Convert More Leads

Into Sales

Compass by Chart Room Agency helps you capture, nurture, and close leads on autopilot through SMS, Email, Live Chat, Phone Calls, and more! Scroll down for more details.

double your

speed to lead

Stop missing out on conversations! Streamline all your communication in one place so that you can double your speed to lead and fill your pipeline!

Instantly fill your

calendar

Say goodbye to missed sales opportunities! Compass by Chart Room Agency schedules appointments for you automatically so that you can close more deals!

Drive More

Phone Calls

Automatically route calls and convert inbound leads to sales opps by connecting directly

with leads who want to talk right now!

build Smart

Nurture Campaigns

Get up to an 80% response rate from your leads and customers with Compass by Chart Room Agency SMART automation campaigns that interact across multiple channels!

gain key insights

into performance

Easily see how well your campaigns and sales team are performing so that you can increase your opportunities and sales!

Industry Leading Features

7-Channel Automated Follow Up

Automatically message leads across multiple channels including SMS, Email, Voicemail, Calls, Facebook Messenger.

AI Appointment Booking

Use Compass by Chart Room Agency to book appointments for you so that you can focus on what matters the most: closing deals.

Live Call

Transfer

Automatically get inbound calls every time a lead is ready to talk and when they schedule on your calendar.

Communication

Center

All Your Communications in one Place! Email, SMS, Phone, Voicemail, Facebook, Messenger, Web Chat, and so on!

Mobile

App

Close prospects on the go with our mobile app, respond to leads, track statuses, complete reminders, and more.

Team

Management

Work as team members to see the system how they see it, track progress, set up campaigns, and more.

Lead

Round Robin

Automatically message leads across multiple channels including SMS, Email, Voicemail, Calls, Facebook Messenger, and Web Chat to increase response rates to up to 80%.

Reminders

Use Compass by Chart Room Agency to book

appointments for you so that you can focus on what matters the most, closing deals.

Advanced

Reporting

Easily see how well your campaigns and sales team are performing so that you can increase your opportunities.

Seamless Integration

With 100+ Tools

Integrate Compass by Chart Room Agency With Tools You Already Love With Custom Integrations And Zapier!

Check out an overview of the platform

Take a few minutes to see the Compass by Chart Room Agency platform in action!

Check out an overview of the platform

Take a few minutes to see the Compass by Chart Room Agency platform in action!

Join Other Happy Compass by Chart Room Agency 

Customers

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

Vaidehi Desai

D&S Entertainment

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

Brooke Vulinovich

Social Club Community

Compass by Chart Room Agency hooked me up with an amazing onboarding package! The automations and templates made it easy to just plug and play which saved me so much time. And as I was getting the hang of it, the Chart Room team with their 24x7 support were always there to help me troubleshoot - always with ideas on how to make the system work even better for my business. Compass by Chart Room is incredible. Thank you so much for everything!

Lexi Rector

Archer Growth Marketing

Plan For Businesses of All Sizes

Included with all plans

• 24x7 Chat Support

• Landing Pages

• Scheduling Tools

• Messaging

• Unlimited Contacts

ESSENTIAL

• 5 Sub-Users Per Account

• Smart Notifications

• Create Smart Automation Campaigns (Email Text, Voicemails etc.)

• Push Notifications via Email, Text, Desktop & Mobile App

• Reputation Management

• Web Chat Bot

ESTABLISHED

• 10 Sub-Users Per Account

Everything in Essential Plus...

• Leads, Opportunities & Pipeline Management

• Create Smart Automation Campaigns (Email Text, Voicemails etc.)

• Team Calendars

• Email Marketing

• Funnels

• Workflows and automations

EXECUTIVE

• Unlimited Sub-Users Per Account

Everything in Established Plus...

• Marketing Suite including social planner, campaigns, websites, funnels, surveys, and more

• Community and membership management

• Make your own Courses and webinars

Additional Usage

• Text: $0.015 ea.

• Email: $0.004 ea.

• Local Number: $3.00 ea.

• Local Minutes: $0.05 ea.

• Local Voicemail: $0.05 ea.

• Toll-Free Number: $5 ea.

• Toll-Free Minutes : $0.08 ea.

• Local Minutes: $0.05 ea.

• Toll-Free VM: $0.08 ea.

Frequently Asked Questions

What platforms and Software does Compass Replace ?

The Compass platform is a powerful platform that is engineered to simplify and consolidate the platforms you use. From calendaring to email, from funnel pages to your CRM and pipeline management - Compass does it all. Compass users save thousands a year (and often a month) by replacing all the various software platforms they previously used. Here's just some of what Compass could potentially replace for you:

What kind of support do you provide?

Support is at the heart of everything we do so supporting you and your business is our top priority. We've invested in Compass to ensure you are supported every day at any time of day. We offer 24/7 email & chat support for all plans (a response time average of 0-3 minutes max), as well as built-in guided tours of areas throughout Compass, and an easy-to-navigate, comprehensive tutorial library for quick answers to your questions.

How Do I Get Started?

If you'd like, feel free to sign-up for a plan using the "Get Started Today!" buttons above. You can also free free to sign up for a Demo of our Gold or Platinum plan and see how easy our services make business management. We also offer white-glove onboarding services which we'll discuss once you sign up or during a demo. We hope you'll join us once you see how we can boost your business.

How Secure Is My Customer Data?

Since 2021, data privacy and security became every company's obligation. That's why we ensure compliance with all governing laws and regulations, as well as provide extra protection against security breaches, two-factor authentication, and off-site hosting of your data.

How Does Your Automation Work?

Automation and Workflows are easily one of the strongest functions of the Compass platform. Compass provides comprehensive automation that will execute and automate workflows across your high-value business processes. Smart campaigns will put SMS, Email, Web Chat, Phone Calls, and Calendar Appointments on autopilot. Imagine a paid assistant that answers your calls, carries on DM and text conversations across platforms, responds to your reviews, and books appointments for you. That's just some of what Compass can do for you.

Can I Cancel My Account At Any Time?

The day you start on Compass, it becomes yours. Yours to run your business to scale and achieve growth. And its yours to stop using anytime you want. You can cancel at any time. No need to worry about obligations or contracts.

What Platforms Do You Integrate With?

Our integration spans across many platforms for simple and seamless automation, from Stripe and QuickBooks, to Facebook, Instagram, LinkedIn, TikTok, and Google, from social to ads platforms and many many more. And the 3rd Party connector platform Zapier helps automate an addition 2000+ other applications with ease.

Ready To Close More Deals?

Schedule a Demo Now!