The platform
Run the whole credential lifecycle.
Cachetto runs the work a credentialing organization does every day: the whole journey from first application to a credential someone can prove years later, and the membership around it.
One record, the whole certificant journey, in under a minute.
The portal
What the people you serve see
One portal, from choosing a program to holding the credential and the record behind it. Every screen below is the product, configured for a sample organization.
Each program shows its steps and its price before anyone commits, with member pricing applied for the people who qualify for it.
Certification
From application to issued credential
Programs are built from journeys, journeys from milestones, and milestones from steps (reviews, exams, and automatic checks). Define the journey once, and candidates move through it themselves, with your staff focused on review instead of data entry.
Applications & eligibility
Build application forms and eligibility rules to match your program: journeys, prerequisites, required documents, and fees, all configurable.
Review & approvals
Staff review applications in one queue with the full candidate record, documents included, in front of them.
Exams & certification
Track exam eligibility and results and issue the credential against your standard when a candidate qualifies.
Issued credentials
Each credential is a complete record (status, dates, and history) that drives everything downstream.
Recertification
Keep every credential current
Renewal is the next milestone on the same journey, not a separate system. Cycles, credits, reminders, audits: the work that quietly consumes staff time is handled for you.
Recertification cycles
Automatic cycle tracking with the requirements, deadlines, and reminders each credential holder needs to stay in good standing.
CE credit tracking
Continuing-education credits captured and totaled against requirements, so holders always know where they stand.
Audit-ready records
Clean, timestamped history behind every credential, so responding to an audit means running a report, not reconstructing one.
Membership
The membership around the credential
Members and credential holders are often the same people. Manage them as one. The pages they meet, from the join form to the profile they keep current, are yours to shape.
Member lifecycle
Join, renew, and lapse handled end to end, with member types, chapters, and sections that mirror how your organization is structured.
Dues & billing
Recurring dues, proration, and renewals handled in the same system as everything else.
Self-service portal
A portal where members and applicants apply, pay, renew, and download their credential without emailing your staff.
Payments & integrations
Payments built in, connected to your systems
Payments belong in the same flow as the application or renewal, and reconciled to the systems you already run.
Integrated payments
Take application fees, exam fees, and dues in the same step, with support for multiple payment providers.
Verifiable credentials
Give every credential a public verification page so employers, regulators, and the public can confirm it in seconds.
Integrations
Connects to the accounting, payment, and communication systems you rely on, so Cachetto fits into your organization rather than replacing it.
Providers you connect
Every connection set up from one screen, and watched afterwards
Payment, accounting, tax, email, shipping, and learning providers are configured per environment from the same place: connect one, test it, make it the active one, and see on the health page how it has held up since.
Stripe or PayPal, in sandbox or live, each card showing whether setup is complete, which provider is active, and when the connection was last verified. A no-charge checkout is there for demonstrations.
What it's built on
Built on Microsoft Power Platform, so your team can extend it
Cachetto runs on Microsoft's Power Platform, which means the data behind your programs is reachable by the Microsoft tooling your organization may already license. Your team can build its own reports, automations, and assistants on top of it, instead of filing a request with us and waiting for a release.
Business intelligence, your way
Connect Power BI directly to your certification and membership data and build the reports your board actually asks for, without a data export.
AI your team can build on
Use Copilot Studio and AI Builder against your own data to add document review, an internal assistant, or a prediction model, without asking us to ship it.
Automate how you actually work
Your staff can build Power Automate flows for internal approvals, reminders, and escalations that match your organization’s process, without a developer or a ticket in our queue.
Microsoft Azure underneath
Hosting, identity, and data residency come from the Power Platform, so your IT group can review Microsoft’s own security and compliance documentation for the layer your records sit on.
Native Microsoft 365 integration
Teams, Outlook, SharePoint, and Excel connect natively through the platform your data already lives in, so staff can pull records into the tools they use every day without custom integration work.
Bring us your most complicated journey.
We'll walk through your certification and membership programs and map them onto the platform.