One ISO certification management platform. Six integrated modules.
Replace 4+ disconnected tools with a single platform that gives your certification team a unified view of leads, projects, audits, 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 gap analysis to the final audit.
Execute multi-standard certification projects from gap analysis 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 structured ISO audits with clause-by-clause checklists, nonconformity tracking, and evidence capture.
Run structured ISO audits with clause-by-clause checklists, non-conformity lifecycle tracking, evidence attachments, and automated grading. Generate audit reports in under 60 seconds.
- Customizable audit checklists
- Non-conformity lifecycle tracking
- Evidence attachment & version control
- AI-powered gap analysis
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.