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On the recordRead 11 Oct 202623 facts
Need Navigator
Need Navigator · Salem, Oregon, United States
Plans and prices
Need Navigator subscription
Priced on request
5 users minimum
Read 24 Sep 2026 · neednavigator.com
Need Navigator
$25a month
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
$2,000one-time
Implementation and training · up to 12 hours of virtual training
Read 11 Oct 2026 · neednavigator.com
On the record
- 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.neednavigator.com · read 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.neednavigator.com · read 11 Oct 2026
- Audit trail
- Yesneednavigator.com · read 24 Sep 2026
- Backups
- Client databases are backed up nightly to redundant encrypted cloud storage, with integrity verification on every run.neednavigator.com · read 11 Oct 2026
- Billing limit
- Need Navigator prepares claim batches for Excel export but does not submit claims electronically or connect to a clearinghouse.neednavigator.com · read 11 Oct 2026
- Casework
- The casework tools include visits, notes, goals, tasks, and a shared calendar for visits, tasks, needs, referrals, goals, reservations, and events.neednavigator.com · read 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.neednavigator.com · read 11 Oct 2026
- Custom case fields
- Yesneednavigator.com · read 24 Sep 2026
- Data isolation
- Each agency runs its own application instance and private database hosted on AWS, with no shared multi-tenant database.neednavigator.com · read 11 Oct 2026
- Deployment
- cloudneednavigator.com · read 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.neednavigator.com · read 11 Oct 2026
- Case intake forms
- Yesneednavigator.com · read 24 Sep 2026
- Integrations
- The shared calendar can generate scheduling links for Microsoft Teams or Google Calendar, but this is link generation rather than calendar synchronization.neednavigator.com · read 11 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.neednavigator.com · read 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.neednavigator.com · read 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.neednavigator.com · read 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.neednavigator.com · read 11 Oct 2026
- Reporting dashboards
- Yesneednavigator.com · read 24 Sep 2026
