Certification software for certification bodies
From first enquiry to issued certificate and recertification: CRM, quotation, planning, audit execution and the certification decision in one platform.
One chain instead of separate systems
At many certification bodies the work runs through a CRM, spreadsheets, Word quotations, a calendar, case folders and a mailbox that has to hold it all together. Every handover is manual work, and every forgotten step only shows when a client calls or an audit slips past its deadline.
That is why we built that chain into the Secure Audit Platform as a certification module. DigiTrust, a Dutch certification body, is the launching customer. The client does what the client can do, the system calculates and monitors, and everyone in the body sees on one screen what is expected of them.
From lead to recertification
Every step has a fixed owner and a fixed handover. Whoever needs to act gets notified, and the client gets an email with a direct link.
Lead and CRM
All enquiries and clients in one place, with a view of who needs to act.
Intake by the client
The client completes the intake online, without an account.
Audit time calculation
The system calculates the audit time automatically from the intake.
Impartiality and four eyes
Mandatory checks before a quotation can be sent.
Quotation and signing
Quotation in your own house style, signed online by the client.
Planning
Schedule auditors on competence and availability, confirmed by the client.
Audit
Audit plan, work programme, findings and corrective actions in the platform.
Certification decision
Review and decision by a certification manager who was not involved in the audit.
Certificate and cycle
Certificate, surveillance audits and recertification, monitored on time.
The audit itself is included too
After planning, the case continues in the same system. The auditor works through the work programme, the client submits through the portal and the certification manager reviews the case without anything being transferred.
Audit plan and participants
The audit plan follows from the planning; the client nominates participants.
Work programme per standard
A work programme per standard, certification scheme or framework, with audit guidance at hand.
Several standards in one audit
Combined audits without duplicate work.
Findings and corrective actions
Nonconformities go straight into the report; the client responds through the portal.
Review and decision
The case goes to the certification manager without anything being transferred.
Report and certificate
Report and certificate on the certification body's own templates.
Built for every role in the certification body
Everyone gets their own start screen with what is expected of them today.
Back office
All action points from the chain on one screen, sorted by urgency.
Planning
Capacity, travel distance and deadlines in one overview.
Auditor
A work list with their own audits, preparation and deadlines.
Client portal
The client sees at a glance what is expected and by when.
ISO/IEC 17021-1 requirements built in
A certification body has to be able to show afterwards that impartiality, competence and the decision were handled properly. In the software these are fixed steps, not agreements someone can forget.
Independent decision
Anyone who worked on the audit cannot take the decision.
Impartiality and four eyes
Mandatory checks by a second person.
Competence
Competences are set by the body and checked when planning.
Everything recorded
Decisions and changes can be traced afterwards.
Secure and separated
- Employees sign in with their Microsoft account, so your own access policy applies.
- Data is separated per certification body.
- AI support is optional; nothing is ever sent to the client automatically.
Frequently asked questions about the certification software
Curious what this looks like for your certification body?
In a demo we walk you through the chain, from enquiry to certificate, and discuss what your certification body needs.