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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COMPASS BY NOVOCIRCLE
$586/mo
Compass Explore
The full Salesforce and Microsoft stack, managed end-to-end. For teams ready to scale.
WHAT YOU GET
What Compass Explore Includes
Explore is the complete growth stack — Navigate plus financial integration, outbound prospecting, and contract automation. Everything a scaling small business needs to operate and grow from one platform.
Everything in Navigate
All Orient and Navigate capabilities included — Salesforce CRM, Microsoft 365, WordPress, Calendly, and NovoCircle management.
See Navigate features →📈 QuickBooks Online Integration
- ✓ Invoice and payment status in Salesforce
- ✓ Customer financial history on account records
- ✓ Closed-won opportunity → invoice workflow
- ✓ Revenue vs. invoiced comparison for owner
🔎 Apollo.io Pro
- ✓ Prospect list building with filters
- ✓ Outbound email sequence automation
- ✓ Contact enrichment (email, phone, title)
- ✓ Prospects synced to Salesforce as leads
📄 DocuSign eSignature
- ✓ Contract and proposal e-signature
- ✓ Send for signature directly from Salesforce
- ✓ Signed document stored in Salesforce record
- ✓ Status tracking on opportunities and accounts
🔨 NovoCircle Management
- ✓ All Orient & Navigate management services
- ✓ QBO-Salesforce integration management
- ✓ Apollo.io configuration & sequence setup
- ✓ DocuSign-Salesforce workflow management
BUILT FOR EVERY ROLE
What Explore Adds for Each Role
Explore builds on Navigate. These are the capabilities Explore adds for each role — on top of everything Orient and Navigate already deliver.
💼
Business Owner
Full financial visibility — revenue in Salesforce, invoices in QuickBooks, side by side. A single answer to “how are we doing” that includes both commercial and financial data.
📋
Office Manager
QBO sync management and reconciliation. DocuSign workflow administration — templates, routing rules, signed document storage. Apollo contact list hygiene and sequence admin.
📈
Sales
Prospect lists from Apollo pulled directly into Salesforce. DocuSign proposals and contracts sent from the opportunity record. Closed-won to invoice in one step with QBO integration.
📣
Marketing
Apollo outbound sequences give marketing an active outbound channel, not just inbound. Full top-of-funnel coverage from prospect identification through nurture to CRM handoff.
🌟
Customer Service
Full account financial context at the moment of a service interaction. DocuSign for service agreements and renewals. Invoice disputes handled with real data in Salesforce, not a spreadsheet.
USE CASES EXPLORE ADDS
What Explore Makes Possible
Close-to-invoice in one workflow
When an opportunity closes in Salesforce, the invoice is created in QuickBooks automatically. No re-keying. No delay between close and billing.
Outbound prospecting with a structured system
Apollo identifies your target buyers, enriches their contact details, and runs automated outbound sequences — all flowing into Salesforce as qualified leads.
Contracts sent and signed without leaving Salesforce
DocuSign templates configured for your proposals and agreements. Send from the opportunity record. Status tracked. Signed copy stored on the account.
Financial picture without switching systems
Invoice status, outstanding payments, and customer financial history visible inside Salesforce. The owner sees commercial and financial performance in one place.
The complete growth stack, managed
Seven integrated platforms — Salesforce, M365, WordPress, Calendly, QuickBooks, Apollo, DocuSign — configured to work together and managed by NovoCircle on an ongoing basis.
Important to Know
What You Subscribe To Directly
The Compass subscription fee covers NovoCircle's deployment, configuration, and management services. Some platforms included in your edition require you to hold a direct licence with the vendor. These costs are separate from your Compass subscription.
Salesforce Pro Suite is required. Compass is built on Salesforce Pro Suite (~$100/user/mo), which you subscribe to directly through Salesforce. Starter Suite is not compatible with Compass because it does not support custom apps — the capability Compass relies on for its role-based configuration.
- Salesforce Pro Suite — approx. $100/user/mo (billed by Salesforce directly)
- Microsoft 365 Business Standard — approx. $12.50/user/mo
- WordPress hosting — approx. $15–$30/mo depending on provider
- Calendly Teams — approx. $16/seat/mo
- QuickBooks Online Plus — approx. $90/mo
- Apollo.io Pro — approx. $99/user/mo
- DocuSign Standard — approx. $25/user/mo
NovoCircle does not mark up third-party licences. You subscribe directly, and we manage the configuration.
Edition Comparison
How This Edition Compares
| Feature | Orient $267/mo |
Navigate $452/mo |
Explore $586/mo |
|---|---|---|---|
| Salesforce CRM & Pipeline | ✓ | ✓ | ✓ |
| Email Marketing Flows | ✓ | ✓ | ✓ |
| NovoCircle Management | ✓ | ✓ | ✓ |
| Microsoft 365 | — | ✓ | ✓ |
| WordPress Website | — | ✓ | ✓ |
| Calendly Teams | — | ✓ | ✓ |
| QuickBooks Online | — | — | ✓ |
| Apollo.io Pro | — | — | ✓ |
| DocuSign eSignature | — | — | ✓ |
Frequently Asked Questions
Book a Compass discovery call and we'll confirm which edition is the right fit, then walk you through the subscription and deployment process.
You hold the Salesforce licence directly. NovoCircle helps you configure and manage it. Adding users to your Salesforce account is done through your Salesforce admin credentials.
The deployment is available as Compass QuickStart ($1,850 one-time) or QuickFix ($2,100 one-time). The subscription price covers ongoing management — not the initial deployment service.
Compass subscriptions are 12-month commitments. You can choose monthly or annual billing; annual billing is available at a reduced rate.