🧭 Compass™ · Training, Certifications & Sales Pipeline
GMP, OSHA, and Certification Records in One Place
Training programs, completion tracking, and expiry alerts - so you're always audit-ready. Compass™ gives HR, QA, and operations a shared source of truth for every certification your workforce holds, plus a full CRM pipeline from first contact to signed customer.
Pipeline
Sales Stage Tracking
Compass™ Features
Training records your auditor will actually trust
Every GMP refresher, OSHA certification, food handler card, and internal procedure sign-off - tracked with completion dates, expiry dates, and the user identity that signed off. No exceptions, no paper.
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Training Programs & Records
Create training programs (GMP, OSHA 10/30, food safety, SOP sign-offs) and assign them to employees by role. Each completion is stored as an immutable training record with timestamp and approver.
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Completion Date + Expiry Tracking
Every training record captures CompletionDate and ExpiryDate. Dashboard alerts surface certifications expiring within 30 days - before they become a compliance gap, not after.
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Training Events Calendar
Schedule recurring training events - annual GMP refreshers, quarterly OSHA reviews, new-hire orientation sequences. Events auto-generate training records for all attendees upon completion.
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Role-Based Access
Managers see their team's training status. QA managers see compliance-critical certifications. Production staff see their own required trainings. HR gets the full view across all roles.
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Audit-Ready Reports
One-click reports by employee, by program, by department, or by expiry window. Export to CSV. During an FDA inspection, pull up a complete training matrix in under 60 seconds.
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Certification Management
Track externally-issued certifications (ServSafe, forklift operator, PCQI, SQF practitioner) alongside internal training programs. Attach certificate documents to each record as supporting evidence.
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CRM Pipeline Board
The sales pipeline lives in Compass™. Prospects move through discovery, development, closing, won, and lost stages. Each stage has configurable entry criteria. The pipeline board gives leadership a real-time view of the sales funnel from first contact to signed customer.
Pipeline Board · Sales Stage Tracking
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Customer Onboarding Wizard
When a prospect converts to a customer, a 6-step onboarding wizard captures all required company, compliance, and operational details. Guided intake from first contact through approved customer status.
6-Step Guided Intake
Who Uses Compass™
The right information for every team
👤 HR Manager
Onboarding new hires into required training sequences, tracking annual recertification, and generating the training matrix for SQFI or BRC audits.
🧪 QA Manager
Confirming that all production staff hold current GMP certification before releasing a batch record for two-person sign-off. Enforced at the data layer, not the honor system.
🏗️ Production Supervisor
Scheduling pre-shift GMP refreshers and documenting that the team completed the required SOP sign-off before running a new product formula.
👔 Operations Manager
Visibility into which employees are certified on which equipment - so scheduling decisions are informed by actual credential status, not assumptions.
📈 Sales Leadership
Real-time pipeline board showing every prospect by stage. Know exactly how many deals are in discovery, how many are closing, and which reps own which accounts.
No more chasing training records at audit time
Compass™ keeps the records current so you're always ready - not just when an auditor is in the building.