EASIER SWITCHING

Make the move
to Certly

Bring your records. Set up your team. Get to work.

See how to switch ↓
01 — BRING YOUR RECORDS

Less retyping.
A better starting point.

Import your clients and addresses from a CSV, then build your Certly setup around the way you work.

01

Bring your address book

Choose your CSV, match its columns, preview your records and import clients and addresses with less copying and retyping.

  1. Choose your CSV or start with the template.
  2. Match columns to Certly fields.
  3. Preview, import and find your records in Clients.

02

Get your team set up

Manage Full and Office licences, invite colleagues and allocate available seats as your team changes.

03

Brand it. Share it. Use it.

Set company branding and publish saved templates so colleagues can start new certificates from a shared setup.

Saved defaults apply to new work.

04

Choose what your team can see and do

Set company permissions and individual overrides for managers/QS, engineers and office colleagues.

Working on your own? Keep it simple.

Bring across your clients and addresses, set your branding and get started. Team invitations and shared setup are there when you need them.

Find your journey →

See how it fits your working day.

Explore the existing interactive demos, or talk through your setup with a real member of the Certly team.

Explore the demos → Book a demonstration →
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What can we help with?

Choose a topic to continue in WhatsApp.

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YOUR IDEAS. CERTLY'S NEXT STEPS.

Help Shape Certly

We're always looking for ways to improve Certly. Got an idea for a new certificate, feature or improvement? We'd love to hear it.

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