1. [Home](https://www.g2.com/) 2. ... 3. [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm) 4. [Navatar Discussions](https://www.g2.com/products/navatar/discuss) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_c81f4fda0ef55ac7d5814233699e14ad/navatar.PNG "Product Avatar Image") ](/products/navatar/reviews) [ Navatar ](/products/navatar/reviews) (5)4.2/5 Investment banks and alternative assets firms have long struggled with CRM systems - low adoption rates, minimal deal impact, and a clunky user experience that forces professionals back to email, Excel, and Word. As a result, most CRMs ultimately become little more than static lists of deals. Navatar turns your CRM into a dealmaking intelligence engine that captures, connects, and activates institutional knowledge—without high-touch data entry or rigid workflows. Navatar removes friction, connects the dots behind the scenes, and ensures that valuable intelligence shows up where and when you need it—automatically. With Navatar, you don't just manage deals. You unlock a firmwide competitive advantage. Navatar helps alternative assets firms: • Stay close to the right firms, people and signals • Unlock firmwide intelligence—without manual input • Maximize the value of internal and external relationships • Make better-informed investment decisions, faster Show More * * * ### 40.0 Nps Score Already have Navatar? ### All Navatar Discussions Search Most CommentedMost HelpfulPinned by G2Newest All DiscussionsDiscussions with CommentsPinned by G2Discussions without Comments FilterFilter Filter byExpand/Collapse Sort by Most Commented Most Helpful Pinned by G2 Newest Filter by All Discussions Discussions with Comments Pinned by G2 Discussions without Comments ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • almost 4 years ago More Options - [ # What is DealCloud? ](/discussions/what-is-dealcloud) What is DealCloud? [ Financial Services CRM Software ](https://www.g2.com/tags/financial-services-crm-software)[ Investment Portfolio Management Software ](https://www.g2.com/tags/investment-portfolio-management-software)[ Investor Reporting Software ](https://www.g2.com/tags/investor-reporting-software)[ Investor Relationship Management Software ](https://www.g2.com/tags/investor-relationship-management-software) [ M&A Platforms ](https://www.g2.com/tags/m-amp-a-platforms) Show More * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Navatar+questions+and+get+answers+from+expert+users+in+our+Navatar+Discussions+section.&title=Navatar+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fnavatar%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Navatar+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fnavatar%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fnavatar%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Navatar+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fnavatar%2Fdiscuss%0aAsk+Navatar+questions+and+get+answers+from+expert+users+in+our+Navatar+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Navatar+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fnavatar%2Fdiscuss%0aAsk+Navatar+questions+and+get+answers+from+expert+users+in+our+Navatar+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • about 4 years ago More Options - [ # Is navatar Salesforce? ](/discussions/is-navatar-salesforce) Is navatar Salesforce? [ Financial Services CRM Software ](https://www.g2.com/tags/financial-services-crm-software)[ Investment Portfolio Management Software ](https://www.g2.com/tags/investment-portfolio-management-software)[ Investor Reporting Software ](https://www.g2.com/tags/investor-reporting-software)[ Investor Relationship Management Software ](https://www.g2.com/tags/investor-relationship-management-software) [ M&A Platforms ](https://www.g2.com/tags/m-amp-a-platforms) Show More * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Navatar+questions+and+get+answers+from+expert+users+in+our+Navatar+Discussions+section.&title=Navatar+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fnavatar%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Navatar+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fnavatar%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fnavatar%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Navatar+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fnavatar%2Fdiscuss%0aAsk+Navatar+questions+and+get+answers+from+expert+users+in+our+Navatar+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Navatar+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fnavatar%2Fdiscuss%0aAsk+Navatar+questions+and+get+answers+from+expert+users+in+our+Navatar+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • over 4 years ago More Options - [ # What does navatar do? ](/discussions/what-does-navatar-do) What does navatar do? [ Investor Relationship Management Software ](https://www.g2.com/tags/investor-relationship-management-software)[ Investor Reporting Software ](https://www.g2.com/tags/investor-reporting-software)[ Investment Portfolio Management Software ](https://www.g2.com/tags/investment-portfolio-management-software)[ Financial Services CRM Software ](https://www.g2.com/tags/financial-services-crm-software) [ M&A Platforms ](https://www.g2.com/tags/m-amp-a-platforms) Show More * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Navatar+questions+and+get+answers+from+expert+users+in+our+Navatar+Discussions+section.&title=Navatar+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fnavatar%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Navatar+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fnavatar%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fnavatar%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Navatar+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fnavatar%2Fdiscuss%0aAsk+Navatar+questions+and+get+answers+from+expert+users+in+our+Navatar+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Navatar+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fnavatar%2Fdiscuss%0aAsk+Navatar+questions+and+get+answers+from+expert+users+in+our+Navatar+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ## Start a New Software Discussion Have a software question? Get answers from real users and experts [Start A Discussion](/products/navatar/discussions/new) * * * ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_c81f4fda0ef55ac7d5814233699e14ad/navatar.PNG "Product Avatar Image") ### Have you used Navatar before? Answer a few questions to help the Navatar community [ Yes ](javascript:void(0))[ Yes ](https://www.g2.com/authorize?form=signup&return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fnavatar%2Fdiscuss%3Fsmall_ask%3Dnavatar) No