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Overview
Catalyst helps sales teams organize leads, manage pipelines, and track activities through centralized CRM, automation, and performance reporting. While it offers limited advanced AI-driven insights, its customizable dashboards support clear visibility. Overall, it suits small to mid-sized businesses seeking structured sales management and operational consistency.
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Starting Price
Custom
Catalyst Specifications
- Lead Management
- Sales Pipeline Management
- Contact Management
- Sales Automation
What Is Catalyst?
Catalyst is an enterprise-grade FP&A solution designed for middle-market companies seeking to eliminate manual data consolidation. The platform provides automated reporting, collaborative budgeting, and real-time forecasting, allowing teams to reclaim most of their month-end reporting time. By creating a single source of truth from disparate ERP and CRM systems, Catalyst empowers leaders to perform granular profitability analysis and identify anomalies that directly impact EBITDA margins and organizational growth.
Catalyst Pricing
Disclaimer: The pricing has been sourced from third-party websites and is subject to change.
Catalyst Integrations
Who Is Catalyst For?
Catalyst is ideal for a wide range of industries and sectors, including:
- Logistics
- Food and beverage
- Pet care
- Hospitality
Is Catalyst Right For You?
Catalyst is an exceptional choice for middle-market, investor-held companies that have outgrown manual spreadsheets but require a more flexible solution than a traditional ERP upgrade. Its standout feature is the EBM Office Bridge, which maintains the familiarity of Excel while providing a secure, cloud-backed database for institutional-grade reporting. Whether you are managing complex M&A integrations or rationalizing SKU-level profitability, Catalyst offers the technical depth to future-proof your data landscape.
Still doubtful if Catalyst is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Catalyst Features
Unified Financial Reporting Suite
This feature automates the consolidation of multiple financial projections, ensuring 100% data accuracy across the organization. It allows users to roll up P&L statements with a single click, freeing up finance teams to focus on strategic insights instead of manual entry.
Granular Profitability Planning Tools
The platform enables detailed planning by volume, price, and cost of goods to optimize margins. Sales and procurement teams can update forecasts on the fly, allowing for a laser-focused approach to improving drivers of profitability at the SKU or customer level.
Interactive Power BI Visualizations
Leveraging the industry-leading Power BI engine, Catalyst distills complex datasets into clear, actionable dashboards. These visualizations provide real-time visibility into business metrics, allowing stakeholders to identify trends and anomalies through dynamic drill-downs and interactive charts on any mobile device.
Centralized Cloud Data Lake
This robust ecosystem seamlessly integrates vast volumes of information from disparate sources into one accessible view. It serves as a single source of truth that ties back to the transaction level, democratizing data access while maintaining rigorous security through role-based permissions.
Pros And Cons of Catalyst
Pros
Simplifies data sharing across different functions
Provides one source of truth consistently
Interface is intuitive for Excel users
Cons
Hierarchy updates sometimes cause long delays
Browser may close unexpectedly during refreshes
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Frequently Asked Questions
Does Catalyst offer an API?
The vendor hasn’t provided details about API availability.
Does Catalyst offer a mobile app?
No, it doesn’t offer a mobile app.
What types of pricing plans does Catalyst offer?
The vendor offers customized pricing plans, making it suitable for businesses with diverse requirements. Get in touch for a personalized Catalyst cost estimate.
What level of support does Catalyst offer?
EBM Software provides support via phone, email, and ticket system.
Who are the typical users of Catalyst?
Typical users who benefit from Catalyst features include businesses across various industries and sectors, such as logistics, food and beverage, and health and wellness.
What languages does Catalyst support?
Catalyst software is primarily available in English.
What other apps does Catalyst integrate with?
Catalyst integrates with Excel.