The complete platform
Every feature, made for the field.
From global search to GPS lead routing, navigatr was designed feature-by-feature alongside Payroll, Merchant Services, and Treasury professionals.
Search & Discovery
- Global search across deals and partners from header
- Search by company, contact, email, or phone
- Filter by All, Deals, or Partners
- Real-time results, role-aware filtering
Partner Management
- Automated 30-day follow-up reminders
- Performance tracking, leads, value, conversion
- Referral history with status tracking
- Send leads as referrals, create partners on the fly
Pipeline Management
- Multi-stage: New → Contacted → Qualified → Proposal → Won
- Win probability and weighted value
- Activity timeline with user attribution
- Industry-specific qualification fields
Location-Based Lead Search
- GPS-enabled Path lead discovery
- Create Path (auto 25-30 businesses) or Find Near Me
- Google Maps directions, one-click call/email
- 10 color-coded drop-in dispositions with auto-save
Activities & Tasks
- Daily task list with priority and inline editing
- Speech-to-text for all activity notes
- Auto-generated follow-ups from Path visits
- Smart scheduling by outcome, business-day aware
Dashboard & Reporting
- Interactive pipeline dashboard
- Top partners leaderboard, lead source breakdown
- Conversion funnel and win-rate analytics
- Month-over-month growth tracking
CRM Integration
- One-click send to Salesforce or HubSpot
- Automatic sync of deals, contacts, and activities
- Visual confirmation and deal preview
Email & Calendar
- Gmail and Outlook email integration
- Google and Outlook calendar sync
- Secure OAuth 2.0 authentication
- Auto-create calendar events for activities
White Label & Branding
- Custom logo, app name, primary & secondary colors
- Branding across login, header, and gradients
- Live preview before saving
- Persists across sessions, instant updates
Roles & Permissions
- 7 roles: Admin, CSO, SVP, VP, Director, TM, Sales Pro
- Manager-based data filtering across the app
- Hierarchical team structure
- User invitation with email notifications
Profile & Preferences
- Custom profile photos in header
- Dark mode and desktop/mobile view toggle
- Persistent preferences across sessions
User Experience
- Dynamic interface per profession
- Mobile-optimized with bottom navigation
- Unified Settings hub for all customization
- Smooth animations and gradient themes