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Katalyst is the AI sales agent for teams on Salesforce. Hang up a call and it's already done: notes summarized, records created, fields updated, follow-up drafted, next step set. It runs 24/7, reading every call, email, and calendar, surfacing the right signals, prepping you for each meeting, and prompting you to act: follow up here, this one’s slipping. What's new: AI Resolution on every account, meeting recorder, hygiene scores, deal patterns. Built for enterprise sales teams.
I’m curious about this one, do you have a trial period that we can test the system with?
Katalyst
@deeva_jain Yes, you can onboard the platform with a trial period of 30 days
Katalyst
@deeva_jain Adding to yajwin, it's the full product for those 30 days, not a demo, connect your Salesforce and it runs on your real deals from day one. Testing it on your actual pipeline is when it clicks.
The meeting recorder feature addition is great. Does a bot join the call or how does that work?
Katalyst
@jaskirat_singh15 Thanks! Yes, a Katalyst bot joins the call as a participant and records across Meet, Zoom, Teams, and Webex. From there it transcribes, summarizes the notes, and writes the outcomes straight back to Salesforce as field updates and next steps, so the recording isn't just a transcript sitting somewhere, it turns into pipeline actions automatically.
Katalyst
@jaskirat_singh15 Building on Avneet, you also control when it joins, so it's not forced onto every call whether you want it there or not. Some reps run it on every meeting, others only internal or later-stage ones. The recorder works for you, not the other way around.
What's the one thing Katalyst does that existing CRMs don't?
Katalyst
@sanah_jain Existing CRMs are just storing data. Katalyst actually has an agent that uses that data and provides actionable intelligence. So you don't need to do all the manual work yourself.
Katalyst
@sanah_jain Building on yajwin, the one thing: every CRM waits for you to update it. Katalyst updates itself from your calls and emails. Others are where you put data in, this one does the entry for you.
What if the AI updates something wrong? Is there a way to catch it?
Katalyst
@sahil_bajaj2 Yes. Everything the AI does is logged in an activity history dashboard. Reps can review pending actions before they execute, approve or reject them, and even handle things in bulk. The agent is powerful but the human is always in control. Think of it like a really smart assistant that shows you the work before hitting send.
How do you prioritize which signal matters most?
Katalyst
@ved_vekhande1 By how much it affects the deal and how urgent it is, a slipping renewal or new decision-maker beats routine activity. And it's tuned to each rep's own pipeline, not a blanket rule.
What does pricing look like? Is this affordable for smaller teams or only for big enterprises?
Katalyst
@anjali_laddha Built to work for smaller teams, not just enterprise, there's a free trial to start, just connect Salesforce. Happy to share specifics for your team size, how many reps are you thinking?
The fact that it logs the call and drafts the follow-up before I even close my browser tab is genuinely useful, especially on back-to-back days.
Katalyst
@dilaranjjm Back-to-back days are exactly when that matters, no gap to write things up before the next call starts. Getting it done before you close the tab is the whole reason we built the flow that way. Appreciate you.
Katalyst
@dilaranjjm Yes! And it's also going to do this with context that you would normally take a lot time gathering! The manual work is really what's being skipped here. The agent can actually gather context you could miss and draft a really good email.