List of Navatar CRM Customers
New York, 10004-2373, NY,
United States
Since 2010, our global team of researchers has been studying Navatar CRM customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Navatar CRM for CRM and Investor Relationship Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Navatar CRM for CRM and Investor Relationship Management include: JLL, a United States based Construction and Real Estate organisation with 135000 employees and revenues of $29.80 billion, Allegiance Capital, a United States based Banking and Financial Services organisation with 150 employees and revenues of $30.0 million, BOYNE CAPITAL PARTNERS, a United States based Banking and Financial Services organisation with 24 employees and revenues of $3.0 million and many others.
Contact us if you need a completed and verified list of companies using Navatar CRM, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Navatar CRM customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
Apply Filters For Customers
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
|---|---|---|---|---|---|---|---|---|---|---|---|
 |
Allegiance Capital | Banking and Financial Services | 150 | $30M | United States | Navatar | Navatar CRM | CRM and Investor Relationship Management | 2014 | n/a |
In 2014, Allegiance Capital implemented Navatar CRM by deploying Navatar M&A Cloud to support marketing, buyer tracking, deal management and activity tracking. The deployment is categorized as CRM and Investor Relationship Management and was targeted at M&A and deal-management workflows supporting the firm’s investment banking activities in the United States.
Configuration centered on M&A-specific modules including buyer universe management, deal pipeline tracking, activity capture and targeted marketing lists, with Navatar CRM used to centralize contact records and transaction histories. The implementation enabled standardized deal stages, structured buyer profiles and persistent activity logs to support outreach and deal qualification, capabilities aligned with CRM and Investor Relationship Management systems.
Rollout focused on front office deal teams and marketing functions within Allegiance Capital, aligning workflow ownership for buyer identification, outreach and deal tracking across the firm. Allegiance Capital credited the Navatar M&A Cloud deployment with helping the firm identify and close deals faster and doubling its documented pool of qualified buyers, reflecting observable changes to deal management and buyer tracking processes reported in the press release.
|
 |
BOYNE CAPITAL PARTNERS | Banking and Financial Services | 24 | $3M | United States | Navatar | Navatar CRM | CRM and Investor Relationship Management | 2011 | n/a |
In April 2011, Boyne Capital Partners selected Navatar Private Equity Cloud, a Navatar CRM, to manage fundraising, deal flow, portfolio tracking and capital calls and distributions for its private equity operations. The deployment was a private equity CRM/IR implementation in the United States and is categorized as CRM and Investor Relationship Management.
Configured capabilities included fundraising pipeline management, deal flow tracking, portfolio monitoring and capital calls and distributions workflows, reflecting core CRM and Investor Relationship Management functional modules. Standard functional workflows implemented covered fundraising stages, deal diligence status tracking, portfolio company performance monitoring and the capital call lifecycle, aligning investor relationship management and contact management with transaction orchestration.
Operational scope centered on Boyne Capital Partners private equity operations and impacted fundraising, portfolio management, investor relations and finance functions across U.S.-based workflows as described in the vendor announcement. Navatar CRM centralized investor records and transaction schedules to support orchestration of capital calls and distributions and to unify fundraising and portfolio workflows within the firm.
|
 |
JLL | Construction and Real Estate | 135000 | $29.8B | United States | Navatar | Navatar CRM | CRM and Investor Relationship Management | 2015 | n/a |
In 2015, JLL deployed Navatar CRM to centralize investor intelligence and accelerate private equity real estate fundraising. Navatar CRM is positioned as a CRM and Investor Relationship Management application supporting investor relations, fundraising workflows, and mandate tracking for JLL Private Funds Advisory.
The implementation concentrated on investor relations and fundraising CRM functionality, including investor intelligence capture, contact and relationship management, fundraising pipeline and mandate tracking, and fundraising workflow automation. Configuration emphasized a unified investor data model and deal pipeline visibility, enabling consistent investor engagement and capital raising processes across teams.
Operational coverage explicitly served JLL's global fundraising activities in EMEA, APAC, and North America, supporting the Private Funds Advisory group and associated capital raising and investor relations teams. The deployment integrated Navatar CRM into JLL's fundraising operating model rather than named third party systems, and it standardized data and process flows used by regional fundraising desks.
Governance changes focused on centralizing investor intelligence and instituting standardized fundraising workflows and mandate management across regions. Outcomes reported following the deployment include raising over USD $10 billion and doubling active fundraising mandates, demonstrating the platform s role in scaling JLL s PERE fundraising operations.
|
Buyer Intent: Companies Evaluating Navatar CRM
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||