Need Navigator
neednavigator.com
Spec sheet
- Purpose
- Need Navigator is case-management software for human-services organizations, including community action agencies, shelters, food banks, and parent education providers.Read 11 Oct 2026 · neednavigator.com
- Deployment
- cloudRead 24 Sep 2026 · neednavigator.com
- Free plan
- NoRead 24 Sep 2026 · neednavigator.com
- Integrations
- The shared calendar can generate scheduling links for Microsoft Teams or Google Calendar, but this is link generation rather than calendar synchronization.Read 11 Oct 2026 · neednavigator.com
- Support
- After onboarding, support is available from the product builders by phone, email, or Google Spaces during published business hours.Read 11 Oct 2026 · neednavigator.com
- Headquarters
- Salem, Oregon, United StatesRead 19 Oct 2026 · neednavigator.com
- Maker
- Webriculture says it is a Salem, Oregon web development firm, about twenty-five years in and part of the Compass Visual family.Read 11 Oct 2026 · neednavigator.com
- 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.Read 11 Oct 2026 · neednavigator.com
- 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.Read 11 Oct 2026 · neednavigator.com
- Audit trail
- YesRead 24 Sep 2026 · neednavigator.com
- Backups
- Client databases are backed up nightly to redundant encrypted cloud storage, with integrity verification on every run.Read 11 Oct 2026 · neednavigator.com
- Billing limit
- Need Navigator prepares claim batches for Excel export but does not submit claims electronically or connect to a clearinghouse.Read 11 Oct 2026 · neednavigator.com
- Case intake forms
- YesRead 24 Sep 2026 · neednavigator.com
- Casework
- The casework tools include visits, notes, goals, tasks, and a shared calendar for visits, tasks, needs, referrals, goals, reservations, and events.Read 11 Oct 2026 · neednavigator.com
- 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.Read 11 Oct 2026 · neednavigator.com
- Custom case fields
- YesRead 24 Sep 2026 · neednavigator.com
- Data isolation
- Each agency runs its own application instance and private database hosted on AWS, with no shared multi-tenant database.Read 11 Oct 2026 · neednavigator.com
- 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.Read 11 Oct 2026 · neednavigator.com
- Migration limit
- The product has no bulk client-data importer, so migrations from previous systems are handled as a separately quoted service.Read 11 Oct 2026 · neednavigator.com
- 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.Read 11 Oct 2026 · neednavigator.com
- Reporting dashboards
- YesRead 24 Sep 2026 · neednavigator.com
- 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.Read 11 Oct 2026 · neednavigator.com
- Workflow automation
- YesRead 24 Sep 2026 · neednavigator.com
Plans and prices
Need Navigator subscription Price not published 5 users minimum Read 24 Sep 2026 · neednavigator.com
Need Navigator $25 a month $25 per user per month; five-user minimum ($125 per month floor); twelve-month term; seats can change monthly All modules included · 5-user minimum · private agency instance · setup fee from $2,000 one time Read 11 Oct 2026 · neednavigator.com
One-time setup $2,000, paid once $2,000 baseline, one time; quoted separately if setup exceeds standard scope Implementation and training · up to 12 hours of virtual training Read 11 Oct 2026 · neednavigator.com
Where Specifiction places it
- Case Management Software#42 of 1778.0
- Social Work Case Management#5 of 177.8
