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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
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.
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.
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.
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.
