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Efficiently manage initial and on-site assessments with industry-specific checklists tailored for diverse sectors using our comprehensive CRM system.
Create unlimited Initial assessments, Initial Reports and Unlimited Following up tracking for finding points and reports
Initial & on-site assessments Visits
Gain immediate access to comprehensive reporting and analytics for both initial and on-site assessment visits with our advanced CRM system. Monitor key metrics, track progress, and make informed decisions to enhance certification processes efficiently.
Track and manage clients' certification workflows and activities seamlessly within our robust CRM system. Gain real-time insights, monitor progress, streamline communication, and ensure compliance with industry standards, all in one centralized platform designed to optimize efficiency and transparency throughout the certification process
Safeguard your certifications and clients' public information with our secure CRM system. Utilize advanced encryption protocols, access controls, and data protection measures to ensure confidentiality, integrity, and compliance with regulatory standards. Protect sensitive data from unauthorized access, mitigate risks, and build trust with stakeholders by prioritizing security at every level of your operations.
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Stay informed and keep your clients updated with our comprehensive notification system integrated into our CRM platform. Receive real-time alerts for certification milestones, compliance requirements, and important activities, ensuring timely actions and enhanced communication. Customize notification preferences, automate reminders, and improve client engagement by delivering relevant updates, fostering transparency, and maximizing operational efficiency across your certification processes.
Provide your clients with a dedicated dashboard to keep their certification workflow organized and transparent. This separate dashboard within our CRM system allows clients to track progress, access documents, and stay informed about upcoming tasks and deadlines. Enhance client satisfaction by empowering them with a user-friendly interface that streamlines communication, fosters collaboration, and ensures a smooth certification journey.
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