Navatar, the AI powered CRM platform for alternative assets and investment banking firms, enables investment professionals make informed decisions based on superior proprietary intelligence. Navatar is used by hundreds of firms including private equity funds, M&A boutiques and bulge brackets, fund of funds, multi-asset credit, hedge funds, real estate funds, venture capital firms, corporate development groups, family offices, private placement and other financial services companies. Navatar is revolutionizing private markets technology by transforming CRM from a data-entry tool into a strategic intelligence platform. Built on Salesforce, the world’s #1 CRM, Navatar leverages AI-driven automation, real-time data insights, and 100+ years of domain expertise to help private markets professionals outpace the competition.
Navatar is a tool in the CRM category of a tech stack.
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What are some alternatives to Navatar?
The Sales Cloud puts everything you need at your fingertips—available anywhere. From Social accounts and contacts to Mobile, Chatter, and Analytics, collaboration across your global organization and getting deals done faster is not only possible, it's easy.
Tableau can help anyone see and understand their data. Connect to almost any database, drag and drop to create visualizations, and share with a click.
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It is an easy way to generate charts and dashboards, ask simple ad hoc queries without using SQL, and see detailed information about rows in your Database. You can set it up in under 5 minutes, and then give yourself and others a place to ask simple questions and understand the data your application is generating.