CRM Certification Software
CRM that works with you—and your AMS
Momentive Certification Management includes Microsoft Dynamics 365 to help you manage certification relationships, workflows, and engagement—whether you use it as your primary CRM or connect it to your AMS.
Benefits
Flexible CRM options. Certification-centric insights.
Whether you rely on your AMS for member management or want a dedicated CRM for certification, Momentive gives you the flexibility to work your way—without sacrificing visibility or control.
Capabilities
CRM that supports certification—and your tech stack
Designed to support certification-specific workflows while integrating with your broader ecosystem
Microsoft Dynamics 365
Use the built-in CRM to manage certification contacts, communications, and workflows—no additional license required.
Bi-directional AMS integration
Integrate Momentive Certification Management with your AMS to sync certification status, CEU progress, and engagement data for a unified member view.
360° certificant view
See every certification, renewal, CEU, and interaction in one place, when you integrate Momentive Certification Management with your AMS.
Automated communication triggers
Send reminders, updates, and marketing messages based on lifecycle stage or engagement level.
Custom dashboards and Power BI reports
Visualize engagement trends, renewal forecasts, and certification performance with built-in Power BI dashboards.
Organization and contact management
Support complex certification programs by organizing contacts and entities such as certificants, employers, and committees.
Helping organizations build better
Mission-driven organizations rely on MIP’s accounting software
Faster task performance and completion of core accounting tasks
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Learn more about Certification Management CRM tools
Discover how Momentive Certification Management helps you manage certificant relationships—whether you use our built-in CRM or connect to your AMS.
