One ISO certification management platform. Nine integrated modules.
Replace 4+ disconnected tools with a single platform that gives your certification team a unified view of leads, projects, internal audits, documents, client sharing, invoices, and analytics.
See it in actionCapture 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. Consultancies using SWC CRM capture 3x more leads by eliminating manual entry.
- Embeddable capture forms for your website
- Stage automation & pipeline rules
- Duplicate detection & merge
- Assigned-to filtering for sales associates
Milestones
Recent Evidence
Run a project for any ISO standard, from kickoff to the final audit.
Execute multi-standard certification projects from kickoff to final audit. Structured milestones, evidence management, and team collaboration keep every engagement on track and on time.
- Multi-standard project templates
- Milestone tracking with deadlines
- Client portal for evidence upload
- Real-time collaboration & comments
Schedule
Tasks
Schedule audits, set reminders, and assign tasks across your team.
Schedule certification audits, set follow-up reminders, and automate task assignment across your team. Two-way Google Calendar sync means your schedule is always accurate.
- Google Calendar 2-way sync
- Automated follow-up reminders
- Task assignment & delegation
- Meeting scheduling with clients
Checklist
Non-Conformities
Run clause-by-clause internal audits with nonconformity tracking and evidence review — no separate gap-analysis stage needed.
Run structured ISO internal audits with clause-by-clause checklists across ISO 9001, 27001, 45001, and 14001. Capture evidence per clause, log nonconformities, and drive an accept/reject/revision review that auto-updates each document’s status. Because the audit collects evidence and open items as you go, it replaces a separate gap-analysis stage. Export a clean audit report in under 60 seconds.
- Clause-by-clause checklists for every ISO standard
- Nonconformity & CAPA tracking to closure
- Evidence review (accept / reject / revision) with auto-status
- One-click audit report
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
Securely exchange any file, any size, two ways with each client — private storage, per-client isolation, 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 and no size cap.
- Two-way consultant ⇄ client file exchange
- Strict per-client isolation (no cross-client access)
- Any file type, any size
- Private storage + signed-URL downloads
A branded portal where clients upload evidence, track progress, download certificates, and pay 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 approved documents and their final certificate, and pay invoices online — with everything flowing straight back into your workspace.
- Branded login (your logo & colours)
- Evidence upload & live progress tracking
- Document & certificate downloads
- Online invoice payment
Recent
Create professional invoices, bill by milestone, and track every payment in real time.
Generate professional invoices, track payments in real time, and manage milestone billing across every certification engagement. Multi-currency support for INR, USD, AED, and EUR.
- Professional invoice templates
- Milestone & progress billing
- Payment tracking & reminders
- Multi-currency support
Pipeline Trend
By Standard
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 CSV or PDF for board reporting.
- Pipeline health dashboards
- Revenue forecasting models
- Team performance metrics
- Exportable CSV & PDF reports
Integrations that connect your certification workflow
Native integrations with Google Calendar, Gmail, Razorpay, and more keep your tools connected without context-switching.
Enterprise-grade infrastructure built for ISO certification teams
See the ISO certification platform in action
Book a personalized demo and we will show you exactly how SWC CRM replaces your spreadsheets, disconnected tools, and manual workflows.