Katalyst
An AI sales agent for Salesforce teams that advances opportunities and updates the pipeline automatically
About Katalyst
Katalyst is for sales teams using Salesforce. It turns customer interactions from meetings, notes, emails, and calls into next steps and updates relevant opportunity fields. It offers basic AI chat, expert chat with result parsing, automatic email drafts, the signal suite, deal intelligence, and autonomous actions, helping teams keep pipeline data current and run sales forecasts and win-loss analysis. Teams can also configure the platform fee by AI-active opportunities covered and choose Starter, Core, or Agent capabilities per sales rep.
Best for
Best use cases
Organize customer interactions and plan next steps after sales meetings
Sync email, call, and meeting information to opportunities
Run sales forecasting and win-loss analysis
Let AI agents execute deal intelligence and sales actions
Features
Interaction summary
Summarizes customer interactions across meetings, notes, emails, and calls.
Salesforce auto-update
Updates relevant opportunity fields to keep pipeline data current.
Signals and deal intelligence
Provides the full signal suite, deal intelligence, and pipeline analytics.
AI sales agent
The Agent plan provides unlimited chat, autonomous actions, and organization tuning.
Pros
- Continuously updates pipeline data from Salesforce opportunities
- Covers meeting, note, email, and call interactions
- Scales from basic chat to autonomous actions
Pricing Plans
Pipeline Coverage
- 100 AI-active opportunities
- Unlimited accounts and contacts associated with opportunities
Starter
- 1–3 users
- 1 month free trial
- Email sync
- Calendar
- Unlimited meetings
- Basic AI chat
- 200 credits per seat
Core
- 3-15 users
- Expert chat with result parsing
- Automatic email drafts
- Full signal suite
- 500 credits per seat
Agent
- 10-50 users
- Full AI agent
- Unlimited chat
- Deal intelligence
- Autonomous actions
- Organization tuning
* Pricing information is for reference only. Please refer to the latest announcement on Katalyst's official website.