// MODULE: CERTIFICATIONS

Track Licenses, Certifications, and Credential Expirations with Confidence

The Certifications module adds powerful credential tracking capabilities to your CRM. It supports licenses, certificates, continuing education, and any other formal credentials tied to a contact—whether they’re employees, contractors, or verified users. Expirations, renewals, and alerts are built in, giving both users and supervisors peace of mind.

Core Features

  • CRM Integration (Required): Adds a certifications subtable directly to each contact record
  • Credential Types: Track licenses, training, medical requirements, or any certifiable document
  • Expiration Tracking: Monitor due dates, renewals, and historical status over time
  • Self or Admin Management: Users can track their own credentials or supervisors can manage teams
  • Email & SMS Alerts: Notify users before expiration using the integrated messaging utility
  • Cross-Platform Ready: Used in compliance-driven systems like Opti and Woodshop

Used In

  • Workforce credential and licensing systems
  • Medical, safety, and compliance program enforcement
  • Professional development and training compliance
  • Any scenario requiring renewable certifications or formal tracking

Optional Integrations

Credentials don’t track themselves.

With built-in alerts and full CRM integration, the Certifications module makes it easy to stay compliant—automatically.