Insightly vs Navatar
Overview
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Detailed Comparison
With integrations to Google Apps, Office 365, MailChimp, and major social media sites; great mobile apps for tablets and smart phones; and easy access to a REST API for custom integration, Insightly is the leading small business CRM. | 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. |
Flexible Calendaring and Events;Automatic Address Book;Notes and Comments;Lightning Fast Search;Custom Fields and Filters;File Sharing;Web to Contact;Tags, Notification, and Following;Linking (Direct Relationships Between Contacts, Organizations, Opportunities, Projects);Mass Email Contacts with MailChimp Integration;Create Milestones, Pipelines and Tasks for Projects;Get Automatic Email Reminders;Specify Roles for Contacts;Track All Email Correspondence;View Completed Tasks and Events by Project;Include Any Files Associated with the Project;View Task and Event Reports;
Google Apps & Gmail;Google Drive;Office 365 and Outlook 2013;Invite New Users, Set Up Teams, and Create User Permissions;Customize Insightly – Set Up Relationships, Pipelines and Activity Sets for Your Users, Add Custom Fields;Rest Assured That Your Data is Safe, Secure and Private | CRM for private markets, private markets CRM |
Statistics | |
Stacks 31 | Stacks 0 |
Followers 32 | Followers 1 |
Votes 0 | Votes 1 |
Integrations | |
| No integrations available | |
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