# Navoqo

> Lightweight client file management and follow-up software for small service businesses.

Navoqo helps small service teams track client files by workflow stage, send automated status updates through secure read-only links, and follow up on payments—all from one screen. No CRM overhead. First client file live in under 10 minutes. Made in Canada.

Target users: solo operators, tax preparers, bookkeepers, immigration consultants, mortgage brokers, insurance support teams, translation agencies, compliance and formation services, and other document-heavy service businesses.

Navoqo is not a CRM. It is intentionally narrower: client status visibility, update flow, and payment follow-up for small service teams.

## Core Product Pages

- [Home](https://navoqo.com/): Product overview, hero features, FAQ, and trial signup
- [How It Works](https://navoqo.com/how-it-works): 7-step workflow from workspace setup to payment follow-up; includes team vs. client view breakdown
- [Features](https://navoqo.com/features): Full feature list organized around one client follow-up workflow
- [Pricing](https://navoqo.com/pricing): Plans scaled by active file count, not seat count; 14-day free trial, no credit card required; monthly and annual billing
- [Compare](https://navoqo.com/compare): Side-by-side comparison of Navoqo vs Dubsado vs spreadsheets for small service teams
- [Security & Privacy](https://navoqo.com/security): Minimal data collection, tokenized read-only client links, no client account required

## Features

- [Track client status](https://navoqo.com/features/client-status-tracking): See who is waiting, what is blocked, and what comes next for every active file.
- [Send client updates](https://navoqo.com/features/email-updates): Send clear status updates directly from workflow progress and reduce status-chasing emails.
- [Configure workflow stages](https://navoqo.com/features/workflow-stages): Define simple stages that match real service delivery, without enterprise automation builders.
- [Share client status pages](https://navoqo.com/features/client-status-page): Give clients clear read-only progress visibility without creating client accounts.
- [Follow up on payments](https://navoqo.com/features/payment-reminders): Professional payment reminders tied to each client file — spaced, automatic, and stopped the moment payment arrives.

## Use Cases

- [Bookkeeping practices](https://navoqo.com/use-cases/bookkeeping-practices): Give bookkeeping clients a login-free status page. Automate document requests, progress updates, and retainer reminders.
- [Immigration document support](https://navoqo.com/use-cases/immigration-document-support): Give every applicant a clear stage, document checklist visibility, and predictable updates — in one lightweight workflow.
- [Tax preparers and bookkeepers](https://navoqo.com/use-cases/tax-preparation-bookkeeping): Manage filing-season status, blocked-on-docs cases, and overdue invoice reminders in one lightweight workflow.
- [Mortgage and loan broker workflow](https://navoqo.com/use-cases/mortgage-loan-broker-workflow): Keep borrower files moving with clear stages, missing document visibility, and predictable client updates in one lightweight workflow.
- [Business formation and compliance filing services](https://navoqo.com/use-cases/business-formation-compliance-filing): Track formation and compliance files by stage, keep blockers visible, and run predictable reminders without CRM complexity.
- [Insurance claims, benefits, and admin support](https://navoqo.com/use-cases/insurance-claims-benefits-admin-support): Track claim and benefits files by stage, keep missing paperwork visible, and send predictable updates with a lightweight workflow.
- [Translation agencies](https://navoqo.com/use-cases/translation-agencies): Track translation project stages, send milestone updates, and keep delivery and payment follow-up clear in one place.
- [Consulting firms](https://navoqo.com/use-cases/consulting-firms): Track consulting engagement milestones, send clear progress updates, and run billing reminders without CRM complexity.
- [Freelancers and agencies](https://navoqo.com/use-cases/freelancers-and-agencies): Set up quickly, send clear client updates, and follow up on invoices from one simple workflow built for lean teams.
- [All Use Cases](https://navoqo.com/use-cases): Full list of supported document-heavy service workflows

## Support & Info

- [Help / Getting Started](https://navoqo.com/help): Setup guide and getting started documentation
- [Blog](https://navoqo.com/blog): Articles on client follow-up, payment reminders, and running small service businesses
- [Contact](https://navoqo.com/contact): Contact Navoqo
- [Privacy Policy](https://navoqo.com/privacy): Data handling and privacy details
- [Terms of Service](https://navoqo.com/terms): Terms of use

## Optional

- [Full content](https://navoqo.com/llms-full.txt): Extended version with FAQ, feature details, comparison data, and how-it-works steps