INAB Client Relations Management (CRM)

INAB Customer Relations Management (CRM)

What is the INAB CRM?

It is our IT System, designed and developed to manage INAB data and processes associated with the accreditation and management of our Conformity Assessment Bodies. The scope of the system includes our CABs, and assessors who provide the expertise on which accreditation depends.  The INAB CRM manages the accreditation processes allowing all interactions between the team and the CAB through secure portals. It is based on Microsoft Dynamics and  Azure portal software.

What can you expect as a current Client?

  • Applications for extension/amendment to scope can only be made online if your scope has been uploaded to the system; if it hasn’t, then the extension to scope application form must continue to be used

  • Your visit will be arranged by INAB Admin as part of our centralised visit planning process - you will then be notified of your visit, the team and confirmed date via the portal.

  • All documents required for the visit will be available throught the INAB Portal for the team.

  • The management of post visit activities including reporting, clearance of non-conformities, award of accreditation and the on going maintenance of your accreditation will be managed in the system.

  • Notifications of annual management fees; reminders for payments will be issued through the portal.

  • New clients: All new applications for accreditation will be made online. The Accreditation Process

  • Contact us – and ask to speak to David Brown, Vanessa Dowling or Michelle Kelly, in INAB admin to get registered on the system.

  • Once you have access, See the CAB Portal User Guide .pdf (size 3 MB) for support for logging in and starting your application.

     

What can you expect as an Assessor?

  • Notification of all visits that you are scheduled on with the relevant documents and dates

  • Receipt of an assessor agreement for each and every visit you are scheduled on.

  • Clearance of Non Conformities online.

  • Online claims feature.

  • All new applications to become an assessor will be managed online. Ability to update your personal records online

    How will I get access to the system?