Independently verified against live vendor data on Aug 6, 2026.
Transparency
Quote Only
Contract
Annual Only
Data training
Not Disclosed
Human in loop
Optional
Capabilities
churn-preventionhealth-scoringexpansion-trackingrenewal-managementcrm-syncreportingforecastingworkflow-builderautonomous
Pros & Limitations
Editorial assessmentPros
- ✓Salesforce-native architecture operates directly on Salesforce objects with bidirectional sync of health scores, expansion signals, notes and tasks, removing the reconciliation delays that affect platforms which sync into Salesforce rather than building on it.
- ✓Autonomous playbooks execute multi-step sequences of email sends, task creation and CRM field updates triggered by health score changes and expansion signals, with no per-action CSM approval required.
- ✓Security documentation is scoped to Catalyst rather than inherited from Totango, with its own ISO 27001 certification, GDPR and sub-processor disclosure, acceptable use policy, responsible disclosure policy and SaaS agreement.
Limitations
- ⚠Salesforce is a hard requirement. Teams running HubSpot Sales Hub, Zoho, Pipedrive or any non-Salesforce CRM cannot use Catalyst at all.
- ⚠Pricing is entirely quote-only with no published rate on any tier, and Catalyst, Totango and Unison AI are separately subscribed products, so platform cost can rise quickly across modules.
- ⚠The Catalyst SOC 2 page names no report type, no report period and no auditor, stating only that Catalyst is a SOC 2 compliant organization, so this index cannot record SOC 2 Type II. G2 reviewers report an average time to implement of two months, and no free trial or self-serve signup exists.
Technical Details
Deployment
webapi
Model architectureProprietary
Autonomous rateWorkflows execute autonomously based on health score thresholds, expansion signals and journey stage changes. Email actions, task creation and Salesforce field updates fire without per-action CSM approval. Post-sales forecasting generates revenue outcome predictions and pipeline tracking automatically. Human oversight is available through workflow objective monitoring and configurable trigger conditions.
Integrations
SalesforceHubSpotZendeskSlackMicrosoft OutlookGmailSnowflakeBigQueryAmazon S3RedshiftGongChorus by ZoomInfoOutreachPL RatingSalt SecurityGoogle CalendarMixpanel
Security
ISO 27001GDPR
Industries
SaaSB2BEnterpriseMarketing
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