Sales

sales@navatargroup.com

eusales@navatargroup.com

User Experience Simplified

Intuitive, configurable user interface helps you function with minimum mouse clicks. Integrated toolsets minimize data entry – allowing dealmakers to enter data without changing how they work.

Outlook Connector
Seamless Outlook Integration

Manage and create deals directly from Outlook. See the CRM relationship history on each contact in Outlook.

Multi Tagging
Intuitive Record Tagging

Link meetings and emails to multiple entities, contacts, and deals. Tag deals to multiple companies, deals and contacts from Outlook.

Mobile
Fully Functional from Mobile

Mobile friendly UI to easily create new contacts, companies, tasks and deals. Choose the fields and layout that optimizes your workflows.

Flexible Tearsheet
Customizable Reporting

Drag and drop functionality for easy report/dashboard configuration. Set up automated report delivery and specify the cadence.

Data Integration
Capture 3rd Party Data Intelligence

Easily integrate with third party data providers like PitchBook, S&P Capital IQ, Factset, Sutton Place Strategies, Equilar, RelSci, and LinkedIn.

Excel-Like Interface
Power Your CRM from Excel

Use Navatar's Excel-like interface to edit deal info (in-line or bulk editing). Navatar's Excel plugin also syncs deal information from Excel into the CRM.

Email-Marketing
Use With Any Email Platform

Easy integration with MailChimp, Hubspot, Pardot, Marketo and other marketing platforms.

Productivity-Integration
Boost Productivity

Integrate with collaboration tools such as Zoom and phone systems to make your processes seamless and efficient.

Document-Management
Seamless Document Management Integration

Navatar users can access, share, and search external data from systems like SharePoint and Google Drive.

Purpose-Built CRM for Private Capital Markets

Our deal software streamlines the investment and dealmaking processes. It easily captures all relationships and interactions, turning them into intelligence that drives more effective business development, sourcing, and pipeline management.

Explore Our Products

Purpose-Built CRM for Private Capital Markets

Our deal software streamlines the investment and dealmaking processes. It easily captures all relationships and interactions, turning them into intelligence that drives more effective business development, sourcing, and pipeline management.

Explore Our Products