SWC CRM documentation
How to run certification work in SWC CRM — from your first project to internal audits, secure document sharing, document review, and the client portal. Every article answers one question and walks through the exact steps.
Getting started with SWC CRM: set up your first ISO project
How to set up your first ISO certification project in SWC CRM — create a client, start a project, invite the client portal, and request documents.
How to run an internal audit in SWC CRM
Run a clause-by-clause ISO internal audit in SWC CRM — build the checklist, capture evidence, track nonconformities, and export the report.
How to share documents securely with a client (Document Arena)
Use Document Arena to securely exchange files two ways with a client — any type, any size, with per-client isolation and signed-URL downloads.
How document review and approval works (Document Center)
How ISO document control works in SWC CRM — per-client libraries, review statuses, auto-sync from audit decisions, and version history.
How to set up and use the client portal
Set up the branded SWC CRM client portal so clients can upload evidence, track progress, download certificates, and pay invoices.
See SWC CRM for yourself
Run leads, projects, audits, invoicing, and renewals in one customizable platform built for ISO certification teams.