
Surveys | Allows users to create and send out surveys to customers to determine net promoter scores and other key satisfaction information. This feature was mentioned in 204 Catalyst reviews. | 64% (Based on 204 reviews) |
Predictions
Churn Risk | Based on 285 Catalyst reviews and verified by the G2 Product R&D team. Calculates the risk that your customers will not renew or continue using your product or service. | 82% (Based on 285 reviews) | |
Upsell Opportunities | Based on 248 Catalyst reviews and verified by the G2 Product R&D team. Discovers and highlights factors that lead to upsell opportunities. | 76% (Based on 248 reviews) | |
Custom Triggers | Allows users to set custom triggers to signal actions that will lead a customer to act in a particular way. This feature was mentioned in 237 Catalyst reviews. | 80% (Based on 237 reviews) |
Platform
Reporting & Dashboards | Based on 313 Catalyst reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards for viewing | 85% (Based on 313 reviews) | |
API & Integrations | Based on 278 Catalyst reviews and verified by the G2 Product R&D team. The number of sources from which the platform can pull customer data and how well those integrations are supported. | 80% (Based on 278 reviews) | |
Data Import & Export Tools | Based on 265 Catalyst reviews and verified by the G2 Product R&D team. Ability to input, modify, and extract data from the application in bulk through a structured file. | 78% (Based on 265 reviews) | |
Workflow Capability | Based on 275 Catalyst reviews and verified by the G2 Product R&D team. Automates everday customer success functions for more efficient and effective day-to-day processes. | 83% (Based on 275 reviews) | |
Notifications | Based on 291 Catalyst reviews and verified by the G2 Product R&D team. Set alerts for customer actions in order to respond quickly and proactively. | 80% (Based on 291 reviews) | |
Customization | Based on 298 Catalyst reviews and verified by the G2 Product R&D team. Allows administrators to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views. | 85% (Based on 298 reviews) | |
Scalability | Based on 284 Catalyst reviews and verified by the G2 Product R&D team. Ability for the platform to grow with the user's company and support an increasing number of customers and users within the platform. | 86% (Based on 284 reviews) | |
Data Security | Based on 252 Catalyst reviews and verified by the G2 Product R&D team. The measures taken to ensure that the customer data being held within the platform is being hosted in a safe environment and is not prone to risks. | 87% (Based on 252 reviews) | |
Performance & Reliability | Based on 302 Catalyst reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond. | 86% (Based on 302 reviews) | |
User, Role, and Access Management | Based on 285 Catalyst reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 87% (Based on 285 reviews) |
Data Sourcing
Data Enrichment | Based on 87 Catalyst reviews. Uses external data sources to improve customer profiles. | 82% (Based on 87 reviews) | |
Expandability | As reported in 81 Catalyst reviews. Can be updated to accept new sources and types of data. | 83% (Based on 81 reviews) |
Intelligence
Marketing Metrics | Based on 63 Catalyst reviews. Provides analysis of marketing program ROI and efficiency. | 72% (Based on 63 reviews) | |
Opportunity Identification | As reported in 55 Catalyst reviews. Highlights cross-sell, upsell, and white space opportunities | 78% (Based on 55 reviews) | |
Smart Content | Suggests content appropriate to stage and tone of the deal This feature was mentioned in 51 Catalyst reviews. | 71% (Based on 51 reviews) |
Sales Team
Flexible Sales Process | As reported in 46 Catalyst reviews. Can operate under at least two distinct sales methodologies | 79% (Based on 46 reviews) | |
Playbooks | Creates and stores multiple playbooks for sales This feature was mentioned in 64 Catalyst reviews. | 79% (Based on 64 reviews) |
Platform Basics
Templates | Provide templates for customer journey mapping to jumpstart the process. 51 reviewers of Catalyst have provided feedback on this feature. | 79% (Based on 51 reviews) | |
Multi-user Access and Collaboration | Allow team members to invite others to collaborate on journey maps and make direct changes. This feature was mentioned in 45 Catalyst reviews. | 78% (Based on 45 reviews) | |
Data Analytics | As reported in 43 Catalyst reviews. Ability to integrate with cross-channel, real-time data analytics to power customer journey map creation. | 74% (Based on 43 reviews) | |
Dynamic Segmentation | Based on 54 Catalyst reviews. Provides users the ability to dynamically segment their users based on varying criteria (i.e. email opens, product features, etc.). | 73% (Based on 54 reviews) | |
Journey Optimization | As reported in 59 Catalyst reviews. Automates the testing and optimization of customer-facing messaging and campaigns. | 78% (Based on 59 reviews) |
Platform Data
Journey Reporting | As reported in 57 Catalyst reviews. Ability to uncover and visualize how users move through your website, marketing campaigns, and product(s). | 77% (Based on 57 reviews) | |
Trends Reporting | Based on 57 Catalyst reviews. Ability to measure product usage by feature, campaign performance by source, and other trending metrics. | 75% (Based on 57 reviews) | |
Dashboards | Based on 63 Catalyst reviews. Provides dashboards to combine and visualize quantitative and qualitive customer journey data. | 85% (Based on 63 reviews) | |
Advanced Data Filtering | Provides advanced data filtering capabilities to help users drill down, sort, filter, aggregate, and group customer journey data. 55 reviewers of Catalyst have provided feedback on this feature. | 77% (Based on 55 reviews) |
Platform Additional Functionality
Integrations | Integrates with additional marketing analytics and other marketing, sales, and e-commerce-related software to provide one source of truth for customer journey analytics. 58 reviewers of Catalyst have provided feedback on this feature. | 78% (Based on 58 reviews) | |
Automated Alerts | Based on 55 Catalyst reviews. Provides the ability to setup automated alerts to drive targeted actions and customer experience improvements. | 77% (Based on 55 reviews) |
Agentic AI - Customer Journey Analytics
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data |
Agentic AI - Customer Journey Mapping
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data |
Agentic AI - Customer Success
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data |
Agentic AI - Customer Revenue Optimization
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
