LONDON and NEW YORK — August 19, 2025 — Leads & Copy — Navatar has launched its next-generation, fully AI-powered CRM designed for M&A advisory firms. The platform combines intelligence, automation, and usability to address data challenges.
A recent Business Insider article highlighted data flaws as a top reason for AI project failures, a problem exacerbated by legacy CRMs requiring tedious data entry. Navatar solves this by automatically capturing and structuring activity from various sources, including emails, call notes, LinkedIn, Slack, documents, and third-party data.
Navatar integrates with Salesforce AI (Agentforce 3) and Microsoft Copilot, providing real-time insights and automation within Outlook, Navatar, or Slack. Leveraging Salesforce’s Agentforce, Navatar ensures data privacy and compliance.
Key features within Microsoft Outlook include smart contact insights, email summarization, deal context at a glance, automated meeting prep, and activity capture. Within Navatar, features include thematic sourcing, buyer/seller matching, relationship intelligence, document intelligence, pipeline intelligence, and task automation. Within Slack, features include CRM alerts, conversation linking, AI channel summaries, and the ability to push to CRM.
Navatar’s AI transforms deal origination, pitching, execution, client coverage, market intelligence, and workflow automation. Navatar powers investment banks, M&A advisory firms, and alternative asset managers with cloud CRM solutions for private markets, capturing intelligence automatically and delivering insights into Outlook, Slack, and CRM. Built on Salesforce and integrated with Microsoft Copilot, Navatar eliminates manual data entry, unifies relationship context, and orchestrates deal processes.
Contact:
Sales Team
sales@navatargroup.com
Source: Navatar
