When a form is submitted, the response is saved to your submissions list with the respondent's info, date, and any attachments. If the respondent is a new client, they're added to your CRM. If property mapping is set up, their answers auto-populate client and business records. You can also enable email alerts to get notified instantly.

Yes. In the form builder, you can toggle any field as required. Respondents won't be able to submit the form until all required fields are filled in. The default email field is always required to ensure every submission links to a client record.

Every published form gets a shareable link. You can copy the link and send it via email, text message, or embed it on your website. When someone submits the form, they're automatically added as a client in your hub.

Yes. When building a form, you can map any question to a client or business property using the Property Mapping feature. When someone submits the form, their answers automatically populate the corresponding fields on their client or business record — no manual data entry needed.

Catalyzer Forms supports 14 field types: short text, long text, email, number, date, phone, address, single select, multi-select, checkbox, file upload, signature, URL, and currency. You can mark any field as required and reorder fields with drag-and-drop.

Clients are indirectly associated through their sessions, referrals, and cohorts. When a session is linked to a program, the client appears in that program's reporting.

You can set goals using four metric types: Count, Percentage, Sum, and Average. Each can be filtered by object properties for precise tracking.

Catalyzer queries your live data to calculate the current value for each goal. As sessions, clients, and milestones are added, progress updates automatically.

Yes. Create as many programs as you need and track goals independently for each one.

Yes. Program goals and associated metrics feed directly into the Reports & Analytics module, making it easy to generate funder-ready reports.

Sessions associated with a program are automatically counted in that program's metrics, including hours logged and client interactions.

Yes. Use the clone feature to repeat a session for the following week, keeping the same client, time, and program association.

For future sessions, you can send a calendar invite to the client. Past sessions are logged as records without notifications.

Create a session with a past date and time. Catalyzer treats it as a completed session and adds it to your records.

Yes. Select a program when creating or editing a session. The session then rolls up to that program's reporting.

Yes. Milestones are tracked on business records and can be automatically populated from form submissions using property mapping.

Use the CSV import tool to upload your spreadsheet, map columns to client properties, preview the import, and add clients in bulk.

Yes. Each client can have multiple businesses linked to their record. Sessions and milestones can be associated with specific businesses.

Yes. Advisors can view and edit clients they created or were assigned to. System Admins and Admins have full access to all clients in the hub.

You can add clients three ways: manually by entering just an email address, by sending an intake form link for clients to fill out themselves, or by importing a CSV file with column mapping and preview.

Every cohort is associated with a program. Enrollment counts, milestone completion rates, and graduation numbers all roll up to the program level, so your impact reports reflect the full picture of cohort-based outcomes.

Yes. A client can participate in multiple cohorts, even across different programs. Their cohort history is visible on their client record page, giving you a complete picture of their program engagement.

The cohort overview shows each participant's milestone completion status. When all milestones are met, you can mark the participant as graduated. Completion data rolls up to program-level reporting automatically.

Yes. Each cohort can have its own set of custom milestones. Define what completion looks like — workshops attended, business plan submitted, pitch delivered — and track each participant's progress individually.

From the Cohorts section, click "New Cohort" and fill in the details: name, program association, capacity, start and end dates, and enrollment deadline. You can start adding participants immediately.

Tired of looking back through your emails to see which referrals were made each month or quarter? Referrals, our community connection tool, lets navigators like you connect business owners with your other community partners. The system will send contact information on your behalf, so you won't need to find it for each person. This will also create a centralized list of your referrals that you can use for easy follow-up and reporting.

Yes, our platform allows for the same data points to be collected from business owners as they progress. By collecting metrics such as FTE and gross revenue over time, you will be able to track the growth—and local economic impact—of the businesses you are working with.

‍

Of course! Our Business Advising tool allows you to track session dates, duration, notes, and more. This allows you to see the progress your clients are making towards their business goals. The tool also creates aggregate reporting for you so that you can see total hours of service, number of clients served, and other crucial metrics.

‍

Yes! Our data intake tools allow for document uploads, signatures, and a variety of other data entry options.

Our platform is built to give your business owners and clients the optimal experience. Without requiring account set up or login, you can collect demographic and business information securely, manage registration for services and programs, and sell tickets for events.

‍

Learn more about all our security practices and protocols in our Trust Center.

We know that your processes and reporting tools are important for your overall organizational success. Think of our platform as an entry point where business owners can connect with your webinars, services, and partners. Once they are ready for your direct support, they will transfer to your internal systems for direct technical assistance and tracking.

‍

Startup Space is as customizable as you need it to be, but even the most basic Startup Space subscription comes with the ability to fully white label and customize your hub. If you have something specific in mind, let’s talk about it.

We thought you’d never ask. Yes, we can deliver customized reports that fully comply with federal or state program guidelines, such as SSBCI and Build 2 Scale.

Absolutely. We can accommodate most requests for system integration, and have done so with many of our customers. What systems do you specifically have in mind? Let’s chat about it!

While our resource compass tool can serve as an ecosystem resource map, that’s only the beginning of what Startup Space can do. Resource directories are great, but what happens after an entrepreneur connects to a resource? If you want a system that delivers a complete pipeline of support, Startup Space is for you.