Certification management software.

Built for what’s next

Set up audit programs, plan audits and manage certification in one connected workflow, purpose-built for certification bodies, with the traceability accreditation demands.

Learn how Zertic streamlines your certification workflow.


What is certification

management software?

Certification body software — sometimes searched for as certification management software, TIC software or audit management software — helps certification bodies run their core operations in one connected, auditable workflow instead of across disconnected tools.

Unlike a generic CRM or audit app, purpose-built software for certification bodies understands accreditation — multi-site scopes, integrated audits, impartiality and competence rules, and the traceability an accreditation body expects. It replaces spreadsheets and email threads with a single source of truth, from first client contact to certificate renewal.

Nine-step process flowchart with icons and labels.

It connects every stage of the certification lifecycle

Why certification bodies
outgrow generic tools


You don’t struggle because your people work slowly — you struggle because your tools aren’t built for the complexity of your audit programs and workflows. As you grow and add standards, sites, and integrated audits, generic or rebuilt systems can’t keep up, and that fragmentation turns into real risk:

Where your work breaks What it costs you
You re-enter the same data at every stage Client data, quotes, and planning live in separate tools
Findings in Word, certificates in folders Audits arrive at review incomplete
Decision logic lives in someone’s inbox Accreditation questions become a folder search
More standards, sites, and integrated audits Missed mandatory visits, unqualified assignments


When your evidence is scattered and your tools don’t match the complexity of your work, you end up defending certificates you can’t fully trace.
Audit management software solves this by keeping every stage connected — so data is captured once, complexity is handled by design, and everything stays traceable end to end.

Isometric illustration of a man viewing a circular

What does a connected certification operation look like?

Outgrowing generic tools does not mean replacing one disconnected system with another. The goal is an operating model in which the same client, scope and audit data flows through the certification lifecycle, with controls and responsibilities built into the workflow.

Capture information once and reuse it from initial registration through renewal.

Keep programme rules, competence, impartiality and review controls connected, while giving teams one shared view of status and responsibility.

Add standards, sites and audit volume without multiplying spreadsheets or handovers — while creating governed data for reporting, automation and responsible AI.

Explore the connected workflow

Manage certification from acquisition and quotation to audit execution, certification, finance and renewal. Each stage works with the same data, maintaining traceability and reducing re-entry between teams and systems.

 

Module What it does
Sales Manage acquisition from lead to customer, with organisations, contacts, sites and audit history connected in one record.
Quotation Prepare single-site, multi-site and integrated audit quotations using one connected calculation and pricing process.
Audit Program Turn standards, scopes, and sites into a structured, ready-to-plan audit program.
Audit Scheduling Match the right auditor on availability, impartiality, and competence in one view.
Audit Execution Run the whole audit in one digital form, online or offline, and hand over a review-ready file.
Non Conformity Track, assess, verify, and close every NC, with corrective actions via the client portal.
Certification Review the audit record, make certification decisions, issue certificates and manage renewals in one controlled workflow with a complete audit trail.
Finance & Invoicing Export executed work, hours, costs and revenue for financial reporting and oversight—and automate invoice creation when your workflow is ready.
Client Portal Give clients one secure place to resolve non-conformities, upload corrective action plans and supporting evidence, and access their certificates

What changes when the workflow is connected?

When information and controls stay connected from stage to stage, teams spend less time recreating context, handovers are easier to review, and evidence remains available where decisions were made. The result is not simply more digitisation: it is a certification process that is easier to operate, scale and defend.

“We were growing fast, like any other. The problems grew too, because it became increasingly painful that the generic, rebuilt systems could no longer handle the complexity.”

— Zertic Customer

Person interacting with digital workflow interface, glowing

How does Zertic keep your process accreditation-ready?

Certification bodies need to demonstrate that every certification outcome is based on a controlled and traceable process. Zertic helps keep that evidence connected rather than reconstructed at assessment time.

Accreditation built into the foundation

Zertic is designed around certification-body workflows and can incorporate applicable IAF mandatory documents and ISO/IEC 17021-1 requirements into configured processes and controls. This helps your team work consistently and maintain the records needed to demonstrate how requirements are applied.

A complete, defensible audit trail

Every quote, plan, finding, decision, and change is captured and timestamped in one system. When your accreditation body asks how a certificate was reached, the answer is one search — not a folder hunt.

 

Impartiality and competence governed in the workflow

Bring conflict-of-interest checks and competence information into the planning workflow, helping planners identify suitable auditors and document the basis for assignments.

Enterprise-grade data security

Your data is protected with GDPR-compliant, ISO/IEC 27001-aligned security and controlled access, so sensitive client and audit information stays governed at all times.

 

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The role of AI in certification

Connected, structured data creates the foundation for the responsible use of AI. In certification, AI should support people where outputs can be reviewed, while business rules and human controls continue to govern decisions that require certainty and accountability.

Zertic is building towards this future from a governed workflow foundation, so certification bodies can adopt new capabilities without sacrificing traceability or control.

Explore our vision for governed AI in certification

Built for Certification Bodies Across Every Scheme & Sector

 

Zertic adapts to your specific standards, audit rules, and workflows, whether you operate across global multi-site industrial groups or specialized local schemes.

✓ Agriculture, Feed & Food
Run GLOBALG.A.P., ISO 22000, Organic, BRCGS, IFS, and seasonal production-cycle audits in one connected workflow.

✓ ISO Management Systems
Handle multi-site, integrated (ISO 9001, 14001, 45001, 27001), and team audits under ISO/IEC 17021 rules.

✓ Automotive
Manage demanding IATF 16949 and VDA audits with strict audit-day calculations and structured non-conformity tracking.

✓ Aviation & Aerospace
Streamline AS9100, AS9110, and AS9120 certifications with complete oversight and audit defensibility.

✓ Environment, Health & Safety (EHS)
Deliver ISO 14001, ISO 45001, and ISO 50001 audits across manufacturing, construction, and services.

Go live quickly using your existing checklists and proprietary schemes without re-engineering your standards.

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Why certification bodies choose Zertic

Zertic is built around how audits and certification actually work—designed for accreditation from the ground up, not adapted from generic software.

ISO 27001 certified. Available in English, Spanish and French.
Used by certification bodies across Europe, North America and South America.

Purpose-built for audit and certification

Manage combined and integrated audits, complex multi-site programs, and competence-based planning that takes scope, rotation and impartiality into account.

Implemented in phases, connected as one system

Progress from workflow control to automation and advanced efficiency, all within the same connected platform—so data is entered once and remains traceable from quote to renewal.

Experts who understand certification

Work with consultants and developers who are trained in certification and understand how operational requirements translate into configured workflows and user stories.

A community that drives the roadmap

Benefit from a diverse user community that helps shape Zertic’s development, with new functionality released regularly and included in your licence..

Comparing certification management software?

If you are evaluating different platforms, our Certification Software Buyer’s Guide sets out the questions to ask around workflow coverage, accreditation controls, integrations, security, implementation and long-term fit.

Person interacting with digital document interfaces.

Trusted by certification bodies · GDPR & ISO 27001 compliant

Ready to manage certification with confidence?

Book a tailored demo and we’ll model one of your workflows live — showing how Zertic connects your process, reduces manual steps, and strengthens every handover. Prefer to start small? Explore Zertic GO and go live fast.

Illustration of person interacting with digital folder icon.

Trusted by certification bodies · GDPR & ISO 27001 compliant

Certification Body Software: Common Questions

Zertic supports controlled certification workflows, responsibilities and traceable records. Applicable IAF mandatory documents and ISO/IEC 17021-1 requirements can be reflected in the configured workflow and Zertic Foundation. Your certification body remains responsible for defining, validating and consistently applying its processes.

Yes. Zertic uses controlled access and ISO/IEC 27001-certified information-security practices to protect sensitive client and audit data. Hosting, data location and access requirements can be discussed during scoping.

Yes. Zertic provides an open, documented API for connecting with other systems. The required integrations, data ownership and handovers are defined as part of the implementation scope. Excel- and API-based migration is supported.

Zertic is purpose-built for certification. It handles multi-site scopes, integrated audits, competence-based planning, impartiality rules, and accreditation traceability natively — the cases generic tools can’t manage.

Yes. Zertic manages multi-site programs end to end — scope, risk, and clusters per site, multi-year programs, and team scheduling — across multiple standards in one program.

Yes. Zertic is introduced through a structured, phased approach. You start with the connected workflow and add further digitisation, automation and advanced capabilities as your scope and organisation are ready.