Feature Catalogue
Dashboard - Feature Overview
The ‘Dashboard’ is a visual representation tool that aggregates and displays data from several other features in a comprehensible and interactive form...
Leaderboard - Feature Overview
The 'Leaderboard' provides a visual representation of the top-performing sales employees and teams in the company. This feature leverages Catalyst’s u...
Contracts - Feature Overview
The ‘Contracts’ is one of the core CRM features that allows users to create and manage insurance policy contracts, and capture all necessary details a...
Contacts - Feature Overview
The ‘Contacts’ is one of the core CRM features that allows users to streamline communication with insurance consumers and manage the entire sales pipe...
Partners - Feature Overview
The ‘Partners’ feature allows users to create and manage profiles of the insurance companies and partner businesses that offer their products and serv...
Tasks - Feature Overview
The ‘Tasks’ feature enhances consultants’ productivity by allowing users to create, manage, and track tasks seamlessly, ensuring a streamlined workflo...
Meetings - Feature Overview
The ‘Meetings’ feature integrates users’ Google accounts and calendars with CRM’s tasks and activities. It streamlines the scheduling process, alerts ...
Learning - Feature Overview
The ‘Learn’ feature allows users to access the Video Tutorial Library, a collection of instructional videos embedded within the CRM system. It provid...
Analysis Tool (Data Collections) - Feature Overview
The ‘Catalyst Analysis’ feature provides a set of Financial Planning, Cost Management, and Risk Analysis tools that help the consultants determine the...
Users - Feature Overview
The ‘Users’ feature is the main tool within the CRM to create user profiles and manage permissions, including such roles as Admin, Back Office, Sales ...
App Users - Feature Overview
The ‘App Users’ feature is the main tool within the CRM to manage profiles of the Community App users. The Community App supports such roles as Clien...
Content Menu - Feature Overview
The ‘Content Menu’ feature allows Content Managers to upload and manage videos for the Tutorial Library, and manage content and options that can be se...
Payroll - Feature Overview
The ‘Payroll’ is one of the core CRM features that allows administrators to analyze, calculate, review, execute, track, and manage compensation for in...
Configurations - Feature Overview
The ‘Configuration’ feature allows administrators to create and manage specific rules that apply to Brand Customization, Contracts, Payroll, and Data ...
Settings - Feature Overview
The ‘Settings’ feature allows users to provide and manage information about their profiles that will be displayed in the Catalyst CRM.