Catalyst Software
Catalyst Software is a private SaaS company that builds a customer success platform for enterprise B2B companies, offering health scoring, automation playbooks, and deep CRM/communication integrations. Now operating as a product within Totango following their 2024 merger.
- Company typePrivate
- Founded2016
- HeadquartersNew York, United States
- Headcount101–250
- GTM typeB2B
- OfferingSoftware
What Catalyst Software does
Catalyst Software Corporation is a private, Delaware-incorporated SaaS company headquartered in New York City that builds a customer success platform for enterprise B2B companies. The platform enables customer success managers, sales teams, and revenue operations leaders to monitor customer health, automate engagement via playbooks and expansion signals, and align GTM execution to customer outcomes rather than adoption metrics. Core technical components include proprietary health scoring models, configurable automation workflows, and native integrations with Salesforce, HubSpot, Slack, Gmail, MS Outlook, Zendesk, Mixpanel, Segment, and Pendo, plus SCIM and SSO for enterprise identity. Email and calendar sync from Gmail and Outlook feed a centralized engagement timeline within each account view. The platform is SOC-2 Type 2 certified (inherited from parent Totango), GDPR compliant, and advertises 100% uptime over a 90-day window. AI capabilities are surfaced through Unison AI, the combined entity's Customer Intelligence Engine, which layers generative AI and predictive analytics on top of the platform's automation and health-scoring foundation.
The company operates a sales-led, enterprise go-to-market motion with quote-based, seat-licensed SaaS subscriptions billed annually via Order Forms, and no public pricing or self-serve channel. Demand generation runs through content marketing, community programs (Catalyst Community and Coaching Corner), events and webinars, SEO, paid social retargeting, and partner marketing through the Totango ecosystem. Named enterprise customers include Yext, Gusto, Canva, Attentive, Braze, Sendoso, Fivetran, Frame.io, Monday.com, and Waystar, spanning primarily B2B SaaS and technology with a healthcare technology case study. In 2024, Catalyst merged with Totango and now operates as a product within the Totango customer growth platform, sharing branding, cross-sell motions, and combined marketing. The company has raised approximately $69M across seed through 2022 rounds, with strategic investments from ServiceNow Ventures, Databricks Ventures, and Gold House in 2023. Leadership is anchored by co-founders Edward Chiu (CEO) and Kevin Chiu (COO), with Mark Kosoglow as CRO and functional VPs across product, people, implementation, and customer success.
Catalyst Software firmographics
Firmographics- Name
- Catalyst Software
- Legal name
- Catalyst Software Corporation
- Website
- https://catalyst.io
- Company type
- Private
- Founded year
- 2016
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Catalyst Software is a private SaaS company that builds a customer success platform for enterprise B2B companies, offering health scoring, automation playbooks, and deep CRM/communication integrations. Now operating as a product within Totango following their 2024 merger.
- Ownership category
- akta.pro rank
Catalyst Software industry classification
Industry- Product category
- Customer Success Software
- NAICS
- Software Publishers (513210)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Customer Success (Adoption, Retention & Expansion) (EDABABAG)
- akta.pro secondary industries
- Customer Success Operations & Health Scoring (Renewals/QBRs) (EDABABAM), Customer Journey Orchestration & Campaign Management (BPAFAFAF), Marketing Automation & Campaign Management CRM (HDAEAFAB)
Keywords
Where Catalyst Software is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Catalyst Software business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations
Revenue model
- SaaS Subscription: Catalyst operates as a SaaS platform with subscription-based pricing. Customers pay recurring fees based on the number of authorized users/seats granted. The service is governed by Order Forms that specify the subscription term and associated fees. Payments are made via credit card or ACH electronic payment in US dollars.
- User/Seat Licensing: Pricing is tied to the number of Authorized User credentials or seats granted to customers. Customer may make the Service available to its employees according to the number of seats granted by Catalyst.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise SaaS subscription with seat-based pricing |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels7 records
Catalyst Software product offering
Product offeringCore offering
Catalyst Software provides a SaaS customer success platform that enables customer success (CS) and sales teams to scale customer engagement, prioritize accounts by health and outcome-based scoring, automate playbooks and expansion signals, and unify CRM, support, product-usage, and email/calendar data into a single customer growth workflow. The platform is sold as an enterprise subscription with seat-based licensing, targeting CS leaders, revenue operations, and executives at B2B technology companies.
Product overview
Catalyst Software operates as a product within the Totango customer growth ecosystem. The core offering is the Catalyst Platform — a customer growth platform that unifies GTM organizations to drive recurring impact and value. Catalyst is complemented by Unison AI, Totango's Customer Intelligence Engine, which provides AI-powered capabilities. The portfolio includes the broader Totango Customer Success Platform as the parent product line. The architecture combines a core platform with modular capabilities: portfolio management for health signal monitoring, automations for playbooks and expansion signals, organization settings for user/role configuration, and data management with native integrations to CRM (Salesforce, HubSpot), communication (Slack, MS Outlook, Gmail), customer support (Zendesk), and analytics tools (Mixpanel, Segment, Pendo).
Differentiator
Problem solved
Functional benefit
Products and services
- Catalyst Platform Enterprise SaaS customer success platform that enables customer success, sales, and revenue operations teams to monitor customer health signals, automate playbooks and expansion workflows, manage portfolio prioritization, and unify CRM, support, product-usage, and email/calendar data. Sold via enterprise subscription with seat-based licensing.
Quantifiable outcome
- 220% increased CS engagement
- +3 more outcomes
Companies that use Catalyst Software
Customer profileNamed customers10 records
Segments5 records
Ideal customer profiles1 record
Catalyst Software technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration12 records
AI capability5 records
Feature5 records
Catalyst Software partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered core and major.
- TotangocoreCatalyst Software merged with Totango in 2024-2025. Together they are building the most powerful customer growth solutions to help CS and sales teams drive positive business outcomes and sustainable revenue growth. Catalyst is now marketed as a product of Totango, with combined platform offerings.
- SalesforcecoreSalesforce integration for syncing customer data, account information, and field data. Catalyst connects with Salesforce for customer data synchronization including push topic events and team member field syncs. The integration supports customer health scoring and account management.
- ZendeskmajorZendesk integration for support ticket data synchronization. Connects customer support data to Catalyst platform for holistic customer health visibility.
- HubSpotmajorHubSpot CRM integration for customer data synchronization and marketing/sales alignment within Catalyst platform.
- SlackmajorSlack integration for notifications, alerts, and team collaboration within Catalyst customer success workflows.
- PendomajorPendo product analytics integration for customer usage data sync with Catalyst platform, enabling product-led health insights.
- Google (Gmail)majorGmail integration for email synchronization, displaying customer email communications directly within Catalyst account layouts. Email sync occurs approximately every six hours.
- Microsoft (Outlook)majorMicrosoft Outlook integration for email and calendar event synchronization. Displays customer communications and meetings on dedicated engagement timeline within Catalyst.
Scale indicators5 records
Recent moves6 records
Expansion highlights5 records
Catalyst Software competitors and assessment
Company assessmentDirect peers
- Gainsight: The category-defining enterprise customer success platform. Gainsight competes head-to-head with Catalyst for CS leader budgets and is the most direct competitive benchmark for feature depth and enterprise penetration.
- Totango: Now Catalyst's parent company but also its most direct peer as an independent CS platform. Totango's flagship product overlaps materially with Catalyst's portfolio management and customer journey capabilities, making it both a sibling and competitor inside the merged entity.
- ChurnZero: Mid-market and enterprise customer success platform focused on real-time customer health monitoring and renewals. ChurnZero competes with Catalyst on health scoring and playbook automation, particularly for SaaS subscription businesses.
- Planhat: Modern customer success platform with a strong UX and data-model focus. Planhat targets the same customer success leader buyer as Catalyst and competes on ease of use, automation, and customer journey orchestration.
- Vitally: Customer success platform for B2B SaaS companies. Vitally competes with Catalyst across health scoring, customer journey mapping, and workflow automation, particularly in the mid-market segment.
- ClientSuccess: Customer success management software for SaaS companies. ClientSuccess offers health scoring, renewal management, and account management features comparable to Catalyst's portfolio management capabilities.
- Custify: Customer success platform targeting SaaS companies with health scoring, customer journeys, and automation playbooks. Custify is a close functional competitor to Catalyst in the SMB-to-mid-market segment.
Broad incumbents
- Pendo: Product experience and product analytics platform that has expanded into customer feedback and engagement features adjacent to CS. Pendo is an integration partner with Catalyst but also increasingly competes for the same budget.
- Salesforce (Service Cloud / Success Cloud): The dominant CRM platform whose Service Cloud, Sales Cloud, and Success-related offerings provide some adjacent CS functionality. Salesforce is both Catalyst's largest integration partner and a potential competitive threat as it expands its customer success-adjacent features.
Emerging players
- Userpilot: Product growth and user onboarding platform with expanding customer engagement features. Userpilot overlaps with Catalyst's expansion-signal and adoption-oriented capabilities from a product-led perspective, representing the emerging PLG flank of the CS tooling market.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Catalyst Software social profiles
Digital presenceCatalyst Software compliance and trust
Trust signalCompliance2 records
Catalyst Software financial estimates
Financial estimateRevenue estimate
Valuation estimate
Catalyst Software leadership team
Management profileNumber of profiles
Profiles11 records
Catalyst Software funding detail
Funding detailFunding overview
Funding rounds8 records
Investors9 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Catalyst Software M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Catalyst Software
What does Catalyst Software do?
Catalyst Software provides a SaaS customer success platform that enables customer success (CS) and sales teams to scale customer engagement, prioritize accounts by health and outcome-based scoring, automate playbooks and expansion signals, and unify CRM, support, product-usage, and email/calendar data into a single customer growth workflow. The platform is sold as an enterprise subscription with seat-based licensing, targeting CS leaders, revenue operations, and executives at B2B technology companies.
Is Catalyst Software a public or private company?
Catalyst Software is a private company. It is classified as corporate owned and is currently operating.
When was Catalyst Software founded?
Catalyst Software was founded in 2016. It employs 101 to 250 people.
Where is Catalyst Software based?
Catalyst Software is headquartered in New York, United States, in the North America region.
How does Catalyst Software make money?
Two revenue lines are on record. SaaS Subscription is the primary driver. The others are user/Seat Licensing.
Who are Catalyst Software's main competitors?
Direct peers on record are Gainsight, Totango, ChurnZero, Planhat, Vitally, ClientSuccess and Custify. Broad incumbents are Pendo and Salesforce (Service Cloud / Success Cloud). Userpilot is listed as an emerging player.
Does Catalyst Software have an API?
No public API is recorded for Catalyst Software.
What industry is Catalyst Software in?
Catalyst Software's product category is Customer Success Software. Its primary akta.pro industry code is EDABABAG, Customer Success (Adoption, Retention & Expansion), with a secondary code of EDABABAM, Customer Success Operations & Health Scoring (Renewals/QBRs). Its NAICS code is 513210 and its SIC code is 7372.