Explore apps for invoice automationIntegrate CRM with CLM solutions
Help & Support
Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More
Have Questions?
Navatar M&A
Elevate Your Expectations of What Deal Software Can Be
Overview
Navatar is the intuitive CRM for investment banking – simple to use with actionable insights and seamless connections to your apps. Our M&A platform automates business development and unlocks pipeline intelligence to win clients and close mandates.
See How Navatar M&A Works
Relationship Management - Define relationships in a way natural to your deal process, including role and past deal reactions, to map a true picture of activity within your deal ecosystem. Create an automated outreach program to nurture prospects.
Managing Mandates - Translate interactions, relationships and buyer history from previous deals into intelligence that drives effective mandate execution.
Client Coverage - Understand the full nature of relationships with your clients and prospects, encompassing idea generation, pitches and firm-wide connections and active engagements.
Navatar's state-of-the-art design creates a seamless user experience, eliminating manual handoffs, because it is fully integrated with your day-to-day apps and third party providers. No need to change the way you work. Learn more about our simplified user experience here: https://www.navatargroup.com/user-experience-simplified
Categories
- Business Needs
- Sales
- Industries
- Financial Services
- FeaturesNative AppBuilt exclusively on the Salesforce Platform, ensuring reliability and performance.
- Native App