Our Platform
CRM, simplified.
Navatar is Salesforce’s leading product partner for private equity, investment banking and advisory, and corporate development. With more than 600 customers in 35 countries, we have a 17-year track record transforming the front offices of some of the world’s leading financial institutions. Whether you are an investor, banker, or business developer, our products allow you to leverage the World’s #1 CRM platform without sacrificing the domain expertise and workflows unique to your sector.
The Navatar product suite provides a single source of truth across an entire firm so investment professionals can harness the full power of a firm’s relationships, more efficiently manage deals, and drive superior results.
You have the knowledge, and Navatar has the capabilities to translate it into actionable intelligence.
Together, we’ll deliver more success for your firm.