Navatar Unveils AI-Powered CRM That Meets Dealmakers Where They Work From Outlook to Slack to CRM: Private Equity's First Truly Embedded Intelligence Platform For Salesforce

Core Insights - Navatar has launched a next-generation, fully AI-powered CRM designed for private equity and investment banking, addressing the challenge of utilizing AI effectively due to data issues [1][3] - The new platform automatically captures relevant information from various sources, transforming daily activities into structured intelligence for AI applications [4][12] Product Features - The platform integrates AI capabilities within commonly used tools like Outlook and Slack, providing real-time insights and automation without needing to log into a separate CRM [5][11] - Key features include automated data entry, multi-tagging, embedded AI across various functions, and a modern user experience that encourages usage [8][12] AI Capabilities - Smart Relationship Insights provide a comprehensive view of contacts, including internal connections and deal statuses, directly within users' inboxes [9] - The platform offers predictive scoring to rank inbound deals based on historical behavior and firm strategy, enhancing decision-making [9][13] Workflow Integration - Navatar embeds AI into existing workflows, allowing users to receive intelligence and insights in the tools they already use, thus improving efficiency [11][12] - Automated task management and document intelligence features streamline operations by extracting key information and generating tasks based on triggers [13]