The operating system for ISO and compliance agencies

Clauseloop is the operating system for ISO and compliance agencies: it runs the work from the first enquiry to the certificate and its renewal, with leads, proposals, gap analysis, implementation, internal audits, invoicing and renewals in one product. It replaces scattered spreadsheets, email threads and disconnected tools for ISO consultancies and compliance agencies. Clauseloop was previously called SWC CRM.

Clauseloop covers the full certification lifecycle: lead capture and a visual sales pipeline, proposals, certification project management, clause-by-clause audit management with nonconformity and CAPA tracking, an evidence and document library, a calendar that adds meetings to Google Calendar with Meet links, invoicing with milestone billing and multi-currency support, payments recorded from Stripe, PayPal, and Cashfree, a secure client portal, automated renewal tracking, reports and analytics, and role-based user management.

Yes. Clauseloop is end-to-end customizable. You can configure your sales pipeline stages, audit checklists for any ISO standard, invoice templates, payment milestones, tax profiles, margin setup, payment gateways, and user roles — so the platform matches how your team already works, without custom code.

Clauseloop is built for two kinds of firm: ISO consultancies taking many clients through certification and renewal, and compliance agencies (vCISO firms, MSP compliance teams and security consultancies) delivering frameworks such as ISO 27001, SOC 2 and GDPR. It prepares clients for certification; it is not built to run a certification body.

Each of those does one part of a consultancy's work, and the leaders do it in more depth: CRMs have far more integrations, a QMS runs one company's own quality system, and compliance platforms monitor cloud controls. Clauseloop puts the consultancy's side of all of them in one product: sales and proposals, the gap analysis and internal audit with each client, documents, invoices and renewals. The comparison pages show where each is stronger.

The Audit Engine includes clause-by-clause checklists for 12 frameworks: ISO 9001, ISO 14001, ISO 45001, ISO 27001, ISO 13485, ISO 22000, ISO 22301, ISO/IEC 42001, SOC 2, GDPR, HIPAA, and PCI DSS. A client can have a project for each standard, and you can upload your own checklist templates for other standards.

Clauseloop connects to Google Calendar (meetings with Google Meet links) and Google Search Console, sends email through Resend, records payments from Stripe, PayPal, and Cashfree against the matching invoice, and accepts leads from other tools through incoming webhooks.

Yes. Clauseloop uses row-level security for strict data isolation, encryption in transit, encrypted credentials, an audit log of privileged actions, and role-based access controls. Card payments happen with your payment provider, so card numbers never reach Clauseloop. See our Trust Center for full details.

Clauseloop offers a 14-day pilot program where you can test the platform with your real data. No credit card required. Contact our team to get started.

Every certification project starts with a gap analysis phase. The client answers the clause checklist in their portal, each “no” becomes a gap to close during implementation, and the internal audit then checks the evidence clause by clause.

Through Document Arena — a two-way space with strict per-client isolation, any file type, private storage, and short-lived signed download links. Clients can upload files back, so evidence never travels by email.

Documents move through pending, under review, approved, rejected, and revision required. Audit evidence updates automatically from your Audit Engine decisions, and the client sees the same status live in their portal.

Yes. The branded client portal lets clients upload requested evidence, track project progress, download the documents you share, and see their invoices and payment history, all synced with your workspace.