Navatar Unveils AI-Powered CRM That Meets M&A Advisors Where They Work From Outlook to Slack to CRM: Investment Banking’s First Truly Embedded Intelligence Platform For Salesforce
Leveraging Salesforce’s Agentforce and Microsoft Copilot, Navatar Automates Data Entry and Turns Activity into AI-Driven Intelligence Navatar, the leading platform for private markets, announced the launch of its next-generation, fully AI-powered CRM purpose-built for M&A advisory firms. The new platform combines intelligence, automation, and usability—solving one of the biggest challenges firms face when trying to […]