The operating system
for your institute.
One place for your leads, calls, fees, batches, placements, everything. From first enquiry to placed alumni, on one record, with AI that never sees a name.
Routed in seconds, duplicates merged · click anything to take over
Leads in seconds
Every source in one place, routed to the right counsellor with a first-call clock.
AI that never sees names
Briefs, drafts, call summaries and reports, written from hidden text only.
One record, end to end
Lead, student, candidate and alumni: one person, one history, every team.
Two minutes. Every feature.
A guided tour of Compass, from the first enquiry to the director’s one-page view.
Enquiry to placed.
One person, one record.
- Lead
An enquiry from a Meta form lands, is checked for duplicates and goes to the right counsellor with a five-minute first-call clock.
- Student
Enrolled with a quote and a fee plan. The same record now holds the batch, the schedule, attendance and every instalment.
- Candidate
Ready for jobs. Compass matches the candidate to openings, books the interviews and records every offer.
- Alumni
Placed, and still part of the institute: referrals, reviews and the next course, all on the record that started with one enquiry.
Sales, service, payments, placement.
Everything, in one place.
Every enquiry, in seconds.
Meta lead forms, your website, WhatsApp, email and walk-ins land in one place. Duplicates merge on their own and each lead goes to the right counsellor, round robin.
How leads come inEveryone knows what to do next.
Each counsellor opens Today to first-call deadlines that tick down and next best actions that say who to call, and why.
Working the dayCalls turn into briefs.
Calls sync from the counsellor’s Android phone. Recordings become summaries, objections and promises, and every lead keeps an AI brief that stays up to date.
Calls and briefsPayments that run themselves.
Send a quote, approve a discount, share a payment link. Instalments, dues and reminders follow on their own, with receipts.
Fees and duesFrom student to placed.
Batches, attendance and a service desk carry students through the course. Then Compass matches candidates to jobs, tracks interviews and records offers.
Students and placementThe daily report writes itself.
At 7:30 pm every counsellor gets a report drafted from their own calls. They check it and submit; managers see the whole team, and the director sees the institute on one page.
Daily reportsSmart about people.
Blind to who they are.
Compass hides names, phones, emails and ID numbers before any AI call. The AI still writes the brief, the draft and the report; it just never learns who they are about.
Briefs and next actions
Every lead keeps a short, current brief and a suggested next step, with a “Why?” behind it.
Drafts in three languages
Replies in English, Hindi or Marathi, using only the facts your institute approved.
Ask AI, from any screen
Ask about what is on the page: who to call first, what is overdue, how the week went.
Everyone sees their part.
A trainer never wades through sales screens; a counsellor never sees the director’s numbers. Pick a role to see their sidebar.
Counsellor
Today, their leads, calls and the inbox. Nothing they don’t need.
17 pages in 4 sections. Sections fold away, and each person’s choice is remembered.
Works with the tools you already use.
WhatsApp, Meta, Gmail and the phones in your counsellors’ pockets, plus an API, webhooks and an MCP server for everything else.
Private by design.
Student data is the most sensitive thing an institute holds. Compass is built around keeping it safe.
Every institute walled off
Database rules keep each workspace’s data apart, on every table.
Names never reach the AI
Names, phones, emails and IDs are swapped for tokens before any AI call.
Roles decide what people see
Counsellors, trainers, service and placement each get only their pages.
A full audit trail
Every change records who, what, before and after.
Privacy rights built in
Consent, export and erasure, designed around India’s DPDP Act.
Files behind signed links
Documents and recordings open only through short-lived links.
Simple, published prices.
Per counsellor, per month, billed yearly. Trainers and service staff cost far less.
Prices exclude GST. Compare plans
Three steps to go live.
- 1
Book a demo
See Compass on your own process, with your courses and your sources.
- 2
Bring your data
Import leads from Excel or your old CRM. Duplicates are flagged before anything is saved.
- 3
Go live
Connect lead sources, install the Android app on work phones and train the team.
Questions
What is Compass?
The operating system for a training institute: leads, sales, calls, fees, batches, service and placement in one place, with one record for each person from first enquiry to placed alumni.
Who is it for?
Training institutes, coaching centres and skilling programmes with a team of counsellors. It was built inside an SAP training institute in Navi Mumbai, where it is live.
Does the AI see my students’ details?
No names, phones, emails or ID numbers. Compass replaces them with tokens before anything goes to an AI model, and each workspace sets its own AI budget. You can switch AI off entirely.
Can we bring our existing leads?
Yes. Import from Excel or CSV, or from your old CRM’s export. Compass maps the columns, flags duplicates and shows a preview before anything is saved.
Do counsellors need a new phone?
No. The Compass Android app syncs calls and recordings from the work phones you already have.
How long does it take to go live?
It depends on how much you bring with you. Setup is four steps: import, set up the pipeline and routing, connect lead sources, then train the team. You get a plan for your institute on the demo call.