Navattic Features

Offers a chatbot to initiate and carryout inital conversations with prospects and leads.

Automatically calculates which leads are the most likely to become a customer.

Automatically contacts all leads.

Utilizes natural language processing to set up meetings.

Manages sales opportunities through their full lifecycle from lead to order, tracking stages, values, and close probabilities across pipelines by individual rep, team, region, and company-wide

Automates the entry of collected data.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

Set up connections to third-party platforms to improve business processes

Manage the process of planning and scheduling meetings, including agenda creation

Track and manage schedules and meetings via an integrated calendar

Store, manage, and track all electronic documents in a centralized location

Manage, organize, and store contact information

Create, manage and track all task activities and progression

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Allow users to create, edit, and sort multiple notes

Define, track, and/or automate sales activities and sales processes

Manage, store and organize emails within the system or via third-party apps

Provides real-time coaching to sales representatives.

Tracks and analyzes sales representative performance.

Track delivered, received, and opened emails

Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number

Measure return on investment and leverage data to predict profitability of future projects.

Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

Ability to centralize, organize, and store content in a holistic way for easy and timely retrieval throughout the consumer's journey.

Ability to measure the revenue influence and ROI of every piece of content.

Ability to share demo with prospect on live demonstration

Guide prospects through demo with walkthrough demo

Ability to analyze and track a prospect's level of engagement with a demo

Ability to demonstrate multiple use cases or personas to prospect.

Ability to provide prospect with interactive product tour asychronously

Ability to provide a trial experience of a product through a pre-configured, or cloned, environment

View and track pertinent metrics to find patterns and gain insights from data

Ability to create or use pre-built templates to expedite demo creation.

Overall functionality to build demos within the product.

Ability to store and organize demo content.

Ability to customize content to ensure brand consistency.

Ability to integrate to push demo analytics to CRM or Marketing Automation platforms

Ability to edit or modify data and demo elements to tailor to prospect

Ensure environment meets security and compliance requirements

Provides an interactive simulation of a mobile application that lets users explore core features and workflows through guided taps and swipes

Integration with third-party CRM systems

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Allows users to generate text based on a text prompt.

Use AI to generate content in the form of text, images, videos, etc.

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Utilizes an intelligent, conversational agent or avatar that automatically guides through a product demo in real time

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Software program that continuously adjusts its behavior based on observed data

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Train your system to interpret and transcribe voice messages

Initiate interactions with customers by proactively starting conversations or providing informational content

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Communicate using direct chat or messages within the system

Generates and edits text using machine learning

Caters to sales teams

Automate processes to manage leads, contacts, opportunities and sales activities

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Predict future data based on historical data sets

Score a lead based on quality or likelihood to buy/convert based on predetermined criteria

Sample files or documents that could be customized as needed or used as is

Timed notification for any upcoming task, deadline, appointment, or activity

Pre-made examples and templates for emails

Send messages via SMS

Adjust communications based on previous interactions or personal preferences

View and track pertinent metrics to find patterns and gain insights from data

Recording, transcription, and analysis of sales calls for the purpose of training and generating insights

Communicate with potential customers by distributing promotional/informational materials via social media, email or other channels

A collection of customer information such as contact details, demographics, previous interactions, etc.

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Using different methods or channels to connect with customers

Streamlining repetitive tasks and activities through automated and predefined workflows

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Connect with meeting participants remotely over video

Record and save a video file of what is happening on a computer screen

Drag and drop/visual interfaces that allow non-tech users to build without writing code

Create and share notes/annotations taken during meetings

Reminders sent via email

Tracks metrics that provide insight into how a user interacts with any interface or product

Search and filter data across systems to locate required information by entering keywords or certain criteria

Define levels of authorization for access to specific files or systems

Access software remotely via mobile devices

Used as a promotional or demonstration tool in sales and marketing presentations

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Plan an event's time and location

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Adjust communications based on previous interactions or personal preferences

Synchronize with other calendars to view mutual availability and schedules

Application programming interface that allows for integration with other systems/databases

Highlight content and/or make notations about parts of content

Digitally share screen view with others

Create unique call-to-actions to drive clicks (buttons, banners, graphics, etc.)

Import and export data to and from software applications

Create, design and manage workflows for repetitive tasks

Manage and track all internal and external communication conducted via calls, email, text, or chat

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Provides a channel for team members to share media files, communicate, and work together

Monitor activity of individuals who visit your website using cookies

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads

Track and document all activities across devices, networks, and other systems