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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.
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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

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.
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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.

Explore more certification management features

Application and Eligibility Management

Configure complex eligibility rules, automate workflows, and reduce manual review effort.
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Renewal Management

Trigger reminders, track CEUs, and simplify recertification with intuitive tools.
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Compliance, Verification, and Reporting

Ensure defensible credentials with real-time reports and dashboards.
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Integrations: Exam, Credential, CE, AMS, LMS

Seamlessly connect with Pearson VUE, Prometric, Credly, BadgeCert, LMS, and your AMS.
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AI and Automation

Use Copilot and automation to reduce support volume and accelerate processing.
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