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Katalyst

The AI Sales Agent for teams on Salesforce

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Katalyst gives Salesforce-based account executives autonomous AI agents that work leads and opportunities end to end - research, signal detection, account plans, meeting prep, and outreach drafting - on top of a bi-directional Salesforce sync and context pulled from email, calendar, and meeting tools.

Vendor's own claim
CRM/authoritative statesignals/intent

Core capabilities

Vendor's own claim
  • Bi-directional Salesforce sync that keeps records updated automatically
  • Meeting intelligence (recording, notes) and AI chat grounded in deal context
  • Signal detection with recommended next actions ('Your Move')
  • Auto-draft follow-up emails and auto record creation in Salesforce
  • Stakeholder mapping and buying-committee analysis
  • Deal risk scoring and AI-powered forecasting
  • Autonomous deal-stage movement and weekly pipeline digest

Pricing

From official docs
PlanPriceIncludedNotable
Pipeline Coverage (org-level)$89/month per org100 AI-active opportunities; unlimited accounts & contacts linked to opportunities
Starter$39/seat/month, billed annually200 AI credits/seat/month, 30 meeting recordings
1-3 users
Gmail/Outlook + Calendar sync, Basic AI Chat (30 chats, 5 user msg), Pipeline dashboards & hygiene
Core$99/seat/month, billed annually500 AI credits/seat/month
3-15 users
Everything in Starter, Pro AI Chat (200 chats, 5 msg), Auto-draft follow-up emails
Agent$249/seat/month, billed annually2,000 AI credits/seat/month
10-50 users
Everything in Core, Unlimited Max AI Chat + Resolution + unlimited messages, Stakeholder map & buying committee analysis
EnterpriseCustomUnlimited everything
50+ users
Unlimited AI-active opportunities, Unlimited AI credits, Unlimited AI chats

Checked 2026-08-07 against their pricing page. Vendors change pricing without notice.

What is Katalyst

Vendor's own claim

Katalyst is an AI agent layer that sits on top of Salesforce for account executives, described in its own docs as giving AEs 'autonomous AI agents that work on their leads and opportunities end to end.' Its documentation is organized around Plan, Research, Engage, Monitor, Close the Loop, and Setup surfaces, plus a library of 'Field Plays' - workflow recipes for specific selling situations like acting on a buying signal or catching up after time off.

Ideal customer profile

Vendor's own claim

Sales teams already running on Salesforce who want an AI layer handling research, signal triage, CRM hygiene, and outreach drafting for account executives, rather than reps doing that manual work themselves.

Who should look elsewhere

Our read

Katalyst is built specifically around Salesforce - teams on HubSpot, Pipedrive, or another CRM are not the fit implied by the tagline ('for teams on Salesforce'). Pricing is two-part (a per-org 'Pipeline Coverage' fee for AI-active opportunities, plus per-seat pricing), and the entry Starter tier caps at 200 AI credits/seat/month and 30 meeting recordings - teams with higher usage will need to move up to Core ($99/seat/mo) or Agent ($249/seat/mo) tiers to unlock unlimited AI chat, autonomous deal-stage movement, and forecasting.

Tools in the same layer

Our read

No curated rival set covers this tool yet, so these are simply other tools in the same architectural layer and product form. Treat it as a starting point, not a shortlist.

Katalyst FAQ

What CRM does Katalyst work with?

Salesforce specifically - Katalyst is built around a bi-directional Salesforce integration, per its own tagline and docs.

From official docs
Is there a free trial?

Yes, the Starter tier includes a 1-month free trial, per the pricing page.

From official docs
How is Katalyst priced?

Two-part pricing: an org-level platform/pipeline-coverage fee based on AI-active opportunities (e.g. $89/month/org for 100 AI-active opportunities), plus per-seat pricing across Starter ($39), Core ($99), Agent ($249), and custom Enterprise tiers, all billed annually.

From official docs
What are 'AI-active opportunities'?

The pricing FAQ lists this as a specific question, but we did not retrieve the answer text - the pricing page names it as a term without giving us the expanded explanation in this excerpt.

Our read
What does the free onboarding include?

The vendor states it builds the org's 'AI knowledge graph,' configures the Salesforce sync, and gets the team running, at no extra cost on any plan.

Vendor's own claim
Can Katalyst autonomously move deals through stages?

Yes, on the Agent tier and above, 'autonomous deal stage movement' is a listed feature.

Vendor's own claim
Is there a status page or changelog?

The docs site publishes dated release notes ('Release notes is the dated changelog of what shipped, newest first'), but we could not find a separate public status page in this check.

From official docs

Verify before you buy

  • Definition of 'AI-active opportunities' and other pricing FAQ answers
  • Social media links (LinkedIn, X, YouTube, GitHub)

Need help setting it up?

This page tells you whether Katalyst fits. Cheetah builds and runs the system it goes into — enrichment, sequencing, CRM and the joins between them.

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