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…
Read →
COMPASS BY NOVOCIRCLE
$452/mo
Compass Navigate
Sales pipeline, operations tools, and reporting that work together. For teams ready to grow.
WHAT YOU GET
What Compass Navigate Includes
Navigate adds Microsoft 365, a managed WordPress website, and Calendly Teams scheduling on top of the full Orient foundation — giving your team a connected operating and collaboration environment.
Everything in Orient
All Orient capabilities are included — CRM, pipeline, email marketing, case management, dashboards, and NovoCircle management.
See Orient features →💻 Microsoft 365 Business Standard
- ✓ Microsoft Teams (chat, calls, meetings)
- ✓ Outlook (email + calendar)
- ✓ SharePoint (document management)
- ✓ OneDrive (file storage)
- ✓ Word, Excel, PowerPoint (desktop + web)
🌎 WordPress Managed Website
- ✓ WordPress site built to Compass standard
- ✓ NovoCircle manages updates & maintenance
- ✓ Lead forms connected to Salesforce
- ✓ Hosting held directly with your provider
📅 Calendly Teams
- ✓ Scheduling links for sales and service
- ✓ Meetings logged automatically to Salesforce
- ✓ Team routing rules & round-robin booking
- ✓ Embed on WordPress site & email signatures
🔨 NovoCircle Management
- ✓ All Orient management services
- ✓ M365 environment management
- ✓ WordPress update & maintenance management
- ✓ Calendly-Salesforce integration management
BUILT FOR EVERY ROLE
What Navigate Adds for Each Role
Navigate builds on the Orient foundation. These are the capabilities Navigate adds for each role — on top of everything Orient already delivers.
💼
Business Owner
Website traffic and lead-gen visibility alongside CRM data. Microsoft tools give the owner a single collaboration environment. Scheduling analytics show booking rates and conversion.
📋
Office Manager
SharePoint becomes the central document repository. Teams replaces ad-hoc communication. Calendly admin adds scheduling management to the operational toolkit.
📈
Sales
Calendly links shared from Salesforce contact records. Teams calls logged automatically. Proposals stored in OneDrive and linked to opportunities. Scheduling removes the email back-and-forth.
📣
Marketing
WordPress landing pages for campaigns. Calendly embeds on site and in email. Outlook integration for professional email delivery. Lead forms on the site flowing directly to Salesforce.
🌟
Customer Service
Teams-based service communication. Calendly for scheduling service calls. SharePoint knowledge base accessible to the service team. All interactions logged to the customer’s Salesforce record.
USE CASES NAVIGATE ADDS
What Navigate Makes Possible
Your team collaborates in one place
Teams replaces text chains, scattered email, and every other ad-hoc communication tool your team currently uses.
Meeting scheduling is automated
Calendly links on your website, in email signatures, and in Salesforce records. Every booked meeting flows into the CRM automatically.
Your website generates real leads
A managed WordPress site built to the Compass standard, with forms that flow directly into Salesforce as leads.
Documents stored where they belong
SharePoint replaces the shared drive. Proposals, contracts, and reference materials stored centrally and linked to the right records in Salesforce.
Outlook and Salesforce stay in sync
Emails logged to Salesforce contact records. Calendar events tied to opportunities. No more switching between systems to see what happened with a customer.
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
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 | — | — | ✓ |
Next Step Up
Ready for More?
Compass Explore adds more tools and deeper integrations — when your business is ready to expand its operating platform.
Explore Explore → Compare All EditionsFrequently 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.