Navatar M&A

Navatar Is the Key to Unlocking Insights and Driving Deals

A Salesforce org often has multiple data sources, reports and it makes it difficult to track the right signals to drive new business and retain existing business. Navatar solves this with its easy to use layout, robust insights and reporting. Navatar helps put all the pieces together, create the right signals for your team and discover robust relationship insights! The Navatar team is highly knowledgeable, efficient and customizes their offerings for your very specific business needs.

Great for an M&A Firm

We used Salesforce for over a year before learning about Navatar. The difference between plain Salesforce and running Navatar with Salesforce is huge. Navatar has given us great functionality specific to our business. This app gives us new functionality and new ways of tracking our business we never had before. The team at Navatar that supported our installation and transition was the best. Very attentive, quick to react, and truly committed to getting the system right for our business. Great app, great service.

Best CRM and Great Customer Service

By far the best CRM out there in terms of being able to modify its function to fit each business need. Its user-friendly nature and sophistication truly aids with the organization of data. The prices of the CRM are pretty comparable to others out there and I find that it has good value for the cost. The team who works on the development and build-out of the CRM are wonderful to work with. Special acknowledgement to Divya Sapra and Upasana Ghosh for all of their hard work! They are well trained and informed and are always eager and willing to help. Our team also purchased the concierge service which I recommend to anyone who purchases accounts with Navatar. With the added service, turn-around on requests are speedy and it’s helpful to have more personalized assistance as issues and requests arise. Regardless if you purchase the concierge or not, their customer service is top notch and I look forward to working with them in the future.

Best M&A CRM Platform with Excellent Data Management Support!

“We just wanted to take a moment to express our gratitude for all the support you have provided us thus far. It was a pleasure to have worked side-by-side with your concierge team in transitioning our complex information infrastructures along with huge amounts of data across to the Navatar platform. Initially, we had customized Salesforce, but it did not work for our M&A business. We then decided to switch to Navatar, which is built for the M&A business. The big challenge for us was to migrate everything within a very small timeframe so as not to disturb our workflows… But with the efficient and detail-oriented help of your concierge team, we were able to get the job done within a swift matter of weeks and with very little (if any) room for errors!”

Great Product

Navatar has made keeping track of our daily tasks, opportunities, and deals as easy as possible. They worked with us in order to customize the product specifically for our needs. Highly recommend this product.

Navatar Service

The service team has been very helpful to our firm during the implementation process. They seamlessly integrated our data and have been quick to respond to any requests. This is a great product and will allow our advisors to be more productive within the M&A process.

Navatar Service

The service team has been extremely helpful and patient in transitioning our data from our previous platform to Navatar. They also have been great in integrating this platform for our specific needs and uses. For all individuals looking to create a unique database for keeping track of dealflow, etc, this service is right up your alley.

Review Navatar M&A

Excellent solution, excellent service and generally very helpful to our M&A Business.

Data Management Support

Great technology and support. The team has helped me set up exactly the mutual fund tracking needed for our company. When I have a problem, they have set up a meeting and helped me with a solution. When we have needed services, they have responded promptly. They have set up meeting right away. I would recommend this product to any mutual fund company trying to track sales, contacts, and business opportunities.

Best System for M&A – No IT Staff Needed

No other system captures the entire M&A process like Navatar does. It also removes the need for a small firm to hire consultants, IT staff or support people.