Why we build
A CRM-only firm, with software of its own
VegaCompass is a CRM-only consulting firm. The products on this page are our own software, built on top of different platforms.
Each product does one job. Below are the four, with what each one is for:
In-CRM AI01
CRM AI-Elements
Lead scoring, summarization, audio to text and large-document analysis, inside the CRM you already run.
- Six AI elements, one CRM
- Lead scores with the reason recorded
- Works on the records you already have
Excel CRM02
Excel CRM – Atom
A full CRM in the tool your SMB team already knows: Excel, with none of the migration cost.
- Leads, pipeline and reports in one workbook
- A free workbook download
- No new platform to learn
Sales AI03
AI Agent Salesman
AI agents that move a lead from marketing-qualified to sales-qualified inside Salesforce.
- Automated lead enrichment
- Outreach, follow-ups and meeting setup
- Opportunities with upsell and cross-sell recommendations
Support AI04
Vega Support AI
AI agents that run customer support end to end in Salesforce, from first call to closed case.
- Call audio to case, automatically
- Sentiment, summaries and similar-case matches
- Resolution confirmed with the customer
Dynamics 36505
Record Sharing Engine
Bulk and automatic record sharing for Dynamics 365, run from a sharing request instead of one record at a time.
- Share by record owner, not one record at a time
- Contact, Lead and Opportunity tables
- Read, Write, Read/Write or Revoke