--- title: "Navatar Edge Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Navatar Edge Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/203798/Navatar-Edge/" page_type: "product" language: "en" --- # Navatar Edge Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 20, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Navatar Edge ## What is Navatar Edge? ?Many companies struggle to maximize the full potential of their business relationships. Navatar provides a relationship-management platform to optimize your greatest asset - your network! This efficiency helps drive more relationship revenue and increase your customer profitability and deal pipeline. ? You have the knowledge, and Navatar has a proven track record for transforming that knowledge into actionable intelligence. Together, we’ll deliver more success for your firm. ## What is Navatar Edge used for? [CRM](https://www.capterra.com/customer-relationship-management-software/)[Financial CRM](https://www.capterra.com/financial-crm-software/)[Investment Management](https://www.capterra.com/investment-management-software/) Top alternative Featured Overall rating Based on 2 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Navatar Edge?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://navatargroup.com&name=Navatar Edge) ## Navatar Edge Overview Updated August 2026 AI summary Navatar Edge serves specialized finance and investment organizations of all sizes, offering CRM, financial CRM, and investment management capabilities. Its feature set includes contact and lead management, workflow and task management, customizable fields, document storage, and reporting. With deployment across web, mobile, and desktop platforms, it supports teams handling complex client relationships and process tracking. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Navatar Edge 5.0 (2) VS. [4.1 (366)](https://www.capterra.com/p/154610/Maximizer-CRM/reviews/) Starting Price Contact vendor Starting Price $65 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (2) Ease Of Use 3.9 (362) Value For Money 3.0 (2) Value For Money 3.8 (298) Customer Service 5.0 (2) Customer Service 4.0 (316) ## Navatar Edge alternatives [4.3 (6,996)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.5 (4,484)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.4 (622)](https://www.capterra.com/p/141642/Copper/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars Highest Rated [4.7 (466)](https://www.capterra.com/p/245800/Monday-CRM/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars ## FAQs about Navatar Edge Overview ### What company size and specific industries is Navatar Edge built for? Navatar Edge is designed for private equity firms, investment management firms, M&A firms, corporate development teams, venture capital firms, family offices, and real estate firms. It is aimed at organizations in finance, investment, mergers and acquisitions, and real estate rather than a specific company size. Features and Usability ### What are the key features of Navatar Edge? Navatar Edge offers CRM and client management tools, including contact and customer databases, lead management, pipeline management, and territory management. It also includes workflow management, task scheduling, activity tracking, calendar sync, document storage, reporting and statistics, customizable fields, and third-party integrations. Getting Started and Support ### What training and onboarding options does Navatar Edge offer? Navatar Edge provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online formats support guided instruction, webinars cover scheduled presentations, documentation serves as written reference material, and videos offer on-demand learning. Getting Started and Support ### What customer support options does Navatar Edge offer? Navatar Edge provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, and 24/7 Live Rep. Reviewer feedback on support is not available here, so no claims can be made about response speed, helpfulness, or common issues. The listed channels show multiple ways to get product assistance. ## Features AI summary Based on 14,838 CRM reviews Capterra data shows that buyers of CRM software rank the following features as their top priorities: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) Navatar Edge includes **Customer Database**, which gives teams a central place to store and review customer records. However, it does not include **Data Security** or **Real-Time Data**. Instead, it offers other important CRM capabilities that reviewers also value, including **Contact Database** (**47%**), **Search/Filter** (**45%**), and **Contact Management** (**44%**). These features help businesses organize contact information, find records faster, and maintain clearer visibility into customer relationships, allowing teams to work more efficiently day to day. Contact Database 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Centralized database of stakeholders and their contact information such as names, address, phone number etc. Contact Management 5.0 (2) 0.00% of 2 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Lead Management 4.5 (2) 0.00% of 2 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process Alerts/Notifications 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Client Management 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Manage contact details and communication with clients CRM 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Navatar Edge 39 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Client Management: Manage contact details and communication with clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Management: Plan, manage, and track the financial activities of an individual or organization - Forecasting: Form predictions based on past and present data/trends - Interaction Tracking: Track interaction history by documenting conversations for contacts - Lead Capture: Automatically identify and save contact information of potential customers - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Mobile Access: Access software remotely via mobile devices - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Sales Reports: Reports specific to sales analysis for trends and strategies - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Task Management: Create, manage and track all task activities and progression - Task Scheduling: Track and manage the scheduling of tasks - Territory Management: Organize customer data and accounts by user or geography - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.5 (2) 4.5 Based on 2 reviews ## Pricing Value for money 3.0 (2) ### Starting price Free trial not available Value for money 3.0 (2) 3.0 Based on 2 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (2) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (2) 5.0 Based on 2 reviews ## User reviews Overall rating 5.0 Based on 2 reviews Filter by rating 5(2) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent JL Jeffrey L. CEO Financial Services ### "Navatar edge" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 March 24, 2023 It's quite expensive but at the same time you get what you pay for is truly an extraordinary CRM probably the best I've ever used Pros I like how it covers all the different aspects of which the industry in which we operate under Cons Once again it covers every aspect of all the necessary coverage into maximize all potential for our business day-to-day operations Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) I figured that there was something probably better out there for the particular industries of which we cover in our day-to-day operations Alternatives considered [Dynamics 365 Business Central](https://www.capterra.com/p/212111/Dynamics-365-Business-Central/) Reasons for choosing Navatar Edge It was far more superior and covered more fields of information and provided more information as far as our daily forecasts and dashboards were concerned as far as activity log Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SO Sara O. Marketing & Administration Financial Services ### "Navatar Edge" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 7, 2021 Customer service is amazing. If there is an issue, they are so quick to fix and implement changes. Pros The way it works well for our industry. Cons Overall the software is great, but would like to see more communication between company, contacts and fundraising within the system. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor October 12, 2021 Sara, thank you for taking the time to review Navatar. We greatly appreciate your feedback as it will help guide our product roadmap to further enhance the capabilities of the system for our current future users. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.