CIRCE (Cloud-Based Integrated Reporting and Charting Environment) is a transformative, comprehensive, and user-friendly solution designed for human services management, primarily targeting non-profits, community-based organizations, and government agencies. It is a Salesforce Independent Software Vendor (ISV) Partner, with the application built entirely on the customizable and robust Salesforce platform.
Product Overview & Key Benefits CIRCE empowers organizations to efficiently track case management needs, streamline workflows, and maximize productivity while ensuring compliance with funders and regulatory requirements. It is positioned as an affordable and comprehensive solution, developed by service providers for service providers.
Main Features and Capabilities
- Case & Care Management: Easy-to-use system for managing client cases, attendance, member engagement, goal setting, progress tracking, and billing.
- Mobile Crisis Response: A mobile-first platform custom-built for fast-paced, community-based work, supporting field assessments, de-escalation, referrals, and resource connections. Features include Field Data Capture and Mobile Input Forms.
- Contact Center Solutions: Comprehensive operations management for crisis hotlines (like the 988 Crisis Lifeline), featuring Multiple Call Queues, Comprehensive Caller Profiles, and Assignment Management.
- Reporting & Analytics: Customizable, dynamic dashboards provide real-time insights for leadership and mobile teams, offering detailed, unduplicated client service reports.
- Compliance & Security: 100% HIPAA compliance is prioritized, with security features including data encryption.
- Automation: Includes automated service referrals, follow-up tracking, and case note documentation for greater efficiency.
Target Users and Use Cases CIRCE is utilized by non-profits, health services, and government agencies for use cases such as: general Case Management, Mobile Crisis Response & Intervention, 988 Crisis Lifeline Management, and Systems Migrations from legacy platforms to Salesforce.