5-role hierarchy
Owner, Office Manager, Sales, Marketing, and Customer Service — a role hierarchy that matches how a small business actually divides the work.
Entrepreneurs & Small Business · Compass · Foundation
Compass Orient
Compass Orient is the Salesforce foundation — your sales pipeline, customer issue management, and internal task management — configured for five roles in your small business and managed by NovoCircle from day one.
What's configured
A complete Salesforce CRM, set up for your business
Orient is your Salesforce foundation, configured end to end for a five-role small business — sales pipeline, customer issue management, and internal task management, ready to use from day one.
All 8 standard objects
Every standard Salesforce object configured with custom fields and role-based page layouts, so each role sees the information that matters to them.
4 internal Flows
Four internal Salesforce Flows that move work along automatically — so routine steps happen without anyone remembering to do them.
13 email templates
Thirteen ready-to-send email templates — 5 for Sales and 8 for Customer Service — so your team communicates consistently from the start.
Email-to-Case & SLAs
Email-to-Case with auto-routing and SLA policies across 3 queues, so customer issues land in the right place and get answered on time.
Inbox Filter system
An Inbox Filter system — VIP, Info-Only, Junk, and Standard — that sorts incoming email so your team spends time on what matters.
Price Book & import templates
Price Book setup plus data import templates — so your products and existing records come in clean and your pipeline reflects real numbers.
NovoCircle configures all of this to the Compass standard and manages it from day one — you get a working CRM, not a blank Salesforce org to figure out yourself.
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 your team can use the platform and NovoCircle keeps it running.
- Role-based user guides & quick reference cards — 5 guides, one per role, plus quick reference cards your team can keep at hand.
- Training video library — role-based courses so each person learns exactly what their role needs.
- Platform monitoring & integration management — NovoCircle watches the platform and keeps the connections working.
- Salesforce release management — we manage the three Salesforce releases per year so updates never 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 every Compass edition — the same standard whether you start with Orient or run the full platform.
Where Orient fits
Start with the foundation. Add as you grow.
Orient is the first tier of Compass — the Salesforce CRM foundation that Navigate and Explore build on. Begin with what you need now and expand without re-platforming later.
Orient
The Salesforce CRM foundation — sales pipeline, customer issue management, and task management, configured for your roles and managed by NovoCircle.
Compare editions →Navigate
Everything in Orient, plus a layer of intelligence on top of the foundation — for when you're ready to do more with the platform you already run on.
Explore Navigate →Explore
The complete Compass platform — everything Navigate offers and more — the full operating system for a scaling small business.
Explore Explore →All three editions sit on the Compass platform. Not sure where to start? We'll recommend the right tier on a discovery call — talk to us or visit store.novocircle.com.
Questions
About Compass Orient
What is Compass Orient?
Compass Orient is the Salesforce foundation edition of the Compass platform. It's your sales pipeline, customer issue management, and internal task management — configured for five roles in your small business and managed by NovoCircle from day one. It's the first tier of Compass; Navigate and Explore build on top of it.
What's configured in Orient?
Orient sets up your Salesforce CRM end to end: a 5-role hierarchy (Owner, Office Manager, Sales, Marketing, Customer Service); all 8 standard objects with custom fields and role-based page layouts; 4 internal Salesforce Flows; 13 email templates (5 Sales and 8 Customer Service); Email-to-Case with auto-routing, SLA policies, and 3 queues; an Inbox Filter system (VIP, Info-Only, Junk, Standard); and Price Book setup with data import templates.
What's included in every Compass edition?
Every Compass edition — including Orient — comes with 5 role-based user guides plus quick reference cards, a training video library with role-based courses, platform monitoring and integration management, Salesforce release management three times per year, and a named NovoCircle support contact.
How do I move up to Navigate or Explore?
Orient is the foundation that Navigate and Explore build on, so you can start here and add capability without re-platforming. Navigate adds intelligence on top of the Orient foundation, and Explore is the complete platform. We'll recommend the right starting tier on a discovery call. For current pricing, talk to us or visit store.novocircle.com.
Start on the foundation your business runs on.
Tell us about your business and we'll set up Compass Orient — your Salesforce CRM, configured and managed from day one. Explore everything for small business on the Entrepreneurs hub.
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