Certification Body ERP & CRM
A complete ERP and CRM for an ISO certification body — leads, proposals, clients, documents, audit operations, certificates and a client portal — with role-based access across the whole organisation.
Overview
An all-in-one platform that runs an ISO certification body end to end. Marketing reps manage leads and proposals; signed proposals convert to clients; coordinators schedule audits; and certificates, non-conformities, documents and finance all live in one role-aware system — each team seeing exactly what they need and nothing they don’t.
- Role
- Product design & full-stack build
- Timeline
- 2026
- Platform
- ERP / CRM Platform
- Stack
- PHPLaravelMySQL
The challenge
A certification body was running its entire commercial and audit pipeline — leads, proposals, client onboarding, document collection, audit scheduling and certification — across spreadsheets and disconnected tools, with no shared source of truth and no control over who could see or change what.
Our solution
We designed and built a role-based ERP/CRM that models the full certification lifecycle as a guided state machine. A sales-focused dashboard, a drag-and-drop lead kanban, template-driven proposals with approval workflows, automated lead-to-client conversion on signature, a versioned document library, a self-service client portal with certificate verification, and built-in internal calling and notifications tie every team together.
Key features
Role-based access — marketing, coordination, audit, finance, HR and admin each get their own workspace
CRM pipeline — leads, kanban, duplicate detection and proposals with approval workflows
Automated lead-to-client conversion the moment a proposal is signed
Versioned document library plus per-client document vaults
Self-service client portal with credential issuance and certificate verification
Sales-funnel analytics, reminders, notifications and in-browser internal calling
Inside the platform
A look at the screens the team works in every day.
Impact
More of our work
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