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All-in-one Customer Success Platform to Engage, Retain & Grow Your Customer Base

CustomerCatalyst's platform empowers CS teams to proactively manage their customers, track customer health, and manage projects.

 

Harness the power of AI Insights, real-time data, and an intuitive interface to engage, retain, and grow your customer base with ease.

The only Platform and Partner for Customer Success you will ever need

Boost Product Adoption and Crush Churn Rates

Boost Product Adoption and Crush Churn Rates

Empower your customers to fully embrace your product while minimizing churn. With CustomerCatalyst, you'll drive higher engagement, improve user satisfaction, and secure long-term loyalty.

Supercharge Growth with Proactive Engagement

Unlock Powerful Data & Actionable Insights

Harness the power of real-time analytics to make smarter, data-driven decisions. CustomerCatalyst delivers deep customer insights, helping you track key metrics, predict behavior, and take action.

Drive Revenue Growth with Advocacy and Referrals

Drive Revenue Growth with Advocacy and Referrals

Transform your happiest customers into powerful advocates. CustomerCatalyst helps you nurture loyalty, encourage referrals, and unlock new revenue streams through customer advocacy.

Unlock Powerful Data & Actionable Insights

Supercharge Growth with Proactive Engagement

Don’t wait for customers to reach out—stay one step ahead. CustomerCatalyst enables you to engage customers with personalized, timely outreach that anticipates their needs and maximizes their success. 

Platform Overview

See How CustomerCatalyst Transforms Customer Success

Proactively Engage, Retain, and Grow your Customer Base with Ease

Customer 360° View

Unlock a Complete View of Every Customer

Get a complete, real-time view of each customer. Understand every interaction, behavior, and trend to drive personalized engagement and smarter decisions.

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  • Unified, real-time customer profiles.

  • Track every interaction seamlessly.

  • Personalize with complete customer insights.

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Customer Health Score

Stay Ahead with Real-Time Health Insights

Quickly assess customer health and engagement with real-time health scores. Stay proactive by identifying risks and opportunities before they happen.

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  • Real-time health score monitoring.

  • Spot at-risk customers instantly.

  • Act early to prevent churn.

Customer Journey

Map Every Step of the Customer Journey

Map and monitor the entire customer journey. Visualize key milestones and touchpoints to deliver seamless experiences and maximize long-term success.

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  • Visualize the entire customer lifecycle.

  • Track key milestones effortlessly.

  • Align teams with clear journey insights.

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Automated Playbooks

Engage Smarter, Not Harder

Streamline your Customer Success operations with automated workflows that drive consistent engagement, retention, and growth—without the manual effort.​

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  • Trigger playbooks based on customer behavior or lifecycle stage

  • Automate follow-ups and success tasks

  • Ensure consistent, scalable CS execution

Success Plans

Turn Your Customers Goals Into Outcomes

Help customers achieve their desired outcomes with goal-driven success plans that keep your team aligned and accountable at every stage of the journey.​

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  • Define and track customer goals and milestones

  • Collaborate on shared action plans

  • Drive long-term value and measurable outcomes

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Task Management

Master Your Workflow and Never Miss a Task

Stay organized and efficient with built-in task management. Assign, track, and prioritize tasks to ensure no action item falls through the cracks.

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  • Assign and track tasks easily.

  • Never miss a deadline with reminders.

  • Streamline team collaboration.

Dashboard & Analytics

Total Customer Insights at a Glance

Track customer health, engagement, and risks with clear, actionable dashboards that keep you one step ahead.

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  • Personal workspace for each user

  • Organizational-wide dashboard 

  • Spot upsell and expansion opportunities

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Integrations

Integrate With The Tools You are Using

Integrations

Explore All Our Easy-to-use Features

Customer 360 view

Gain a complete, real-time view of every customer to drive personalized engagement.

Customer Health Score

Monitor customer health and spot risks with real-time health scores.

AI CoPilot

Leverage AI-driven analytics to uncover trends, predict risks, and boost success.

Instant insights into customer health, risks, and growth opportunities—all in one view.

Boost retention with pre-built Playbooks that drive proactive customer success.

Help customers achieve their goals with success plans that drives real outcomes

Task Management

Stay organized by assigning, tracking, and prioritizing tasks for seamless execution.

Customer Journey

Visualize key milestones to deliver smooth, personalized customer experiences.

Your Strategic Partner in Success -
Setup, Strategy, and Training Included

Get Started Quickly with Zero Setup Fees

Enjoy a hassle-free setup with full support at no additional cost, so you can start leveraging our platform without delays or hidden fees.

Ready to Elevate Your Customer Success Strategy Without Feeling Overwhelmed?

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