QQCatalyst Reviews

It keeps all of out files and clients information in one place

Nothing, the only way QQ doesn't work correctly is if the downloads don't stream in as they are supposed to.

It helps us to keep track of our clients, commission and reports

Love the texing feature. That has been a big help for us in communicating with customers and being able to receive photos more efficiently.

I wish we could adjust some of the column widths.

It helps eliminate paperwork - we can attach emails and apps, etc. And mainly for documentation purposes. It helps us keep track ofwhat is going on with customers and using the TASK system helps us with following up on items. Good management system.

Like being able to have multiple locations for customers addresses and search policies based on location.

When a policy has lapsed, you can no longer use "view drivers" or Vehicles because policy is inactive. Makes it harder to requote. My least favorite is the Tasks vs. notes. In Evolution, you would make a memo that was indelible, but then you could set out a "task" for it. Much more streamlined. With catalyst, it is more apt to error with some agents making a note, and others making a memo to follow something. It should be just one with the check box to set a reminder date.

Love that we can Text our customers, it has really solved being able to communicate with them. System works well, user friendly.

They've added a feature called sticky notes, which has certainly helped us notate important information on client accounts.

The reporting feature has decreased in ease of use. Previously, the pop-up window for creating a report would remain open even after the report downloaded to my computer, allowing me to view the report and make minor adjustments to the report criteria (such as date range or producer). Now, the pop-up window disappears, requiring me to input every custom criteria over and over. It is truly several steps back in my opinion.

A one-place information system to log both customer contact information, as well as internal note on client interactions.

Built-in reporting allows tracking sales performance, renewals, and client engagement.

Accessible from anywhere, making remote work or multi-location management easier.

too many clicks to do simple tasks, not everything syncs automatically

Tasks like onboarding a new client, sending renewal reminders, attaching forms, following up — can be manual and error‑prone. QQCatalyst supports workflow automation (e.g.

it does a great job of keeping all important client information safe and easily accessible

There are a few things that don't integrate well with Agency Zoom.

Keeping track of all data, tasks, notes, and files

I love that it keeps all the information in one place. I am thankful that they have made it easier to move multiple files into one folder. It helps so much with keeping me on task

We use the online version and once i filed my documents, I have to remember to delete them from my computer.

being able to have all items in one spot, that I can access from anywhere on the go to help customers.

It is easy to use, and the price is less expensive than the other management companies.

The informaiton, does not upload automatically, it has to be refreshed or go to another screen to upload.

It is helping me keep track of my customers and all their information.

I have been using QQCatalyst for about a year and a half, and it's a great tool for keeping track of all correspondence with clients. It conveniently stores documents, contact information, emails, and accords all in one place, which is invaluable for our agency. This organization aspect is a real time saver, as it eliminates the need to search through hundreds of emails. QQCatalyst effectively organizes all client information in one location, making my workflow much more efficient.

It would be nice if you didn't have to pay extra for more than one user to be in at a time.

QQCatalyst is a great tool for organizing clients' correspondence, documents, and contact information all in one place, saving time and making it invaluable for our agency.

I find QQCatalyst to be a simple platform and easy to use, which is really important for me in a management system. I like its reliability, and I value the file attachments and documenting features.

I don't use the reconciling feature; it's all done manually.

QQCatalyst is a simple platform that's easy to use and reliable for management.