Helping you help others
Need Navigator keeps the people you serve — individuals, households, needs, visits, referrals, goals — in one place, configured to your programs instead of someone else's template. Built in Salem, Oregon, side by side with the agencies that use it.
$25 per user per month, published right on the pricing page. Every agency runs on its own private database.
Four problems we hear from every agency, and what Need Navigator does about them.
People apply online in English or Spanish — no account needed — with guided income capture that walks them through each source. A matching engine classifies every submission as an exact match, probable match, or new person, and a family application can build the whole household in one pass.
Build reports across eleven record types, break demographics down by race, ethnicity, gender, language, and ZIP, and export everything to Excel. Set redaction levels so a board packet never carries sensitive identifiers, then schedule delivery — every month, done before you ask.
Assistance requests move through a clear review-and-approval ladder. Funding pools carry balances by funder and program, requests can split across pools with reconciliation warnings, and the eligibility math prints right on the voucher.
Care teams keep every assignment — internal staff and partner contacts — with full history, and a departing worker's active caseload transfers to a colleague in one operation. Notes, threads, and documents stay on the record, where the next person can find them.
Dashboards
Each program gets a configurable dashboard the whole team shares: drag-and-drop widgets for recent clients, funding-pool balances with health indicators, and build-your-own query tables over visits, needs, and class outcomes — with fiscal-year date presets, because that's how your grants think.
One product, one price — explore the modules your work runs on.
The person, their household, and their paperwork — complete, current, and deduplicated.
The daily work: assistance requests, visits, notes, goals — and the billing that follows from them.
Build the forms yourselves, then work the submissions together as they arrive.
What the public and your partners see: applications, events, classes, and referrals that close the loop.
Beds and buildings inside; GPS-stamped outreach outside.
What happened, proven: reports, dashboards, and the audit trail behind them.
Also a fit for other community aid organizations — if your work is people, programs, and the paperwork between them, it likely fits. See all solutions.
Each agency runs its own isolated copy of Need Navigator with its own database. No shared tenancy — cross-agency queries are impossible by construction.
Client data is encrypted at rest on the application server, and every client database is backed up nightly to redundant, encrypted cloud storage with integrity verification on every run.
Every client-record view is logged — who, when, from where — and screened by suspicious-access rules that flag unusual patterns for administrators to review.
$25 per user per month, published in full on the pricing page. No sales-call gate, no surprise tiers.
A demo is a conversation with the people who build the product. Bring your programs, your forms, and your reporting headaches — we will show you how agencies like yours run them.