Best M&A Platforms for Salesforce
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Compare the Top M&A Platforms that integrate with Salesforce as of October 2025
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This a list of M&A platforms that integrate with Salesforce. Use the filters on the left to add additional filters for products that have integrations with Salesforce. View the products that work with Salesforce in the table below.
What are M&A Platforms for Salesforce?
M&A (Mergers and Acquisitions) platforms are comprehensive software solutions designed to streamline and manage the complex processes involved in mergers, acquisitions, divestitures, and corporate restructuring. They provide tools for deal sourcing, due diligence, financial analysis, document management, collaboration, and workflow automation to improve efficiency and reduce risks. These platforms often include secure virtual data rooms (VDRs) for confidential document sharing, communication channels for stakeholders, and analytics to track deal progress. By centralizing all aspects of M&A transactions, they enable better decision-making, faster deal execution, and enhanced compliance with legal and regulatory requirements. M&A platforms are essential for investment banks, private equity firms, corporate development teams, and advisors. Compare and read user reviews of the best M&A platforms for Salesforce currently available using the table below. This list is updated regularly.
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DealRoom
DealRoom
DealRoom combines the traditional, secure VDR with project management capabilities for professionals & teams completing M&A. The platform includes secure data storage, diligence management, pipeline management, integration management, as well as overall project management. Our goal is to help teams create a better M&A process that emphasizes collaboration so that the initial vision of the deal, innovation, & value-creation, can be successfully maintained & implemented. Our users: Spend less time on due diligence by eliminating administrative tasks like updating a spreadsheet, & communicating with 3rd parties via email or other applications. Shorten integration - Achieve value realization as soon as possible by involving integration teams early so that they don't have to spend time re-diligencing the deal. Eliminate the knowledge gaps between diligence & integration - By using the same platform to manage both processes, both teams can work together collaboratively.Starting Price: $1000.00/month -
2
SourceScrub
SourceScrub
A fresh, accurate database for bootstrapped companies. We help our customers optimize every stage of their deal flow with a wide range of use cases. Get rich profiles on privately held companies. See historical trends as well as future growth plans. Set alerts on company milestones to ensure you don't miss a deal. Develop differentiated deal strategy with our deal flow management tools. Get real-time visibility into privately held markets. See competitive landscapes in minutes. The largest set of conference data available. Efficiently generate conference lead lists with tens of thousands of conference lists, buyer's guides and best-of lists. Accurate contact information enables quick and efficient business development. Market intelligence ensures you will impress the owner/operator. Our data enrichment platform brings your CRM to life with private company signals and executive contact details. Keep data fresh and accurate. -
3
Navatar
Navatar Group
Premier Deal Software for Data-Driven Sourcing and Risk-Free Execution. Pinpoint your best buyer and intermediary relationships. Scale your business development efforts. Expert project management control over due diligence and deal prep. Automate analytics and reporting. Convert market data into actionable intelligence and enhance deal discipline to better control deal outcome. Navatar offers a comprehensive fundraising and investor relations platform. Outpace rivals on the fundraising trail by targeting the right LPs, creating structured processes to nurture them, and ultimately earning your prospective investors' trust. Built on the world's most trusted cloud security platform Salesforce, Navatar connects to the AppExchange ecosystem offering hundreds of apps in addition to industry data providers. -
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Syfter
Syfter
As competition for deals intensifies, forward-looking firms are seeking to adopt multiple sources of data and intelligence along with advanced analytics and workflow management tools in an effort to carve out a competitive advantage. We do this by bringing together their favorite data sources into one place with Syfter’s powerful prebuilt connectors and working with firms using our data science capability to train machine learning models to help them discover and track companies of interest. Integrate all your current data subscriptions and internal data sources into Syfter to create the most powerful company profiles. The Syfter suite of technologies has been created to automate a significant portion of company discovery and monitoring tasks for analysts and researchers in private equity firms by combining data from multiple sources and training machine learning models to produce insights that match the firm's proprietary investment strategies.
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