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Catalyst Software
Catalyst Software 4.4 450 reviewer insights

Catalyst Software: Customer Retention and Client Success Management

Software to provide the most powerful Customer Success platform

Catalyst Software helps teams manage client success and scale customer success teams, focusing on customer retention. Teams use it to oversee client interactions, ensuring they receive the support needed to succeed. They also use it to expand their customer success teams, allowing for more personalized engagement with clients.

Is Catalyst Software right for your team?

Catalyst Software use cases

Use cases

Business priorities

Use cases and business priorities: customer satisfaction

How satisfied reviewers are with each. Click a point or an item to read the reviews.

How does Catalyst Software address your Social Media Analytics Challenges?

What Are the key features of Catalyst Software for Engagement Management?

How can Catalyst Software enhance your Upselling process?

What Are the key features of Catalyst Software for Playbook Creation?

Why is Catalyst Software the best choice for Forecasting?

51 buyers and buying teams have used Cuspera to assess how well Catalyst Software solved their business needs. Cuspera uses 450 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific business needs.

Who uses Catalyst Software

IndustriesAggregated usage insights
Computer Software: 89%Internet: 4%Information Technology and Services: 2%Religious Institutions: 2%Management Consulting: 1%Other industries: 2%
  • Other industries2%
Company sizeAggregated usage insights
Mid-market: 77%Small business: 19%Enterprise: 4%
  • Mid-market77%
  • Small business19%
  • Enterprise4%

Catalyst Software customer stories

Results reported in published case studies.

Wisr

Information Technology And Services · Small
+300% one year

Wisr used Totango to scale its customer success operations after 300% growth in one year. The COVID-19 pandemic forced Wisr to quickly change its business model. With only one person hand...

Wisr used Totango to scale its customer success operations after 300% growth in one year. The COVID-19 pandemic forced Wisr to quickly change its business model. With only one person handling customer relations, Wisr needed to build a larger customer success team fast. They followed eight steps, including hiring, training, and automation. These changes helped Wisr meet new customer needs and support rapid business growth.

Waystar

Health, Wellness And Fitness · Large
−20% customer churn

Waystar used Totango to manage client success and reduce customer churn by 20%. The company focused on prioritizing risk in its growing business. Totango helped Waystar become a trusted a...

Waystar used Totango to manage client success and reduce customer churn by 20%. The company focused on prioritizing risk in its growing business. Totango helped Waystar become a trusted advisor to its customers and leadership. Their SaaS platform simplifies healthcare payments for clients. The partnership improved customer retention and business stability.

Bentley Systems

Computer Software · Large

Totango Dynamic Assignment helped Bentley Systems automate matching experts to customer needs. Before, Bentley matched expertise manually and struggled to engage enough users quickly. Wit...

Totango Dynamic Assignment helped Bentley Systems automate matching experts to customer needs. Before, Bentley matched expertise manually and struggled to engage enough users quickly. With Totango, they now connect users to the right expert based on skills, language, and location. This lets Bentley handle thousands of personalized interactions each week, not just 200. The solution supports their new usage-based pricing and boosts user engagement and revenue opportunities.

Waystar

Health, Wellness And Fitness · Large
−20% churn

Totango helped Waystar manage client success by focusing on risk in a growing business. Waystar used Totango to identify and prioritize at-risk clients. This approach led to a 20% reducti...

Totango helped Waystar manage client success by focusing on risk in a growing business. Waystar used Totango to identify and prioritize at-risk clients. This approach led to a 20% reduction in churn. The customer success platform enabled better retention and growth. Waystar improved client outcomes with data-driven engagement.

Waystar

Health, Wellness And Fitness
−20% client churn

Totango helped Waystar reduce client churn by 20%. Waystar used Totango to manage customer success and focus on risk in a growing business. The platform enabled Waystar to prioritize at-r...

Totango helped Waystar reduce client churn by 20%. Waystar used Totango to manage customer success and focus on risk in a growing business. The platform enabled Waystar to prioritize at-risk clients and improve retention. Totango's customer success software supports measurable outcomes and value realization. Waystar saw clear results in client retention with Totango's solution.

Aruba

Information Technology And Services · Very Large
+20% customer retention

Totango helped Aruba boost customer retention by 20% and cut onboarding time by 67%. Aruba used Totango’s SuccessBLOCs to automate onboarding, adoption, expansion, and renewal for its Saa...

Totango helped Aruba boost customer retention by 20% and cut onboarding time by 67%. Aruba used Totango’s SuccessBLOCs to automate onboarding, adoption, expansion, and renewal for its SaaS customers. The team created a digital CSM and used targeted campaigns, raising engagement rates and tripling clickthroughs. Totango’s analytics doubled engagement and improved NPS by 30 points. Collaboration across onboarding, support, sales, and CS teams improved with Totango’s platform.

Catalyst Software activities

From 450 reviewer insights.

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Totango News

Product

Totango Product Updates & New Feature Releases

Totango has introduced several product updates, including new integrations with Pendo and Mixpanel to enhance product data visibility and adoption. Additionally, Totango has launched email and calendar integrations to improve customer success management. These updates aim to support customer-led growth and provide accurate revenue forecasting.

Awards

Totango Named a Leader in Customer Success Platforms | Nation/World | bdtonline.com

Totango has been recognized as a Leader in The Forrester Wave: Customer Success Platforms, Q4 2025, achieving the highest score of 4.5 out of 5 in Strategy. This accolade highlights Totango's leadership in customer revenue retention and expansion.

Awards

Totango Named a Leader in Customer Success Platforms

Totango has been recognized as a Leader in The Forrester Wave: Customer Success Platforms, Q4 2025, achieving a top strategy score of 4.5 out of 5. The company excels in roadmap innovation, pricing flexibility, and retention optimization. CEO Keith Frankel emphasizes Totango's focus on AI-driven customer outcomes and transforming post-sales into a growth engine.

Company

Totango + Catalyst Celebrate Significant Milestones, Industry Recognition and Strong First Quarter Bookings

Totango and Catalyst, now a merged entity, achieved significant milestones in their first quarter, surpassing booking targets by 150%. They received accolades from G2, Pavilion, and Forbes, highlighting their leadership and innovation in customer success. New AI-driven analytics features were launched to enhance customer engagement and decision-making. Notable recognitions include Edward Chiu and Karen Budell being named top executives to watch.

Totango Profile

Company Name

Totango

Company Website

https://www.totango.com/

Year Founded

2010

HQ Location

1200 Park Place, Suite 200 San Mateo, CA 94403

Employees

101-250

Social

Financials

SERIES D