Custom Objects
Build custom data structures with a visual form builder. Create object types with tabs, columns, and field types including text, date, number, currency, and file upload.
Features
Discover all the powerful features that make Isomate the complete platform for project management and quality assurance.
Administration
Reporting & Analytics
Gain insights with dedicated reports for DevOps, QA, Tasks, Incidents, Compliance, Sales, Feedback, Calendar, and Help Desk. Filter with token search, use quick date range pills, and export charts to PDF and CSV.
User & Role Management
Control access with role-based permissions, multi-account membership, user invitations, two-factor authentication, Google OAuth SSO, and account lockout policies.
Feedback Portal
Collect and manage user feedback with feature requests, bug reports, voting, comments, and status tracking from submission to completion.
Automation
Workflow Automation
Build event-driven automations with eight trigger sources, 30+ action types, branching, loops, sub-workflows, AI steps, and a visual editor with guided placeholders.
MCP Server Integration
Connect AI assistants and developer tools to ISO Mate with the built-in MCP server. Manage issues, tasks, incidents, compliance, QA, help desk, reports, and more from your IDE.
Communication
Team Chat
Collaborate in real time with public and private channels, direct messages, @mentions, typing indicators, message tagging, and webhook integrations.
Email Integration
Manage email within ISO Mate with personal and shared mailboxes, Google OAuth for Gmail, IMAP/SMTP, AI-powered drafting and refinement, signatures, contacts, and folder organization.
Contacts
Maintain a centralized contact directory with names, email addresses, phone numbers, and organization details. Export to CSV or PDF.
Help Desk
Manage support with a full-featured help desk: ticket tracking, SLA policies, auto-assignment, canned responses, a Kanban board, requester portal, CSAT surveys, reports, and workflow automation.
Compliance & Security
Compliance Management
Maintain regulatory compliance with framework tracking, controls, policies with version control, procedures, evidence collection, attestations, and audit logging.
Incident Management
Track and resolve incidents with categories, severity levels, a structured status workflow, user roles, investigation notes, and full audit logging.
AI Compliance Search
Ask plain-English questions about your published policies and procedures and get instant answers with citations to the exact source documents, scoped to your account.
Productivity
Task Management
Stay organized with task management featuring due dates, user assignment, completion tracking, recurring tasks, and bulk operations.
Calendar & Scheduling
Manage events with personal and shared calendar sources, Google Calendar two-way sync, recurring events, reminders, attendees, and Google Meet integration.
Notes
Capture and organize information with rich text notes, folder organization, tags, search, and a visual mindmap view.
Diagram Builder
Create visual diagrams with an interactive canvas editor. Add shapes, connectors, and text, then export to PNG or PDF.
Notifications
Stay informed with real-time notifications for tasks, issues, calendar events, test executions, incidents, compliance activities, and more. Customize preferences by category.
AI Support Chat
Get instant answers about ISO Mate features with an AI-powered support assistant that draws from the platform knowledge base, with built-in feedback for missing content.
AI Assistant
Ask natural language questions about your live account data across 10 domains, generate compliance policy templates, and refine content with the AI policy editor.
Project Management
DevOps Management
Plan, track, and deliver software with hierarchical issue tracking, sprint planning, Kanban boards, release management, and Definition of Done templates.
Project Git Integrations
Organize issues under projects with unique keys, connect GitHub, GitLab, or Bitbucket repositories, and track branches, commits, and pull requests from the issue detail page.
Quality Assurance
QA Management
Ensure software quality with test case management, test cycles, execution tracking, user stories with acceptance criteria, and a full traceability matrix.
Sales
Sales Pipeline Management
Manage your sales process from lead to close with customizable pipelines, opportunity tracking, deal management, a Kanban board, product catalogs, and revenue dashboards.
Ready to Get Started?
Stop paying for multiple platforms when one will do. Take ISO Mate for a spin. One platform for everything your team works on. Available in 3 languages: English, Español and Deutsch.
No credit card required • 14-day free trial