Navatar has introduced a groundbreaking AI-powered CRM platform designed specifically for M&A advisors and investment banking professionals, aiming to seamlessly integrate deal intelligence into the tools they already use daily. The new system automatically captures and structures data from emails, call notes, documents, LinkedIn, Slack, and public sources, eliminating the traditional challenge of manual data entry into CRMs. By embedding intelligence directly within Outlook, Slack, and Salesforce, the platform ensures that dealmakers can access insights, summaries, recommendations, and automated workflows without switching applications.
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Leveraging Salesforce Agentforce and Microsoft Copilot, Navatar enables users to streamline origination, pitching, execution, and client coverage while maintaining strict data security to protect sensitive client and deal information. Its key features include thematic sourcing, buyer and seller matching, document intelligence, automated meeting briefs, Slack-based CRM alerts, and AI-driven pipeline summaries, all designed to reduce friction and enhance productivity. With this launch, Navatar positions itself as the first truly embedded intelligence platform for Salesforce in private markets, providing M&A professionals with a faster, smarter, and more collaborative way to manage deals and client relationships.
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