Whats Better Than Catalyst?

All-in-One Success with Vitally

Do more than manage tasks and simple automation. Vitally instantly levels up your Customer Success with more tools, better integrations, and greater results.

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Trusted by leading B2B Customer Success Teams

Vitally vs. Catalyst

Explore the reasons today’s Customer Success Leaders are choosing Vitally over Catalyst.



Make customer data work for you. Leverage 25+ data integrations to drive productivity, surface real-time insights, and increase team efficiency.



Streamline your Customer Success organization with powerful automation. Assign customers, create projects, close tasks, and so much more.

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Design focused Hubs to tailor your Customer Success Platform to the specific needs of your Customer Success team and outcomes.

Your Tech Stack Thrives in Vitally

We’ve got plug-and-play integrations that you are in full control of.

Compare Vitally’s 26 integrations to Catalyst’s 13 integrations.

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Did You Know: Catalyst Doesn’t Support HubSpot, Stripe, Intercom, Zapier, and more.

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“I have recommended Vitally to many leaders of Customer success organizations because we have had such phenomenal results using it ourselves.”

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Nick Raushenbush

Chief Operating Officer

6 Reasons Teams Choose Vitally

There’s a lot to like with Vitally. Here are a few highlights in how we stack up with Catalyst.

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01 Hubs

Organize Your Work & Data

Vitally is the only Customer Success Platform that offers dedicated Hubs for organizing all your work and data. Create Hubs for onboarding, renewals, or just your day-to-day!


Catalyst is a one-size-fits-some platform — you can't organize your work and data by focus area, and everything has to be mixed together in one experience for everyone.

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Visualize Data Your Way

Vitally is flexible with what you can do with your data. There are many data visualizations, such as Tables, Kanban Boards, Dashboards, Collaborative Documents, Task-based Projects, and Account 360s to choose from.


There are only three basic view types in Catalyst: tables, dashboards, and account 360. They all live in their own sections in the platform, which makes managing work more difficult.

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03 Docs

Collaboration Powered by Data

With Vitally Docs, your Customer Success team and your customers can easily collaborate and reach goals together. Enrich your experiences with real-time data, including Projects, Tasks, customer data, PDF files, videos, and more.


Currently, Catalyst does not provide a collaborative document experience, which means that Customer Success teams cannot share a space to collaborate and leverage real-time customer information.

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04 Automation

Get More Done — A Lot More

Vitally’s Playbook automation builder can be built off of 7 different triggers and deliver outcomes with 13 actions. With powerful branching, teams can handle CSM assignment, project creation, email delivery, task completion, and much more from a single Playbook.


The Catalyst platform only supports automation for 4 different triggers. Additionally, Catalyst users can only automate 2 actions: the creation of tasks and emails.

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05 Projects

Go Beyond Lifecycle Stages

Vitally allows you to set tasks and milestones for customers and teams all in a single platform. Create tasks for virtually anything, or automate their creation at specific lifecycle stages and embed them in collaborative documents.


A Projects feature is not currently available in Catalyst. Tasks in Catalyst simply reside in the Customer 360 and cannot be organized in order to focus on specific customer strategies.

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06 Workflows & Processes

Document & Execute Team Strategies

With Vitally, create a repository of team processes, workflows, and strategies that reside on the same platform where your customer data lives. This allows teams to use data to inform decisions and to fully manage projects and strategic goals.


Catalyst doesn’t provide tools for managing your internal processes, workflows, and strategies. Instead, these happen outside of Catalyst and disconnects from your customer data.

There’s Even More to Vitally 
That Catalyst Can’t Do

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NPS Survey

Vitally provides an in-app NPS tool for tracking customer sentiment. Catalyst does not.

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Coming Soon

Custom Surveys

Vitally features a built-in tool for sending customized surveys to gather customer feedback. Catalyst does not.

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Custom Objects

Create Custom Objects for any data points you want to track. Catalyst only supports Salesforce custom objects.

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Vitally has kanban-style Boards for managing and organizing Tasks across your book of business. Catalyst does not.

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Data Warehouse

Vitally gives all users complete access to customer health details. Catalyst only gives this to admins.

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Omnichannel Inbox

Vitally brings together your inboxes across Gmail, Outlook, Intercom, and Zendesk. Catalyst does not.

Don’t Just Take Our Word for It

G2 customers have repeatedly ranked Vitally #1 in Best Results for Fastest Time to ROI and Fastest Time to Go Live.

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Time to Estimated ROI

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Time to Go Live

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Leading the Future of Customer Success

Ready to Put Your Data To Work?

Take a live look at Vitally's Customer Success Platform to learn how your data can help your teams and customers achieve greater success.