Cachetto
CachettoCertification and membership management software
This platform certifies that

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.

[ Journeys and milestones ]

Every program runs differently. Build the journey to match.

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.

  • Exam based
  • CE based
  • Blended
  • Application review
  • Join and pay
  • Renewal
01

Map the journey

Exams, CE hours, documents, or dues. Your mix.

02

Shape the milestones

Order them, gate them, or run them at once.

03

Guide each person

Everyone sees what is next, and what is done.

04

Change it anytime

Adjust the milestones. Records and history follow.

Built to remove this friction

Why boards and associations replace what they have

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

One system for certification and membership.

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.

  • One record per person across membership and certification
  • Self-service for applicants, members, and credential holders
  • Automations that replace the manual reconciliation work

The platform

What Cachetto replaces

Capabilities that are often spread across separate tools, on one record instead.

Applications & eligibility

Configurable application forms and eligibility rules: journeys, prerequisites, and document requirements, with review built in.

Exams & certification

Manage exam eligibility, results, and the credentials you issue against your standards.

Recertification & CE

Track continuing-education credits and drive recertification cycles with reminders and clean audit trails.

Membership & dues

Join, renew, and lapse handled end to end, with chapters, sections, and member types.

Integrated payments

Take dues, application fees, and exam payments in the same flow, reconciled to your accounting system.

Verifiable credentials

Every credential gets a public verification page, so employers and the public can confirm it without contacting your office.

Self-service portal

One place where applicants and members apply, pay, renew, and download their credential, without emailing your staff.

Integrations

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

Built on Microsoft Power Platform

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.

Your own reporting

Connect Power BI to your data and build the reports your board asks for.

AI your team can build on

Add document review or an assistant with Copilot Studio and AI Builder.

Automate your way

Build Power Automate flows for the approvals your organization runs on.

Microsoft 365 integration

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.

Visit Exalents

See Cachetto on your programs.

Tell us about your credential and membership programs and we'll show you how it comes together.