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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Katalyst functions as an AI-driven sales assistant that enhances your Salesforce pipeline by converting calls, emails, and various signals into actionable Salesforce updates, next steps, and account strategies, enabling enterprise sales representatives to focus on closing deals rather than merely managing tasks. It identifies crucial signals, provides summaries of all interactions, and ensures that each deal remains current by documenting customer engagements through meetings, notes, emails, and calls, subsequently updating the relevant fields in Salesforce. With real-time pipeline information, teams can enhance their forecasting, analyze their pipeline more effectively, and gain insights into win/loss trends without the need for tedious manual CRM upkeep. By leveraging the company's playbook, historical deal data, and context, Katalyst transforms every interaction into meaningful action, suggesting appropriate next steps and automatically logging them back into Salesforce. Furthermore, it highlights significant deal indicators, such as changes in leadership, new hires, industry events, news updates, 10-K filings, and website activity, empowering sales representatives to connect with buyers at optimal moments and advance opportunities with assurance. This powerful tool ultimately streamlines the sales process, allowing teams to operate with greater efficiency and confidence in their strategies.

Description

Needle is a proactive revenue agent platform designed to help GTM teams execute sales workflows from the tools they already use. It lives inside Slack and Microsoft Teams, where users can mention their personal Needle agent to draft messages, update CRM records, analyze pipeline, research accounts, and manage follow-ups. The agent mirrors each user’s permissions, meaning it can only access and perform actions that the user is allowed to perform. Needle connects to CRM, email, calendar, documents, call tools, enrichment systems, spreadsheets, and thousands of integrations to support complex revenue tasks. It can identify stalled deals, flag silent champions, recommend next steps, and prepare personalized outreach based on similar closed-won opportunities. The platform also learns how each team works, stores reusable skills, and remembers context so it can become more effective over time. Needle uses multiple AI models from providers such as Claude, OpenAI, Gemini, DeepSeek, Mistral, Qwen, GLM, and MiniMax without locking teams into one model vendor. Security controls include permission mirroring, private company context, SOC 2 Type II, ISO 27001, GDPR, and CCPA alignment. Needle gives sales teams a proactive AI teammate that helps manage pipeline, reduce manual CRM work, and accelerate deal execution.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Gmail Yes 
HubSpot CRM Yes 
Notion Yes 
Slack Yes 
Airtable No 
Axis LMS No 
CircleBack Yes 
Confluence No 
Dropbox No 
Fireflies.ai Yes 
Gong Yes 
Google Calendar Yes 
Google Drive No 
Jira No 
MCPTotal No 
Microsoft OneDrive No 
Microsoft Outlook Yes 
Salesforce Yes 
Zendesk No 

Integrations

Gmail Yes 
HubSpot CRM Yes 
Notion Yes 
Slack Yes 
Airtable Yes 
Axis LMS Yes 
CircleBack No 
Confluence Yes 
Dropbox Yes 
Fireflies.ai No 
Gong No 
Google Calendar No 
Google Drive Yes 
Jira Yes 
MCPTotal Yes 
Microsoft OneDrive Yes 
Microsoft Outlook No 
Salesforce No 
Zendesk Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version Yes 

Pricing Details

$199/agent/month
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Katalyst

Founded

2024

Country

United States

Website

www.joinkatalyst.com

Vendor Details

Company Name

Needle

Founded

2024

Country

United States

Website

needle.app/

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