4Degrees vs Navatar
A side-by-side comparison of 4Degrees and Navatar — two options for crm & relationship management. Pricing, features, and honest pros and cons.
Category
CRM & Relationship Management
CRM & Relationship Management
Rating
4.2 / 5
4.1 / 5
Pricing
Enterprise / Custom
Enterprise / Custom
Best for
Smaller and emerging funds
Deal teams and M&A advisors on Salesforce
Key features
- Automated relationship capture
- Warm-intro path finding
- Deal pipeline tracking
- Data enrichment
- Email and calendar sync
- Deal pipeline and relationship management on Salesforce
- AI Deal Engine spanning origination through execution
- Automatic activity capture from Outlook and Slack
- Grata integration for company data sync
- Fundraising and LP tracking
Pros
- Relationship intelligence at a friendlier price point
- Quick to deploy
- Good fit for smaller teams
- Aggressive AI roadmap for a PE CRM
- Serves banks and advisors as well as funds
- Salesforce ecosystem and security model
Cons
- Less enterprise configurability than DealCloud
- Smaller ecosystem than Affinity
- Salesforce complexity and admin needs apply
- Smaller market presence than DealCloud in large funds