Workflow Productivity

Productivity tools designed for CS by Customer Success

All of our workflow features strip out the tedious aspects of day-to-day customer management.

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Note-taking that updates Salesforce for you

Tired of updating Salesforce with all your meeting notes? We are too. Ditch the Evernote & Google Docs to take your notes in Catalyst, use /command shortcuts to update Salesforce fields, and seamlessly create next steps & tasks to follow up with customers. We’ll also log meetings to Salesforce for you so you can focus on ROI-generating activities.


Take the right action, at the right time

Put Catalyst to work for you with our Playbooks feature that will send you alerts & tasks for new accounts assigned, upcoming renewals, or when healthy customers turn unhealthy.


Get work done, faster

No more tasks spread across Wunderlist, Todoist, Google Calendar Tasks, and on your notepad. Catalyst helps sort your highest-priority tasks from Playbooks, Lifecycle Tasks, and customer follow-ups. We’ll automatically log completed action items to the proper Salesforce object from Accounts to Opportunities.

There’s more Catalyst for you

Experience the most intuitive, enjoyable way to manage your customers

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