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.
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.
Is this only for Salesforce? What about companies using other CRMs?
Katalyst
@anant_tantia Salesforce-only for now, that's where we went deep first. Other CRMs are a natural next step and on our radar, but I'd rather do each one properly than half-support a bunch. Which CRM are you on?
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
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.
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.
What's the right plan for a team of around 15 reps and 2 managers?
Katalyst
@mehtabbir_singh For a team that size you'd be on our team plan, which scales cleanly across all 17 seats with admins getting the pipeline hygiene and deal pattern views on top of what reps see. Best move: start the free trial (up to 5 users for a month) with a few reps and a manager to feel it on your real Salesforce data, then roll out to the full team. Happy to walk you through pricing directly at joinkatalyst.com.
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.