Compass ships ready-to-run sales motions for your industry — pipeline, checklists, auto-tasks, templates, gates. Pick a Playbook, invite the team, and start selling in 30 minutes. No Zoho Bigin "blank pipeline" setup. No "what do I do next?" guesswork.
No credit card. Full feature access. Cancel anytime.
Generic CRMs give you a blank pipeline and ask you to figure out the process. Most teams never do — they freelance, skip steps, and lose premium leads. Compass ships opinionated motions for specific business types.
Every deal follows a versioned, defined motion. No more "how do we sell this?" questions.
Paste an inbound email — Claude extracts a structured lead. AI rewrites templates per deal context.
Stage transitions need completed checklist work. Lost-lead closures need real activity + Manager approval.
Daily scoring, escalation ladder, drift detection, GL review queues. Sales hygiene that runs itself.
Compass isn't a CRM with discipline bolted on. The discipline IS the product.
Pipeline + checklists + auto-tasks + templates + loss-gate rules + adherence rules — bundled into one versioned, self-contained unit.
Mandatory checklist items block stage advance. No more "we'll come back to discovery later" — that's how deals die.
Paste any inbound message — email, WhatsApp, LinkedIn DM — and Claude extracts a clean structured lead. Stage entry auto-creates the task plan.
~30 pre-written templates per Playbook, Email/WhatsApp/LinkedIn. One-click AI regeneration using deal context, in your tone of voice.
A deal can't be marked Lost without min activity threshold + cooling period + Manager approval. Premium leads receive the full sales motion.
Public signup, plan tiers, 14-day trial. Built to be sold to other businesses from day one. Indian B2B-first.
Pick one at signup. Or duplicate and customize. Or start blank. New tenants can be selling within 30 minutes.
For B2B tree-plantation, sustainability programs, CSR consultants.
New Lead → Qualified → Site Discovery → Proposal → Negotiation → Won
Default for most B2B sellers — services, IT, equipment, distribution.
Inquiry → Qualified → Demo → Proposal → Procurement → Closed Won
For builders, brokers, project sales teams.
Inquiry → Site Visit → Negotiation → Booking → Registration
For SaaS startups running inbound SDR + AE motion.
MQL → SQL → Demo → Trial → Negotiation → Closed Won
Each Playbook ships with ~30 templates, full auto-task plans per stage, and loss-gate rules. Edit anything; "Publish new version" when you're ready to lock it in.
A new tenant can be selling on the same day they sign up. No 6-week consulting setup.
Email + org name + password. Pick from 4 shipped Playbooks (or duplicate and customize). Team invite optional now, optional later.
Paste any inbound message. Claude extracts Company + Contact + Deal — review, save, done. Stage 1 tasks auto-spawn for the owner.
Reps see "Today" — overdue, due today, upcoming. Tick checklist items. Advance stages. The gate enforces hygiene. Drift gets flagged.
14-day free trial on every plan. No credit card. Cancel anytime.
Up to 5 users · 1 active Playbook · 1,000 AI credits
Up to 15 users · 3 Playbooks · 5,000 AI credits
Up to 50 users · Unlimited Playbooks · 20,000 AI credits
Custom seats, AI quota, dedicated support
14 days, no credit card, full access. Decide later.
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