Book Your Demo of Compass Now
AI-Powered CRM + Automation + Marketing + Sales Ops Platform

Convert More Leads
Into Sales

Compass helps you capture, nurture, and close leads on autopilot through SMS, Email, Live Chat, Phone Calls, and more.

0% Response Rate
Follow-up Channels
24/7 Automation
0+ Integrations

Everything You Need To Convert More Leads

Speed
Double Your Speed to Lead

Stop missing conversations. Streamline all communication in one place and respond before your competitors do.

Calendar
Instantly Fill Your Calendar

Say goodbye to missed sales opportunities. Compass schedules appointments automatically around the clock.

Calls
Drive More Phone Calls

Automatically route calls and convert inbound leads to sales opportunities without lifting a finger.

Smart
Build Smart Nurture Campaigns

Get up to 80% response rate with SMART automation across SMS, Email, Voicemail, and more channels.

Performance
Gain Key Performance Insights

See how your campaigns and sales team are performing in real time with advanced reporting dashboards.

Platform Overview

See Compass in Action

Watch how Compass captures, nurtures, and closes leads — all on autopilot.

Compass CRM dashboard
Platform Features

Industry Leading Features

Everything your team needs to capture, nurture, and close — in one intelligent platform.

1
7-Channel Automated Follow Up

Reach leads across SMS, Email, Voicemail, Facebook DM, Instagram DM, Live Chat, and Google My Business — automatically.

2
AI Appointment Booking

Let AI qualify leads and book appointments on your calendar 24/7 — no human intervention required.

3
Live Call Transfer

Transfer hot leads directly to your sales team the moment they're ready to buy — zero wait time.

4
Communication Center

Every conversation — SMS, email, chat, calls — in a single unified inbox. No more switching apps.

5
Mobile App

Manage leads, conversations, and appointments from anywhere on iOS and Android.

6
Team Management

Assign leads, set permissions, track performance, and keep your whole team aligned in one place.

7
Lead Round Robin

Automatically distribute leads fairly across your team so every rep gets their fair share of opportunities.

8
Advanced Reporting

Deep insights into campaign performance, call tracking, conversion rates, and team productivity.

9
Seamless Integration

Connect to Stripe, QuickBooks, Google, Facebook, Zapier, and 100+ other tools your business already uses.

Feature screenshot
Platform Consolidation

What Does Compass Replace?

One platform that consolidates the tools you're already paying for — saving thousands per year.

✓ Included in Compass
Calendly
Scheduling & Calendar Booking

Compass books appointments automatically without third-party scheduling apps.

✓ Included in Compass
Mailchimp
Email Marketing

Full email marketing suite with campaigns, automations, and analytics built in.

✓ Included in Compass
HubSpot / Salesforce
CRM & Pipeline

Full CRM with pipeline management, deal tracking, and team visibility.

✓ Included in Compass
ClickFunnels
Funnels & Landing Pages

Build high-converting funnels and landing pages without extra subscriptions.

✓ Included in Compass
Twilio
SMS & Calling

Built-in SMS, MMS, and voice calling — no separate Twilio account needed.

✓ Included in Compass
ActiveCampaign
Automation Workflows

Visual automation builder with multi-channel triggers, conditions, and actions.

✓ Included in Compass
WordPress
Websites

Build and host your business website directly inside Compass.

✓ Included in Compass
Zendesk
Support & Chat

Live chat, web chat bots, and support ticketing in your unified inbox.

✓ Included in Compass
SurveyMonkey
Surveys & Forms

Create surveys, forms, and quizzes to capture lead data and feedback.

✓ Included in Compass
Kajabi
Courses & Memberships

Sell courses, memberships, and digital products — all from one dashboard.

✓ Included in Compass
ManyChat
Messenger Bots

Build automated chat sequences across Facebook, Instagram, and SMS.

✓ Included in Compass
Stripe Billing
Payments & Invoicing

Collect payments, send invoices, and manage subscriptions in Compass.

Integrations

Seamless Integration With 100+ Tools

Integrate Compass with tools you already love — with custom integrations and Zapier.

Customer Stories

What Our Customers Say

Businesses just like yours are closing more deals with Compass.

Suzy Crawford testimonial thumbnail
Suzy Crawford
CEO, Crawford Digital Media
Jonathan Kroll testimonial thumbnail
Jonathan Kroll
Executive Director

I highly recommend Chart Room to any business looking to elevate their marketing efforts. It truly delivers results.

VD
Vaidehi Desai
D&S Entertainment

I wholeheartedly recommend Chart Room to anyone seeking top-tier expertise, prompt delivery, and a collaborative experience that goes above and beyond.

BV
Brooke Vulinovich
Social Club Community

Chart Room hooked me up with an amazing onboarding package! The automations and templates made it easy to just plug and play — saved me so much time.

LR
Lexi Rector
Archer Growth Marketing

I highly recommend Chart Room to any business looking to elevate their marketing efforts. It truly delivers results.

VD
Vaidehi Desai
D&S Entertainment

I wholeheartedly recommend Chart Room to anyone seeking top-tier expertise, prompt delivery, and a collaborative experience that goes above and beyond.

BV
Brooke Vulinovich
Social Club Community

Chart Room hooked me up with an amazing onboarding package! The automations and templates made it easy to just plug and play — saved me so much time.

LR
Lexi Rector
Archer Growth Marketing

Chart Room hooked me up with an amazing onboarding package! The automations and templates made it easy to just plug and play — saved me so much time.

LR
Lexi Rector
Archer Growth Marketing

I highly recommend Chart Room to any business looking to elevate their marketing efforts. It truly delivers results.

VD
Vaidehi Desai
D&S Entertainment

I wholeheartedly recommend Chart Room to anyone seeking top-tier expertise, prompt delivery, and a collaborative experience that goes above and beyond.

BV
Brooke Vulinovich
Social Club Community

Chart Room hooked me up with an amazing onboarding package! The automations and templates made it easy to just plug and play — saved me so much time.

LR
Lexi Rector
Archer Growth Marketing

I highly recommend Chart Room to any business looking to elevate their marketing efforts. It truly delivers results.

VD
Vaidehi Desai
D&S Entertainment

I wholeheartedly recommend Chart Room to anyone seeking top-tier expertise, prompt delivery, and a collaborative experience that goes above and beyond.

BV
Brooke Vulinovich
Social Club Community

I wholeheartedly recommend Chart Room to anyone seeking top-tier expertise, prompt delivery, and a collaborative experience that goes above and beyond.

BV
Brooke Vulinovich
Social Club Community

Chart Room hooked me up with an amazing onboarding package! The automations and templates made it easy to just plug and play — saved me so much time.

LR
Lexi Rector
Archer Growth Marketing

I highly recommend Chart Room to any business looking to elevate their marketing efforts. It truly delivers results.

VD
Vaidehi Desai
D&S Entertainment

I wholeheartedly recommend Chart Room to anyone seeking top-tier expertise, prompt delivery, and a collaborative experience that goes above and beyond.

BV
Brooke Vulinovich
Social Club Community

Chart Room hooked me up with an amazing onboarding package! The automations and templates made it easy to just plug and play — saved me so much time.

LR
Lexi Rector
Archer Growth Marketing

I highly recommend Chart Room to any business looking to elevate their marketing efforts. It truly delivers results.

VD
Vaidehi Desai
D&S Entertainment
Pricing

Plans For Businesses of All Sizes

All plans include: 24/7 Chat Support · Landing Pages · Scheduling Tools · Messaging · Unlimited Contacts

Basic
$197/mo
3 sub-users
Get Started Today
Essential
$297/mo
5 sub-users
Get Started Today
Executive
$497/mo
Unlimited sub-users
Get Started Today
Enterprise
Custom
Pricing
Unlimited sub-users
Contact Us
Feature Basic Essential Established Executive Enterprise
Smart Notifications
Automation Campaigns
Push Notifications
Reputation Management
Web Chat Bot
Pipeline Management
Team Calendars
Email Marketing
Funnels & Workflows
Marketing Suite
Community & Membership
Courses & Webinars
White Label

Additional usage fees apply: Text $0.015 · Email $0.004 · Local Number $3.00 · Local Minutes $0.05 · Toll-Free Number $5.00

FAQ

Frequently Asked Questions

Compass replaces a wide range of standalone tools by consolidating them into one platform: calendaring (Calendly), email marketing (Mailchimp), CRM and pipeline management (HubSpot, Salesforce), funnel builders (ClickFunnels), SMS and calling (Twilio), automation workflows (ActiveCampaign), and more. Most businesses save thousands per year by switching.

All Compass plans include 24/7 email and live chat support with an average response time of 0–3 minutes. You'll also get access to guided onboarding tours, a full tutorial library, and a dedicated Chart Room success team to help you get up and running fast.

Simply click any "Get Started" button to choose your plan and create your account. You can also schedule a free demo with our team — we'll walk you through the platform, answer your questions, and help you see exactly how Compass fits your business. White-glove onboarding is included with every plan.

Compass is fully compliant with applicable data privacy laws and has maintained rigorous data security practices since 2021. All accounts include two-factor authentication, and customer data is hosted off-site on enterprise-grade infrastructure with regular security audits.

Compass runs SMART campaigns across SMS, Email, Web Chat, Phone, and Calendar — all on autopilot. You build your workflows once using our visual automation builder, then let the system engage leads at the right time on the right channel. Average response rates reach 80% with multi-channel follow-up sequences.

Yes. Compass has no long-term contracts. You can cancel your account at any time — no penalties, no questions asked. We're confident that once you see the results, you'll want to stay.

Compass natively integrates with Stripe, QuickBooks, Facebook, Instagram, LinkedIn, TikTok, Google, and Zapier. Through Zapier, you can connect Compass to 2,000+ additional tools — meaning it fits into virtually any existing tech stack.

Get Started

Ready To Close More Deals?

Join hundreds of businesses already using Compass to capture, nurture, and close.

Start Today
Start Today
$197 / month

No contracts. Cancel anytime. White-glove onboarding included.

Get Started Now →
See It Live
See It Live

Book a free demo. Ask anything. See exactly how Compass fits your business.

Schedule a Demo →