Small Business
Salesforce Is the Right CRM. But It Won’t Work Without This.
You’re about to go live on Salesforce. Or you’ve been thinking about it for a while, and you’re…
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NOVOCIRCLE FOR SMALL BUSINESS
Salesforce for Small Business. Deployed, Managed, and Supported.
Compass by NovoCircle deploys Salesforce and Microsoft for small businesses with 5 to 30 employees — then manages the platform for the life of your subscription.
CHOOSE YOUR EDITION
Three Editions. One Platform.
Compass Orient
$267/mo
The Salesforce foundation for small business.
- Salesforce Pro Suite (required)
- Configured CRM & sales pipeline
- Email marketing flows
- NovoCircle ongoing management
Most Popular
Compass Navigate
$452/mo
Salesforce plus Microsoft — the complete operating layer.
- Everything in Orient
- Microsoft 365 Business Standard
- WordPress managed website
- Calendly Teams scheduling
Compass Explore
$586/mo
The full growth stack — including finance and prospecting tools.
- Everything in Navigate
- QuickBooks Online integration
- Apollo.io Pro (prospecting)
- DocuSign eSignature
BUILT FOR EVERY ROLE
One Platform. Every Person on Your Team.
Compass is configured for the five roles that exist in every small business. Each role gets the tools, data, and automations they need to do their job — connected to everyone else on the platform.
Business Owner
One view of the business — pipeline, revenue, customer satisfaction — without logging into four systems.
Office Manager
Clean data and reliable automations that run without constant supervision.
Sales
A complete picture of every prospect. Pipeline that reflects real activity. Automatic follow-up so nothing stalls.
Marketing
Every lead attributed to the campaign that generated it. Email sequences that run on a schedule.
Customer Service
Every issue in a structured queue. Response time commitments tracked automatically.
THE PROCESS
How Compass Works
We Deploy
NovoCircle configures your Salesforce and Microsoft environment to your Compass edition specification. Typical deployment: 2–3 weeks.
We Manage
Your subscription includes ongoing platform management — updates, configuration changes, and support — from the NovoCircle team.
You Run Your Business
You focus on your customers and operations. The technology stack runs the way it’s supposed to — without you managing it.
HOW WOULD YOU LIKE TO GET STARTED?
Every Path Leads to the Same Place. Choose the One That Fits.
Every Compass customer ends up in the same place — live on Salesforce, configured to the Compass Orient standard, with NovoCircle managing the platform on an ongoing basis. What differs is how you get there, based on where you are starting from.
New to Salesforce
QuickStart
$1,850 fixed fee
You have decided Salesforce is the right platform. You want a professional deployment — configured to the Compass standard, your existing data migrated in, and your whole team trained live before you go live. NovoCircle handles the complete deployment end to end.
Compass subscription from $267/mo
See How QuickStart Works →
Already Have Salesforce
QuickFix
$2,100 fixed fee
You subscribed, you set things up, and it never quite came together. Your team isn’t using it consistently. You don’t trust the data. Call us before you cancel. QuickFix assesses your current configuration, remediates it to the Compass standard, and retrains your team.
Compass subscription from $267/mo
See How QuickFix Works →
Have an In-House Admin
Compass DIY Deployment
No implementation fee
You have an in-house Salesforce administrator and are comfortable with a self-directed deployment. Your admin configures the platform following NovoCircle’s step-by-step instructions. Your team trains through the self-paced video library.
Compass subscription from $267/mo
See the Compass Platform →
THE COMPASS STANDARD
One Platform. Three Ways In.
All three paths deploy and manage the same platform: Compass Orient, configured for the Owner, Office Manager, Sales, Marketing, and Customer Service roles in your business.
| Compass QuickStart | Compass QuickFix | DIY Deployment | |
|---|---|---|---|
| Who it’s for | New to Salesforce | Have Salesforce, not working | Have an in-house Salesforce admin |
| Implementation | Managed by NovoCircle | Managed by NovoCircle | Customer’s admin configures using NovoCircle instructions |
| Team training | Live, role-based sessions | Live, role-based retraining | Self-paced video library |
| Data migration | Included | Included (cleanup + realignment) | Customer’s admin runs migration using NovoCircle templates |
| Implementation fee | $1,850 fixed fee | $2,100 fixed fee | None |
| Ongoing subscription | Compass from $267/mo | Compass from $267/mo | Compass from $267/mo |
WHY NOVOCIRCLE
We Only Work on One Platform for Small Business.
NovoCircle’s SMB practice is focused exclusively on Salesforce Pro Suite. We do not offer a menu of CRM options or run discovery processes to help you choose a platform. We have made a deliberate decision that Salesforce Pro Suite is the right platform for small businesses at five to thirty employees — and we have built our entire SMB practice around making it work. Compass requires Pro Suite because Starter Suite does not support custom apps, which are central to how Compass configures the platform for each role in your business.
That focus means every configuration decision, every process design, and every piece of training we deliver comes from deep and specific experience with how small businesses use Salesforce. Not enterprise Salesforce. Not a generic CRM implementation. Salesforce for the five roles that exist in every small business.
5–30
employees — the target range for every Compass edition
$267/mo
Compass Orient subscription: platform management, release management, and support included
2–4 wks
Typical QuickStart and QuickFix engagement timeline from kickoff to go-live
$3k
What Salesforce Pro Suite costs for a 5-person team per year — Compass makes sure you get full value from that investment
Not sure which path is right for you?
A 30-minute conversation covers your current situation, which path fits where you’re starting from, and what Compass looks like for your specific business.
Schedule a ConversationFrequently Asked Questions
Compass is a subscription platform that deploys and manages Salesforce and Microsoft for small businesses with 5 to 30 employees. NovoCircle handles setup, configuration, and ongoing management — including updates, release testing, and support. Three editions are available: Orient (CRM foundation), Navigate (adds Microsoft 365 and AI intelligence), and Explore (adds financial integration, outbound prospecting, and contract automation).
A consultant delivers a project and leaves. Compass is an ongoing subscription that includes both the initial deployment and continuous management. NovoCircle stays in your technology stack as long as you subscribe.
All three are paths to the same destination — a live Compass subscription. QuickStart ($1,850) is for businesses new to Salesforce who want NovoCircle to handle the entire deployment. QuickFix ($2,100) is for businesses that already have Salesforce but it is not working — NovoCircle assesses, remediates, and retrains. DIY Deployment is for businesses with an in-house Salesforce administrator who can own the configuration using NovoCircle's step-by-step instructions.
Compass requires Salesforce Pro Suite, which is approximately $100 per user per month, billed directly by Salesforce. Starter Suite is not compatible with Compass because it does not support custom apps — the capability that Compass uses for its role-based configuration. Your Salesforce licence is purchased directly from Salesforce and is not included in any NovoCircle fee.
Every Compass subscription includes initial platform deployment (or access to the DIY deployment guide), ongoing platform monitoring and management, Salesforce release management three times per year, a named support channel with NovoCircle, and access to the full role-based user guide and training video library. Underlying Salesforce licences are purchased directly from Salesforce.
Yes. Compass editions are designed to be additive — Orient is the foundation, Navigate adds to it, Explore adds to Navigate. You can upgrade at any subscription renewal.
It means NovoCircle handles platform updates, configuration changes, user provisioning, and support requests as part of your subscription. You don't need a Salesforce admin on staff.
No. Compass is designed specifically for businesses without an internal IT team. QuickStart and QuickFix handle the initial deployment entirely. From go-live, NovoCircle manages the platform as part of your subscription — updates, release testing, and support are all included.
Compass subscriptions are 12-month commitments, billed monthly or annually. Annual billing is available at a discounted rate.