Launching today
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.
This looks really cool. What problem are you actually solving here? Like, why does this need to exist?
Katalyst
@rishav_sidhu Thanks! The core problem: reps spend a huge chunk of their week on Salesforce admin instead of selling, logging notes, updating fields, drafting follow ups, planning next steps. So the CRM ends up stale and managers can't trust the pipeline. Katalyst exists to do all of that work for them automatically, from the calls and emails already happening, so reps sell and Salesforce stays accurate on its own.
Katalyst
@rishav_sidhu Adding, the reason it's possible now is that AI can finally sit in a call and actually understand what happened, who's involved, what got committed, well enough to update a CRM correctly. That wasn't true even a couple years ago. The pain's old, the ability to fix it this way is new.
What are the "signals" you keep mentioning? What does it mean?
Katalyst
@sanvi_tiwari Signals are the things that suggest a deal's changing, a prospect raising budget, a new stakeholder joining, activity going quiet, a renewal date approaching. Katalyst surfaces them so reps act on the moment instead of missing it.
How would you capture in-person meeting context?
Katalyst
@urvija_diwan Honestly, today it's virtual meetings, Zoom, Meet, Teams, Webex. In-person is what we're building toward next, along with phone and field calls, so nothing rides on a rep's memory.
Is there a minimum Salesforce edition required? Would it work on Professional or does it need Enterprise?
Katalyst
@vidushi_jalan No edition requirement, it works on Professional or Enterprise alike. It sits on your existing Salesforce as-is, so there's nothing to upgrade before you can get going.