One connected system for the business behind training.
CertOS brings training operations, customer relationships, certifications, money, communications, growth and reporting into one operating system.
A real operating workspace—not a collection of disconnected tools.
Explore representative CertOS workspaces modeled on the current product UI. All names, organizations, metrics and records shown here are fictional demo data.
Create reusable course templates for pricing, duration, capacity, renewal tracking, and registration.
See what matters and keep work moving.
Start with a daily operating view, surface Needs Attention, search across permitted records, ask supported operational questions, review activity and turn follow-up into accountable tasks.
- Executive dashboard and organization readiness
- Needs Attention prioritized operating inbox
- Universal Search across permitted records
- Smart Assistant for supported operational questions
- Timeline, activity and task follow-up
Set up Northstar Training
5 of 6 required setup steps complete.
Executive Command Center
4 published classes today, 12 registrations this month, and 2 open tasks require visibility.
Income & Expenses
Action Center
Operate classes from schedule to completion.
Create courses, schedule single or recurring classes, manage locations and instructors, register students, operate rosters, track attendance and completion, handle class communications and preserve operational history.
- Courses and recurring schedules
- Registrations, rosters and capacity
- Attendance and completion workflows
- Instructor and location context
- Class documents, communications and activity
Manage published classes, recurring schedules, locations, instructors and capacity from one directory.
Manage credentials from issuance through renewal.
Keep issuers, credential types, issued records, expiration, renewal, verification and digital wallet visibility connected to the training record.
- Credential records and issuer configuration
- Course-to-credential mappings
- Expiration and renewal workflows
- Credential verification
- Digital wallet visibility
Credentials
Organization-wide credentials issued to students.
Manage the relationship before, during and after training.
CertOS connects CRM and corporate training so your team can move from opportunity to quote, contract, training, payment, certification and renewal without rebuilding the customer's information.
- Contacts, leads and opportunities
- Business Account 360
- Training requests and employee rosters
- Quotes, proposals and contracts
- Communications, documents and timeline
Manage organizations from first prospect conversation through active training, billing, compliance and renewal.
Healthcare · Active Client
Understand the money and stock behind every class.
Connect payments, invoices, refunds, credits, income, expenses and profitability with auditable certification and operational inventory movements.
- Invoices, payments and receivables
- Income, expenses and reconciliation
- Profitability by operational context
- Inventory purchases and transfers
- Reservations, issuance and adjustments
Connect receivables, invoices, income, expenses, inventory and profitability to the operational records that created them.
Build audiences and campaigns from the customer data already in CertOS.
Create reusable segments, launch Email and SMS campaigns, manage promotions and understand attribution without maintaining a second customer database.
- Marketing overview and campaign workspace
- Reusable audiences and segments
- Email, SMS and combined campaigns
- Discounts and promo codes
- Attribution and source tracking
Build audiences from live CertOS data, create Email/SMS campaigns, manage promotions and connect outreach to CRM and revenue.
Keep messages, support and automation connected to the operation.
Bring notifications, chat, helpdesk, Email, SMS, templates and Automation 2.0 into one communication layer tied to the records and events that caused them.
- Operational Notification Center
- Team, instructor and organization chat
- CertOS Helpdesk
- Email and SMS communication history
- Templates and Automation 2.0
Notification Center
Operational events for your organization. 3 unread.
A fulfillment opportunity was accepted by a partner organization.
Friday's BLS class has reached 90% capacity.
Jordan Lee registered for the Sep 12 class. Payment: paid.
A new credential was issued and added to the student's wallet.
Answer recurring business questions without rebuilding spreadsheets.
Use operational, financial, compliance, inventory and commercial reporting with filters, exports and drill-downs where available.
- Revenue and registration visibility
- Utilization and class performance
- Outstanding balances and finance
- Credential compliance
- Inventory and business account reporting
Turn operational, financial, compliance, inventory, marketing and utilization records into decision-ready reporting.
Govern access, identity, policies and customer-facing settings from one place.
Manage users, permissions, organization branding, policies, communication settings, public payment methods, assets, imports, plans, portals, promotions and profile settings without scattering configuration across the product.
- Users and role-based permissions
- Organization identity and branding
- Policies, email settings and payment methods
- Media, imports and subscription controls
- Portals, promo codes and personal profile
Organization & Branding
Control the business identity used inside CertOS and across public registration experiences.
Choose the operating timezone CertOS should use throughout this organization.
Manage the identity shown across CertOS, registration pages, communications, and documents.
Collaborate across organizations without turning an affiliation into broad data access.
Build intentional relationships, share selected resources, publish downstream requirements, route fulfillment opportunities and find instructors while each organization keeps its unrelated records private.
- Organizations and affiliation requests
- Controlled resource sharing
- Policies and downstream requirements
- Referral and fulfillment marketplace
- Instructor Network opportunities
Create and manage point-to-point CertOS relationships without exposing unrelated business data.
Request an Alignment
Enter the exact CertOS Organization ID. Only that organization receives the request.
Connections
See what is included across the CertOS workspace.
The public site groups capabilities by business outcome, while the application organizes them into the operating areas your team uses every day.
See how CertOS fits your operation.
We'll walk through the parts of the platform that matter to your organization.