Compass Features

Compass

Streamline processes and tasks with interactive workflows

5.0/5 (5 reviews)

Compass Feature Summary

  • CRM Integration
  • Contact History
  • Decision Trees
  • Email Integration
  • Knowledge Management
  • Monitoring
  • Process Management
  • Reporting/Analytics
  • Third Party Integration
  • Workflow Management

Competitor Feature Comparison

Activity Tracking
Appointment Management
Call Center Management
Call Scripting
Configurable Workflow
Content Management
Customizable Templates
Drag & Drop Interface
Email Distribution
Graphical Workflow Editor
Interactive Content
Knowledge Base Management
Organizational Charting
Performance Management
Performance Reports
Project Management
Project Notes
Project Templates
Project Time Tracking
Project Tracking
Project Workflow
Rules-Based Workflow
Search Functionality
Self Service Portal
Third Party Integration
Training Management
Workflow Management
Learn moreCompare App
Activity Tracking
Appointment Management
Call Center Management
Call Scripting
Configurable Workflow
Content Management
Customizable Templates
Drag & Drop Interface
Email Distribution
Graphical Workflow Editor
Interactive Content
Knowledge Base Management
Organizational Charting
Performance Management
Performance Reports
Project Management
Project Notes
Project Templates
Project Time Tracking
Project Tracking
Project Workflow
Rules-Based Workflow
Search Functionality
Self Service Portal
Third Party Integration
Training Management
Workflow Management
Visit WebsiteCompare App
Activity Tracking
Appointment Management
Call Center Management
Call Scripting
Configurable Workflow
Content Management
Customizable Templates
Drag & Drop Interface
Email Distribution
Graphical Workflow Editor
Interactive Content
Knowledge Base Management
Organizational Charting
Performance Management
Performance Reports
Project Management
Project Notes
Project Templates
Project Time Tracking
Project Tracking
Project Workflow
Rules-Based Workflow
Search Functionality
Self Service Portal
Third Party Integration
Training Management
Workflow Management
Visit WebsiteCompare App

Compass Feature Reviews

4 reviewers had the following to say about Compass's features:

Torben Howlett

Compass for an Inbound Call Business

2019-06-17

We had decided to try out Compass for a few reasons. Mainly, we wanted our agents to have a standardized script for inbound calls. Not only did Compass help our agents answer all of our clients' calls more professionally, but the features that were implemented into our scripts have made our whole process more quick and efficient. Our agents used to have a number of windows open on each inbound call, and compass was able to help put all the required reference information into each separate script.

Pros

- easy to navigate - customizable fields to fill out with call information - CUSTOMER SUPPORT: A+++ - tons of helpful features and integrations

Cons

- some bugs here and there, but they were always fixed instantly after reaching out to Compass

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Stefan Howlett

Wouldn't be where we are without Compass. Very grateful.

2019-06-14

Our Customer Support team answers calls on behalf of businesses all over the US.

Pros

Clean interface, easy to onboard our Customer Support team on to, much better than alternatives like Zingtree we've tried in the past.

Cons

We've provided some feedback for what would be useful features, many of which have appeared in updates!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Cameron Hardy

Best way to handle your customer interactions!

2019-06-17

The creators advertise a streamlined workflow and business process and this has been the case for us!

Pros

From guiding the conversation of a call, to sending caller info through the correct channels, Compass keeps us on track and accurate.

Cons

Still working out some small initial kinks and adding features, but this has in no way diminished the quality of their product.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Nadia Assef

Thank You, Compass

2019-06-25

Pros

Because of the interactive workflow and nature of the software, it helps me stay on task and engaged with my work.

Cons

The layout can be somewhat confusing for new or less experienced users.

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more