Navatar’s new AI-powered CRM aims to improve data quality and provide real-time insights for M&A advisors by integrating with tools like Outlook and Slack.
Navatar, a platform for private markets, has launched a new AI-powered customer relationship management (CRM) system designed for merger and acquisition advisory firms. The company states that the new platform is designed to address the issue of poor data quality, which it identifies as a primary reason for the failure of AI projects.
The new CRM automates the capture and structuring of data from sources including emails, LinkedIn, Slack, and public domains. According to the company, this will turn daily activities into structured data that can be used by AI. The platform integrates with Salesforce AI and Microsoft Copilot to deliver real-time insights and automation within a user’s existing workflow, whether in Outlook, Navatar, or Slack. The company also states that client and deal information will remain private and compliant by using Salesforce’s Agentforce, which prevents exposure to public AI models.
Key features of the new platform include smart contact insights, email summarization, and automated meeting preparation within Microsoft Outlook. Within the Navatar platform, features include thematic sourcing, buyer/seller matching, and pipeline reporting. The Slack integration provides CRM alerts, conversation linking, and AI-powered channel summaries. Navatar suggests that its new AI-driven CRM will impact every stage of the M&A advisory workflow, from deal origination to execution and client coverage.
CRM/CDP Topics Covered in this Article: New Entrants, Product Announcements, Data Unification, First Party Data, Real-Time Data Ingestion, Analytics, Customer Insights, Lead Scoring, Sales Forecasting, Predictive, Omnichannel Engagement, Hyper Personalization, Verticalization, Financial Services, APIs, Governance and Compliance.
Companies and Products Mentioned in this Article: Navatar, Salesforce, Salesforce AI (Agentforce 3), Microsoft, Microsoft Copilot, Outlook, Slack, LinkedIn.