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About
Katalyst is an AI sales agent that works your Salesforce pipeline, turning calls, emails, and signals into Salesforce updates, next steps, and account plans so enterprise sales reps close deals, not tabs. It surfaces timely signals, summarizes every touchpoint, and keeps every deal always up to date by capturing customer interactions across meetings, notes, emails, and calls, then updating the relevant deal fields in Salesforce. With always-updated pipeline data, teams can improve forecasting, pipeline analysis, and win/loss visibility without relying on manual CRM hygiene. Katalyst turns every interaction into action by using the company playbook, deal history, and deal context to suggest the right next step, then writes it back to Salesforce. It also deploys critical deal signals such as leadership moves, hiring, events, news, 10-Ks, and website activity, helping reps engage buyers at the right time and move opportunities forward with confidence.
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About
Replicate the star rep's playbook throughout the company and close more business. Customize the agents based on your team's exact workflows. Fills CRM properties, creates deals, and updates info in real time based on pre-set rules. Researches companies and prospects to help you target and qualify leads better. Sends timely follow-ups to prospects and updates deal stages automatically in the CRM. Creates and sends personalized outreach based on in-depth company and prospect research. Automatically assigns leads to the right sales reps based on location, time, product specialization, etc. Creating a new pipeline to close more deals by automating CRM tasks. Engaging only with high-potential leads through detailed research and automated scoring. Automating personalized follow-ups for greater SDR productivity. Automatic meeting creation and rescheduling based on time zones. Ensuring timely follow-ups with automated emails until closure.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Enterprise account executives who need an AI sales agent to keep Salesforce updated, surface deal signals, prepare account plans, and draft timely follow-ups
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Audience
Sales teams seeking an AI solution providing assistants to optimize their sales operations
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationKatalyst
Founded: 2024
United States
www.joinkatalyst.com
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Company InformationLocale.ai
Founded: 2019
United States
locale.ai/
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
HubSpot CRM
Salesforce
Slack
Apollo
CircleBack
Fireflies.ai
Gmail
Gong
Google Calendar
Google Sheets
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Integrations
HubSpot CRM
Salesforce
Slack
Apollo
CircleBack
Fireflies.ai
Gmail
Gong
Google Calendar
Google Sheets
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