When coupling CIRCE with Salesforce, your office is empowered to easily manage your clients, their housing status, activity, meetings and class participation, and much more!

Send clients a text message to remind them of an appointment directly from the Salesforce platform. Record all attendance by using your mobile device to scan a bar code which instantly updates the associated record at Salesforce.

CIRCE allows for matching intake forms exactly, so transitions appear seamless.

Simplified first-contact forms for initial processing are fast and affective. Adding information later is easy.

Different programs have different needs, and with CIRCE, you can limit viewable information from departments and staff that don’t need to see or use sensitive data.

2006 Family Service Agency of San Francisco responds to challenging times & automates client records

2007 CIRCE Software Inc. launches an intuitive module that works on the backbone of the Salesforce platform

2008 FSA immediately reaps the benefits of implementing CIRCE the year before and productivity sky-rockets

TNDC implements CIRCE across the board -- data entry hours decrease and client-staff contacts increase

2016

CIRCETenant Information Management System

SUPPORTIVE HOUSINGDon’t let your information control you

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We appreciate the intuitive workflow and client-centered way that CIRCE helps us represent our work. It shows that CIRCE values our time and work.

Greater Control Over Information and ReportsIf there is an attempt to create a new record for an existing client, CIRCE automatically warns the user that a record already exists. All information associated with each client is centralized in one easily accessible record.

CIRCE is cloud-based, so you can log in from virtually anywhere because you have world-wide real-time access to client records regardless of where you are, as long as you have access to the Internet.

Point and click to easily create reports for meetings, supervisors, and funding sources. Quickly create reports for your home page to track current employee productivity.

Reduce work load

Increase time with clients

Eliminate double-duty

Access data world-wide

Create reports with ease

Scalable - Grows With You

CIRCE AppExchange Program

PARTNER

Know Where You Stand At All TimesCharts, graphs, and general or specific statistics can provide quick and easy visuals, so you know right where local and satellite offices stand at that moment.

Add, delete and/or modify a measurement on your home page to keep up with changes in the office, with clients, programs, other departments, buildings, events, classes, meetings, groups and activities.

Run Reports By Pointing And Clicking

Including Unduplicated Service Reports For Tenants

Keep track of attendance

Manage inventory

Time in-and-out

Monitor equipment status

Update a database

Smartphones & Tablets

The CIRCE Barcode Scanner is a robust and quick bar code scanning app for Android mobile phones and tablets, which automatically updates a Salesforce database.

With the CIRCE Text Messaging component, you can easily send an individual, or multiple recipients, a standard text message (SMS) directly from your Salesforce Org. Send a reminder about a meeting. Send a specific group the latest changes to an event. Text updates regarding a schedule.

It doesn’t get much easier than this. Simply select the recipient(s), enter the message, save and send. To boot, the messages are saved permanently, so you’ll always be able to refer to them in the future including time, date, list of recipients and the entire original text message.

Reminders, Notices, Changes, Updates

User Friendly Point & Click Action

For mandatory HIPAA Compliance, you can easily manage Salesforce profiles and select which users view sensitive individual information.

With a few simple clicks, you can distinguish what managers can see and what others can view. So, those involved with one program can view standard data in other program records, but cannot view sensitive data–unless granted permission.

Easily add or remove users that can view records across multiple programs, groups, classes, meetings, and/or activities.

Keep Sensitive Information Secure

Customized Intake Forms

Client Assessment

Outcome Management

Workflow Management

Drag & Drop Reports

Duplicate Prevention

Collaboration Friendly

Services Integration

Performance Management

HIPAA Compliance

Detailed Analytics

Time Based Alerts

Track Relationships

Cloud-Based Platform

Assessment Reports

Household Tracking

Easily Adaptable

Effective Incident Tracking

Group & Meeting Tracking

Referral Tracking

Track Job Placement

Customizable Email Alerts

Email Integration

Contract Compliance

Automated Follow-Up

Personalized Dashboards

CIRCE Case Management System is Medicare Compliant

CIRCE

Outcome Based Success

CIRCE AppExchange Program

PARTNER

Data migration is nothing short of seamless.

Intake forms are duplicated exactly so everything remains the same.

Making thetransition to CIRCE

was easier thanexpected

CIRCE

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CIRCE Software Inc.1500 Franklin Ave.San Francisco, CA 94109(800) 428-9291

info@circesoftware.com circesoftware.comCIRCE