Lifecycle Management

Follow along the lifecycle journey of your customers

Easily track the customer journey and build customizable tasks per stage that match different customer segments.

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Focus on the right tasks, at the right time

Catalyst helps success managers focus on the highest-priority tasks. With Lifecycle Management’s sequence-based task creation, we’ll only create and assign a task that’s due currently. Once that one is completed, we’ll log it to Salesforce for you and automatically create the next one. No more spam!

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​​Automated Lifecycle Management

No longer do CSMs have to worry about data entry or updating accounts to ​​the next stage. Catalyst follows your customer journey, recognizes when tasks are completed in the current stage, and automatically moves the customer to the next stage.

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Receive alerts on your customers' progress

Catalyst helps track how long a customer has been in a certain stage. Set up alerts for high-priority accounts that have been stuck in the Onboarding stage for too long.

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Experience the most intuitive, enjoyable way to manage your customers

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