If you give out certificates for courses, training, events, or staff achievements, you can now create them much faster. Instead of building every design from scratch, you simply describe what you want and the CRM helps generate a complete certificate you can edit and use right away.
π Why This Matters
Creating certificates manually can take up time you could spend running your business. This feature helps you put together professional-looking certificates quickly, whether you need them for customer training, employee completion records, workshop attendance, or milestone recognition. It also makes it easier to keep your certificates consistent and polished without needing design experience.
β¨ Whatβs New
- Create from a prompt: Type a simple description of the certificate you want, and the system builds a design for you.
- Helpful guided setup: The tool asks questions like orientation and layout preferences so the result fits your needs better.
- Built-in design elements: Certificates can include text, frames, signatures, QR codes, and other common certificate components.
- Easy to edit: Once the certificate is created, you can update the wording, style, and layout inside the certificate builder.
- Quick starting ideas: You can begin with common certificate types like course completion, training, attendance, and milestone recognition.


π οΈ How to Use It
- Step 1: Open the Credentials area inside your CRM.
- Step 2: Enter a short description of the certificate you want to create.
- Step 3: Answer any follow-up questions, such as orientation or design preferences.
- Step 4: Review the generated certificate and make any edits you want in the builder.
- Step 5: Save and use the certificate for your customers, staff, students, or event attendees.
π‘ Pro Tip
Use certificates after trainings, classes, or events to increase perceived value, encourage completions, and create more repeat business.