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Katalyst is an AI sales platform for teams using Salesforce that helps manage deal execution across meetings, emails, and CRM updates. It is designed to support sales reps by turning customer interactions and account activity into structured next steps, keeping pipeline data current and reducing manual follow-up work.
The app can summarize meetings, notes, emails, and calls, then use that context to suggest next actions and draft follow-up messages. It also surfaces account signals such as leadership changes, hiring activity, events, news, financial filings, and website updates, helping users identify timely opportunities for outreach. In addition, Katalyst builds account plans with firmographic, technographic, and behavioral data, and can research decision-makers to provide relevant talking points for sales conversations.
Katalyst includes deep search capabilities for finding account data from the web and connected tools, along with Salesforce automation features that help keep deal fields updated. It is built for sales productivity, pipeline hygiene, account planning, and CRM automation within a unified workflow.
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