Katalyst

AI sales agent that automates Salesforce updates, generates next steps, and surfaces deal-moving signals for sales teams.

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Quick facts
What is it	AI sales agent that automates Salesforce updates, generates next steps, and surfaces deal-moving signals for sales teams.
Pricing	Paid — from $39/mo
Free tier	No
Platform	Web Application
Best for	keeping Salesforce updated with deal context, preparing for sales calls with account intelligence
Domain registered	2025

Data updated Aug. 1, 2026

What does Katalyst do?

Katalyst is an AI-powered sales agent designed to streamline the workflow for sales teams using Salesforce. It acts as a smart assistant, taking over the tedious administrative tasks that often bog down sales representatives. The tool automatically captures information from meetings, emails, and other interactions, then uses that data to keep Salesforce records consistently updated, ensuring pipeline data is always current and accurate.

What makes Katalyst stand out is its ability to not just automate, but also to intelligently assist. It analyzes customer interactions and deal history to suggest relevant next steps, drafts context-aware email follow-ups, and even builds detailed account plans with firmographic and technographic data. It also surfaces critical signals like leadership changes, news, or website activity, helping reps engage buyers at the most opportune moments. This means sales professionals can focus more on selling and less on data entry or manual research.

This tool is ideal for B2B sales teams, account executives, and sales directors who rely heavily on Salesforce and want to improve pipeline hygiene, forecasting accuracy, and overall sales efficiency. It's particularly useful for those looking to reduce the time spent on administrative tasks and ensure no critical deal information or opportunity is missed.

AI Sales Assistant CRM Sales & CRM — Other

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Key features

What makes it stand out

Salesforce Automation: Automatically updates deal fields based on customer interactions.

AI Next Steps: Suggests relevant actions and scribes them back to Salesforce.

Signals: Surfaces critical deal-moving information like leadership changes, news, and website activity.

Account Plan: Builds contextual account plans with deep research on decision-makers and talking points.

Email Follow-ups: Drafts context-aware follow-up emails after calls.

Who is Katalyst for?

Who benefits most from this tool

keeping Salesforce updated with deal context

preparing for sales calls with account intelligence

surfacing signals to prioritize and accelerate deals

Pricing

Pipeline Coverage

$89.0/month

100 AI Active Opportunities
100 AI Active Opportunities
Unlimited accounts & contacts linked to opportunities

Starter

$39.0/month

$39.0/month billed yearly

5 User messages per chat
30 AI Chat chats per month
30 Meeting recordings per month
200 AI credits per seat per month
Gmail/Outlook + Calendar sync
30 meeting recordings
Basic AI Chat (30 chats · 5 user msg)
200 AI credits / seat / month
Pipeline dashboards & hygiene
Signal alerts (in-app)
RBAC & team management
Auto-draft follow-up emails

Core

$99.0/month

$99.0/month billed yearly

Everything in Starter, plus:

5 User messages per chat
200 AI Chat chats per month
500 AI credits per seat per month
Pro AI Chat (200 chats · 5 msg)
500 AI credits / seat / month
Auto-draft follow-up emails
Auto record creation
AI Chat Resolution
Signal alerts (Slack + email + in-app)
Custom signal types
LinkedIn tracking
Deal context graph (view only)
Email template library

Agent

$249.0/month

$249.0/month billed yearly

Everything in Core, plus:

unlimited AI Chat
2,000 AI credits per seat per month
Unlimited Max AI Chat + Resolution + Unlimited messages
2,000 AI credits / seat / month
Stakeholder map & buying committee analysis
Deal risk scoring
Website Visitor Signals
AI-powered forecasting
Autonomous deal stage movement
Rep coaching insights
Weekly pipeline digest
Value dashboard

Enterprise

Custom

Unlimited AI-active opportunities
Unlimited AI credits
Unlimited AI chats
Unlimited data retention
Full API & webhooks
SSO / SAML
Dedicated CSM & onboarding
SLA guarantees

Trust & presence

Domain Domain registered 2025

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