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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.

Catalyst Specifications

  • Lead Management
  • Sales Pipeline Management
  • Contact Management
  • Sales Automation

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.

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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.

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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.

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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.

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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

Catalyst Reviews

Total 10 reviews

4.2

All reviews are from verified customers

Rating Distribution

5

Stars

50%

4

Stars

20%

3

Stars

30%

2

Stars

0%

1

Stars

0%

Share your experience

A

Anonymous

Enterprise, 500+ employees

4.0
December 2022

sharing data is easy

Pros

Across the organization, this software makes sharing data between different teams much simpler and gives us one reliable source of truth instead of juggling multiple spreadsheets and data sources. The interface being in Excel for most business users especially with cubes, is a big advantage because anyone already comfortable with Excel pivot tables can start using it with almost no learning curve. Permission management is easy and the ability to impersonate different users is something I really appreciate. It's also very convenient that the system can be accessed directly through the browser.

Cons

I'd really like to see email alerts whenever a job failure occurs. Updates to hierarchies can also take longer than expected at times. That said, EBM has been making plenty of improvements lately, including UI updates that should give users more visibility and control, along with SQL Enterprise which is expected to cut cube processing time by more than 3x.

Rating Distribution

Ease of use

7

Value for money

7

Customer Support

8

Functionality

9

A

Anonymous

Mid Market, 51-100 employees

5.0
November 2021

excel integration feels accessible

Pros

The Excel integration makes the software feel very accessible to use.

Cons

It relies heavily on pivot tables for most tasks although there are workarounds available.

Rating Distribution

Ease of use

10

Value for money

9

Customer Support

10

Functionality

9

A

Anonymous

Mid Market, 51-100 employees

3.0
November 2021

dashboard visuals are helpful

Pros

Data is presented through dashboard-style visualizations which makes it easier to review and understand at a glance.

Cons

Some of the data points in the EBM export are not very accessible so they can be a bit confusing to interpret.

Rating Distribution

Ease of use

6

Value for money

6

Customer Support

5

Functionality

5

Frequently Asked Questions

What languages does Catalyst support?

Catalyst software is primarily available in English.

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.

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 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 other apps does Catalyst integrate with?

Catalyst integrates with Excel.

What level of support does Catalyst offer?

EBM Software provides support via phone, email, and ticket system.