hst. Product

Your Organization
Still Runs on
Spreadsheets?

Sales pipelines in one file. Project hours in another. Client info scattered everywhere. Compass brings it all together — so you can run your organization instead of managing files.

Contact Sales See How It Works
All-in-One
Real-Time Data
Sound Familiar?

The Spreadsheet Struggle Is Real

"Which version of the spreadsheet is the latest one?"

Every team meeting, ever

"Did anyone follow up with that lead from last week?"

Sales manager, checking for the third time

"How many hours did we actually spend on that project?"

Finance team, reconciling three different files

"We need a revenue report by Friday."

Followed by 4 hours of VLOOKUP nightmares

The Transformation

Get Every Data Point Moving In The Same Direction

Before Compass

5 files, 3 folders, 47 tabs

Sales tracker, project hours, client contacts, invoices... scattered across drives and inboxes.

  • Version confusion on every file
  • Leads falling through the cracks
  • Hours of manual reporting
  • No single source of truth
With Compass

One Dashboard, Complete Picture

23 active leads, 4 projects on track, 127 hours logged this week. Everything connected.

  • Everyone sees the same data
  • Nothing falls through the cracks
  • Reports without formulas
  • Dashboards that just work
Everything You Need

Everything Your Spreadsheet Wishes It Could Do

Real tools for real work. No formulas required.

Sales Pipeline

Visual kanban pipeline, automatic lead scoring, activity logging, and deal tracking. Never lose a lead again.

Project Management

Consulting, support, or hybrid work modes. Budget tracking, milestones, risk registers, and project health at a glance.

Time Tracking

Log hours, submit timesheets, and sync with Paychex payroll. Know exactly what a project costs — not an estimate.

Support Ticketing

Full helpdesk with SLA tracking, ticket queues, inbound webhooks, and health check monitoring. Auto-ticketing on failures.

Client & Contracts

Full client profiles, contact management, contract lifecycle tracking, retainer monitoring, and revenue reporting.

Reports & Dashboards

One-click dashboards, saved reports, scheduled delivery, and export to PDF, Excel, or CSV. No pivot tables required.

And More

Built for How You Actually Work

Agile & Scrum
Task Dependencies
AI Assistant
Travel & Expenses
Real-Time Notifications
Time Off & PTO
Goals & OKRs
Partner Collaboration
Easy Migration

From Spreadsheet to Compass in Minutes

Already have data in spreadsheets? Good. Bring it with you. Compass maps your columns, creates custom fields, and imports your data so you can start working today.

1

Export Your Spreadsheet

Download your existing Excel or CSV file. Any format accepted.

2

Map Your Columns

The import tool maps your columns to Compass fields. Custom fields created automatically.

3

Review & Import

Preview your data, make any adjustments, and import with one click.

4

Start Working

Your data is ready. Collaborate in real-time, today.

Why Compass

Spreadsheet-Simple. Built for Business.

All-in-One Platform

Sales, projects, time tracking, support, and reporting in one system. No more tab-switching between five different tools.

Not Enterprise Software

Designed for teams upgrading from Excel, not enterprises with IT departments. Familiar, approachable, and ready on day one.

Real Labor Costs

Direct Paychex integration means actual costs, not estimates. Know exactly what every project, client, and team member costs.

Complete Data Isolation

Every organization gets its own isolated environment. Multi-tenant by architecture, not by afterthought. Role-based access at every level.

Built For

Who Uses Compass

Built for professional services firms, consulting companies, and operations-heavy teams that have outgrown spreadsheets but aren't ready for enterprise software.

Professional Services Firms

Consulting companies tracking sales pipelines, billable hours, and project delivery in one place

IT Service Providers

MSPs and IT firms managing support tickets, SLAs, and project work across multiple clients

Operations Teams

Teams coordinating people, projects, and resources that have outgrown shared spreadsheets

Government Contractors

Organizations managing contracts, labor categories, and compliance requirements across agencies

Under the Hood

Enterprise-Grade Infrastructure

Role-Based Access
Schema-Level Isolation
Microsoft 365 SSO
REST API
Real-Time Updates
Paychex Integration

What's Your Spreadsheet Really Costing You?

We work with you to create a plan that fits your team size, your needs, and your budget. No rigid tiers. No surprises.

Contact Sales