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.
Noticed my notes and next steps were already in Salesforce before I even closed the call tab, which is honestly the thing I never have time to do. The follow-up draft was surprisingly on-tone too.
finally tried the meeting recorder and it actually pulled out the next step without me nudging it, which never happens with the other tools I've used. the deal patterns view is the kind of thing I'd want on a second monitor all day
finally tried this last week, the auto summary after calls actually feels accurate not just keyword soup, and the follow-up drafts needed barely any edits
The meeting prep feature actually saved me time this morning, I just reviewed the brief right before the call instead of digging through Salesforce myself.
Finally hung up a Salesforce call and the notes were already structured in the right fields. The meeting prep pings are the part that sold me.
Finally tried Katalyst this week and the post-call summary landing in Salesforce before I even closed my laptop kind of blew my mind. The deal-pattern nudge on a stalled account was spot on too.
The useful line is not just auto-updating CRM; it is making the handoff between conversation, next step, and field update visible enough that a rep can trust it. For small teams especially, pipeline tools fail when the system hides why it changed something.