One ISO certification management platform. Nine integrated modules.
One platform for your certification team’s leads, projects, internal audits, documents, client file sharing, invoices, and analytics.
See it in actionThe work, stage by stage
Win the work
Deliver it
Keep the client
- Certify
- A cert-ready stage and certificate expiry tracking. The certification body issues the certificate.
- Bill
- Invoices in 10 currencies including INR, AED, GBP, and USD, payments recorded from Stripe, PayPal, or Cashfree, and overdue reminders for your team.
- Renew
- Expiry notices at 90, 60, 30, 7, and 1 days, and a renewal workflow for re-certification.
Capture certification leads from web forms, referrals, and trade shows, then move them through a visual pipeline built for ISO sales.
Capture ISO certification leads from website forms, referrals, trade shows, and partner channels into a single visual pipeline. Web leads arrive without retyping, and assignment rules route each one to the right sales associate.
- Embeddable capture forms for your website
- Stage automation & pipeline rules
- Duplicate detection
- Assigned-to filtering for sales associates
Run a project for any ISO standard, from kickoff to the final audit.
Run every certification project from kickoff to final audit, one project per standard and as many as each client needs. Structured milestones, evidence management, and team collaboration keep every engagement on track and on time.
- A project per standard, several per client
- Milestone tracking with deadlines
- Client portal for evidence upload
- Real-time collaboration & comments
Schedule audits, set reminders, and assign tasks across your team.
Schedule certification audits, set follow-up reminders, and assign tasks across your team. Client meetings you book are added to your Google Calendar with a Google Meet link.
- Google Calendar events with Meet links
- Automated follow-up reminders
- Task assignment & delegation
- Meeting scheduling with clients
Run clause-by-clause internal audits with nonconformity tracking and evidence review, then generate the Internal Audit Report.
Run structured internal audits with clause-by-clause checklists for 12 frameworks, including ISO 9001, 27001, 45001, and 14001. Capture evidence per clause, log nonconformities, and accept, reject, or return each piece of evidence for revision. The linked document’s status follows your decision. When the audit is done, the Internal Audit Report is generated from the same data.
- Clause-by-clause checklists for 12 frameworks
- Nonconformity & CAPA tracking to closure
- Evidence review (accept / reject / revision) with auto-status
- Internal Audit Report generated from the audit
Per-client document control with review statuses that stay in sync with your audit decisions, mirrored in the client portal.
Give every client an organized document library where each file carries a clear review status — pending, under review, approved, rejected, or revision required. When you accept evidence in the Audit Engine, the linked document flips to Approved automatically; the client sees the same status live in their portal. Full version history keeps every revision.
- Per-client library with clear review statuses
- Status auto-synced from Audit Engine decisions
- Full version history
- Mirrored live in the client portal
Exchange files both ways with each client: private storage, per-client isolation, and signed-URL downloads.
Share working documents, templates, or evidence with a client and let them send files straight back — a genuine two-way channel, not email attachments. Every file lives in private storage and is served only through short-lived signed links. Isolation is enforced per client, and there is no file-type restriction.
- Two-way consultant ⇄ client file exchange
- Strict per-client isolation (no cross-client access)
- Any file type
- Private storage + signed-URL downloads
A branded portal where clients upload evidence, track progress, download the documents you share, and see their invoices.
Give every client a login that carries your logo and colours. From it, clients upload requested evidence, follow project progress stage by stage, see live document statuses, download the documents you share with them, and see their invoices and payment history, with every upload flowing straight back into your workspace.
- Branded login (your logo & colours)
- Evidence upload & live progress tracking
- Downloads of the documents you share
- Invoices and payment history
Create professional invoices, bill by milestone, and see every payment against its invoice.
Generate professional invoices, manage milestone billing across every certification engagement, and record payments as they arrive: automatically from Stripe, PayPal, or Cashfree when the payment carries the invoice number, or by hand for bank transfers. Multi-currency support for INR, USD, AED, and EUR.
- Professional invoice templates
- Milestone & progress billing
- Payment tracking & reminders
- Multi-currency support
See pipeline health, conversion rates, revenue forecasts, and team performance on live dashboards.
Monitor pipeline health, lead-to-project conversion rates, revenue forecasting, and team performance with real-time dashboards. Export to PDF or Excel for board reporting.
- Pipeline health dashboards
- Revenue forecasting
- Team performance metrics
- PDF and Excel export
Integrations that connect your certification workflow
Connect Google Calendar and Search Console, send email through Resend, and have payments from Stripe, PayPal, and Cashfree recorded on the right invoice.
Security controls in place today
The Trust Center explains each control.
See the ISO certification platform in action
Book a personalized demo and we will show you exactly how Clauseloop replaces your spreadsheets, disconnected tools, and manual workflows.