Administration

Custom Objects

Build exactly the data structures your business needs with a no-code form builder, then report on and automate them like any other module in ISO Mate.

Reporting & Analytics

Track performance across every module with dedicated dashboards, precise token filters, quick date ranges, and one-click PDF and CSV exports.

User & Role Management

Give every user exactly the right access with role-based permissions, invitations, two-factor authentication, Google SSO, and breach detection.

Feedback Portal

Collect feature requests, bug reports, and ideas, let the community vote, track status, and turn feedback into action across ISO Mate.

Automation

Workflow Automation

Build event-driven automations with multiple trigger types, 30 action types, branching, loops, sub-workflows, AI steps, and a visual editor.

MCP Server Integration

Connect external AI assistants and developer tools to ISO Mate with the built-in MCP server, and manage your whole workspace from your IDE.

Communication

Team Chat

Keep team conversations next to your work with real-time public and private channels, direct messages, @mentions, and webhook alerts from your tools.

Email Integration

Manage personal and shared mailboxes inside ISO Mate, draft and refine messages with AI, and keep every email next to the work it relates to.

Contacts

Keep one shared, up-to-date directory of people and organizations, auto-built from your email and linked to tickets and sales records.

Help Desk

Turn requests into tracked tickets with SLAs, auto-assignment, email replies in the conversation, a Kanban board that surfaces waiting tickets, requester portal, CSAT surveys, and reports.

Compliance & Security

Compliance Management

Stay audit-ready with pre-built frameworks, controls, versioned policies, attestations, evidence collection, and complete audit logging.

Incident Management

Respond to incidents with a structured workflow, categories, severity levels, clear 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, scoped to your account.

Risk Management

Run a live risk register with 5×5 scoring, inherent, residual, and target exposure, appetite enforcement, formal acceptance, and review cycles.

Productivity

Task Management

Keep individuals and teams on track with task assignment, due dates, recurring schedules, completion tracking, and one-click bulk actions.

Calendar & Scheduling

Manage events across personal and shared calendars with two-way Google Calendar sync, recurring events, reminders, attendees, and Google Meet.

Notes

Capture, organize, and rediscover team knowledge with rich text notes, nested folders, tags, search, and a visual mindmap view.

Diagram Builder

Create UML, ERD, and flowchart diagrams on an interactive canvas, draft them with AI, and export to PNG or PDF.

Notifications

Stay informed with real-time alerts across tasks, issues, calendar, QA, incidents, compliance, and more, with quiet hours and per-category control.

AI Support Chat

Get instant answers about ISO Mate features from the platform knowledge base, with source links and built-in feedback when content is missing.

AI Assistant

Ask about your live account data across 10 domains in plain language, create records by describing them, and write compliance policies faster.

Create with AI

Describe what you need in plain language and ISO Mate builds it, with a confirmation step before anything saves, and it never updates or deletes.

Project Management

DevOps Management

Plan, track, and deliver software with hierarchical issues, sprints, Kanban boards, releases, ICE prioritization, and Definition of Done quality gates.

Project Git Integrations

Organize issues under projects with unique keys, connect GitHub, GitLab, or Bitbucket, and track branches, commits, and pull requests on each issue.

Quality Assurance

QA Management

Cover the entire testing lifecycle with test cases, cycles, executions, user stories, acceptance criteria, and a multi-level traceability matrix.

Sales

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.

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