AI Contact & Company Enrichment Agent
An AI agent that auto-runs in your Microsoft 365 tenant, filling in contact and company detail so your records stay complete without manual research.
Entrepreneurs & Small Business · Compass · Most popular
Compass Navigate
Compass Navigate builds on Orient with intelligence. Your website feeds leads directly into your pipeline. Every role gets a real-time dashboard. AI agents assist your Sales, Service, Finance, and Marketing teams — running in your own Microsoft environment.
Everything in Orient, plus
The intelligence layer on top of your CRM foundation
Navigate starts from your configured Compass Orient CRM and adds six things that turn a working pipeline into a connected, intelligent operating platform — all inside your own Microsoft 365.
Website leads into Salesforce
Gravity Forms website lead capture flows straight into Salesforce with full UTM attribution — so every inbound lead lands in your pipeline with the campaign that sourced it.
5 role-based Power BI dashboards
A real-time Power BI dashboard for each role, embedded right inside Microsoft Teams — so everyone sees the numbers that matter to them where they already work.
Microsoft Fabric data platform
A Microsoft Fabric foundation with five source pipelines and 19 KPI measures — the connected data layer that powers your dashboards and AI agents.
4 Copilot Studio AI agents
Four Copilot Studio AI agents — one each for Sales, Service, Finance, and Marketing — assisting your teams inside your own Microsoft environment.
Calendly + Teams integration
Calendly and Teams integration flows that connect scheduling to your meetings and your platform — so booking time and following up just work.
Each addition is additive to Orient. NovoCircle configures it all to the Compass standard inside your Microsoft 365, then manages it on an ongoing basis.
From a working pipeline to an intelligent platform.
Orient gives you a CRM your team actually uses. Navigate makes it smarter: leads arrive from your website already attributed, records enrich themselves, and every role opens Teams to a dashboard built for their job — instead of chasing numbers across systems.
Underneath it sits a Microsoft Fabric data platform that ties your sources together, and four Copilot Studio agents that assist Sales, Service, Finance, and Marketing. NovoCircle designs and configures all of it, then handles the ongoing administration — so the intelligence keeps working without you standing up an IT team.
Included in every Compass edition
The support that comes with every edition
Orient, Navigate, and Explore all include the same foundation of guidance, training, and ongoing management — so the platform stays useful long after go-live.
- 5 role-based user guides + quick reference cards — clear documentation for every role on the platform.
- Training video library — on-demand video so new and existing team members can get up to speed.
- Platform monitoring + integration management — we watch the platform and keep the integrations connected.
- Salesforce release management — we manage the three Salesforce releases per year so updates never break your setup.
- Named NovoCircle support contact — a real person who knows your platform, not a ticket queue.
This shared support layer is part of Compass at every tier — it doesn't change as you step up editions.
Where Navigate fits
The middle tier — builds on Orient, steps up to Explore
Navigate is the most popular Compass edition: enough intelligence to run on, with room to grow. Here's how it sits between the foundation and the full stack.
Compass Orient
The CRM and sales foundation Navigate requires. Orient establishes your Salesforce pipeline; Navigate adds dashboards, data, and AI on top.
See the Orient foundation →Compass Navigate
The middle, most-popular tier. Website leads, real-time dashboards in Teams, a Microsoft Fabric data platform, and four AI agents in your own environment.
Compare all editions →Compass Explore
The full tier above Navigate, for a scaling business that wants the complete operating platform and further growth tools.
See the Explore edition →All three editions live on the Compass platform. Not sure which tier fits? We'll recommend a starting point on a discovery call. For current pricing, talk to us or visit store.novocircle.com.
Questions
About Compass Navigate
What is Compass Navigate?
Compass Navigate is the middle and most popular edition of NovoCircle's Compass platform. It builds on Orient with intelligence: your website feeds leads directly into your pipeline, every role gets a real-time dashboard, and AI agents assist your Sales, Service, Finance, and Marketing teams — all running in your own Microsoft environment.
What does Navigate add over Orient?
Everything in Orient, plus six additions: an AI Contact & Company Enrichment Agent that auto-runs in your Microsoft 365 tenant; Gravity Forms website lead capture into Salesforce with UTM attribution; five role-based Power BI dashboards embedded in Microsoft Teams; the Microsoft Fabric data platform with five source pipelines and 19 KPI measures; four Copilot Studio AI agents for Sales, Service, Finance, and Marketing; and Calendly plus Teams integration flows.
Do I need Compass Orient first?
Yes. Navigate builds on the Orient foundation — the configured Salesforce CRM and pipeline that Orient establishes. Navigate adds the dashboards, data platform, and AI agents on top of that foundation, so Orient comes first. We'll confirm the right starting point on a discovery call.
What's included in every Compass edition?
Every Compass edition includes five role-based user guides and quick reference cards, a training video library, ongoing platform monitoring and integration management, Salesforce release management three times per year, and a named NovoCircle support contact. That shared support layer comes with Orient, Navigate, and Explore alike.
Add intelligence to your pipeline — set up for you.
Tell us where you are with Compass today and we'll recommend how to step up to Navigate. Explore everything for small business on the Entrepreneurs hub.
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