Salesforce
Your CRM and sales engine — leads, contacts, pipeline, follow-ups, and reporting — configured so your team actually uses it, not just pays for it.
Entrepreneurs & Small Business · Compass
The IT Platform Your Small Business Runs On
Compass is NovoCircle's IT platform for small business: Salesforce, Microsoft 365, and QuickBooks Online — integrated and configured for you. It lets you stand up the core systems a business needs to operate — CRM and sales, productivity and email, and accounting — working together, without hiring a big IT team.
What Compass is
Three core systems, integrated into one platform
Compass brings together the three systems almost every small business needs to operate — and makes them work as one, configured to how your business actually runs.
Microsoft 365
Email, documents, and collaboration — Outlook, Teams, SharePoint, and the Office apps — connected to the rest of your platform instead of living in a silo.
QuickBooks Online
Your books and financial picture — invoices, payments, and customer financial history — integrated so the money side of the business connects to sales and operations.
NovoCircle configures the platform to the Compass standard, then manages it on an ongoing basis — so you get working systems without standing up an IT department to run them.
You run the business. We run the platform.
Most small businesses end up with a collection of disconnected tools — a CRM nobody uses consistently, an inbox that doesn't connect to anything, spreadsheets standing in for real processes. The cost isn't just the software; it's the time lost to systems that don't talk to each other.
Compass replaces that collection with one integrated platform. NovoCircle does the design and configuration up front, then handles the ongoing administration — user changes, updates, and the work of keeping it all connected — so your attention stays on customers and growth, not on IT.
Compass editions
Start with the foundation. Add as you grow.
Compass comes in tiers that build on each other, so you can begin with what you need now and expand without re-platforming later.
Orient
The CRM and sales foundation, built on Salesforce. Pipeline, contacts, and reporting configured for your business — the core every small business needs first.
Navigate
Everything in Orient, plus the Microsoft 365 productivity layer — email, documents, and collaboration — integrated with your CRM so sales and operations work together.
Explore
Everything in Navigate, plus accounting with QuickBooks Online and additional growth tools — the complete operating platform for a scaling small business.
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.
Two ways to get to a live platform
Quick Start for a clean build. Quick Fix for what you already have.
However you arrive, you end up the same place: a configured Compass platform that NovoCircle then manages for you.
Quick Start
The fast path to a clean, working platform. NovoCircle stands up your Compass systems from scratch — configured to the Compass standard and to how your business runs — and gets you live without a long, open-ended project.
Get a clean platform stood up →Quick Fix
Already have Salesforce or other systems that aren't working the way they should? Quick Fix cleans up and repairs an existing setup — fixing the configuration and integrations — so you get a platform you can actually rely on.
Fix an existing setup →Quick Start and Quick Fix are one-time implementation services. After go-live, ongoing management is part of your Compass platform.
Why a platform beats a pile of tools
Anyone can buy Salesforce, Microsoft 365, and QuickBooks Online. The hard part is making them work together — configuring each one, integrating them, and keeping all of it running as the business changes. That work is what turns three subscriptions into a system you can operate on.
Compass is that configuration, integration, and management layer. NovoCircle has done the design work for how a small business should use this stack, so you get a platform that's coherent from day one — and a partner who keeps it that way.
- Integrated by design — CRM, productivity, and accounting configured to connect.
- Set up for you — via Quick Start for a clean build or Quick Fix for an existing one.
- Managed on an ongoing basis — so you don't need a big IT team to run it.
- Built to grow — start with the foundation and add tiers as the business scales.
Questions
About the Compass platform
What exactly is Compass?
Compass is NovoCircle's IT platform for small business: Salesforce, Microsoft 365, and QuickBooks Online, integrated and configured to work together. It gives you the core systems a business needs to operate — CRM and sales, productivity and email and documents, and accounting — without standing up a big IT team to run them.
Who is Compass for?
New business owners and small businesses that need real systems to operate on but don't have an IT department. If you're tired of disconnected tools and spreadsheets standing in for processes, Compass gives you an integrated platform that NovoCircle sets up and supports.
Do you offer Compass in different editions?
Yes. Compass comes in tiers — Orient, Navigate, and Explore — that build on each other. Orient establishes the CRM and sales foundation, Navigate adds the Microsoft 365 productivity layer, and Explore adds accounting with QuickBooks Online and further growth tools. We'll recommend the right starting tier on a discovery call. For current pricing, talk to us or visit store.novocircle.com.
What's the difference between Quick Start and Quick Fix?
Quick Start stands up a clean Compass platform from scratch and gets you live fast. Quick Fix cleans up or repairs an existing Salesforce or systems setup that isn't working the way it should. Both end with a configured platform that NovoCircle then manages for you.
How is this different from buying the software myself?
You can license Salesforce, Microsoft 365, and QuickBooks Online directly — but you'd still have to configure them, integrate them with each other, and manage all of it on an ongoing basis. Compass is the configuration, integration, and management layer on top of those licenses, designed for how a small business actually works.
Get the systems your business runs on — set up for you.
Tell us where you are today — starting fresh or fixing a setup that isn't working — and we'll recommend how to stand up Compass. Explore everything for small business on the Entrepreneurs hub.
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