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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THE COMPASS PLATFORM
Integrated Operating Platform Tailored for Small Business
Compass is a managed operating platform for small business built on Salesforce Pro Suite and Microsoft 365. Here’s how the roles, editions, and software stack work together.
WHAT IS COMPASS
Not a Tool. An Operating Platform.
Most small businesses end up with a collection of disconnected tools — a CRM that nobody uses consistently, a shared inbox that doesn’t connect to anything, spreadsheets standing in for real processes. Compass replaces that collection with a single, integrated operating platform: configured for your business, managed by NovoCircle, and built on software your team will actually use.
Compass runs on Salesforce Pro Suite as its core — the CRM, workflow engine, and reporting layer that connects every role in your business. Depending on your edition, Microsoft 365, QuickBooks Online, Apollo.io, and DocuSign are added on top. NovoCircle configures the platform to the Compass standard, then manages it on an ongoing basis so you don’t have to.
Three editions — Orient, Navigate, and Explore — let you start with the foundation and expand as your business grows. Every edition serves the same five roles that exist in every small business.
THE FIVE ROLES
Built for Every Person on Your Team
Compass is configured for the five roles that exist in every small business. Each role gets the tools, views, and automations they need — connected to everyone else on the platform.
Business Owner
One dashboard across pipeline, revenue, customer satisfaction, and operations — without logging into four systems. Executive-level visibility into the business in real time.
- ✓ Executive dashboard
- ✓ Pipeline health summary
- ✓ Revenue tracking
- ✓ Customer satisfaction view
Office Manager
Clean data, reliable automations, and user management — without constant supervision. The operational backbone that keeps the platform running correctly.
- ✓ Data quality controls
- ✓ Process automation
- ✓ User provisioning
- ✓ Task routing & assignment
Sales
A complete picture of every prospect. Pipeline that reflects real activity. Automatic follow-up so nothing stalls in the funnel.
- ✓ Lead & opportunity management
- ✓ Configured sales pipeline
- ✓ Follow-up automation
- ✓ Activity & contact history
Marketing
Every lead attributed to the campaign that generated it. Email sequences that run on a schedule. Scheduling links that connect directly to your CRM.
- ✓ Email marketing flows
- ✓ Campaign lead attribution
- ✓ Scheduling integration
- ✓ Outbound prospecting (Explore)
Customer Service
Every issue in a structured queue. Response time commitments tracked automatically. Full customer history available at the moment it’s needed.
- ✓ Case & issue management
- ✓ Response time tracking
- ✓ Customer history view
- ✓ Service queue routing
THE THREE EDITIONS
Start Where You Are. Expand When You’re Ready.
Compass editions are additive — each one builds on the last. Orient is the foundation. Navigate adds Microsoft 365 and your website. Explore adds finance, prospecting, and contract tools.
Compass Orient
$267/mo
The Salesforce CRM foundation. Every role in your business, configured.
Orient gives you a fully configured Salesforce Pro Suite environment — set up for all five roles, with your data migrated in and your team trained to use it. NovoCircle manages the platform on an ongoing basis.
- Salesforce Pro Suite CRM
- Configured sales pipeline
- Email marketing flows
- Role-based dashboards & reports
- NovoCircle ongoing management
Use cases unlocked: lead tracking, pipeline visibility, email campaigns, customer issue management, owner reporting.
Most Popular
Compass Navigate
$452/mo
Salesforce plus Microsoft 365 — the complete operating layer.
Navigate adds Microsoft 365, a managed WordPress website, and Calendly Teams scheduling to the Orient foundation. Your team gets a fully connected productivity and collaboration environment on top of the CRM.
- Everything in Orient
- Microsoft 365 Business Standard
- Teams, Outlook, SharePoint, OneDrive
- WordPress managed website
- Calendly Teams scheduling
Use cases added: team collaboration in Teams, document management in SharePoint, scheduling links tied to Salesforce, managed web presence.
Compass Explore
$586/mo
The full growth stack — finance, prospecting, and contracts included.
Explore adds QuickBooks Online integration, Apollo.io Pro for outbound prospecting, and DocuSign eSignature to the Navigate platform. The complete operating and growth stack for a scaling small business.
- Everything in Navigate
- QuickBooks Online integration
- Apollo.io Pro (prospecting + sequences)
- DocuSign eSignature
Use cases added: financial data in Salesforce, outbound prospecting sequences, contract e-signature workflows, invoice-to-close tracking.
ROLE × EDITION MATRIX
What Each Role Gets at Each Edition
Every edition serves all five roles. The difference is which tools and integrations are available at each tier.
| Role | Orient | Navigate Adds to Orient | Explore Adds to Navigate |
|---|---|---|---|
| 💼 Business Owner | Pipeline & revenue dashboards, customer satisfaction reports, sales activity summary | M365 executive tools; website traffic visibility; scheduling analytics | Financial performance in Salesforce; revenue vs. invoiced comparison; full-funnel view |
| 📋 Office Manager | Process automation, data quality controls, user management, task routing | SharePoint document management; Teams-based coordination; Calendly admin | QBO sync management; DocuSign workflow admin; Apollo contact list management |
| 📈 Sales | Lead & opportunity tracking, pipeline stages, follow-up automation, contact history | Calendly scheduling linked to SF; Teams calls logged to SF; OneDrive proposal storage | Apollo.io prospect lists & sequences; DocuSign contract send from SF; closed-won to invoice workflow |
| 📣 Marketing | Email campaigns, lead attribution, campaign reports, audience segmentation | Calendly links for inbound scheduling; WordPress landing pages; Outlook-integrated email | Apollo outbound sequences; full top-of-funnel prospecting; campaign ROI with revenue data |
| 🌟 Customer Service | Case management queue, issue tracking, response time SLAs, customer history | Teams-based service communication; SharePoint knowledge base; Calendly for service calls | Full account financial context; DocuSign for service agreements; invoice visibility for disputes |
THE SOFTWARE STACK
The Platforms That Power Compass
Compass is a managed configuration layer on top of commercial software. Here’s exactly what runs under each edition — and who you subscribe to directly.
SF
Salesforce Pro Suite
Orient • Navigate • ExploreThe core of Compass. CRM, workflow engine, reporting, email marketing, case management, and the custom app layer that powers role-based configuration. You subscribe directly through Salesforce.
Pro Suite required (~$100/user/mo). Starter Suite does not support custom apps. Compass will not run on Starter Suite.
M
Microsoft 365 Business Standard
Navigate • ExploreTeams, Outlook, SharePoint, OneDrive, Word, Excel, PowerPoint. The productivity and collaboration layer. You subscribe through Microsoft directly (~$12.50/user/mo).
WP
WordPress (Managed)
Navigate • ExploreA managed WordPress website built to the Compass standard. NovoCircle deploys and maintains it. Hosting is held directly with your provider (~$15–$30/mo).
Ca
Calendly Teams
Navigate • ExploreScheduling automation integrated with Salesforce. Every booked meeting flows directly into your CRM. You subscribe through Calendly directly (~$16/seat/mo).
QB
QuickBooks Online
Explore OnlyFinancial data integrated with Salesforce. Invoice status, payment records, and customer financial history visible in the CRM. You subscribe through Intuit directly (~$90/mo).
Ap
Apollo.io Pro
Explore OnlyOutbound prospecting, contact enrichment, and automated email sequences. Prospects flow into Salesforce as leads. You subscribe through Apollo.io directly (~$99/user/mo).
DS
DocuSign eSignature
Explore OnlyE-signature workflows for proposals, contracts, and service agreements. Document status tracked inside Salesforce. You subscribe through DocuSign directly (~$25/user/mo).
NovoCircle does not mark up third-party licences. You subscribe directly with each vendor. NovoCircle configures and manages the integrations.
IMPORTANT PLATFORM NOTE
Why Compass Requires Salesforce Pro Suite
Compass is configured using Salesforce’s custom app framework — the capability that lets NovoCircle build role-specific views, layouts, and automations inside Salesforce for each of the five roles on your team. Custom apps are not available on Salesforce Starter Suite.
This is why Compass requires Pro Suite. It’s not a pricing preference — it’s a technical requirement. Without Pro Suite’s custom app support, Compass cannot deliver the role-based configuration that makes the platform work for each person on your team.
Salesforce Pro Suite is priced at approximately $100 per user per month, billed directly by Salesforce. It is not included in any NovoCircle fee — you hold the licence, we configure and manage it.
Frequently Asked Questions
Compass is built on Salesforce's custom app framework, which is only available on Pro Suite (and above). Custom apps are how Compass delivers role-specific views, layouts, and workflows for each of the five roles on your team. Starter Suite does not support custom apps, so it cannot run Compass. Pro Suite is approximately $100 per user per month and is subscribed to directly through Salesforce.
Compass editions are pre-configured packages. Each edition is designed as an integrated stack — the tools work together because they're configured to connect. You can choose which edition level fits your business, but the platforms within each edition are not à la carte. This is what makes Compass a platform rather than a consulting engagement.
NovoCircle manages the configuration, integrations, and ongoing administration of your Compass platform. This includes Salesforce configuration changes, user provisioning, Salesforce release testing three times per year, and support for platform questions. The underlying licences (Salesforce, Microsoft, etc.) are held directly by you with each vendor.
Yes. Compass editions are designed to be additive. Orient is the foundation. Navigate adds Microsoft 365, WordPress, and Calendly on top of Orient. Explore adds QuickBooks, Apollo.io, and DocuSign on top of Navigate. You can upgrade at any subscription renewal.
Yes — that's the point of the Compass deployment service. Compass QuickStart ($1,850) or QuickFix ($2,100) is how we take you from subscription to a live, configured platform. The subscription covers ongoing management; the deployment service covers the initial buildout. After go-live, NovoCircle manages changes and updates as part of your subscription.
You can buy those licences directly — but you'd still need to configure them, integrate them with each other, train your team on each role's setup, and manage all of it ongoing. Compass is the configuration, integration, and management layer on top of those licences. NovoCircle has done the design work for how a 5-to-30-person business should use this stack, and that design is what Compass delivers.