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What is Certa?

Certa is a SaaS based, no-code workflow automation platform that enables businesses to manage the lifecycle of their third parties. Companies typically use Certa for third party risk, regulatory compliance, ESG, and diversity management. Certa’s workflow engine enables businesses to…

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TrustRadius Insights

Users have praised the product for its robust dashboards and reporting capabilities, which have empowered them to make more informed …
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What is Certa?

Certa is a SaaS based, no-code workflow automation platform that enables businesses to manage the lifecycle of their third parties. Companies typically use Certa for third party risk, regulatory compliance, ESG, and diversity management. Certa’s workflow engine enables businesses to streamline and…

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Product Demos

Certa - ESG Overview Demo


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Certa Studio Brief Demo/Walkthrough


Demo se certa cucu si corbu tuta garvasuc


DEMO Brasil Pitch STARTUP Cama Certa - Natal RN


Certa Dose Anaphylaxis Kit Demo

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Product Details

What is Certa?

Certa is a SaaS based, no-code workflow automation platform that enables businesses to manage the lifecycle of their third parties. Companies typically use Certa for third party risk, regulatory compliance, ESG, and diversity management. Certa’s workflow engine enables businesses to streamline and automate processes, eliminate bottlenecks and inefficiencies, and break down silos via interdepartmental and internal/external process participants. Certa’s no-code, drag and drop features allows clients to modify and customize their workflows to keep up with their evolving business needs. Certa offers a modular approach, which can stitch together 100+ enterprise systems and data sources along with an organization’s legacy tech, creating a single point of intake and a single source of truth.

Certa Features

  • Supported: Up to 100% automation - Certa’s workflow automation tool can speed up third party onboarding while also allowing users to retain control.
  • Supported: Certa's no-code platform allows business users to build, deploy, and adapt processes with drag-and-drop features and without an IT team.
  • Supported: 100+ integrations - Certa connects with the user's apps and data so they can work across departments and systems with less friction

Certa Screenshots

Screenshot of Comprehensive risk scores, vendor validations, and tailored questionnaires that automatically identify risks. Reduces manual workarounds & route procurement requests to the correct department automatically, letting a team make informed decisions.Screenshot of Certa Intake gives business users and requesters one centralized portal to launch requests, use guided flows to make requesting easier, dashboards that shows status of all current open items, and make global searches.Screenshot of Standardizes contracting process, reduce manual intervention and empowers teams to manage agreement lifecycles with third parties.Screenshot of Track and measure the ESG performance of third-parties to stay compliant with government regulations.Screenshot of Certa can be used to customize business processes with simple drag and drop features.

Certa Integrations

Certa Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
Supported Countries120+ countries globally
Supported LanguagesEnglish, Spanish, Spanish Chilean, Spanish Latin, Portuguese, French, Russian, Canadian French, German, Japanese, Korean, Malay, Thai, Vietnamese, Indonesian, Chinese (Simplified), Chinese (Traditional)

Certa Customer Size Distribution

Small Businesses (1-50 employees)0%
Mid-Size Companies (51-500 employees)24%
Enterprises (more than 500 employees)76%
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Reviews and Ratings


Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Users have praised the product for its robust dashboards and reporting capabilities, which have empowered them to make more informed decisions. This has been particularly valuable for teams managing multiple projects as the software enables single-threaded development, allowing for simultaneous progress across different initiatives. Additionally, customers have found great value in the agile methodology offered by the product, which includes user stories, acceptance criteria, sprints, and retrospectives. This approach ensures alignment with user expectations and delivers value sooner. The procurement team has also benefitted from improved visibility and tracking of operations, enhancing their ability to effectively manage procurement and risk management processes.

Furthermore, the software has proven to be a valuable asset for streamlining vendor onboarding processes. Users have reported significant time savings in gathering information and creating vendor records, thanks to the streamlined onboarding process facilitated by the software. Integration with NetSuite has made customer and vendor setup hassle-free and electronic. Moreover, the software's customizable workflows have allowed customers to tailor it to their specific needs.

In terms of onboarding suppliers and conducting due diligence, the product offers key features such as ad hoc screening, accounts payable review, and supplier certification/qualification data management. Compliance, accounts payable, and strategic sourcing teams have found these features highly valuable in streamlining supplier onboarding processes and identifying risks. The software supports seamless collaboration between these teams while providing a consistent supplier onboarding process and effective integration with screening providers.

Users are hopeful about expanding their use of the software in the future due to its numerous benefits such as reduced cycle time, improved customer experience, and clear audit trails. Additionally, the software has addressed difficulties in tracking client, vendor, tax, and business information while streamlining data sharing across organizations. Users appreciate the reduction in paper usage enabled by accessing information online.

Finally, the software has proven effective in managing tasks, contracts, and overall project management. It keeps all parties informed and organized throughout the project lifecycle.

Highly Editable Solution: Users have praised the solution for being highly editable, with multiple reviewers mentioning that the team listens to their needs and provides a proposal based on those needs. The ability to customize the solution has been highlighted by several users, making it a valuable feature.

Effective Communication and Timely Responses: Many users have commended CERTA for its high levels of effective communication and timely responses. Reviewers have mentioned that the team shows empathy towards their needs and promptly answers any questions or concerns they may have. This level of responsiveness has been greatly appreciated by users.

Straightforward Terminology and Easy-to-Understand Philosophy: Several reviewers have found CERTA's terminology and philosophy to be straightforward and easy to understand. This simplicity allows users to easily map workflows and logic to their desired solutions. The clear language used by CERTA has made it easier for users to navigate through the platform effectively.


  1. Limited collaboration capabilities: Some users have expressed frustration with the fact that only one person can edit the application at a time, leading to bottlenecks and delays in making improvements or changes quickly.
  2. Confusing URL structure: Several reviewers have mentioned confusion over the PROD environment URL not ending with the .com domain. This has caused confusion for stakeholders and made it difficult to navigate to the correct website.
  3. Complicated permissions management: Users have found it challenging to manage assignments and notifications for individuals due to permissions being assigned via groups instead of on an individual basis. This has resulted in difficulties in effectively delegating tasks and ensuring that everyone receives relevant notifications.


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Score 8 out of 10
Vetted Review
Verified User
We were looking for an easy way to manage tasks, contracts and jobs--overall project management. We wanted a program that would keep all parties in the loop of a project with the click of a few buttons. We did some research on a few programs and Certa was one of the programs we looked into. We knew Certa could do a great job at helping our company get organized from start to finish of a project, that's why we took a closer look into using it.
  • It made it easy to onboard suppliers
  • Internal and external team communication
  • Fully customizable
  • Because it is fully customizable, we felt like there were too many options. Having more of a basic template for like-minded industries would be helpful.
  • Maneuvering around the app was not as easy as I'd hoped. We have several employees that aren't tech savvy, and it was hard getting them to use the app.
Our brief experience with Certa was great overall. We liked the many options it provided, and saw how easily it could help manage our company's needs. However, the app was not as intuitive to work our way through, especially for those in our company that are not tech savvy. The onboarding function was what I was most excited about while using it. The dashboard made it super easy to see the overview of a project and know the next steps that need to be taken, and help get everyone on the same page without having to send emails, calls or texts to give updates. However, when deciding whether to continue with Certa or go a different route, the choice was hard, but he had enough employees struggling and unsure on the app that made the end decision.
  • Dashboard
  • Vendor directory
  • The workflow and getting the right people on the next step of the project
  • The contract software was great. We were spending money each month to have certified contracts signed and drawn up. Certa did a great job at including this feature, saving money overall.
  • Once all documents and contacts are inputted, so much time and effort would be saved. We would no longer need to call, email or follow up with each other to verify that tasks were completed.
We actually ended up picking JobNimbus over Certa only because we had employees that were already familier with JN and felt comfortable navigating and assisting other coworkers. It came down to JN and Certa and that was the only reason we didn't go with Certa. They were very comparable, but the few employees that are not tech savvy were having difficulties navigating Certa. I would not be opposed to using Certa in the future or recommending it to other companies.
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