Catalyst Features in Detail

Catalyst's interface is very easy to use, because of this, it can be easy to overlook the power hidden under the hood. Here is a comprehensive list of each Catalyst feature in detail.

Project Management

• Create project plans
• Set start and due date for a project
• Assign milestones to a project
• Set start and end date for a milestone
• See at a glance if your project is on track
• Assign a project manager to oversee a project
• Assign a separate person to oversee individual project milestones
• Record tasks required to complete a milestone
• Assign tasks to individuals
• Set priorities for project tasks
• Users can list project tasks by priority
• Attach files to a project

Sales Management

• Record all sales opportunities for your business
• Assign a manager to individual deals
• Assign a salesperson to an opportunity
• Record the status of the sale according to a sales cycle
• Sales cycle steps include:
• Sales lead
• Marketing communication
• Qualification
• Presentation
• Proposal
• Negotiation
• Closed
• Record the history of progress through the sales cycle for each deal
• Track which leads were generated from a particular marketing campaign
• Categorise sales leads (eg: according to product/service type, etc)
• Manage your sales pipeline
• Forecast your sales numbers for each sales period
• See how sales performance compares to last sales period
• Be alerted to sales performance issues
• Manage a team of salespeople and keep track of their opportunities
• Set projected dollar amounts and closing dates for each deal
• Assign a probability of success to each deal
• Record whether an opportunity successfully closed
• Record the amount of each closed, successful sale
• Group opportunities by category, status, salesperson or sales manager
• Report on successful deals from the last 7 days
• Report on successful deals made by your team of salespeople from the last 7 days
• View all sales opportunities with a particular customer
• Assign a note to a sales opportunities
• View all customer correspondence for each sale

Marketing Campaign Management

• Add particular contacts to a marketing campaign
• Search for targeted marketing leads based on:
• Previous marketing campaigns
• Purchase history
• Geographic location
• Referral source
• Job role
• Company
• Job title
• Previous event attendance
• Particular types of contact from staff (eg: types of inquiry, support, sales, phone calls, emails, etc)
• Previous contact with particular staff members
• View a list of all targeted campaign members including their name, company name, email address and preferred phone number
• Record a cost for each campaign
• See at a glance, the sales amounts generated for each campaign for return on investment (ROI)
• Export targeted contacts for each campaign
• Attach files to a campaign
• Mark each stage of the campaign including when contacts are exported and when marketing communications have been sent
• View the history of each campaign and which staff members were involved
• View all marketing campaigns an individual customer has been a part of

Case Management

• Track customer service, technical support, customer complaints and similar incidents
• Integrate your service, sales and support emails directly into cases
• Holds a chronological record of all correspondence
• Automatically assigns a unique case number for every case
• Built in spam filter
• Prioritize issues according to critical or urgent factors
• Set a due date with CRM dashboard integration
• Record the classification of each case
• Fully customizable classifications
• Full HTML formatting abilities for recording correspondence
• Copy and paste from emails with preserved formatting

Email Integration

• Automatically receive new emails directly into Catalyst
• Smart assignment of emails to cases and contacts
• Creates new contacts automatically if you receive an email from a new contact
• Built in spam filtering and flagging
• Create filters for incoming email messages, assigning priorities, types and staff members
• Support for an unlimited number of email accounts
• Define multiple identities for outgoing emails
• Automatically record incoming and outgoing email correspondence against cases
• HTML email format support

Customer History

• Track the history of all of your customers
• At a glance, view:
• All the previous events that customers have attended
• All upcoming events that the customer is attending
• All marketing communications for your customer
• All sales opportunities, current and historical
• Files that have been attached to your customer
• All correspondence and contact between your staff and your cusotmers
• Track customised types of correspondence
• Full HTML formatting abilities for customer notes
• Copy and paste from emails with preserved formatting
• Easily set follow up tasks or appointments when entering customer notes

Contact Management

• Store comprehensive information on your customers and contacts
• Centralise your customer database for sharing with staff members
• Quick search system to get customer information fast
• Easily search for company links when entering contacts
• Categorise contacts by regions, referral sources, and many more search criteria
• Fully customisable contact and address types
• Set a preferred contact method and address for each contact
• Easily see all contacts belonging to a company including information on the last contact with each customer

File Attachments & Uploads

• Attach files of virtually any type
• Attach files to many different types of information including:
• Contacts/customers
• Companies
• Events
• Marketing campaigns
• Projects
• Keep files centralised within the system so you can easily share files with other staff
• Easily update files with new versions

Shared Calendars

• View calendar information by month
• View calendar information by week
• "Quick Add" a calendar item for the current day with 1 click
• Fully customisable calendar item types
• Set particular appointments as public (visible by all users) or private (visible only by owner)
• All day classification for calendar items
• Set a subject and detailed notes on appointments
• Easily set reminders for calendar appointments
• Combined calendar with appointments, projects, milestones and events
• Create customised calendars by grouping users into calendar filters (eg: executive staff calendar, sales team calendar, etc)