Catalyst

Catalyst, operating as Catalyst Software, provides a customer success platform positioned for customer success (CS) leaders and operators. The product lets teams view and manage customer accounts, create tasks, notes, segments and layouts, and configure organization settings such as users and roles. Beyond day-to-day account management, it includes an automations and intelligence layer covering workflows, account health, signals and revenue intelligence, which customers use to operationalize retention and expansion programs.

The platform is built to sit on top of a customer's existing data stack: documentation describes configurable objects and fields, a Salesforce integration, and a broader catalog of integrations. Customer-facing resources include a knowledge base, implementation and adoption guidance (including a five-step adoption guide and "Cadence" strategic guidance), workflow templates for use cases such as contact management and at-risk accounts, a terminology guide, product release notes, and a user community with videos and Q&A. Catalyst also runs the Catalyst Coaching Corner, an application-based program for CS leaders and operators offering events and a CS job board. Company materials indicate the business is based in New York City, and its help center also references a Unison Help Center.

Business model

Catalyst sells a business-to-business software platform to companies' customer success organizations, deployed per organization with configurable users, roles and integrations into systems such as Salesforce.