CIRCLE COMPASS
Simplify Business Communication and Workflow Management.
From client communication to approvals, contracts, and workflow automation — all in one secure platform.
Compass streamlines business process management while enhancing customer experience.
What is Compass?
Many companies face inefficiencies:
- Communication is scattered across email, calls, and chat tools
- Approvals and document submissions are hard to track
- Workflows are unclear for both clients and staff Compass is an all-in-one business process automation and unified communication platform.
- Clients benefit from a simple, branded client portal
- Staff streamline workflow management and collaboration
- Managers gain full visibility and actionable insights
Key Features
Feature １
Workflow Automation
- Automate approvals, form submissions, e-signatures, and document requests
- Standardize business processes with workflow templates for higher efficiency
Feature２
Unified Communication
- Chat, video meetings, and file sharing in one secure workspace
- Improve collaboration without losing messages in scattered channels
Feature３
Client Portal
- Provide clients with a clear overview of tasks and processes
- Customize the portal to match your company’s branding
Feature ４
Business Portal (for Staff)
- Manage ongoing projects and client interactions in one place
- Track workflows and reduce the risk of delays or missed tasks
Feature 5
Management Portal (for Admins)
- Monitor process completion rates, timelines, and staff performance
- Gain insights to improve productivity and service quality
Feature 6
Security & Integrations
- Enterprise-grade security (SOC2, SOC3, GDPR compliant)
- Integrates with Salesforce, DocuSign, Zoom, and other major systems
Try CIRCLE free for 10 days
You can experience a 10-day trial of CIRCLE.
Feel free to contact us for more information.
Solutions from CIRCLE
Want to hear more about CIRCLE?
Contact us by phone
03-4520-8639
(Office hours: weekdays 9:30-17:30)
Please use this form to contact us if you have any questions or queries about our services by email. We will reply within three working days.
We will provide detailed explanations of the service and conduct meetings either online or in-person. Please feel free to reach out to us for further inquiries.
You can experience CIRCLE’s services free of charge for 10 days. Feel free to proceed with a contract after ensuring its suitability for your needs.
We will create a detailed quotation based on your specific requirements. If you are unsure about the necessary options, we will also provide recommendations.