Navatar
The Global Leader in Financial Services Cloud.
Overview
Navatar provides cloud-based software for the financial services industry, with a focus on private equity, investment banking, and asset management. Built on the Salesforce platform, Navatar's solutions help firms manage relationships, deals, and fundraising. The company aims to provide a unified platform for financial professionals to streamline their operations and make better decisions.
āØ Key Features
- CRM for financial services
- Deal and pipeline management
- Fundraising and investor relations
- Reporting and analytics
- Built on the Salesforce platform
šÆ Key Differentiators
- Deep industry expertise in financial services
- Built on the Salesforce platform
- Comprehensive suite of solutions
Unique Value: Provides financial services firms with a unified and industry-specific platform to manage their key operations, from deal sourcing to investor relations.
šÆ Use Cases (4)
ā Best For
- CRM and deal management for private equity and investment banking firms
- Fundraising and investor relations for asset managers
š” Check With Vendor
Verify these considerations match your specific requirements:
- General-purpose CRM for non-financial services industries
š Alternatives
Offers a more tailored and out-of-the-box solution for financial services firms compared to general-purpose CRMs.
š» Platforms
š Integrations
š Support Options
- ā Email Support
- ā Phone Support
- ā Dedicated Support (All tier)
š Compliance & Security
š° Pricing
ā 14-day free trial
Free tier: N/A
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