US: 212-863-9655
sales@navatargroup.com
EU: 44 20 3868 3389
eusales@navatargroup.com
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.
Manage and create deals directly from Outlook. See the CRM relationship history on each contact in Outlook.
Link meetings and emails to multiple entities, contacts, and deals. Tag deals to multiple companies, deals and contacts from Outlook.
Mobile friendly UI to easily create new contacts, companies, tasks and deals. Choose the fields and layout that optimizes your workflows.
Drag and drop functionality for easy report/dashboard configuration. Set up automated report delivery and specify the cadence.
Easily integrate with third party data providers like PitchBook, S&P Capital IQ, Factset, Sutton Place Strategies, Equilar, RelSci, and LinkedIn.
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.
Easy integration with MailChimp, Hubspot, Pardot, Marketo and other marketing platforms.
Integrate with collaboration tools such as Zoom and phone systems to make your processes seamless and efficient.
Navatar users can access, share, and search external data from systems like SharePoint and Google Drive.
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 ProductsOur 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