Katalyst

Meet Katalyst

Katalyst is an AI sales assistant for teams using Salesforce. It brings together meetings, emails, notes, and other customer interactions to summarize deal context and update relevant CRM fields. Using a team's playbook and deal history, it suggests next steps and helps keep the pipeline ready for review.

The platform also researches account signals such as leadership changes, hiring, company announcements, and website activity. Account plans organize business information, stakeholders, and possible talking points before a call. Afterward, follow-up drafts appear in the user's email workflow for review and sending. Natural-language search helps retrieve more specific account information from connected tools and public sources, with integration coverage varying by service.