Navatar unveiled its AI-Powered CRM Operating Model on Salesforce, introducing an AI Deal Engine tailored for alternative asset managers. The platform supports six segments—private equity, private credit, real assets, infrastructure, real estate and secondaries—bundling data aggregation, predictive analytics and deal tracking in a single interface.

Built natively on Salesforce, the solution leverages platform tools such as Lightning components and AI-driven analytics to embed automated deal workflows. This deep integration ensures real-time data synchronization, customizable dashboards and seamless handoffs between origination, due diligence and portfolio teams.

By replacing manual spreadsheets with intelligence-driven processes, Navatar’s offering aims to boost productivity and deal velocity for asset managers. The launch is poised to bolster Salesforce’s penetration in the alternative investments sector and may drive uptake among firms seeking AI-enabled CRM solutions.