US: 212-863-9655
sales@navatargroup.com
EU: 44 20 3868 3389
eusales@navatargroup.com
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Navatar is built on Salesforce to offer dealmakers a platform with unparalleled flexibility, customizability, connectivity and security. This includes Salesforce Tableau, the business and artificial intelligence engine that provides actionable insights to improve every aspect of your investment lifecycle.
Modify screen layouts, reports, dashboards, workflows, processes and fields with minimal clicks
The most secure, compliant infrastructure available through Salesforce servers means your most confidential information is only accessible to you and always
GDPR compliant. In addition, Salesforce architecture guarantees your unique business process is not exposed to
other Navatar clients.
Our global financial services customers rely on certifications such as ISO 27001, ISO 27018, SOC 1 (SSAE 16), PCI DSS, FedRAMP, FINRA, UK Cyber Essentials and TüV Rheinland CCS.
Navatar connects to the AppExchange ecosystem offering hundreds of apps in addition to industry data providers. Easy connectivity to other products will make your workflows seamless and efficient.
We have easy integrations with Outlook/Gmail, Excel, document management and marketing systems. Centralize all of your workflows from one simplified platform.
Stay connected and perform all the tasks on the go from your phone. Our mobile UI allows you to easily create new contacts, companies, tasks and deals.
Our industry-tailored CRMs offer a simplified user experience that optimizes your relationship management, business development, deal and pipeline management.
Stay connected and perform all the tasks on the go from your phone. Our mobile UI allows you to easily create new contacts, companies, tasks and deals.
Our industry-tailored CRMs offer a simplified user experience that optimizes your relationship management, business development, deal and pipeline management.