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.

Included with your certification platform, Microsoft Dynamics CRM gives you enterprise-grade tools to manage certificant relationships, communications, and engagement.

Already using an AMS like Cobalt, NetForum, Nimble AMS, or Aptify? Momentive can integrate with your AMS to sync certification data and engagement history—so you always have a complete picture.

Track every certification, CEU, renewal, and communication in one place—whether in Momentive Certification Management or your AMS.

See who’s active, who’s at risk, and who’s ready for renewal. Trigger automated communications and workflows based on real-time data.

Manage complex relationships across individuals, employers, schools, and committees with flexible hierarchies and role-based access.

Capabilities

CRM that supports certification—and your tech stack

Designed to support certification-specific workflows while integrating with your broader ecosystem

Helping organizations build better

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Mission-driven organizations rely on MIP’s accounting software

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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.

CRM Certification Software

CRM that works with
you—and your AMS

Flexible CRM options. Certification-centric insights.

Built-in Microsoft Dynamics 365

Seamless AMS integration

Unified certificant profiles

Engagement and lifecycle tracking

Configurable relationship management

CRM that supports certification—and your tech stack

Helping organizations build better

Learn more about Certification Management CRM tools

Explore more certification management features

Application and Eligibility Management

Renewal Management

Compliance, Verification, and Reporting

Integrations: Exam, Credential, CE, AMS, LMS

AI and Automation

Online Giving  and Payments

Auctions and Mobile Bidding

Ticketing and Guest Management

Custom Forms

Peer-to-Peer Fundraising and Crowdfunding

Campaign and Event Management

Raffles, Voting, and Item Sales

Text to Donate and SMS

Donor Management and Retention

Gift Tracking and Acknowledgment

Reporting and Analytics

Data and Segmentation Tools

Donor Engagement and Stewardship

CRM Certification Software

CRM that works with you—and your AMS

Flexible CRM options. Certification-centric insights.

Built-in Microsoft Dynamics 365

Seamless AMS integration

Unified certificant profiles

Engagement and lifecycle tracking

Configurable relationship management

CRM that supports certification—and your tech stack

Helping organizations build better

Learn more about Certification Management CRM tools

Explore more certification management features

CRM that works with
you—and your AMS