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Navatar description
Navatar is a CRM system designed for financial service companies like private equity firms, investment banks, and corporate development groups. Built on Salesforce, it helps manage deal flow by providing insights into prospect engagement, team performance, and network expansion. Navatar promises to improve decision-making by connecting and analyzing all available data, helping you find key information and identify promising deals.
Who is Navatar best for
Navatar is a Salesforce-based CRM designed for financial services firms to manage deal flow and investor relationships. It provides insights into prospect engagement and team performance, helping streamline key information and identify promising deals. Navatar is best for small to mid-sized businesses in private equity, investment banking, or corporate development.
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Best for small to mid-sized financial services companies.
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Ideal for private equity, investment banking, and corporate development groups.
Navatar features
| Supported Navatar supports storing and managing investor contact information. |
| Supported Navatar supports deal tracking, including pipeline management and lifecycle tracking. |
| Supported Navatar offers a CRM designed for managing investor relationships and tracking interactions. |
| Supported Navatar centralizes deal information and manages pipeline stages, aiding sales teams. |
Navatar alternatives
AskLogixBetter for managing customer relationships and improving productivity. Caters to various financial sectors, including mergers and acquisitions, private equity, and wealth management. Emphasizes data security and compliance, making it suitable for businesses handling sensitive financial information. Has more momentum.Read more
Juniper SquareBetter for real estate, private equity, and venture capital firms. Focuses on fundraising, investor relations, and fund administration. Has positive user reviews and established customer support. Is growing faster.Read more
AffinityBetter for relationship management and insights. Has slower momentum. More suitable for medium businesses. Offers automated CRM updates and relationship insights.Read more
S&P Capital IQ ProBetter for researching public companies. G2 rates it 4.3/5. Users love the comprehensive data and powerful screening tools but dislike the high cost, data inaccuracies, and outdated interface. A strong Navatar alternative for investment research professionals.Read more
NMI MRMBetter for payment processors needing merchant management. A Navatar alternative focused on merchant acquisition, onboarding, and support with automated underwriting.Read more
M2AdvisorBetter for wealth advisors seeking portfolio management tools. Geared towards smaller businesses and has less momentum. A Navatar alternative and competitor.Read more
Navatar FAQ
What is Navatar and what does Navatar do?
Navatar is a Salesforce-based CRM designed for financial services firms, particularly private equity, investment banking, and corporate development groups. It streamlines deal flow management, providing key insights into relationships, deals, and team performance. Navatar helps connect and analyze data for improved decision-making and deal identification.
How does Navatar integrate with other tools?
Navatar, built on Salesforce, seamlessly integrates with other Salesforce tools. It also connects and analyzes data from various sources to provide a comprehensive view of your network and deals. This enhances decision-making and streamlines workflows within the platform.
What the main competitors of Navatar?
Navatar's main competitors include Juniper Square, Affinity, AskLogix, and Pipedrive. These alternatives offer similar CRM and deal management functionalities, often specializing in financial services or relationship-focused businesses. Some, like Juniper Square, focus on specific niches like private investment partnerships.
Is Navatar legit?
Yes, Navatar is a legitimate CRM built on Salesforce, designed for financial services. It helps manage deal flow and client relationships, although some users note it can be expensive and complex. Consider exploring alternatives like Affinity or Juniper Square depending on your specific needs.
How much does Navatar cost?
Navatar does not publicly disclose pricing information. Contact their sales team for a customized quote based on your specific product needs and company size.
Is Navatar customer service good?
Some users report slow performance and delayed customer support responses. However, others find the platform easy to use for managing investments. More information is needed to determine overall customer service quality.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.