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
0M+
COMPANIES
0M+
PRIVATE FINANCIALS
0K+
HISTORICAL TRANSACTIONS
0K+
CURATED CONFERENCE LISTS
0K+
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
What CRM platforms does Grata integrate with?
We support Salesforce, HubSpot, DealCloud, and Affinity, with more integrations planned.
How does CRM overlay help with sourcing?
You can see last outreach date, account owner, and warm relationship flags directly in your search results or company profiles.
Will this help avoid duplicate outreach?
Yes. CRM data is layered into every Grata list and search so you know exactly who has engaged and when.
Do you alert me when CRM data changes?
Yes. You can get notified when a tracked company is assigned, when a teammate reaches out, or when funding activity occurs.
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
