Built around what field reps actually do all day, not around the data they forget to enter.
Whether you distribute to a 1099 agent network, deploy to a W2 sales team, run both, or sell as an individual seller, the platform shapes to your channel. Pick yours below.
Which describes your sales motion?
Pick the path that fits and we'll show you the right answer for your team, economics, pricing, deployment model, and the math behind why it works.
ISO Channel
For ISOs distributing to a network
You run an agent network, pure 1099, or a hybrid mix of 1099 contractors and W2 reps. Deploy navigatr as your brand to your entire roster on a single agreement.
Explore the ISO ChannelDirect Sales Channel
For W2 sales teams
You run an employed sales team across Payroll, Merchant Services, or Treasury Management. Lift your top reps. See what your full team is actually doing. Coach the difference.
Explore the Direct Sales ChannelIndividual Seller
For individual sales pros
You sell financial services in the field, independent or employed. Get the Field Sales Operating System for yourself: path mode, talk-to-text logging, disciplined follow-up, and the activity-to-win KPI that separates top producers from the rest.
Get early accessWhy field sales is broken, and why no CRM today fixes it.
Four things every sales leader knows but no platform addresses. This is what the Field Sales Operating System is built for, and what Miles, our AI co-pilot, is being built to close completely.
Prospecting without intention.
Sales pros drive past 100 perfect prospects every week without knowing they're there. Path discovery shouldn't be a luxury feature on someone's premium tier, it should be the foundation the whole platform is built on.
Follow-up without discipline.
Every deal that dies after the second meeting died because the third touch never happened. Discipline shouldn't depend on whether a rep remembers to log it. The next touch should schedule itself the moment the outcome is captured.
Pipeline without truth.
The CRM data your reps enter is wishful thinking. The data that actually predicts wins, the activity behind the deals, never makes it in. The platform should capture activity at the moment it happens, not ask reps to recreate it later.
Partners without a pipeline.
Every ISO has referral partners, banks, accountants, associations, agencies. None of them have a system that turns those relationships into managed pipeline. Two-way referral status, partner-sourced deal flow, performance analytics, none of it lives anywhere. The platform should treat partners as a first-class pipeline, not as contacts in a CRM.
Meet Miles. The CRM that fills itself in.
Miles is the AI co-pilot that reads, parses, and writes the prospect record, so reps don't have to. The rep talks. Miles parses. The record updates. The cadence engine triggers. The partner gets notified. The KPI updates. None of it requires a tap on a phone screen in a parking lot.
"I just left Joe's Diner on Market Street. Owner is John Patel, processing about $40K monthly with Heartland, came from Chase referral. Statement secured, follow up in a week.", Miles takes it from there.
The unlock that makes every other feature in navigatr work as intended.
- Closes the activity-logging gap from 40-60% to 90%+
Industry baseline for manual rep logging is 40-60% of actual activity. Miles closes the gap by removing the typing requirement entirely.
- Makes the activity-to-win KPI honest
navigatr's flagship metric, the number of touches it takes to win, becomes a system property, not a rep-discipline problem. Coaching insights sharpen as a direct result.
- Built into the data model, not bolted on later
Miles is a first-class write path alongside the UI, designed in from day one. Competitors who retrofit AI later won't match the trust, audit integrity, or coaching depth this architecture enables.
- The only interaction model that fits the work
Field reps walk between stops with one thumb on a phone. They aren't at desks. They aren't in browsers. Voice-first, hands-free, parking-lot-to-pipeline is the only model that fits how the work actually happens.
An operating system, not a CRM.
Every CRM tries to be a system of record. The Field Sales Operating System is a system of action, built around what reps and operators actually do, with capabilities that no CRM was built to deliver.
The seller's day, four connected stages
Path lead discovery
GPS surfaces 25–30 nearby prospects matching your target profile, auto-sequenced into a route optimized for proximity. Already have stops on your calendar? The Path builds around those.
Partner & referral
pipeline.
The first system built to run a partner channel as actual managed pipeline, not contacts in a CRM, not a spreadsheet you forget about.
Coming with Miles
Partner-mention parsing. The rep says ‘this came from Chase Bank in Charlotte’, Miles links the deal to the partner relationship, updates the referral pipeline, and notifies the partner without the rep navigating anywhere.
Two-way referral status
Your partners see exactly where their referrals are in your pipeline. No more ‘did you ever follow up on that lead?’ calls.
Self-serve partner portal
Branded to your ISO. Your partners log in, send leads, track outcomes, without your team chasing them.
Partner performance analytics
Which bank is sending the best leads? Which accountant produces the most boardings? Now you know, in the dashboard.
Partner-sourced deal flow
Referrals from partners flow into the same pipeline as field-sourced deals, with clear attribution to the originating relationship.