Certification and membership,unified.
One platform for the whole journey, from first application to a credential anyone can verify, built for certification boards and trade associations.
One platform for the whole journey, from first application to a credential anyone can verify, built for certification boards and trade associations.
Certify on exams alone, on continuing education alone, or on any combination of the two. Admit members through a full application review, or let them join and pay dues in a single sitting. There is no fixed journey and no fixed set of milestones, so the software bends to your model instead of the other way around.
Exams, CE hours, documents, or dues. Your mix.
Order them, gate them, or run them at once.
Everyone sees what is next, and what is done.
Adjust the milestones. Records and history follow.
Built to remove this friction
The pain
Applications, renewals, and recertifications move through spreadsheets, inboxes, and manual reconciliation between systems that don't talk to each other.
With Cachetto
One record carries the whole journey, so milestones, payments, and status stay in sync without anyone reconciling them by hand.
The pain
Changing systems looks expensive and disruptive enough that the workarounds keep piling up instead.
With Cachetto
Exalents, our implementation partner, migrates your data and configures Cachetto to the programs you run today, so replacing what you have doesn't mean starting over.
The pain
Your candidate or member volume keeps growing, but the team handling it doesn't.
With Cachetto
Self-service applications, payments, and renewals mean candidates and members do more for themselves, on a record built to scale with your program.
Why Cachetto
When certification lives in one system and membership in another, keeping the two in agreement becomes someone's job. Cachetto is a single platform for the whole picture, so a member's dues, their application, their exam result, and their credential all live in one record.
The platform
Capabilities that are often spread across separate tools, on one record instead.
Configurable application forms and eligibility rules: journeys, prerequisites, and document requirements, with review built in.
Manage exam eligibility, results, and the credentials you issue against your standards.
Track continuing-education credits and drive recertification cycles with reminders and clean audit trails.
Join, renew, and lapse handled end to end, with chapters, sections, and member types.
Take dues, application fees, and exam payments in the same flow, reconciled to your accounting system.
Every credential gets a public verification page, so employers and the public can confirm it without contacting your office.
One place where applicants and members apply, pay, renew, and download their credential, without emailing your staff.
Connects to the accounting, payment, and email systems you already run, so Cachetto works alongside them instead of replacing them.
What it's built on
Cachetto runs on Microsoft's Power Platform. Your certification and membership data lives somewhere your own staff can reach it directly, with Microsoft tools your organization may already license, so the reports and automations you want don't have to wait on our release schedule.
Connect Power BI to your data and build the reports your board asks for.
Add document review or an assistant with Copilot Studio and AI Builder.
Build Power Automate flows for the approvals your organization runs on.
Teams, Outlook, SharePoint, and Excel connect natively to your data.
Implementation partner
Exalents is Cachetto's implementation partner: the delivery team that configures the platform to your programs, migrates your data, and integrates it with the systems you already run.
Tell us about your credential and membership programs and we'll show you how it comes together.