COMPASS BY NOVOCIRCLE
$267/mo

Compass Orient

Your Salesforce foundation: sales pipeline, customer issue management, and internal task management — configured for five roles and managed by NovoCircle.

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WHAT YOU GET

What Compass Orient Includes

Orient is the Salesforce CRM foundation — configured for all five roles in your business and managed by NovoCircle on an ongoing basis.

📋 CRM & Pipeline

  • ✓  Salesforce Pro Suite (you subscribe directly)
  • ✓  Configured sales pipeline with custom stages
  • ✓  Lead and opportunity management
  • ✓  Contact and account records
  • ✓  Activity logging (calls, emails, meetings)

📣 Email Marketing

  • ✓  Email flows for lead nurture and follow-up
  • ✓  Campaign audience segmentation
  • ✓  Campaign performance reporting
  • ✓  Lead attribution from campaign to close

🌟 Customer Service

  • ✓  Case management queue
  • ✓  Issue tracking and resolution workflow
  • ✓  Response time tracking
  • ✓  Customer history linked to account record

📈 Dashboards & Reports

  • ✓  Role-based dashboards for each of the 5 roles
  • ✓  Pipeline health and forecast reports
  • ✓  Sales activity performance
  • ✓  Customer satisfaction summary

🔨 NovoCircle Management

  • ✓  Ongoing platform configuration management
  • ✓  Salesforce release management (3×/year)
  • ✓  User provisioning support
  • ✓  Named support channel with NovoCircle
  • ✓  Role-based user guide & training library
BUILT FOR EVERY ROLE

What Each Person Gets with Orient

💼

Business Owner

Executive dashboard showing pipeline value, revenue summary, and customer satisfaction. A real-time view of the business — in one place.

📋

Office Manager

Data quality controls, process automation, and user management. The backbone that keeps the platform running correctly without constant supervision.

📈

Sales

Lead and opportunity tracking, a configured pipeline with real stages, automated follow-up, and full contact history — so nothing stalls.

📣

Marketing

Email campaigns with audience segmentation and attribution. Every lead tied to the campaign that generated it. Reporting on campaign performance.

🌟

Customer Service

A structured case queue. Every issue tracked with status and resolution. Response time SLAs enforced. Full customer history at the moment it’s needed.

USE CASES ORIENT UNLOCKS

What You Can Do With Orient Running

Every lead tracked from first contact to close

No more leads lost in inboxes or spreadsheets. Every prospect in the system, every interaction logged.

Email campaigns that actually follow up

Automated sequences that reach the right audience at the right time — without someone manually hitting send.

Customer issues in a queue, not an inbox

Every support request tracked. Nothing gets lost. Response time performance is visible to management.

Owner sees the business without being in the weeds

Revenue, pipeline, and satisfaction metrics on one dashboard. No more asking the sales team what’s going on.

Platform managed — not on your plate

NovoCircle handles releases, updates, user changes, and configuration questions. You run your business.

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)

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——✓
See Full Feature Comparison →
Next Step Up

Ready for More?

Compass Navigate adds more tools and deeper integrations — when your business is ready to expand its operating platform.

Explore Navigate → Compare All Editions

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.

Ready to have a conversation?

No pitch. Just a conversation about where you are and what you're trying to do.

Book a Discovery Call

Or send a message to sales@novocircle.com

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