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.

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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.

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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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