Features
NAVI brings together a shared core platform, six business modules and the workflows that connect them. AI for each department is built in and switched on step by step.
Included in the Core plan
What every department shares: workspace, security, tasks, goals, search and reporting.
Permissions by role + data scope: own records, team, department, whole company
Access is denied by default, users can't raise their own permissions, and every sensitive action is recorded in the activity log. NAVI administrators don't automatically read your business data.
CRM & pipeline
Leads, customers, pipeline and quotes in one place — see which deals are about to close and which leads are being forgotten.
Messaging channels (Zalo, Facebook…) are connected only where the platform's API and policies allow it. NAVI never accesses personal inboxes.
Campaigns & content
Plan campaigns and content calendars, and track the leads they bring in — estimated ROI always states its assumptions.
Google Ads and Meta can be connected once you grant access. For now, you can enter figures manually.
Spending & cash flow
Income, expenses, receivables, budgets and cash flow from a management view — every expense goes through approval.
NAVI is an internal financial management tool, not statutory accounting software. E-invoicing and tax filing are not integrated yet.
People & onboarding
Employee records, onboarding, leave and reviews — salary data sits behind its own permissions.
Price: contact us (not final yet)Payroll is an optional extension. NAVI does not calculate social insurance or tax until a rule set has been approved and tested.
Projects & resources
Projects, milestones, tasks and resources — see at a glance what's running late and who's overloaded.
Price: contact us (not final yet)Tickets & SLAs
Tickets, SLAs and a knowledge base — send bugs to the operations team and refund requests to finance for approval.
Price: contact us (not final yet)Cross-department
Each workflow has a clear source of truth, never creates duplicate records when the system retries, and sync errors are tracked so they get resolved.
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.
AI Workforce · rolling out
AI is built into NAVI and will be switched on department by department. You decide how far AI can go, one action at a time.
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.
Sales AI
Summarizes deals, suggests follow-ups, drafts quotes, flags overdue leads
Marketing AI
Researches briefs, proposes content calendars, summarizes campaign performance
Finance AI
Drafts income and expense categorization, flags anomalies, explains cash flow
Never makes spending decisions on its own
HR AI
Drafts job descriptions and onboarding checklists, summarizes feedback
Never makes hiring or firing decisions on its own
Operations AI
Summarizes progress, proposes priorities, spots blockers
Customer Service AI
Suggests replies, categorizes tickets
Sensitive finance and HR actions always need human approval. AI doesn't replace your people — it helps your team get repetitive work done faster.
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.
