From lead to receivable
A won deal automatically creates a project from a template and a receivable — same customer, no re-entry, no duplicates.
- 1Campaign
- 2Lead
- 3Deal
- 4Won
- 5Project
- 6Receivable
Sales, marketing, finance, HR, projects and customer service in one system — the CEO sees the whole company, and everyone knows exactly what to do.
Company overview
Updated 08:30 · Sources: Sales, Finance, Operations
Revenue this month
412M
Weighted pipeline
1.2B
Overdue receivables
38M
Overdue tasks
7
Revenue, last 6 months
Awaiting your approval
Six departments · one data flow · one dashboard for the CEO
Across departments
The four hand-offs most likely to slip between departments come connected out of the box. Every step has an owner, and every hand-off is logged.
A won deal automatically creates a project from a template and a receivable — same customer, no re-entry, no duplicates.
Tickets that need technical work become tasks for the Operations team. When the task is done, the ticket status updates automatically.
Create the employee record and the invitation is ready to send. Permissions only take effect once the employee verifies the invitation.
No one can approve their own request. Each step records the approver, the time and any notes.
6 business modules
Start with the Core plan and add modules as your team needs them. Every module has its own overview, lists, detail pages, reports and settings.
CRM & pipeline
Leads, customers, pipeline and quotes in one place — see which deals are about to close and which leads are being forgotten.
Campaigns & content
Plan campaigns and content calendars, and track the leads they bring in — estimated ROI always states its assumptions.
Spending & cash flow
Income, expenses, receivables, budgets and cash flow from a management view — every expense goes through approval.
People & onboarding
Employee records, onboarding, leave and reviews — salary data sits behind its own permissions.
Projects & resources
Projects, milestones, tasks and resources — see at a glance what's running late and who's overloaded.
Tickets & SLAs
Tickets, SLAs and a knowledge base — send bugs to the operations team and refund requests to finance for approval.
For CEOs
The CEO dashboard pulls numbers from every department. Each figure is labelled as actual, forecast or estimate, with its source and last update — so you can trust what you see.
Overview
Revenue, pipeline, cash flow and overdue work on one screen
Goals & KPIs
Targets, actuals, owners and measurement periods
Reports
By department, by project, by channel
Approvals
Every request waiting for you, in one place
Departments
Progress, workload and backlog for each team
Activity
Who did what and when — with an audit log
Good morning, Minh Anh
Your company at a glance today
Quarterly revenue+14.2%
1.95B
Oct 1 – Nov 15
Open pipeline+5.8%
845M
Q4 2026
Awaiting approval2 urgent
4
Today
Monthly revenue
MonthQuarterSample data
AI Workforce
AI starts by suggesting and drafting. You unlock more, one action at a time, only when you allow it; sensitive finance and HR actions always need a person to approve.
Suggest only
The AI makes suggestions; you decide what to do.
Draft
The AI drafts emails, quotes, checklists… for you to edit and send.
Act on approval
The AI prepares an action and carries it out only after someone with permission approves it.
Limited automation
Only for individual low-risk actions that you allow.
Summarizes deals, suggests follow-ups, drafts quotes, flags overdue leads
Researches briefs, proposes content calendars, summarizes campaign performance
Drafts income and expense categorization, flags anomalies, explains cash flow
Never makes spending decisions on its own
Drafts job descriptions and onboarding checklists, summarizes feedback
Never makes hiring or firing decisions on its own
Summarizes progress, proposes priorities, spots blockers
Suggests replies, categorizes tickets
Security & permissions
Permissions, activity logs and data isolation are built into the foundation, not bolted on later.
Staff see their own work, managers see their department, the CEO sees the whole company. Deny by default — nobody can grant themselves more access.
Salaries and financial figures are visible only to people who have been granted access — even other managers can't see them.
Records who did it, when, which record and the before/after change for every sensitive action.
Every company gets its own space. One company can never view, search or export another company's data.
NAVI admins manage plans and provide controlled support — they never access your business data automatically.
Export to CSV whenever you need. Admin accounts are protected with two-factor authentication.
Pricing
A Core platform fee, plus the modules and AI you switch on. Try it free before you decide.
990,000 VND/month
Up to 10 users · Dashboard, tasks, approvals, permissions
FAQ
Can't find your answer? Visit the help center.
NAVI is piloting with its first companies. We don't publish numbers or testimonials until we have real results.
NAVI is designed for Vietnamese businesses of 2 to 15 people that currently run their work on spreadsheets, chat groups or a patchwork of separate apps. The CEO sets it up; the team uses it every day.
No. The Core plan already includes the dashboard, tasks, KPIs, approvals and permissions. Turn on Sales, Marketing, Finance and more when your team actually needs them.
Only if they're given permission. NAVI controls access by role and data scope (own records, team, department, whole company); salaries and sensitive financial figures sit behind separate permissions.
No. The Finance module is for internal management: income and expenses, receivables, budgets and cash flow. NAVI does not yet integrate e-invoicing, and it does not replace your accounting books or tax filing.
No. AI Workforce is designed in from the start and switched on gradually, one department at a time. The AI suggests and drafts; financial and sensitive HR actions always need approval from someone with the right permissions.
Not by default. Each company's data is kept separate. NAVI administrators only provide controlled support when you allow it, and every action is logged.
Only where that platform's API and policies allow it. In the meantime, you can import data from CSV files or enter it manually.
You get a 14-day free trial: create a workspace, invite colleagues and run your first workflow before choosing a plan. Current prices are indicative and may change.
Try it free for 14 days. Create a workspace, invite your colleagues and run your first workflow — feedback from our first teams will shape NAVI.