# ISO Mate

> Standards met. Work done.

## Available Languages

- 🇺🇸 English (English, en-US) (Primary)
- 🇪🇸 Español (Spanish, es-ES)
- 🇩🇪 Deutsch (German, de-DE)

## Translation Coverage

| Language | Pages | Features | KB Articles | Total |
|----------|-------|----------|-------------|-------|
| 🇺🇸 English | 17 | 26 | 91 | 134 |
| 🇪🇸 Español | 17 | 26 | 91 | 134 |
| 🇩🇪 Deutsch | 17 | 26 | 91 | 134 |

## About This Site
This marketing website provides information about ISO Mate's features, pricing, and documentation.

## Platform Overview
ISO Mate is an all-in-one platform for project management, quality assurance, compliance, and team productivity:
- DevOps Management: Issues, sprints, releases, kanban boards, user stories
- QA Management: Test cases, test cycles, test executions, coverage tracking, traceability
- Compliance Management: Frameworks, controls, requirements, policies, procedures, evidence, attestations
- Incident Management: Incident tracking, notes, severity and categorisation
- Task Management: Tasks with recurring task support
- Calendar: Events, reminders, Google Calendar sync
- Chat & Messaging: Channels, direct messages, real-time conversations
- Email & Mailboxes: Shared and private mailboxes, folders, signatures, Gmail integration
- Diagrams: Visual diagram builder for UML, ERD, and general diagrams
- Custom Objects: Dynamic form builder for custom data types
- Workflows: Automation engine with triggers and actions
- Forms: Form builder with submissions and public forms
- Feedback Portal: Public feedback collection with voting and comments
- Notes: Note-taking with folder organisation
- Contacts: Contact management
- Reporting: Charts and PDF exports
- Notifications: In-app notifications with customisable preferences

## Key Pages

### 🇺🇸 English

- [Homepage](https://isomate.io/en/): Overview of ISO Mate platform
- [Pricing](https://isomate.io/en/pricing/): One Price. Every Feature. No Add-Ons. ISO Mate replaces a whole stack of separate subscriptions...
- [About Us](https://isomate.io/en/about/): One Tool, Not Ten ISO Mate is a unified productivity platform that brings your daily...
- [Contact Us](https://isomate.io/en/contact/): Get in Touch Have a question about ISO Mate? Need help with your account? We...
- [Knowledge Base](https://isomate.io/en/knowledge-base/): Help articles and documentation

### 🇪🇸 Español

- [Homepage](https://isomate.io/es/): Overview of ISO Mate platform
- [Precios](https://isomate.io/es/precios/): Un precio. Todas las funcionalidades. Sin extras. ISO Mate reemplaza toda una pila de suscripciones...
- [Sobre Nosotros](https://isomate.io/es/sobre-nosotros/): Una Herramienta, No Diez ISO Mate es una plataforma de productividad unificada que reúne sus...
- [Contáctenos](https://isomate.io/es/contactenos/): Póngase en Contacto ¿Tiene alguna pregunta sobre ISO Mate? ¿Necesita ayuda con su cuenta? Estamos...
- [Knowledge Base](https://isomate.io/es/knowledge-base/): Help articles and documentation

### 🇩🇪 Deutsch

- [Homepage](https://isomate.io/de/): Overview of ISO Mate platform
- [Preise](https://isomate.io/de/preise/): Ein Preis. Alle Funktionen. Keine Zusatzkosten. ISO Mate ersetzt einen ganzen Stapel separater Abonnements durch...
- [Über Uns](https://isomate.io/de/uber-uns/): Ein Tool, Nicht Zehn ISO Mate ist eine einheitliche Produktivitätsplattform, die Ihre täglichen Arbeitsabläufe an...
- [Kontakt](https://isomate.io/de/kontakt/): Kontaktieren Sie Uns Haben Sie eine Frage zu ISO Mate? Benötigen Sie Hilfe mit Ihrem...
- [Knowledge Base](https://isomate.io/de/knowledge-base/): Help articles and documentation

## Features

- [AI Assistant](https://isomate.io/en/features/ai-assistant/): Ask about your live account data across 10 domains in plain language, create records by describing them, and write compliance policies faster.
- [AI Compliance Search](https://isomate.io/en/features/ai-compliance-search/): Ask plain-English questions about your published policies and procedures and get instant answers with citations, scoped to your account.
- [AI Support Chat](https://isomate.io/en/features/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.
- [Calendar & Scheduling](https://isomate.io/en/features/calendar-scheduling/): Manage events across personal and shared calendars with two-way Google Calendar sync, recurring events, reminders, attendees, and Google Meet.
- [Compliance Management](https://isomate.io/en/features/compliance-management/): Stay audit-ready with pre-built frameworks, controls, versioned policies, attestations, evidence collection, and complete audit logging.
- [Contacts](https://isomate.io/en/features/contacts/): Keep one shared, up-to-date directory of people and organizations, auto-built from your email and linked to tickets and sales records.
- [Create with AI](https://isomate.io/en/features/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.
- [Custom Objects](https://isomate.io/en/features/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.
- [DevOps Management](https://isomate.io/en/features/devops-management/): Plan, track, and deliver software with hierarchical issues, sprints, Kanban boards, releases, ICE prioritization, and Definition of Done quality gates.
- [Diagram Builder](https://isomate.io/en/features/diagram-builder/): Create UML, ERD, and flowchart diagrams on an interactive canvas, draft them with AI, and export to PNG or PDF.
- [Email Integration](https://isomate.io/en/features/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.
- [Feedback Portal](https://isomate.io/en/features/feedback-portal/): Collect feature requests, bug reports, and ideas, let the community vote, track status, and turn feedback into action across ISO Mate.
- [Help Desk](https://isomate.io/en/features/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.
- [Incident Management](https://isomate.io/en/features/incident-management/): Respond to incidents with a structured workflow, categories, severity levels, clear roles, investigation notes, and full audit logging.
- [MCP Server Integration](https://isomate.io/en/features/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.
- [Notes](https://isomate.io/en/features/notes/): Capture, organize, and rediscover team knowledge with rich text notes, nested folders, tags, search, and a visual mindmap view.
- [Notifications](https://isomate.io/en/features/notifications/): Stay informed with real-time alerts across tasks, issues, calendar, QA, incidents, compliance, and more, with quiet hours and per-category control.
- [Project Git Integrations](https://isomate.io/en/features/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.
- [QA Management](https://isomate.io/en/features/qa-management/): Cover the entire testing lifecycle with test cases, cycles, executions, user stories, acceptance criteria, and a multi-level traceability matrix.
- [Reporting & Analytics](https://isomate.io/en/features/reporting-analytics/): Track performance across every module with dedicated dashboards, precise token filters, quick date ranges, and one-click PDF and CSV exports.
- [Risk Management](https://isomate.io/en/features/risk-management/): Run a live risk register with 5x5 scoring, inherent, residual, and target exposure, appetite enforcement, formal acceptance, and review cycles.
- [Sales Pipeline Management](https://isomate.io/en/features/sales-pipeline-management/): Track your sales process from lead to close with customizable pipelines, a Kanban board, product catalogs, and real-time revenue forecasting.
- [Task Management](https://isomate.io/en/features/task-management/): Keep individuals and teams on track with task assignment, due dates, recurring schedules, completion tracking, and one-click bulk actions.
- [Team Chat](https://isomate.io/en/features/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.
- [User & Role Management](https://isomate.io/en/features/user-role-management/): Give every user exactly the right access with role-based permissions, invitations, two-factor authentication, Google SSO, and breach detection.
- [Workflow Automation](https://isomate.io/en/features/workflow-automation/): Build event-driven automations with multiple trigger types, 30 action types, branching, loops, sub-workflows, AI steps, and a visual editor.

## Knowledge Base

- [Building Custom Object Types](https://isomate.io/en/knowledge-base/building-custom-object-types/): Learn how to build custom object types in ISO Mate: create the type, lay out tabs and columns, drag in fields, configure conditions, and publish for your team.
- [Calendar Sources and Settings](https://isomate.io/en/knowledge-base/calendar-sources-settings/): Understand account, personal, and Google calendar sources, create personal calendars, toggle visibility, and set your default view, timezone, and reminders.
- [Changing Your Email Address](https://isomate.io/en/knowledge-base/changing-your-email-address/): Change your account email safely. ISO Mate confirms your password, verifies the new address by emailed link, and protects your old address.
- [Closing Your Account and How Long Data Is Kept](https://isomate.io/en/knowledge-base/closing-your-account-and-how-long-data-is-kept/): What happens when you delete your own account, what happens to an organization left with no members, and how long ISO Mate keeps each kind of data.
- [Compliance Audit Logs](https://isomate.io/en/knowledge-base/compliance-audit-logs/): View the automatic compliance audit trail, filter by entity type, action, and date range, expand before and after changes, and export logs to CSV or PDF for auditors.
- [Composing, Replying, and Forwarding Emails](https://isomate.io/en/knowledge-base/composing-replying-forwarding-emails/): Write email in ISO Mate: compose, reply, reply all, and forward from the composer, add attachments and a signature, with drafts that auto-save.
- [Configuring Account Settings](https://isomate.io/en/knowledge-base/configuring-account-settings/): Set your organization name, logo, default currency, business address, and default timezone from one Account Settings page.
- [Configuring SLA Policies](https://isomate.io/en/knowledge-base/configuring-sla-policies/): Create an SLA policy in ISO Mate: set first response and resolution targets per priority, define business hours, choose a default, and track breaches.
- [Connecting a Personal Mailbox](https://isomate.io/en/knowledge-base/connecting-personal-mailbox/): Connect a personal mailbox from the My Mailboxes menu using Google OAuth for Gmail or IMAP and SMTP for custom servers, then sync and send.
- [Connecting Google Calendar](https://isomate.io/en/knowledge-base/connecting-google-calendar/): Connect your Google account for two-way calendar sync, enable event sync and Google Meet, control calendar visibility, and disconnect when needed.
- [Connecting via the MCP Server](https://isomate.io/en/knowledge-base/connecting-via-mcp-server/): Connect AI assistants and developer tools to ISO Mate through the built in MCP server. Create a scoped API token, point your client at the /api/mcp endpoint, and manage your workspace by resource and operation.
- [Creating a Risk](https://isomate.io/en/knowledge-base/creating-a-risk/): Add a risk to the register, score its inherent and residual exposure on a 5x5 matrix, assign an owner and treatment, and link the controls that treat it.
- [Creating and Managing Calendar Events](https://isomate.io/en/knowledge-base/creating-managing-calendar-events/): Create calendar events with times, all-day and recurring options, attendees, colors, and Google Meet, then edit or delete events and series.
- [Creating and Managing Issues](https://isomate.io/en/knowledge-base/creating-managing-issues/): Learn how to create, organize, filter, manage, and attach files to issues in the DevOps backlog.
- [Creating and Managing Tasks](https://isomate.io/en/knowledge-base/creating-managing-tasks/): Create tasks with due dates, priorities, statuses, and assignees, set up recurring schedules, run bulk actions, and export to CSV or PDF.
- [Creating and Managing Test Cases](https://isomate.io/en/knowledge-base/creating-managing-test-cases/): Create test cases with steps and preconditions, organize them in folders, use versioning and parameters, and link them to stories and issues.
- [Creating and Organizing Notes](https://isomate.io/en/knowledge-base/creating-organizing-notes/): Write rich text notes, organize them with folders and tags, search and filter, explore the mindmap view, and export to CSV or PDF.
- [Creating Records with AI](https://isomate.io/en/knowledge-base/creating-records-with-ai/): Create records across ISO Mate by describing them in plain language, with a preview and a confirmation step before anything is saved.
- [Customizing Your Dashboard](https://isomate.io/en/knowledge-base/customizing-your-dashboard/): Personalize your dashboard: choose widgets, reorder and resize them, set auto-refresh, collapse widgets, and use keyboard shortcuts.
- [Frequently Asked Questions](https://isomate.io/en/knowledge-base/frequently-asked-questions/): Answers to the questions we hear most about ISO Mate accounts, features, security, billing, and integrations, with links to detailed guides.
- [Getting Started with ISO Mate](https://isomate.io/en/knowledge-base/getting-started-with-iso-mate/): Learn how to get into an account, set up your organization, invite your team, and explore the ISO Mate platform.
- [Help Desk Permissions and Roles](https://isomate.io/en/knowledge-base/help-desk-permissions-and-roles/): Learn how to configure role-based permissions for the Help Desk module, covering tickets, canned responses, SLA policies, and auto-assignment rules, and how each permission gates the console.
- [Help Desk Reports and Analytics](https://isomate.io/en/knowledge-base/help-desk-reports-and-analytics/): Explore the ISO Mate Help Desk Reports dashboard: overview, trends, agent performance, SLA compliance, CSAT, and channel metrics, with date filtering and export.
- [Importing a Risk Register](https://isomate.io/en/knowledge-base/importing-a-risk-register/): Bring an existing risk register into ISO Mate from a CSV file, with a dry run that validates every row before you commit the valid ones.
- [Interpreting the 5x5 Risk Matrix](https://isomate.io/en/knowledge-base/interpreting-the-5x5-risk-matrix/): Understand how likelihood and impact combine into a 1 to 25 risk score, how scores map to level bands, and how to read the heatmap across layers.
- [Linking Records to Sales Activities](https://isomate.io/en/knowledge-base/linking-records-to-sales-activities/): Connect tasks, calendar events, notes, and emails to leads, opportunities, and deals for a unified record of every interaction, all captured in the activity timeline.
- [Managing Billing Contacts](https://isomate.io/en/knowledge-base/managing-billing-contacts/): Manage who receives invoices and billing notifications in ISO Mate. Add, edit and remove billing contacts, link them to account users, and set the primary contact.
- [Managing Contacts](https://isomate.io/en/knowledge-base/managing-contacts/): Create contacts with email, name, company, phone, and notes, search and filter your directory, email selected contacts, and export to CSV.
- [Managing Controls and Evidence](https://isomate.io/en/knowledge-base/managing-controls-evidence/): Define controls, map them to requirements, policies, and risks, upload evidence linked to controls, and use the Crosswalk view to see coverage across frameworks.
- [Managing Custom Object Entries](https://isomate.io/en/knowledge-base/managing-custom-object-entries/): Learn how to create, find, edit, bulk update, and export entries for your custom object types in ISO Mate.
- [Managing Email Signatures](https://isomate.io/en/knowledge-base/managing-email-signatures/): Manage email signatures per mailbox in ISO Mate: create, edit, set a default, and delete them, then pick one in the composer as you write.
- [Managing Emails: Viewing, Filtering, and Organizing](https://isomate.io/en/knowledge-base/managing-emails-viewing-filtering/): Read, search, sort, and filter email in ISO Mate, star and archive messages, organize with folders and labels, and apply bulk actions.
- [Managing Features and User Stories](https://isomate.io/en/knowledge-base/managing-features-user-stories/): Group requirements as features, capture user stories with acceptance criteria, and link test cases and issues to track coverage in ISO Mate.
- [Managing Help Desk Tickets](https://isomate.io/en/knowledge-base/managing-help-desk-tickets/): A complete walkthrough of the ISO Mate Help Desk ticket lifecycle, from creating and assigning tickets to replying, using internal notes, and resolving them.
- [Managing Notification Preferences](https://isomate.io/en/knowledge-base/managing-notification-preferences/): Choose which notification categories you receive, set per category quiet hours, and control the sound and browser push channels.
- [Managing Policies and Attestations](https://isomate.io/en/knowledge-base/managing-policies-attestations/): Draft policies with version control, assign them to user groups, publish attestation cycles, and track completion against a threshold in ISO Mate.
- [Managing Procedures](https://isomate.io/en/knowledge-base/managing-procedures/): Create operational procedures with categories and ordered steps, schedule recurrence that generates tasks each cycle, link them to controls, and manage versions.
- [Managing Products and Price Books](https://isomate.io/en/knowledge-base/managing-products-and-price-books/): Build a product catalog with SKUs and pricing, create price books for different markets, and attach products to deals as line items with automatic value calculation.
- [Managing Releases](https://isomate.io/en/knowledge-base/managing-releases/): How to create release versions, link issues, track progress, and move versions through Unreleased, Released, and Archived in ISO Mate.
- [Managing Sprints](https://isomate.io/en/knowledge-base/managing-sprints/): How to create sprints, start and close them from the Backlog, and manage sprint issues in the ISO Mate DevOps workspace.
- [Managing Users and Roles](https://isomate.io/en/knowledge-base/managing-users-roles/): Invite people to your account, assign them one or more roles, and build custom roles with granular, per area permissions.
- [Managing Workflows: Versions, Dry Run, Metrics, and Import/Export](https://isomate.io/en/knowledge-base/managing-workflows-versions-dry-run-metrics-and-import-export/): A guide to the governance features that keep ISO Mate workflows safe and observable: versioning and restore, audit logs, dry run, metrics dashboards, execution history and retries, and portable JSON import and export.
- [Managing Your Sales Pipeline](https://isomate.io/en/knowledge-base/managing-your-sales-pipeline/): Set up pipelines with custom stages, move leads through to opportunities and deals, work the drag and drop board, and monitor performance on the Sales Dashboard.
- [Managing Your Subscription](https://isomate.io/en/knowledge-base/managing-your-subscription/): A guide to your ISO Mate subscription. View your plan, trial, seats, user allowance and invoices, subscribe, update payment, cancel or resume through the secure Stripe billing portal, and understand what happens if access lapses.
- [Navigating the Dashboard](https://isomate.io/en/knowledge-base/navigating-the-dashboard/): Find your way around ISO Mate: the dashboard landing page, the top toolbar, and the collapsible sidebar navigation.
- [Password Security and Breach Detection](https://isomate.io/en/knowledge-base/password-security-and-breach-detection/): Learn how ISO Mate blocks passwords found in known data breaches, when the check runs, how it protects your privacy, and the password rules it enforces.
- [Prioritizing Issues with ICE Scoring](https://isomate.io/en/knowledge-base/prioritizing-issues-ice-scoring/): How ICE scoring in ISO Mate rates issues on Impact, Confidence, and Ease, adjusts for type and source, and orders your backlog by score.
- [Projects and Git Integrations](https://isomate.io/en/knowledge-base/projects-and-git-integrations/): How to create projects, connect GitHub, GitLab, or Bitbucket repositories, and track branches, commits, and pull requests from the issue detail in ISO Mate.
- [QA Metrics and Test Environments](https://isomate.io/en/knowledge-base/qa-metrics-test-environments/): Read the QA metrics dashboard for defect detection, test effectiveness, coverage, reusability, effort variance, and trends, and manage test environments.
- [Recording a Risk Acceptance](https://isomate.io/en/knowledge-base/recording-a-risk-acceptance/): Formally sign off a risk you choose to tolerate, with a rationale and an optional expiry, and keep an auditable acceptance history.

## Feature Capabilities

### DevOps Management
- Issue tracking with types: Epic, Story, Task, Bug, Subtask
- Sprint planning and management
- Release management and versioning
- Kanban boards with customisable workflows
- Definition of Done (DoD) templates
- Issue templates for standardised creation
- Issue linking and dependencies
- User stories with acceptance criteria
- Tags for flexible categorisation

### QA Management
- Test case creation with versioning and audit history
- Test steps with expected results
- Test cycle organisation with folders
- Test execution tracking with pass/fail results and attachments
- Test environments for multi-environment testing
- Test case parameters and parameter sets for data-driven testing
- Test case dependencies
- Test folders for organising test cases
- Coverage tracking, traceability, and test metrics
- Defect linking from test executions to issues
- Feature-level acceptance criteria with test case mapping

### Compliance Management
- Compliance frameworks (ISO 27001, SOC 2, GDPR, custom)
- Controls with policy and procedure mapping
- Requirements tracking
- Policy management with versioning
- Procedure management with versioning
- Evidence collection and management
- Attestation tracking
- Compliance audit logs
- Compliance dashboard
- User groups for policy assignment

### Incident Management
- Incident tracking with severity and categorisation
- Incident notes and timeline
- Incident user roles and assignments
- Incident audit logs

### Task Management
- Task creation and assignment
- Recurring task support with scheduling
- Completion tracking
- Priority and status management

### Calendar
- Calendar events with reminders
- Multiple calendar sources
- Google Calendar two-way sync
- Colour overrides and visibility settings

### Chat & Messaging
- Team channels with member management
- Direct messages and conversations
- File attachments in messages
- Real-time messaging via WebSockets

### Email & Mailboxes
- Shared and private mailbox support
- Email folders for organisation
- Email signatures
- File attachments
- Gmail integration via OAuth

### Diagrams
- Visual diagram builder
- UML, ERD, and general diagram support
- Export to PNG and PDF

### Custom Objects
- Dynamic form builder with schema validation
- Custom data types (object types)
- Flexible data entry and management (entries)

### Workflows & Automation
- Workflow engine with triggers and actions
- Workflow execution logs

### Forms
- Form builder with schema definitions
- Form submissions and data collection

### Feedback Portal
- Public feedback submission
- Voting and comments on feedback
- Feature requests and bug reports from users

### Notes
- Note-taking with rich text
- Note folders for organisation

### Contacts
- Contact management and directory

### Reporting
- Charts and dashboards
- PDF and CSV exports
- Configurable report settings

## Technical Specifications
- Platform: Web-based SaaS application
- Access: Browser-based (Chrome, Firefox, Safari, Edge)
- Mobile: Ionic mobile application available
- Architecture: Multi-tenant with account isolation
- Security: GDPR compliant, role-based access control (RBAC)
- Authentication: Email/password, two-factor authentication, OAuth providers
- Real-time: WebSocket support for chat and notifications
- Integrations: Google Calendar, Gmail, Stripe billing
- Notifications: In-app with customisable preferences and quiet hours

## Pricing
- One simple subscription that includes all features
- No tiers or feature gating, so every subscriber gets full access
- [Pricing](https://isomate.io/pricing/): Detailed pricing information

## Content Types
- Features: Detailed descriptions of platform capabilities
- Knowledge Base: Help articles, guides, and tutorials
- Pages: General information pages

## Contact

- [Website](https://isomate.io/): ISO Mate marketing site
- [Support](https://isomate.io/contact/): Get in touch with the team
- [Knowledge Base](https://isomate.io/kb/): Help articles and documentation

## Optional

- [Full Content Index](https://isomate.io/llms-full.txt): Detailed index of all pages, features, and articles
- [XML Sitemap](https://isomate.io/wp-sitemap.xml): Machine-readable sitemap of all published URLs