1.Signals

Automatically identify and action new customer growth opportunities seamlessly within the customer experience using data, AI and relationship-based workflows.

2.Playbooks

Scale Customer Success management effortlessly with Playbooks' powerful tech-touch automation. Click to learn more about Catalyst Playbooks.

3.Email

Automatically deploy strategic customer outreach in a consistent, scalable manner. Deepen relationships with customers when key milestones are reached or actions are taken.

4.Journey Builder

Accelerate your customers through the optimal journey and create frictionless customer experiences across every segment, from SMB to Enterprise. Learn about Catalyst's Journey Builder.

5.Custom Dashboards

Complete customer data visibility—Analyze customer data without help from an admin. Explore Catalyst's Custom Customer Success Dashboards.

6.Workflow Productivity

Empower teams with customer journey tools that streamline day-to-day customer management. Learn more about Catalyst’s productivity tools.

7.Customer Segmentation

See your customer information exactly how you want to see it, along with insights that will help you make the best decisions to increase your net revenue retention. See Catalyst in action.

8.Customer Activity Tracking

See customer activity quickly and use it to power reports, health scores, and playbooks without technical knowledge. See Catalyst in action.

9.Account Layouts

Consolidate your customer data from every available source, and provide your team with a singular view that gives them all the information they need–all in one place. See Catalyst Account Layouts.

10.Health Insights

Leverage health scores that are easy to set up and understand, powering actions and workflows across Catalyst.