Run your organization,
not spreadsheets
From lead capture to compliance documentation, our operations suite handles the administrative work so you can focus on what matters — helping people recover.
A CRM built for recovery organizations
Nexus is our purpose-built CRM that understands the recovery industry. Track leads from first contact through enrollment, manage referral partnerships, and never lose a potential client in a spreadsheet again.
Lead Pipeline
Visual kanban board for tracking prospects through stages
Account Management
Manage partner organizations and referral sources
Contact Database
Centralized contact records with activity history
Smart Tagging
Organize with custom tags, colors, and categories
Lead Pipeline
12 active leads
Sarah M.
Referral - Dr. Chen
Michael R.
Website form
Jennifer L.
Called 2 days ago
David K.
Email sent
Robert P.
Insurance verified
Emily W.
Enrolled today!
Form Assignment
Weekly Check-In Form
80% complete
Digital forms that clients actually complete
Build custom intake forms, assessments, and check-ins with our drag-and-drop builder. Assign forms to clients, track completion, and collect digital signatures — all from one platform.
Drag-and-Drop Builder
Create custom forms without code
Form Assignment
Assign forms to clients with due dates
Digital Signatures
Co-signing workflows for compliance
Progress Tracking
Monitor completion rates and follow up
Automate the repetitive. Focus on the human.
Our n8n-powered automation engine connects your CRM, forms, notifications, and email marketing. Set up workflows once, and let the system handle the follow-up.
Trigger: New Lead Created
When a form is submitted...
Update CRM
Add to pipeline, assign tags
Send Welcome Email
Via Listmonk template
Notify Sales Rep
Push + in-app notification
Recovery Compass
Client Assessment Report
Date
March 15, 2026
Status
Completed
Client Signature
Date
03/15/2026
Professional documents, automatically generated
Every completed form can be exported as a branded PDF with digital signatures. Generate compliance documentation, progress reports, and audit-ready files without manual formatting.
- Export completed forms as branded PDFs
- Generate progress reports for clients
- Create audit-ready compliance documentation
- Batch export for regulatory submissions
Ready to streamline your operations?
See how Recovery Compass can eliminate administrative overhead and let your team focus on client outcomes. Schedule a personalized demo today.