Katalis

Key Features

• AI-Powered Deal Intelligence:

  • Delivers actionable insights into sales opportunities by analyzing buyer behavior, deal signals, and historical outcomes.Helps reps identify risk, deal slippage, and upsell potential using predictive analytics.Provides a clear snapshot of which deals to prioritize based on data, not gut feeling.

• Pipeline Visibility & Forecasting:

  • Offers full pipeline transparency with real-time updates and predictive accuracy scores.Tracks movement across stages, identifying stalls or inconsistencies that impact forecasts.Helps sales leaders make data-informed decisions to hit revenue targets.

• Buyer Signal Tracking:

  • Monitors signals such as email engagement, meeting interactions, and stakeholder activity.Scores deals based on how buyers are interacting and responding across the cycle.Uncovers hidden risks early by identifying when buyer intent is declining.

• Rep Coaching & Performance Insights:

  • Uses conversation data and engagement metrics to provide coaching feedback to sales reps.Tracks rep performance over time and highlights behavior patterns linked to successful deals.Encourages continuous improvement and more effective team execution.

• CRM Integration:

  • Seamlessly integrates with CRMs like Salesforce and HubSpot for unified data syncing.Automatically pulls and pushes data across systems for up-to-date reporting.Reduces manual entry and enhances CRM hygiene and reliability.

• Enterprise-Ready Security & Compliance:

  • Designed with enterprise-grade security protocols and data governance in mind.Ensures sensitive deal data is protected with role-based access and encryption.Suitable for organizations with strict compliance needs in regulated industries.

Key Benefits

• Boosts Sales Performance:

  • Reps and managers receive timely insights that help improve execution and win rates.

• Enhances Forecast Accuracy:

  • Predictive signals and pipeline scoring lead to more reliable revenue forecasting.

• Identifies At-Risk Deals Early:

  • Proactively flags deals that need intervention before they stall or go cold.

• Increases Team Productivity:

  • Reduces manual tracking by automating signal detection and insight delivery.

• Supports Scalable Growth:

  • Helps sales orgs grow confidently by arming teams with the intelligence they need to close faster.

Pricing Plans

• Free Demo:

  • Offers a guided product demo highlighting key deal intelligence features and dashboards.

  • Useful for sales leaders evaluating data-driven sales performance tools.

• Custom Pricing (Based on Business Needs):

  • Flexible pricing depending on team size, CRM usage, and sales process complexity.

  • Includes full access to AI insights, pipeline scoring, signal tracking, and CRM sync.

  • Enterprise onboarding and dedicated support available for large teams.

Pros and Cons

• Pros:

  • Real-time deal intelligence and predictive analytics.

  • Helps improve sales forecasting accuracy.

  • Identifies deal risks and coaching opportunities.

  • Integrates with popular CRM platforms.

  • Designed for scale and enterprise security.

• Cons:

  • Custom pricing may be less transparent for smaller teams.

  • Full feature set may require a learning curve for new users.

  • Best suited for structured B2B sales processes with existing CRM workflows.

Conclusion

Katalis AI is a purpose-built platform for B2B sales teams that want smarter, more predictive insights into their pipeline. From signal detection to deal coaching, it empowers reps and managers to make better decisions, boost conversions, and maintain strong forecast hygiene. With enterprise-grade integrations and security, Katalis is ideal for data-driven organizations looking to scale with precision and confidence in competitive markets.