Docs
Everything about Compass.
Short guides for counsellors, managers and admins, plus the API for developers.
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Getting startedWhat Compass is, how a workspace is set up, and your first day.What's newThe latest features in Compass.Key ideasPeople, lifecycle stages, opportunities, timelines and workspaces, in plain words.Roles and accessWhat each role can see and do, and how the sidebar adapts.Import your dataBring leads from Excel, CSV or your old CRM, without duplicates.FAQShort answers to common questions.
Sales
Capture leadsMeta lead forms, your website, WhatsApp, email and walk-ins, all landing in one place.TodayThe counsellor's home: first calls, follow-ups and next best actions, in order.People and recordsThe record, the timeline, lists and saved views.Pipelines and dealsYour stages, from new lead to enrolled, and how deals move through them.Calls and AI briefsCalls from work phones, recordings turned into summaries, and a brief that stays current.Paste a chatTurn a WhatsApp chat, email or note into a lead, with names kept from the AI.Inbox and messagesWhatsApp and Gmail in one inbox, with AI drafts in English, Hindi and Marathi.Sequences and automationsFollow-ups that send themselves and stop when the lead replies, plus when-this-then-that rules.
Fees and students
Insights and AI
Admin
Workspace settingsThe settings an administrator uses most, and where to find them.The Android appCalls, recordings and your day on the counsellor's work phone.Privacy and data requestsConsent, exporting a person's data, erasure and retention, for India's DPDP Act.IntegrationsWhatsApp, Meta, Gmail, Google Calendar and Meet, Razorpay, Google Sheets and Drive.