Three motions. Three products. One Miles.
Each motion gets the product surface that fits how it sells. Miles is the AI co-pilot in all three.
Mobile-first + Web
Not a mobile-friendly web app
Miles AI co-pilotSoon
Included in every plan
Individual Seller
Personal Field Sales OS
For 1099 agents and individual producers running their own book
$49/mo billed annually
- Miles AI co-pilotSoon
- Path discovery + mobile pipeline
- Personal pipeline included
- Auto-scheduled follow-up — next touch fires when you log the outcome
- Partner pipeline
- Email + calendar sync
Direct Sales
Team field sales platform
For W2 sales teams in Merchant Services, Payroll, and Treasury Management
$71/seat annual · 10-seat min · volume discounts
- Everything in Individual, plus:
- Works alongside Salesforce, HubSpot, or your existing CRM
- Manager dashboards + team admin (add reps, assign roles, manage territories)
- Your logo and colors throughout the app
- Team partner pipeline — branded portal + manager dashboards
ISO Channel
White-labeled platform for your agent network
Your brand, your agents, deployed as a tenant of navigatr
Volume discounts from 100 agents · onboarding included
- Everything in Direct Sales, plus:
- Miles configured to your brandSoon
- Full white-label — your brand, your domain, your agents never see navigatr
- Agent management with onboarding flows for 1099 agents
- Application & account portal + dedicated channel team
Direct Sales — volume tiers
ISO Channel — per-agent tiers
What each motion gets
Three product surfaces sharing Miles, the iOS+Web delivery, and the data layer underneath
Mobile-first + Web
- Individual
- Mobile-first app + Web
- Direct Sales
- Mobile-first app + Web
- ISO Channel
- Mobile-first app + Web, white-labeled
Miles AI co-pilotSoon
- Individual
- Voice + photo capture
- Direct Sales
- Voice + photo + auto-record updates
- ISO Channel
- Tenant-configurable for white-label
Field Action Layer
- Individual
- Path, mobile pipeline, disposition-driven follow-up cadence
- Direct Sales
- Path, mobile pipeline, disposition-driven follow-up cadence
- ISO Channel
- Path, mobile pipeline, disposition-driven follow-up cadence
Record system
- Individual
- Personal pipeline (built-in)
- Direct Sales
- Works alongside your CRM
- ISO Channel
- Application & account portal
Email + calendar sync
- Individual
- Gmail / Outlook + Google / Outlook cal
- Direct Sales
- Gmail / Outlook + Google / Outlook cal
- ISO Channel
- Gmail / Outlook + Google / Outlook cal
Branding
- Individual
- navigatr branded
- Direct Sales
- Your logo and colors throughout the app
- ISO Channel
- Full white-label — agents never see navigatr
User management
- Individual
- —
- Direct Sales
- Team admin: add reps, assign roles, manage territories
- ISO Channel
- Agent management with onboarding flows for 1099 agents
Team & hierarchy
- Individual
- —
- Direct Sales
- 7 roles, manager filtering, org reporting
- ISO Channel
- Same, ISO-scoped
Partner / referral pipeline
- Individual
- Track your referral partners — banks, accountants, agencies
- Direct Sales
- Team partner pipeline with branded portal, manager dashboards, attribution across reps
- ISO Channel
- White-labeled portal, multi-tenant partner attribution across agent network
CRM sync
Salesforce / HubSpot / Dynamics
- Individual
- —
- Direct Sales
- Roadmap — Q3 2026
- ISO Channel
- Roadmap — Q3 2026
Enterprise controls
- Individual
- —
- Direct Sales
- Available at 250+ seats
- ISO Channel
- White-label, SSO, SLA, dedicated CSM
navigatr is the field action layer — your existing CRM stays. CRM sync and additional integrations available earlier under Enterprise contract.
Need something custom?
250+ seats, custom integrations (Salesforce/HubSpot/Dynamics ahead of GA), SSO/SLA, or multi-tenant deployment — we'll build the contract around your motion.