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.
Does this actually improve forecast accuracy?
Katalyst
@ritik_desai_naitik_ Yes. Forecasts break when reps let Salesforce go stale, and that's exactly what Katalyst prevents. It keeps fields, next steps, and close data current straight from real calls and emails, then layers on hygiene scoring and deal pattern analysis so managers can see which deals are genuinely healthy. Accurate pipeline in means a forecast you can actually trust.
Is there a free trial? I'd love to recommend this to a friend in sales but they'd want to test it first.
Katalyst
@drishita_diwan There's a month long free trial for up to 5 users! Your friend will be relieved to see their sales pipeline automated.
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 write-back is where messy Salesforce instances actually bite. Reading a 5-year-old config is tractable, but the writes hit validation rules and required-field gates that reject silently, and a background agent that thinks it logged the call when Salesforce bounced the update is worse than no agent, the rep trusts a record that isn't there. How does Katalyst handle a rejected write? Does the rep get told 'this didn't save because of rule X', or does the agent try to repair the payload and resubmit on its own?