See your whole book — before it tells you.
Your stack already holds the answer. Connect it read-only and see every managed client ranked by who is closest to the edge — the reason each one is slipping, and the play to keep them. Free, and you keep the view.
Your CRM, PSA and RMM each hold a piece of the same story. None of them know it’s the same story.
Ticket velocity is climbing in the PSA. There has been no exec touch in the CRM for sixty days. Every endpoint is green in the RMM. Read separately, each of those is a normal Tuesday. Read together, it’s a client who is about to leave and a renewal twenty-three days out.
Client 360 is that read, across your whole book. Not a dashboard you have to interpret — the whole book ranked, and every client’s full picture underneath it.
Your whole book, ranked. Then any one client, in full.
Two views, built from your own stack. Below is the real product surface running on sample data — no customer’s book appears on this page.
Four clients need you this week. Catalyst has already read the signals from all five views and ranked the book by who’s closest to the edge.
Four clients need you this week. Catalyst has ranked the book by who’s closest to the edge.
Save the renewal by re-anchoring the relationship to the CFO, not the IT Director.
Diane (CFO) opened your EDR brief two days before exec-engagement decay broke threshold — she is worried about something specific.
Marcus (IT) has gone cold since the demo. The relationship is leaving through him; it can be saved through her.
QBR is in 12 days. Reframe the opener around CFO language — audit posture, board-ready — not uptime and tickets.
- 1Pre-QBR call with Diane this week. Subject: “the question I think you’re asking.”
- 2Lead the QBR opening with the security expansion, not Q3 ticket throughput.
- 3Send proposal variants the day of the QBR; warm-cc Marcus, primary to Diane.
Save the renewal by re-anchoring the relationship to the CFO, not the IT Director.
Why · cross-viewDiane (CFO) opened your EDR brief two days before exec-engagement decay broke threshold — she is worried about something specific.
Marcus (IT) has gone cold since the demo. The relationship is leaving through him; it can be saved through her.
QBR is in 12 days. Reframe the opener around CFO language — audit posture, board-ready — not uptime and tickets.
- 1Pre-QBR call with Diane this week. Subject: “the question I think you’re asking.”
- 2Lead the QBR opening with the security expansion, not Q3 ticket throughput.
- 3Send proposal variants the day of the QBR; warm-cc Marcus, primary to Diane.
We’d rather tell you what’s built than what’s planned.
On ConnectWise or NinjaOne, you get the whole book. Both have run read-only against real tenants, and the pull is proven end to end.
On HaloPSA, we start with one client and go wide from there. The connector is built and running; we hold the first pull to a single client until it’s proven against your tenant, then open it to the rest of the book. It’s the same discipline we’d want from anyone we handed our own API keys to — and one client is enough to show you what the read looks like. HubSpot is designed and next into the build.
On a stack we haven’t connected yet? Tell us below. The founding cohort is how we decide what gets built next, and that’s not a figure of speech.
01
Connect, read-only.
You grant read-only access to your PSA, RMM and CRM. Nothing is written back to your systems, and nothing changes for your techs or your clients.
02
We build your Client 360.
Within 14 business days of kickoff — on a stack we already connect, with read-only credentials in hand by that call. Your managed book, ranked by who is closest to the edge, with the reason each client is slipping, not just a flag. On any other stack you get a real date at kickoff, not a countdown.
03
A founder walks you through it.
A guided walkthrough the week your view lands, with one of us on the call. You keep the view either way — there is no pitch gate on seeing your own book.
We take a handful of founding partners at a time.
Every trial is hand-onboarded by a founder, which is the honest reason we can’t take everyone at once. Tell us your stack and we’ll come back to you either way.