Unified Management Platform

Comprehensive system administration and feature management for Circle's integrated business operations

15+
Integrated Systems
6
Core Modules
99.8%
System Uptime
System Administration
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Complete administrative control center with system health monitoring, user management, and performance analytics.
  • Real-time system health monitoring
  • User and permission management
  • Performance metrics and alerts
  • Security and compliance monitoring
Access Dashboard
Data Management
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Advanced data quality management with soft delete system, classification rules, and comprehensive audit trails.
  • Soft delete with recovery options
  • AI-powered account classification
  • Data quality scoring and cleanup
  • Enhancement history tracking
Manage Data
Integration Control
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Centralized integration management for Outlook, Elevate phone system, and third-party APIs with real-time monitoring.
  • Outlook and calendar synchronization
  • Elevate phone system integration
  • Territory logic override controls
  • Customer protection rules
Control Panel

Feature Management Center

Access and manage all system features through organized category interfaces with comprehensive workflow connections

Active

Sales Process Management

CRM Core Module
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Advanced sales workflow automation, forecasting systems, and stage management with AI-powered confidence scoring.
View Features
Active

Territory Management

Geographic Module
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Intelligent territory optimization, automated lead import from ZoomInfo, and geographic performance analytics.
View Features
Active

Data Management

Data Quality Module
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AI-powered duplicate detection, automated classification systems, and comprehensive data quality management.
View Features
Active

Activity Tracking

Performance Module
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Advanced activity monitoring with search analytics, success tracking, and mandatory voice note compliance systems.
View Features
Integration

System Integration

Connectivity Module
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Comprehensive integration management for Outlook, Elevate phone system, and third-party APIs with health monitoring.
View Features
New

System Administration

Administrative Module
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Complete administrative control with system health monitoring, user management, and comprehensive security controls.
View Features

Quick Actions

Frequently accessed system operations and administrative tasks

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System Health
Monitor overall system performance
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User Management
Manage user accounts and permissions
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Integration Status
Check third-party connections
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Data Quality
Review data health metrics
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Recycle Bin
Manage deleted records
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System Reports
Generate comprehensive analytics
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Security Center
Access security controls
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Performance
View system performance metrics