CRM software for certification and inspection bodies.


One record. Fewer delays. Better audits.

Zertic brings your organizations, contacts, sites and audit history into one shared client record, so every team works from the same up-to-date context — from first contact through certification.

CSI logo with stylized blue swoosh design.
ABS Quality Evaluations logo with eagle graphic.
DEKRA logo with stylized blue triangle design.
The Institute of Internal Auditors logo with globe design.
IOAS logo with abstract circular design in dark blue.
Kiwa logo with stylized beaver silhouette.
Normec logo with stylized grid design on the left.
Tasneef logo with blue text and underline design.
TÜV Nederland logo with blue text and partial circle design.
ZDH ZERT logo with geometric design in dark blue.
Man interacting with Smart CRM and Planning interface.

Why are certification bodies losing time to scattered client data?

In certification, missing context has real consequences: planning delays, incorrect site data and auditor confusion. When client details live in separate tools, your team spends more time coordinating information than managing the certification.

Organisations
Manage complex client structures with ease

Store everything from high-level headquarters to individual branches. Manage invoicing data, relationship history and site details in one searchable organisation card.


Contacts
Keep the right people
in the loop

Link contacts directly to organisations. Manage portal access, roles and communication preferences so you always know who to contact at every stage of the lifecycle.

Keep every client, audit and interaction connected

Dashboard showing project overview, contacts, and invoicing

Projects
Track the certification journey, not just the task

Keep projects linked to the right client record. See the full history of standards, scopes and sales status, moving seamlessly from one certification cycle to the next.

Visibility
Find the full history in set

Stop digging through inboxes. See all correspondence, memos and documents linked directly to the client record, giving every team the context they need to act fast.

Move from isolated data to
a connected system

WITH OUT ZERTIC

  • Manual verification of site data every time an audit is planned
  • Data silos with no single view of the client’s history
  • Duplicate records that create confusion and data-integrity risk
  • Lost context during the handover from sales to operations

WITH ZERTIC

  • One shared record across planning, execution and certification
  • Site structures and contacts captured once and reused
  • Built-in duplicate checks that keep your CRM clean
  • Instant access to full client context and correspondence

One master record,
from quote to certificate

Zertic CRM is designed specifically for certification relationships. From managing multi-site audit structures to tracking accreditation-related correspondence, it handles the domain-specific data that generic CRMs miss.

Person interacting with futuristic digital interface.

Certification CRM: Common Questions

Yes. You can manage complex branch and campus sites under one main organisation, keeping planning and invoicing data aligned.

Yes. You can grant portal access to specific contacts, allowing them to manage their information and interact with workflows directly.

All data is inherently linked. When you start an audit or quote, the system pulls the data directly from the CRM, ensuring consistency.

Emails and documents generated or received within the system are automatically linked to the relevant client record, building a complete history.

If your team wants clearer oversight and less administrative rework, Zertic CRM gives you the foundation to build on.