Having used the product for 4.5 years, this reviewer finds Navatar's customization features particularly valuable for investment banking. The lack of a BCC option for mass emails from templates is a drawback.
View Full ReviewI greatly appreciate Navatar's functionality tailored specifically for our industry, enabling us to effectively track investment advisory engagements and capital raise projects. Navatar's customer service is responsive to any needs we may have. They facilitated a smooth setup process and consistently demonstrate a commitment to improving our use of the platform. Navatar’s ongoing collaboration with us to enhance our usage by making necessary adjustments has been very beneficial. Review collected by and hosted on G2.com.
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This software offers a wide range of features and is highly customizable. I appreciate that it allows you to create custom reports to suit most of your requirements. The new Navatar version is helpful in gathering more intelligence from our calls & meetings. Review collected by and hosted on G2.com.
Working with customer service can be a lengthy process, which often slows things down. Review collected by and hosted on G2.com.

Easy deal management and fundraising. Integration is easy. Used every monday to friday. Features like virtual data rooms helps. Review collected by and hosted on G2.com.
Works slow sometimes. Implementation is not easy . Customer support late answer. Review collected by and hosted on G2.com.

There is no longer any need for spreadsheet trackers or unsafe email threads to keep track of transaction data and diligence requests. Review collected by and hosted on G2.com.
The company has to go a long way ahead as it has a lot of potential in it but needs to identify it and respond as per the new market strategy itself. Review collected by and hosted on G2.com.
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