01
The pipeline at a glance
Every trip moves from stage to stage: you can see what needs handling, what's pending and what's won.
FeatureEvery request tracked, all the way to the sale.
See where each request stands, from first contact to sale. Tasks and follow-ups come up at the right time, so no proposal goes unanswered.
What it changes for your agency
02
My Day
Each advisor sees their tasks for the day and the follow-ups to make, with no separate list to keep.
03
Automatic follow-ups
Simple rules create follow-up tasks for you: fewer things forgotten, more sales closed.
In detail
What you can do
- Trip pipeline by sales stage
- Assigned tasks with due dates
- “My Day” view for each advisor
- Follow-up automations
- In-app notifications
- Calendar feed to see your deadlines in your own calendar
Want to see it on your own trips?
We'll show you Compass in 30 minutes, starting from one of your real requests.