Smart workflows for customer operations

One platform to automate your customer success processes.

Repetitive tasks are holding you back. Create the digital experiences that differentiate.

High demands don’t have to mean disorganization. Take control of your workflows to ensure quick, quality experiences for customers. Get visibility, respond rapidly, and exceed expectations.

reduce cycle time

Peak efficiency for any customer process.

Save time with automation and AI to work through steps that don’t require human intelligence, while connecting customers and employees with web forms and task routing.

customer visibility

Visibility across teams and systems.

Get full visibility into all tasks, data and steps, so you know what’s going on with your customers, and can respond to their needs at any stage. Then, use built-in intelligence to improve.


Make it digital and personal.

With Catalytic automating high volumes of outreach, inquiries, tasks and data, you can provide the digital experiences your customers expect, while freeing up time to deepen client relationships.

Case Study

Automatic quote workflow saves 5,000 hours annually

Learn how one insurance company automated its quote-to-proposal workflow, reducing the processing time per quote to approximately one minute while saving employees thousands of hours.

Your customer success tools. Our smart workflow technology.

Catalytic can sit on top of your current systems to make them more automatic and connected to the rest of your processes. Integrate your smart workflow with any of the apps you use today in your customer operations.

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Take the first step to smarter customer ops

Let us show you first hand what’s possible with Catalytic for your customer success team.

Get a personalized platform tour in just a few minutes.