Catalyst Reviews & Product Details

Rapid implementation

Excellent dashboards

Create multiple layout view for an account

Rich text templates for notes and tasks, including data

Cross object reporting, filtering and displays

Created so many calculated fields on our objects

Inline editing on pretty much every screen

Ease of administration

Rapid innovation Review collected by and hosted on G2.com.

Performance a little slow at times

Would like custom objects that could live only in Catalyst

Scale messaging isn't as powerful as some other tools Review collected by and hosted on G2.com.

It is so user-friendly and doesn't need any training to start working on it. Review collected by and hosted on G2.com.

No attachment functionality is there and this is crucial and ruins the entire experience as you will need to work on it for some stuff and on other systems just to find the docs. I stopped using Catalyst in first week except for Pulse updates. It doesn't make any sense for me to waste my time between Salesforce and Catalyst when I can do everything on Salesforce including attachments which I need on daily basis. Review collected by and hosted on G2.com.

Catalyst is not only the most visually appealing CRM i have worked with, but it also has the most flexbility to suit your CSM needs.

Creating your own dashboards for quick and easy highlights of your daily activities, accounts at risk, as well as action items is easy!

Reports are made easy, and its quick to apply Notes, Tasks and other daily actions to your accounts. Review collected by and hosted on G2.com.

For what I need daily, I dont have any problems with Catalyst. Review collected by and hosted on G2.com.

Catalyst looks like it will be a useful tool to measure and analyze our client health. Overall implementation was pretty easy, but had some issues with record syncing. Review collected by and hosted on G2.com.

When setting up the integration between Salesforce and Catalyst, I was very disappointed with the filtering (only AND, no OR) that is allowed for pulling in/syncing records from Salesforce into Catalyst. There is no ability for custom filter logic, like combining AND and OR logic. This was a very limited feature that forced us to have to make custom fields in order to accommodate a tool that decision makers were told, was a functionality when syncing Salesforce with Catalyst. Review collected by and hosted on G2.com.

What I like best about Catalyst is how it centralizes all customer data into a single, customizable view. This makes it incredibly easy to assess customer health and usage patterns at a glance. The platform's automation features such as dynamic health scores and real-time alerts enable our team to proactively manage accounts and step in early when issues arise. As a result, we've seen a noticeable boost in both our team’s efficiency and overall customer retention. Review collected by and hosted on G2.com.

One thing I find challenging about Catalyst is that some customization options can be a bit complicated and take time to set up properly. Also, it would be helpful if there were more integrations with some of the tools we use often. That said, the platform still offers a lot of useful features overall. Review collected by and hosted on G2.com.

Its easy to use and allows you to create very flexible notes for customer interactions. I love the shortcuts to create notes and syncing with other tools such as SFDC. I Review collected by and hosted on G2.com.

Even though its very quick to open a note its still very clunky and slow to actually create a note, I have to select 7+ different elements before I can even start creating my note. I wish I could clone an existing OR at least clone the selections at the top of a note and then edit from there (I used to be able to do that in other CS tools I've used such as Gainsight!) as alot of the time you are meeting similar contacts or having similar interactions it would be super useful if I could clone and edit the new one it would save me so much time.

I still find the UI quick busy and clunky a lot of scrolling to get all the good info.

Also please decide on your branding, the product doesnt match the branding in this g2 report I couldnt even tell if I was selecting the correct Catalyst as the logo doesnt match!! Review collected by and hosted on G2.com.

Catalyst is really great at pulling in all of the relevant Salesforce data via integration and consolidating it into customizable dashboards. This make my job easier on a day to day basis and ensures data consistency with the 2 way sync. Review collected by and hosted on G2.com.

There aren't many downsides to Catalyst in general, the only thing I don't love about the platform is that sometimes there can be a longer than expected delay in the data sync between our company CRM (Salesforce) and the platform. Overall, it's not a huge issue, but I have noticed some inefficiencies. Review collected by and hosted on G2.com.

Catalyst.io stands out as one of the most intuitive and impactful Customer Success platforms I've worked with. What I appreciate most is how it's built with the end-user in mind—everything from the interface to the workflows feels purpose-driven and clean. Unlike many CS tools that require extensive ramp-up time, Catalyst enables teams to get value quickly.

The platform strikes the right balance between flexibility and structure. It's easy to customize views, workflows, and playbooks to fit our customer journey without relying heavily on engineering or admins. The native integrations—especially with Salesforce—work seamlessly, keeping our GTM systems tightly aligned.

Catalyst has also played a big role in helping us operationalize proactive customer success. The health scoring, account alerts, and automated workflows allow our CSMs to stay ahead of risks and identify expansion opportunities earlier. It’s not just a system of record—it’s a system of action.

Lastly, the Catalyst team itself has been incredibly supportive. From onboarding to feature requests, they listen, iterate fast, and truly care about their customers’ success.

In short, Catalyst.io has helped elevate our Customer Success function from reactive to strategic—and that’s why I’m such a fan. Review collected by and hosted on G2.com.

While Catalyst.io has potential as a Customer Success platform, there are several areas where it falls short for our team. The biggest challenge has been usability at scale — the interface can feel cluttered and unintuitive when managing a large book of business. It sometimes takes too many clicks to access basic information or complete routine tasks.

Customization is also a double-edged sword. While it's flexible in theory, many configurations require admin-level access or assistance from Catalyst’s support team, which slows us down. Reporting capabilities are limited out of the box, and we’ve found ourselves relying on exports or external tools for deeper analysis.

The Salesforce integration, while marketed as robust, hasn’t been as seamless as expected. Data syncing issues and field mapping limitations have caused friction and forced our ops team to create workarounds.

Lastly, the pace of product innovation hasn’t kept up with our needs. Several key features we’ve requested—like advanced segmentation, better playbook logic, or more granular user permissions—have been on the roadmap for a while with little visibility into when they’ll be delivered.

Overall, Catalyst feels like a tool with a lot of promise, but it hasn’t fully matured to support the complexity or scale of our Customer Success operation. Review collected by and hosted on G2.com.

Prior to our organization implementing Catalyst, we were able to document notes from customer engagements but found it difficult to track mutual success goals and the steps needed to help our customers get the most from our solution.

With Catalyst I can easily provide notes on individual calls, then switch to update progress regarding success goals, and then view any outstanding tasks associated with that customer. This separation allows specific insights to remain in documented notes while providing a way to effectively track on-going initiatives and projects.

Previously this type of information was tracked outside our CRM where call notes were tracked. This approach was not effective and provided little to no insight to leadership on how we were helping our customer be successful Review collected by and hosted on G2.com.

While playbooks can be very helpful, I often find they result in additional tasks being created that clutter the other actions I am trying to effectively manage. I believe this has more to do with how our organization has set them up then the functionality itself.

We are all stretched thin so make sure when you set up playbooks it is driving value for end users as needing to manage erroneous tasks has become a point of frustration and has made it more difficult to track the tasks that need my attention Review collected by and hosted on G2.com.

- UI is really nice - our team prefers it to other tools for managing account data

- Relative date filters for reporting make reporting really easy

- Recent addition of ability to report across Salesforce objects is helpful

- Health score (if set up properly with the right data) can be a great datapoint when prioritizing accounts Review collected by and hosted on G2.com.

- Playbooks are a feature that is interesting to a lot of our team members, but they are too complex for everyone to use without a learning curve (regardless, it would be interesting to have control over the permissions that allows us access to that specific feature without making someone an admin)

- Related, I don't love the email builder in playbooks: the emails come from a different address than our CSMs use (which impacts trust), the builder is pretty complex and time-consuming to use, and the emails always LOOK automated/newsletter style

- Journeys are pretty complex too but I think the concept of an automated customer journey is a hard thing to nail down in CS regardless of tooling Review collected by and hosted on G2.com.