Katalyst is an AI-powered sales agent that integrates directly with Salesforce to automate the most time-consuming parts of a sales representative's workflow. Rather than requiring reps to manually update CRM fields, draft follow-up emails, and piece together deal context from scattered sources, Katalyst reads every meeting, email, and calendar event and handles the administrative work automatically. The platform surfaces critical buying signals, builds deep account plans, and suggests next actions based on each deal's unique context. Designed for enterprise B2B sales teams, Katalyst operates 24/7 to keep pipeline data accurate and deals moving forward without adding administrative burden to the sales process.

Core Features

Salesforce automation summarizes all customer interactions and updates relevant deal fields automatically, ensuring pipeline data is always current
AI-powered next step suggestions use deal history, playbook rules, and contextual signals to recommend the right action after every interaction
Signal detection uncovers critical triggers like leadership changes, hiring activity, funding rounds, and website engagement to help reps engage buyers at optimal moments
Deep account plans combine firmographic, technographic, and behavioral data with stakeholder mapping and personalized talking points for every meeting
Context-aware email follow-up drafts appear directly in the email client after each call with clear next steps
Natural language deep search pulls hyper-specific data from the web and 10+ integrated tools including funding databases, earnings calls, and tech stack analyzers

Use Cases

Katalyst is purpose-built for B2B sales teams using Salesforce who want to increase pipeline velocity and reduce the administrative overhead that typically consumes 30 percent or more of a rep's time. Enterprise account executives use it for pre-call research and automatic CRM hygiene. Sales managers benefit from always-accurate pipeline data for forecasting and deal analysis. The platform is especially valuable for teams managing complex, multi-stakeholder enterprise deals where missing a signal or failing to follow up at the right moment can mean losing a quarter-long sales cycle. Companies using Katalyst report a 3.5x increase in automation efficiency and a 250 percent improvement in pipeline hygiene.

Pricing

Katalyst offers tiered pricing starting with a free trial. The Starter plan provides basic features with 30 meeting recordings per month. Core includes Pro AI chat, full signal detection, auto-email drafts, and 500 credits. The Agent tier adds full deal intelligence with context graphs, stakeholder mapping, risk scoring, AI-powered forecasting, unlimited chat, and 2,000 credits. Enterprise plans are available for organizations with 2,000 or more opportunities, including dedicated support, SSO, full API access, and custom SLAs.