QuickBooks Online integration
Your financial system, wired into sales. A won deal becomes an invoice automatically — and when payment comes in, Salesforce updates itself. No double entry between the deal and the books.
Entrepreneurs & Small Business · Compass · Full stack
Compass Explore
Compass Explore is the complete platform. Navigate plus your financial system, outbound prospecting, and contract process — all connected. Won deals create invoices automatically. Prospects move from outreach to your pipeline without manual entry.
Everything in Navigate, plus
Five additions that connect the whole business
Explore starts with everything in Compass Navigate — your CRM, productivity, and the systems already working together — and adds the five pieces that turn a managed platform into a complete operating one.
Apollo.io prospecting
Outbound, ready to run. Three ICP templates and a six-step outbound sequence — with the copy already written — so your team can prospect from day one instead of starting from a blank page.
DocuSign contract process
Contracts that send and file themselves. Three envelope templates auto-send when it's time to close — and signed contracts file automatically in SharePoint, so nothing gets lost between the deal and the paperwork.
Email lead capture
Inbound, captured automatically. Messages to your info@ address become Salesforce Leads, and the right rep gets notified — so nothing that lands in the inbox slips through unworked.
Finance & Marketing agents, live
Your Finance and Marketing AI agents, fully activated on live data — working from the real numbers and the real pipeline, not a sandbox, so the answers reflect how the business is actually running.
One platform, end to end
Prospect to outreach, deal to invoice, signature to file — the whole path runs as one connected platform. Explore is the point where the systems stop being separate and start being a single operation.
Every addition is configured by NovoCircle and managed on an ongoing basis — you get the complete platform working, without standing up an IT team to connect and run it.
Included in every Compass edition
Set up for you, then kept running
Explore comes with the same support backbone that ships with every Compass edition — so your team knows how to use the platform, and NovoCircle keeps it healthy as the business and the software change.
- Five role-based user guides — plus quick reference cards, so each person learns the part of the platform they actually use.
- Training video library — on-demand walkthroughs your team can return to as they onboard and grow.
- Platform monitoring & integration management — NovoCircle watches the connections and keeps the pieces talking to each other.
- Salesforce release management — we handle the three Salesforce releases a year so updates don't break what you rely on.
- A named NovoCircle support contact — a real person who knows your setup, not a ticket queue.
This shared support block is part of Orient, Navigate, and Explore alike — what changes between editions is how much of the platform it's keeping running.
Where Explore fits
Compass is built in tiers that stack. Orient establishes the CRM and sales foundation. Navigate adds the Microsoft 365 productivity layer on top of it. Explore is the full stack — Navigate plus your finances, outbound, and contracts, all connected — and it requires Navigate, which requires Orient.
That ordering is deliberate. By the time you reach Explore, the foundation and the productivity layer are already in place, so the additions plug into a platform that's already working. The result is one operation where a won deal invoices itself and a prospect flows into the pipeline without re-keying — the point of Explore is that nothing is disconnected anymore. See how the tiers compare on the Compass platform page.
Questions
About Compass Explore
What is Compass Explore?
Compass Explore is the complete platform — the top tier of Compass. It's Navigate plus your financial system, outbound prospecting, and contract process, all connected. Won deals create invoices automatically. Prospects move from outreach to your pipeline without manual entry. It's the full operating platform for a scaling small business.
What does Explore add over Navigate?
Everything in Navigate, plus five additions: QuickBooks Online integration (a won deal becomes an invoice, and a payment updates Salesforce), Apollo.io outbound (three ICP templates and a six-step sequence with the copy written), DocuSign (three envelope templates that auto-send and file in SharePoint), email lead capture from your info@ address into Salesforce Leads with rep notification, and the Finance and Marketing AI agents fully activated on live data.
What's the full stack in Explore?
Salesforce, Microsoft 365, and QuickBooks Online, connected to Apollo.io for outbound and DocuSign for contracts — with the Finance and Marketing AI agents running on live data. Sales, finance, outreach, and contracts all operate as one platform, so won deals invoice automatically and prospects flow into the pipeline without re-keying.
What's included in every Compass edition?
Every edition — Orient, Navigate, and Explore — includes five role-based user guides plus quick reference cards, a training video library, platform monitoring and integration management, Salesforce release management three times per year, and a named NovoCircle support contact.
Run the whole business on one connected platform.
Tell us where you are today and we'll map the path to Explore — the complete, top-tier Compass platform, set up and managed for you. Compare the tiers on the Compass platform page or explore everything for small business on the Entrepreneurs hub.
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