DealCloud (Intapp) vs Navatar
A side-by-side comparison of DealCloud (Intapp) and Navatar — two options for crm & relationship management. Pricing, features, and honest pros and cons.
Category
CRM & Relationship Management
CRM & Relationship Management
Rating
4.4 / 5
4.1 / 5
Pricing
Enterprise / Custom
Enterprise / Custom
Best for
Established and multi-strategy private capital firms
Deal teams and M&A advisors on Salesforce
Key features
- Highly configurable data model
- Deal and relationship pipeline
- Fundraising and LP tracking
- Portfolio and reporting dashboards
- Email and Outlook integration
- 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
- Extremely configurable to firm processes
- Handles complex multi-strategy firms
- Strong reporting and dashboards
- Aggressive AI roadmap for a PE CRM
- Serves banks and advisors as well as funds
- Salesforce ecosystem and security model
Cons
- Requires implementation and admin resources
- Higher total cost of ownership
- Salesforce complexity and admin needs apply
- Smaller market presence than DealCloud in large funds