Core Features

Our forms are built from the ground up to match your business practices and workflows. Forms can be associated directly with one of your clients or used with other features in Need Navigator. Our form automation system helps you streamline your day by generating tasks, or alerting your team when forms are submitted. When you’re ready to review your information, you can use our powerful report generator to filter and export your data.

Schedule and organize your team’s meetings, counseling sessions, or other visits with clients quickly and easily. Need Navigator supports both one-on-one and group visits, all organized using your organization’s custom visit types and reasons. Visit data is easily exportable for review or reporting. For programs requiring reimbursement, the system also calculates billable time automatically, allowing staff to select visit reasons tied to billing codes such as HRSN Outreach & Engagement, making it simple to track and submit for reimbursement.

Need to refer a client to another agency or one of your own programs? Need Navigator makes it simple and trackable. Create printable referral sheets that include a unique QR code, allowing you to track when a client completes a referral—even with organizations outside our platform. For agencies in the NeedNav Network, our permission-based online referral system makes it even easier to send, receive, and manage referrals securely between providers. From start to finish, you’ll have the tools to ensure no one falls through the cracks.

Keep all your memos, messages, and communications in one place. Need Navigator supports real-time, threaded messaging with web-based push notifications, enabling seamless internal communication and collaboration across your team. And thanks to the NeedNav Network, you can also engage directly with outside organizations in your community—helping ensure timely, coordinated care. Whether it’s a quick update or a critical case note, everything stays organized and accessible.

Organize what you donate, who receives it, and where it came from—all in one streamlined system. Need Navigator tracks everything from simple handouts to complex monetary grants, complete with manager sign-offs and documentation workflows. You can pre-program resource distributions for consistency, while still allowing for select variable data entry when needed. Plus, our system can screen clients for eligibility automatically based on reported household income, ensuring resources go to those who qualify—quickly and compliantly.

Keep your client’s important documents, photos, and other media organized and easily accessible from anywhere. Our system is backed up nightly and secured so you won’t have to worry about losing a document.

For your simple day-to-day duties, our Tasks feature allows you to create and assign tasks to any team in the system. Need Navigator simplifies your workflow by automatically generating tasks when requests are submitted or forms are completed. Tasks are organized by program and completion status, making them easy to manage. Plus, with our external collaborator portal, pre-defined contacts from outside organizations can securely log in to view and complete assigned tasks — without counting against your license agreement.

Help your clients reach their goals by keeping them organized in Need Navigator. Add steps as well as deadlines to help keep your clients accountable. For managers, goals are organized by program and completion status for easy review.