Find a Solution | CRM

Know every customer. Grow every relationship.

Customer Relationship Management

You know your community well, but rising expectations and operational complexity make it harder to maintain deep, profitable relationships across your entire customer base. Sustainable growth requires clear insight and consistent action. Navanta’s CRM brings clarity to every relationship and helps you engage customers with purpose. Stronger connections lead to lasting growth for your institution and the communities you serve.

CRM

Built specifically for community financial institutions.

Navanta’s CRM serves as a single system of record for every relationship, giving teams across your institution a shared, accurate view of customers, households, businesses, and opportunities. It turns every interaction into insight, helping you deepen relationships and uncover opportunities for growth.

  • Prospects

    Identify and connect with new customers across your community.

    Pipeline Management
    • Fully configurable workflows
    • Real-time pipeline reporting
    • Personalized calling campaigns

  • Leads

    Deliver the right service at the right time, based on customer insight.

    Lead Generation
    • Dynamic lead prioritization
    • Automated lead assignment
    • Lead lifecycle tracking and accountability

  • Service

    Use support moments to build trust and strengthen relationships.

    Ticketing Management
    • Inbound customer request tracking
    • Ticket routing to support groups
    • Complete record of service history

  • Marketing

    Personalize outreach so customers feel known and valued.

    Campaign Management
    • Targeted email and call messages
    • Automated digital onboarding
    • Event planning and management

  • Collections

    Bring empathy and dignity to every collections conversation.

    Case Management
    • Auto case assignments and closures
    • Detailed account history logs
    • All interactions in one place

  • Profitability

    Understand the full value of every customer and the products they rely on most.

    Profitability Measurement
    • Cost and revenue attribution
    • Informed pricing decisions
    • Increased customer satisfaction

  • Lobby

    Reduce wait times and deliver more meaningful branch experiences.

    Staff Optimization
    • Customer self-check-in options
    • App notifications of waiting customers
    • Lobby traffic and data analytics

  • Teller Referral

    Enable tellers to identify opportunities and offer solutions on the spot.

    Companion Software
    • Auto-populated client profiles
    • System cross-sale prompts
    • Missing data alerts

Client results: Gaining clarity into customer activities.

“First Exchange Bank implemented Navanta’s suite of banking CRM software tools to help us focus on providing personalized service to each customer. I no longer go into my core banking system. I use our CRM to document and manage all of my customer interactions.” Bill Goettel CEO, First Exchange Bank
“Navanta has helped us move from legacy collection software to an intelligent collections system that specifically meets our needs. Strategically, having this information as a part of our enterprise-wide CRM is brilliant.” Karston Cannon VP of Loan Servicing & Default Manager, First Federal Bank of Florida
“We immediately realized the value of the solution as Navanta had us using the new system in about a week. In the past, some manual reports took hours to build. Now we have them completed in just a few seconds.” Robert Simper CFO, SouthStar Bank
“InFirst Bank uses Navanta’s CRM solution to help us focus on providing personalized service to each client. The solution helps us anticipate life events that have a financial impact so that we can serve and exceed expectations with every interaction.” Seth Conner COO/CIO, InFirst Bank

Clearer insight. Stronger growth.

Ready to deepen customer relationships and drive sustainable revenue growth? Request a demo or connect with Navanta today.

Let’s talk