UI Compass | Agency CRM

UI Compass. v3.0.0

See your leads & clients while you work in Gmail, LinkedIn, Calendar, and the web.

Agency Owner

Admin

Accept all Google permissions to get the most out of UI Compass.

UI Compass. Jump to anywhere

User

user@example.com

Google Account

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Quick Search

↑↓ navigate ↵ select esc close

Call Copilot

Ready to call

Not connected

00:00

Transcript

Waiting

Live transcription will appear here when the call connects
(Both your voice and the caller's voice are transcribed)

AI Coach

Idle

Auto-suggest

Tap Opener or a script pill to pin it here.

Battlecards and AI suggestions will appear here...

AI coaching unavailable - using static scripts

00:00

Choose Template

UI Compass: Tips & Tricks

Book a time with our team

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Schedule Follow-up

Compose Email

Quick Invoice

Client Name

No Stripe Customer

This client needs billing setup before you can send invoices.

Amount

$

Description (optional)

Allow ACH

US bank account payment

Create Payment Link

Client Name

Amount

$

Description (optional)

Stripe Price ID (optional)

Recurring Payment

Monthly subscription

Allow ACH

US bank account payment

Payment Link Created!

Copy and send to your client

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