Narvata is a CRM and sales tracking app designed for small businesses. It functions as a middle ground between a spreadsheet and an accounting software like QuickBooks, linking sales, customers, products, expenses, and referrals in one place. It's designed for owner-operators across various industries, and is easily operable from a phone.
Narvata is available on iPhone, iPad, and Mac, with a web app at app.narvata.com. It syncs data in real time across all devices. The free tier allows unlimited customers and products, with a limit on sales and sale sources. The premium version removes these limits and adds additional features such as expense tracking and inventory.
Narvata is not a double-entry bookkeeping, payroll, or tax filing software and only supports a single currency. Features include sale tracking, customer profiles, product categorization, sale source tracking, expense tracking, lead management, inventory alerts, custom sale statuses, dashboard reports, data export, and refunds recording.
FEATURE LIST
- Track sales across every channel, marketplace, and storefront, with search, filter, and sort by date, customer, product, or source
- Customer profiles with complete purchase history, surfacing repeat buyers and lapsed ones
- Products and services grouped into categories, with attributes like size, color, and material
- Sale sources that attribute each sale to a referral, ad campaign, marketplace, rep, or location
- Expense tracking by vendor and category, with receipt photos attached (Premium)
- Leads kept separate from real sales, color-coded by likelihood, convertible when they close and reusable as templates (Premium)
- Inventory tracking with stock-level alerts (Premium)
- Custom sale statuses such as Invoiced, Paid, Shipped, and Delivered (Premium)
- Dashboard charts and reports covering sales, expenses, customers, products, and variations
- Export to PDF, CSV, and Excel at any time
- Refunds and chargebacks recorded as negative sales
- Real-time sync across iPhone, iPad, Mac, and the web, with customers importable from device contacts