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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Lunar CRM offers an array of advantages you would anticipate, such as secure cloud hosting, in-depth management information, improved operational oversight, and much more. We collaborate closely with you to develop optimal workflows tailored specifically for your organization, resulting in a completely customized CRM solution. By engaging directly with your key internal stakeholders, we enhance value through troubleshooting and optimizing your business processes, effectively integrating ourselves as part of your team. Our aim is to establish the appropriate skill-based workflows that empower your staff to accomplish essential tasks efficiently, thereby saving both time and resources through process automation. Additionally, our solution features a versatile reporting engine that allows you to personalize management information reports, including user-friendly dashboards that help you visualize and identify trends effortlessly. With our commitment to your success, we ensure that your CRM experience is not just efficient but also aligned with your strategic goals.

Description

Navatar is a leading software solution designed for data-informed sourcing and seamless execution with no risk involved. It enables you to identify and strengthen your top buyer and intermediary partnerships effectively. Furthermore, it enhances your business development initiatives and provides expert project management oversight throughout the due diligence and deal preparation phases. With the ability to automate analytics and reporting, it transforms market data into practical insights while improving deal discipline for more favorable outcomes. Navatar features a holistic platform for fundraising and managing investor relations, empowering you to surpass competitors in the fundraising arena by strategically targeting the appropriate limited partners, structuring processes to cultivate these relationships, and ultimately gaining the trust of potential investors. Additionally, built on the highly reliable cloud security framework of Salesforce, Navatar integrates seamlessly with the AppExchange ecosystem, granting access to a multitude of applications along with essential industry data sources. By leveraging these robust features, users can significantly enhance their operational efficiency and achieve superior results in their investment endeavors.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

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

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Lunar Media

Founded

2008

Country

United Kingdom

Website

www.lunarcrm.co.uk

Vendor Details

Company Name

Navatar Group

Founded

2004

Country

United States

Website

www.navatargroup.com

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Product Features

Financial CRM

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

Investor Relations

Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations

M&A

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