+
+

Related Products

  • Docket
    59 Ratings
    Visit Website
  • SalesTarget.ai
    50 Ratings
    Visit Website
  • CapLinked
    220 Ratings
    Visit Website
  • Pipedrive
    10,456 Ratings
    Visit Website
  • 11x
    69 Ratings
    Visit Website
  • Titan
    376 Ratings
    Visit Website
  • StackAI
    53 Ratings
    Visit Website
  • Coevera
    752 Ratings
    Visit Website
  • Fathom
    7,732 Ratings
    Visit Website
  • Ansarada
    357 Ratings
    Visit Website

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.

About

Across borders, companies and firewalls, MergerWare ensures complete security through our partnership with Amazon Web Services (AWS) and Microsoft (Azure), supporting a vast array of compliance programs and adhering to the highest security and data protection standards available. MergerWare helps accelerate each stage of your deal lifecycle by ensuring a deal success rate of up-to 50%. It’s not about predicting the M&A deal outcome. It’s about doing it right. Our work and M&A expertise by its very nature is disrupting M&A deal execution process across industries, reshaping traditional deal execution methodology. We showcase some of our latest M&A innovations focussed around different deal challenges through blogs, webinars, podcasts ,thought leadership and M&A Insights by co-creating with our clients, our business, our partners.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

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

Audience

Businesses searching for a M&A process platform

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • Easy to use and highly configurable. Also it has integrated VDR so once deal is signed and closed all relevant documents are available to integration team.

Cons

  • Nothing found so far which i dislike. I keep giving new ideas when team ask for feedback.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Katalyst
Founded: 2024
United States
www.joinkatalyst.com

Company Information

MergerWare
Founded: 2016
United States
www.mergerware.com

Alternatives

Alternatives

DealSense

DealSense

MoneySoft
Intralinks DealCentre AI

Intralinks DealCentre AI

SS&C Intralinks

Categories

Categories

M&A

Integrations

Amazon Web Services (AWS)
CircleBack
Fireflies.ai
Gmail
Gong
Google Calendar
HubSpot CRM
Microsoft Outlook
Notion
Salesforce
Slack

Integrations

Amazon Web Services (AWS)
CircleBack
Fireflies.ai
Gmail
Gong
Google Calendar
HubSpot CRM
Microsoft Outlook
Notion
Salesforce
Slack
Claim Katalyst and update features and information
Claim Katalyst and update features and information
Claim MergerWare and update features and information
Claim MergerWare and update features and information