Articles on: Getting started

Welcome to Katalyz

Katalyz is where your deals happen.


Instead of scattering proposals, decks, contracts, and meeting notes across email threads and shared drives, Katalyz gives every deal its own branded room — a single link your buyer opens to find everything in one place. You get full visibility into what they look at, when, and for how long.


Built for Sales and Customer Success teams (and just as useful for Partnerships), Katalyz is designed to feel like a natural extension of your brand. Your buyers don't install anything, don't create an account, and don't remember a password. They click a link, and they're in.


Where should you go next?


Pick the path that fits where you are today.


If this is you

Start here

👋 I just got access to Katalyz and want to send my first room

Quick start: send your first room in 5 minutes

🛠️ I'm setting up Katalyz for my team (admin)

Inviting a new member

📬 I need to share a room with a prospect or customer

Choosing the right access setting

📨 I received a Katalyz link and I'm not sure what to do

Opening your Katalyz link

⚙️ I want to connect Katalyz to my CRM or tools

Connecting HubSpot

💳 I have a question about my plan or billing

[Standard vs Premium: which plan is right for you?](→ 07-plans-billing/01-plans/01-standard-vs-premium)




Need a human?


Chat with us from the bubble in the bottom-left corner of Katalyz, or email contact@katalyz.co. On the Premium plan, you have a dedicated CSM and priority support.

Updated on: 18/06/2026

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