What CustomerCatalyst does

CustomerCatalyst is a workspace for customer success teams. It brings your customers in from your CRM, scores how healthy each one is, and gives you one place to run the work: tasks, playbooks, success plans and support.

What it does for you

Brings in your customers. Connect HubSpot or Pipedrive. CustomerCatalyst imports your companies as customers, plus their contacts, calls, meetings, tasks, notes, deals and tickets. It reads from your CRM and never writes back to it.

Scores every customer. Each customer gets a health score out of 10, built from five metrics: Product usage, Engagement, CSM pulse, NPS and Support tickets. You decide how much each one counts. Product usage can come straight from your own product through the tracking script.

Runs your customer work. Apply playbooks and success plans to customers, assign tasks, log calls and meetings, and keep notes and files on each customer.

Handles support. Customers write to your support address, or use the Messenger and support form on your website. Each message becomes a ticket you answer from CustomerCatalyst.

Where to start

First stepsConnect your CRM, invite your team and set up scoring.

Finding your wayThe sidebar, search and notifications.

CustomersThe customer list and each customer's page.

Health scoresHow scores are built and how to tune them.