Knowing who's worth your team's time.

Compass turns the qualitative judgment top operators do in their head into a shared, AI-assisted grading system. Set your company's mission, ICP, anti-patterns, geography, deal-size band, and target decision-makers once. Compass grades every account on six dimensions — Strategic Fit, Cultural Fit, Growth Potential, Engagement Quality, Decision Authority, Reference Worthiness — A through F, with reasoning. AI proposes; your team confirms.

• Six dimensions you can rename, reweight, or extend per tenant
• Per-dimension improvement-effort flag (Low / Medium / High / Locked)
• AI suggestions grounded in your company profile — not generic lead scoring
• Trajectory view: see which accounts are climbing or sliding

Deals in motion, on one board.

A drag-and-drop pipeline with weighted forecast, stage aging, and slip signals. Every deal is tied to the account and contact behind it — no more copy-pasting between apps to answer "what's the story here?".

• Kanban and list views, by owner or stage
• Weighted forecast with slip / commit / upside buckets
• Stage aging + idle-deal flags so nothing goes quiet

Every customer relationship, in one record.

Accounts and contacts with the fields you actually use — tiering, territory, lifetime revenue, order history. Link people to companies, companies to deals, and deals to the activity that moved them.

• Tenant-scoped records — your data stays yours
• Account tiering (A+ / A / B / C / D), territory, and ownership
• CSV import + export on day one

Calls, emails, meetings, notes — captured where the work lives.

A shared activity timeline on every account, contact, and deal. Log a call, drop a note, create a follow-up task — and your whole team sees it in context, not buried in someone's inbox.

• Tasks with owners, due dates, and priority
• Polymorphic activity feed: call · email · meeting · note · task
• Filter by owner, status, or date across the whole tenant

Every call captured, summarized, and assigned — without the lift.

On the roadmap. Transcription, summaries, and auto-generated action items that land on the right deal and the right person, by default. Pilot slots opening summer 2026.

• Transcripts and summaries attached to the deal automatically
• Action items assigned by speaker, synced to Tasks
• Searchable institutional memory across accounts

Try it with your own data.

Flat monthly price, published tiers, live in under a week.