+
+

Related Products

  • Docket
    59 Ratings
    Visit Website
  • SalesTarget.ai
    50 Ratings
    Visit Website
  • CapLinked
    221 Ratings
    Visit Website
  • Pipedrive
    10,520 Ratings
    Visit Website
  • 11x
    70 Ratings
    Visit Website
  • Introw PRM
    44 Ratings
    Visit Website
  • Titan
    376 Ratings
    Visit Website
  • StackAI
    53 Ratings
    Visit Website
  • Coevera
    752 Ratings
    Visit Website
  • Fathom
    7,733 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

Automation apps for Salesforce. Ortoo’s powerful workforce automation apps, which are 100% native to Salesforce, are transforming Sales and Service organizations around the world into high performance teams. Increase throughput, conversion rates, sales revenues and CSAT – whilst also cutting overheads. Try them for free. Ortoo enables large and fast-growing Salesforce organizations to build high performance teams. Our powerful workforce automation apps, which are 100% native to Salesforce, are helping teams to increase productivity and performance by creating, updating and distributing work-items – such as leads and cases – more efficiently and more effectively than ever before. Automatically create and update leads or opportunities from inbound emails. Store, view, format and send emails from Salesforce. Email to Case on steroids! Create and update Cases automatically. Or create custom cases or support requests using a custom object.

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 sales executives who need an AI sales agent to keep Salesforce updated, surface deal signals, prepare account plans, and draft timely follow-ups

Audience

Salesforce organizations that automatically create and update SFDC objects (including custom objects)

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 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

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

Ortoo
United States
ortooapps.com

Alternatives

Alternatives

Velocify

Velocify

ICE Mortgage Technology
Q-assign

Q-assign

Ortoo
Groove

Groove

Clari

Categories

Categories

Integrations

Salesforce
CircleBack
Fireflies.ai
Gmail
Gong
Google Calendar
HubSpot CRM
Microsoft Outlook
Notion
Q-assign
Slack

Integrations

Salesforce
CircleBack
Fireflies.ai
Gmail
Gong
Google Calendar
HubSpot CRM
Microsoft Outlook
Notion
Q-assign
Slack
Claim Katalyst and update features and information
Claim Katalyst and update features and information
Claim Ortoo and update features and information
Claim Ortoo and update features and information