Designed for Your Profession
navigatr intelligently adapts to your profession, dynamically displaying industry-specific fields and features while concealing irrelevant options. Each user experiences a streamlined interface tailored to their sector's unique requirements.
Merchant Services
You're often working block by block. What matters is who takes cards, who's stuck on a bad processor, and who's ready to talk. navigatr's Path puts 25–30 nearby merchants on a routed list, and your qualification screen captures exactly what closes deals in your space: annual volume, processors, acceptance methods, POS and terminal types, and current pricing. Statement secured? navigatr schedules your follow-up for the next business day, automatically.
Payroll Services
Your day is built around finding businesses ready to switch providers, and timing it right when their current contract expires. navigatr surfaces prospects by employee count, lets you log decision-maker conversations in seconds, and qualifies deals using fields that matter in your world: employee count, pay frequency, current provider, and renewal window. Partner referrals from CPAs, brokers, and benefits advisors are tracked end-to-end, so every relationship gets the follow-up it deserves.
Treasury Management
Treasury sales cycles are longer, more relationship-driven, and span multiple stakeholders. navigatr keeps every banking partner, referral source, and prospect organized in one place, with activity timelines that show every touch across a multi-month cycle. Capture qualification details specific to TM (account structure, current bank, transaction volume, services in use) and let automated follow-ups keep the conversation alive between major milestones.
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