AN
Verified User
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 ReviewNavatar Pros and Cons: Top Advantages and Disadvantages
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Generated from real user reviews
Users highly value Navatar's industry-specific functionality, enabling effective tracking of investment engagements and customized data management. (2 mentions)
Users value Navatar's industry-specific functionality and customization, significantly improving investment management and client engagement. (2 mentions)
Users value Navatar's effective tracking features that streamline investment advisory and capital raise processes in their industry. (2 mentions)
Users appreciate the analysis skills of Navatar, enhancing intelligence gathered from calls and meetings. (1 mentions)
Users commend Navatar’s responsive customer support, which ensures smooth setup and ongoing platform improvements tailored to needs. (1 mentions)
Users are frustrated by the lack of BCC feature in email templates for mass communication, limiting privacy options. (1 mentions)
Users find that poor customer support leads to lengthy processes, slowing down their overall experience with Navatar. (1 mentions)
Users find that slow communication with customer service can significantly hinder their overall experience with Navatar. (1 mentions)
Top Pros or Advantages of Navatar
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JR
Jesse R.
"Responsive Support with Industry-Specific Enhancements"
What do you like best about Navatar?
I 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.
What do you dislike about Navatar?
NA Review collected by and hosted on G2.com.
KM
Krishna M.
Investment Professional
Small-Business (50 or fewer emp.)
"Investment Professional"
What do you like best about Navatar?
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.
What do you dislike about Navatar?
Working with customer service can be a lengthy process, which often slows things down. Review collected by and hosted on G2.com.
SK
Sanskruti K.
Product Developer
Small-Business (50 or fewer emp.)
"Good product for investment management"
What do you like best about Navatar?
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.
What do you dislike about Navatar?
Works slow sometimes. Implementation is not easy . Customer support late answer. Review collected by and hosted on G2.com.
LS
Lohit S.
Professor
Mid-Market (51-1000 emp.)
"Transactions involving centralized data"
What do you like best about Navatar?
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.
What do you dislike about Navatar?
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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