Need Navigator
The facts below are what the maker publishes about Need Navigator, checked and dated. Our editors have not written about it yet.
Plans and prices
From Need Navigator's own pricing page, checked 24 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Need Navigator subscription | — | 5 users minimum |
| Need Navigator | $25 a month | All modules included · 5-user minimum · private agency instance · setup fee from $2,000 one time · $25 per user per month; five-user minimum ($125 per month floor); twelve-month term; seats can change monthly |
| One-time setup | $2,000, paid once | Implementation and training · up to 12 hours of virtual training · $2,000 baseline, one time; quoted separately if setup exceeds standard scope |
The facts
Each one read from Need Navigator's own pages, with the date it was checked.
What it does
- Agency connections
- Two agencies that both use Need Navigator can opt in to connect through token-secured server-to-server connections with per-connection permissions.checked 11 Oct 2026
- Audit and monitoring
- The system logs creates, updates, deletes, and staff views of client records; eight toggleable monitoring rules screen view activity for suspicious patterns.checked 11 Oct 2026
- Audit trail
- Yeschecked 24 Sep 2026
- Backups
- Client databases are backed up nightly to redundant encrypted cloud storage, with integrity verification on every run.checked 11 Oct 2026
- Case intake forms
- Yeschecked 24 Sep 2026
- Casework
- The casework tools include visits, notes, goals, tasks, and a shared calendar for visits, tasks, needs, referrals, goals, reservations, and events.checked 11 Oct 2026
- Configuration
- The product is configured to each agency’s programs, forms, roles, and vocabulary, and staff can maintain option lists through a searchable Settings hub.checked 11 Oct 2026
- Custom case fields
- Yeschecked 24 Sep 2026
- Data isolation
- Each agency runs its own application instance and private database hosted on AWS, with no shared multi-tenant database.checked 11 Oct 2026
- Deployment
- cloudchecked 24 Sep 2026
- Intake
- People can apply for help online in English or Spanish without an account, and a matching engine classifies submissions as exact matches, probable matches, or new people.checked 11 Oct 2026
- Integrations
- The shared calendar can generate scheduling links for Microsoft Teams or Google Calendar, but this is link generation rather than calendar synchronization.checked 11 Oct 2026
- Migration limit
- The product has no bulk client-data importer, so migrations from previous systems are handled as a separately quoted service.checked 11 Oct 2026
- Purpose
- Need Navigator is case-management software for human-services organizations, including community action agencies, shelters, food banks, and parent education providers.checked 11 Oct 2026
- Reporting
- The report builder covers eleven record types, supports PII redaction and Excel exports, and can deliver saved reports weekly or monthly by email, in-app message, or both.checked 11 Oct 2026
- Reporting dashboards
- Yeschecked 24 Sep 2026
- Security controls
- The security overview states that the product supports SAML single sign-on, passkeys, per-user two-factor authentication, IP access modes, and HTTPS.checked 11 Oct 2026
- Support
- After onboarding, support is available from the product builders by phone, email, or Google Spaces during published business hours.checked 11 Oct 2026
- Workflow automation
- Yeschecked 24 Sep 2026
Money
- Billing limit
- Need Navigator prepares claim batches for Excel export but does not submit claims electronically or connect to a clearinghouse.checked 11 Oct 2026
- Free plan
- Nochecked 24 Sep 2026
The company
- Headquarters
- Salem, Oregon, United Stateschecked 19 Oct 2026
- Maker
- Webriculture says it is a Salem, Oregon web development firm, about twenty-five years in and part of the Compass Visual family.checked 11 Oct 2026
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