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Katalyst

● Identity checked

Salesforce sales context and workflow agent · Official-source review 2026-10-09

Katalyst summarizes meetings, email and deal signals to suggest next steps and update Salesforce. It advertises account research, follow-up drafts, meeting recording and tier-dependent deal intelligence.

Updated 2026-10-09View sources
Official website
Category
Salesforce sales context and workflow agent
Free access
One-month Starter trial and free onboarding advertised. No ongoing free product plan established.
API access
Salesforce, Gmail/Outlook and calendars advertised. External recorders supported; full API/webhooks on Enterprise.

Is Katalyst right for you?

A good fit for

Relevant to Salesforce teams evaluating a scoped deal workflow with review of proposed CRM changes.

Before you choose

Two-part price: platform$89/month/org for100AI-active opportunities plus seats. Captured annual seat equivalents Starter39/Core99/Agent249; actual monthly rates unconfirmed. Starter200/Core500/Agent2000credits per seat/month; packs25/150neverexpire, plancreditsreset. Starter30recordings/Core100/Agentunlimited; unlimited-meetings summary conflicts with quotas.500+opportunities requiresCore+. Starter draft entitlement conflicts with FAQCore+. Automated field/stage changes need authorization checks. SOC2 posture/ISO-aligned wording not proof of certification. No CRM connected, meeting recorded, signal verified or field changed.

Workflow and handoff

Use sandbox opportunities, compare a meeting summary and proposed fields with the original, and confirm full platform-plus-seat bill before rollout.

Pricing and practical limits

Two-part price: platform$89/month/org for100AI-active opportunities plus seats. Captured annual seat equivalents Starter39/Core99/Agent249; actual monthly rates unconfirmed. Starter200/Core500/Agent2000credits per seat/month; packs25/150neverexpire, plancreditsreset. Starter30recordings/Core100/Agentunlimited; unlimited-meetings summary conflicts with quotas.500+opportunities requiresCore+. Starter draft entitlement conflicts with FAQCore+. Automated field/stage changes need authorization checks. SOC2 posture/ISO-aligned wording not proof of certification. No CRM connected, meeting recorded, signal verified or field changed.

Review method

Official product evidence reviewed on 2026-10-09; product artwork inspected visually. No hands-on vendor application test was performed. Application performance, security claims and plan enforcement were not independently tested.

What it can do

Features & capabilities

Unknown is different from unavailable. Each fact carries its own evidence.

CapabilityValueEvidenceChecked
Product workflowKatalyst summarizes meetings, email and deal signals to suggest next steps and update Salesforce. It advertises account research, follow-up drafts, meeting recording and tier-dependent deal intelligence.Facts sourced2026-10-09
Pricing and restrictionsTwo-part price: platform$89/month/org for100AI-active opportunities plus seats. Captured annual seat equivalents Starter39/Core99/Agent249; actual monthly rates unconfirmed. Starter200/Core500/Agent2000credits per seat/month; packs25/150neverexpire, plancreditsreset. Starter30recordings/Core100/Agentunlimited; unlimited-meetings summary conflicts with quotas.500+opportunities requiresCore+. Starter draft entitlement conflicts with FAQCore+. Automated field/stage changes need authorization checks. SOC2 posture/ISO-aligned wording not proof of certification. No CRM connected, meeting recorded, signal verified or field changed.Facts sourced2026-10-09

Understand the total cost

Katalyst pricing & plans

Pipeline coverage

Not listed

From$89/month/org; seat fee additional

Included scope
100AI-active opportunities

Core seats

Not listed

$99/seat/month equivalent billed annually;3–15users

Included scope
500credits,100recordings

Agent seats

Not listed

$249/seat/month equivalent billed annually;10–50users

Included scope
2,000credits and advanced deal intelligence

Enterprise

Not listed

Custom

Included scope
API, identity and negotiated coverage
Explore pricing & history

Alternatives to Katalyst

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The practical questions

Frequently asked questions

Was the application hands-on tested?

No. This listing is based on dated official-source evidence and a visual artwork check. Unconfirmed costs and restrictions are identified explicitly.

What is Katalyst used for?

Katalyst summarizes meetings, email and deal signals to suggest next steps and update Salesforce. It advertises account research, follow-up drafts, meeting recording and tier-dependent deal intelligence.

Does Katalyst have a free plan?

One-month Starter trial and free onboarding advertised. No ongoing free product plan established.. This record does not confirm an ongoing free plan.

How much does Katalyst cost?

A listed monthly price has not been confirmed. See the plan cards for entitlements, billing commitments and seat minimums.

Can I use Katalyst through an API?

Salesforce, Gmail/Outlook and calendars advertised. External recorders supported; full API/webhooks on Enterprise.. API access and subscription access may have different terms; consult the linked sources.

What should I check before choosing it?

Two-part price: platform$89/month/org for100AI-active opportunities plus seats. Captured annual seat equivalents Starter39/Core99/Agent249; actual monthly rates unconfirmed. Starter200/Core500/Agent2000credits per seat/month; packs25/150neverexpire, plancreditsreset. Starter30recordings/Core100/Agentunlimited; unlimited-meetings summary conflicts with quotas.500+opportunities requiresCore+. Starter draft entitlement conflicts with FAQCore+. Automated field/stage changes need authorization checks. SOC2 posture/ISO-aligned wording not proof of certification. No CRM connected, meeting recorded, signal verified or field changed.

Price history

No retained pricing changes yet. A current price alone does not establish a historical trend.

How this profile is supported

Official product information

Current official product source read individually; product artwork inspected visually.

Read original source ↗

Facts apply to the named version and check date. Send a sourced correction if something changed.