April was a big month for ISO Mate. We shipped a brand-new module, redesigned the dashboard from the ground up, made the Diagram Builder significantly more maintainable, and landed a long list of improvements and fixes across the platform. Here’s the full rundown.
Sales Pipeline Management
This is the headline feature for April. ISO Mate now includes a complete Sales Pipeline module, giving your team everything needed to track prospects from first contact to closed revenue.
Create custom pipelines with configurable stages. Capture leads and move them through New, Contacted, Qualified, and Converted statuses. When a lead is ready, convert it to an opportunity with win probability and close dates, then convert that to a deal with product line items, quantity, unit pricing, and discount calculations.
Deals can be visualized on a drag-and-drop Kanban board. There’s a product catalog with price books for different markets, and you can link contacts to any record with roles like Decision Maker, Influencer, and Technical Evaluator. Tasks, calendar events, notes, and emails can all be connected to leads, opportunities, or deals for a complete interaction history, tracked automatically in the activity timeline.
The Sales Dashboard rounds it out with pipeline distribution, weighted revenue forecasting, win rate tracking, conversion metrics, and a funnel summary across all three record types. Everything is exportable to CSV or PDF, and access is controlled with granular permissions across Leads, Opportunities, Deals, Pipelines, and Products.
A Completely Redesigned Dashboard
The main dashboard has been rebuilt with a customizable, widget-based architecture. You can now toggle widgets on or off, reorder them with drag-and-drop, and choose from seven role-based templates: Developer, QA Engineer, Support Agent, Compliance Officer, Sales Rep, Manager, and All Widgets.
Quick Actions have moved to the top of the page for immediate access, and a new “My Work” widget shows issues, tasks, and tickets assigned to you in one place. Five new widgets bring previously hidden data to the surface: Help Desk Overview (open tickets, SLA breaches, priority breakdown), Compliance Status (overall compliance percentage, framework health), Sales Pipeline (open deals, pipeline value, win rate), Upcoming Calendar Events, and Notifications Summary.
Each widget supports collapse and expand with lazy loading, skeleton loading animations, and 7-day trend sparkline charts. An auto-refresh feature lets you set a 5, 15, or 30 minute interval that pauses when the browser tab is hidden.
Diagram Builder Overhaul
The Diagram Builder received a major refactoring that consolidated roughly 18,800 lines of duplicated rendering code across the list, view, and edit pages into shared utility modules. This makes the codebase significantly easier to maintain and extend going forward.
On the user-facing side, orthogonal connector routing was improved so that manually adjusted line paths are preserved when shapes are moved, and connector selection now works reliably. A new JSON export/import feature lets you export diagrams as structured JSON files (alongside the existing PNG and PDF options) and import them back as new diagrams. The import pipeline includes comprehensive security validation on both the frontend and backend, covering file size limits, shape and connector count caps, structural validation, string length enforcement, duplicate ID detection, dangling connector reference detection, and HTML sanitization.
Compliance Improvements
Several updates landed in the Compliance module this month. A new “General Business Policies” framework template joins ISO 27001 and GDPR, providing 25 draft policies covering governance, HR, health and safety, IT, and financial operations, along with 18 step-by-step operational procedures and 25 controls, all pre-linked. All three framework templates now scaffold operational procedures with practical guidance and automatically create an “All Staff” user group with relevant policies pre-assigned, so after reviewing and publishing, you only need to add team members for them to receive attestation requests.
The policy view page now includes a Compliance Mapping section that displays linked controls with their identifier, title, and implementation status, along with mapped requirements and linked procedures. Requirement and procedure chips are clickable and navigate to their detail pages.
The User Groups dialog has been enhanced with a tabbed interface (Details, Members, Policies) and full policy management. When editing or creating a group, a new Policies tab lets you search, filter, and select policies to assign. The policy category filter across the application now dynamically derives its options from categories actually in use, so categories from scaffolded frameworks appear correctly.
We also fixed attestation progress showing 100% when no users had completed attestation. Policies with no assigned users or empty groups now correctly display 0%.
Smarter Workflow Automations
The workflow builder gained three new capabilities for email triggers: an Email Classification condition that distinguishes new inbound emails from replies to existing tickets, an Extract Ticket References action that scans email subjects and bodies for ticket reference numbers using configurable regex patterns, and a Link Email to Ticket action that creates entity links between emails and matched tickets. Tickets created from email workflows are now automatically linked to the originating email, and linked entities on the ticket view page display with proper icons, labels, and clickable navigation.
Help Desk Updates
Help desk agents can now select which shared mailbox to send ticket replies from, with the reply section adapting based on mailbox availability. This is a small but meaningful improvement for teams managing multiple support channels.
Persistent Filters and Notification Improvements
Every token search bar throughout ISO Mate now remembers your filter selections. When you set filters on any list page (tasks, issues, notifications, test cases, deals, incidents, compliance, and more), navigating away and returning will automatically restore your previous configuration. No more re-applying filters after switching between pages.
The Notifications page itself now uses the same token search bar found across all other list pages, replacing the old filter dropdowns with inline chip-based filters for status and category, complete with “is” and “is not” operators and date range filtering.
Notification sounds now have a 30-second cooldown to prevent rapid-fire alerts when multiple notifications arrive in quick succession. The first notification plays the sound as usual, and any further notifications within the next 30 seconds are silent.
Bug Fixes and Reliability
A good chunk of April went into fixing things that needed fixing:
- Google Calendar sync: Events synced from Google Calendar no longer appear on the wrong day for users in timezones with large UTC offsets. Removing individual occurrences from a recurring event in Google Calendar is now reflected in ISO Mate, and deleting a single instance from within ISO Mate correctly syncs back to Google.
- Connection resilience: Google mailboxes and Git repository connections (GitHub, GitLab, Bitbucket) no longer permanently disconnect after a single transient error like a network timeout. Connections now track consecutive failures and automatically retry, only requiring manual intervention after three consecutive failures.
- AI Email Assist: Fixed a validation error when including email thread context for draft generation, particularly with longer or HTML-rich emails. Thread context is now stripped of HTML and trimmed to the most recent message. The system automatically retries with reduced context if the AI service encounters an error.
- Email ordering: Emails in the mailbox inbox no longer appear out of order after syncing. A stable secondary sort prevents emails with identical timestamps from shifting position.
- Issue descriptions: Large or richly formatted issue descriptions were being silently truncated when saved. The storage limit has been increased to support longer content without data loss.
What’s Next
We’re not slowing down. May is already shaping up with more improvements across the platform. If you haven’t tried ISO Mate yet, sign up for a free 14-day trial at isomate.io. No credit card required, full access to everything from day one.
Got feedback? Reach out at support@isomate.io or use the built-in feedback portal inside the platform. Your input shapes what we build next.