Supercharge Sourcing with Your CRM Data
Grata connects your CRM to real-time market intelligence so you can prioritize outreach, spot warm leads, and act faster.
Find better deals with your relationship data
Overlay Relationship Data Instantly
View CRM insights directly in company profiles, lists, and search results.
Sync Activity, Avoid Duplicates
See your CRM data in Grata tables. Sort by priority and date of last outreach to rank your list. Export with ease.
Get Alerts on High-Value Movement
Get alerts when your team reaches out to new targets, targets you’re tracking raise capital, or you get assigned companies to review.
Sync with CRM & Export Instantly
Push updates back to Salesforce, Hubspot, or DealCloud and never double-enter again.
Turn CRM into competitive advantage.
Trusted by 1000+ customers.
CRM INTEL
See your relationships in context.
Bring CRM data and market intelligence together so you can prioritize faster, uncover new opportunities, and move with greater conviction.
Define
Know which relationships already exist
Discover
Spot high-priority targets within your pipeline
Analyze
Combine CRM data with Grata insights
Target
Act with full context
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COMPANIES
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PRIVATE FINANCIALS
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HISTORICAL TRANSACTIONS
0K+
CURATED CONFERENCE LISTS
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STRATEGIC BUYERS & SPONSORS
WHY CUSTOMERS LOVE GRATA
Customer Testimonials
"The benefit you have over ChatGPT is your direct integration into Salesforce. With Grata, I can look at a company and immediately know if it's already in my database, whereas with ChatGPT I have to run deep searches and then manually compare with Salesforce. ChatGPT is good to have, but it's not a replacement."
“Syncing Grata with DealCloud has helped us harmonize our M&A process and efforts, which is a big part of how we stay organized using Grata. Through the DealCloud plugin, we can sync companies quickly and send them directly to our watch list. Then we can tag each one to a theme or thesis, which has been really helpful”
Frequently asked questions
Why is my CRM always out of date?
Most CRMs rely on manual updates, so company details, sizes, and industries quickly become stale as markets shift and private companies change.
How can I clean up messy or inaccurate company data in my CRM?
Teams typically need automated enrichment tools that refresh company info, remove outdated targets, and highlight missing attributes.
How do I know which companies in my CRM are still active or relevant?
Signals like hiring activity, leadership changes, and market movement indicate whether a company is still a strong target or needs deprioritizing.
How does Grata’s CRM Intel keep CRM data accurate without manual work?
Grata automatically enriches company profiles with up-to-date attributes, signals, and descriptions, keeping CRM records clean and reliable.
Can Grata help identify high-fit companies already sitting in my CRM?
Yes. Grata’s CRM Intel and surface overlooked companies.
How does Grata help teams prioritize targets inside the CRM?
By layering real-time signals like growth indicators, new funding, or leadership updates, Grata helps teams focus on companies most likely to engage or transact.
Does CRM Intel prevent duplicate outreach across analysts and partners?
It syncs enriched data into shared records, giving every team member clear visibility into status, notes, and target history.
Can CRM Intel help remove outdated or irrelevant targets?
Yes. Grata flags companies that no longer match your investment criteria, helping teams declutter their pipeline and sharpen focus.
What improvements do teams see after using Grata CRM Intel?
Cleaner pipelines, more accurate segmentation, stronger target qualification, fewer missed opportunities, and better team alignment.
Check Out Additional CRM Intel Resources Here
Private Equity CRMs: Optimizing Pipeline Management with Smart Solutions
Introducing CRM Intel: Harness Your Data to Close More Deals
