Navatar

Navatar

Navatar Group
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Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Financial advisors

Audience

Investment management firms, private equity firms, M&A firms, financial services firms seeking a tool to manage their operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

$60/month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

LeadCenter.AI
Founded: 2016
United States
www.leadcenter.ai/

Company Information

Navatar Group
Founded: 2004
United States
www.navatargroup.com

Alternatives

Freshsales

Freshsales

Freshworks

Alternatives

Teknovate CRM

Teknovate CRM

Teknovative Solution
AIM

AIM

Altvia Solutions
Zendesk Sell

Zendesk Sell

Zendesk

Categories

Categories

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Integrations

Adobe Acrobat Sign
Box
Cirrus Insight
Conga Contracts
Constant Contact
DocuSign
HubSpot CRM
HubSpot Marketing Hub
LinkPoint Connect
Mailchimp
PitchBook
Preqin
Salesforce
SyncApps

Integrations

Adobe Acrobat Sign
Box
Cirrus Insight
Conga Contracts
Constant Contact
DocuSign
HubSpot CRM
HubSpot Marketing Hub
LinkPoint Connect
Mailchimp
PitchBook
Preqin
Salesforce
SyncApps
Claim LeadCenter.AI and update features and information
Claim LeadCenter.AI and update features and information
Claim Navatar and update features and information
Claim Navatar and update features and information