Welcome aboard
You’re in. Let’s close more deals.
Your 14-day free trial is active. Here’s the fastest path from here to your first deal in Katalyst.
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Check your inbox
We just sent your Stripe receipt and a workspace setup email to the address you signed up with. Open the setup email to create your password and step into Katalyst for the first time.
Your first afternoon checklist
1
Import your sphere
Bring in your contacts from Excel, Top Producer, kvCORE, BoomTown, or your current CRM. Our team will white-glove this for you — just send us your export.
Request white-glove import →
2
Pick your playbook
Inside the app, choose a pre-built pipeline template that matches your role — residential agent, mortgage LO, commercial broker, or brokerage owner. Customize stages in seconds.
3
Book your kickoff call
Spend 30 minutes with our team to map your existing workflow into Katalyst, connect your MLS / LOS, and walk through your first morning briefing live.
Book a kickoff call →
4
Run your week
Each morning at 7am, Katalyst will email you a briefing: who to call, what to follow up on, and which deals need attention. You’ll close more by lunch than you used to all day.
Need help getting started?
Reply to your setup email or book a 30-min call — we’re hands-on with every new account.