Intelligent management systems

Smart forms and workflows to run your operation paperless and code-free

ISOptimo turns your paper templates into digital forms that work online and offline, and connects them to approval workflows, document management, audits and KPIs. You set it up yourself, with help from artificial intelligence.

Request a demo Explore the platform
  • Low code, no tech team needed
  • Online and offline
  • Certified cloud infrastructure
Team reviewing information on a laptop

AI-built formsDescribe what you need and you're done

Work without internetSyncs when the signal is back

Organizations that trust ISOptimo

Asotranscal Flota Ospina Unitrans Serviturismo Autolujo Coomoquin Cootrascien Megabús Bioquality Hospital Infantil Hemocentro Silvio Alfonso Cruz Roja
Inyekto Hotel Country Siesas Puntos de Encuentro Tecniversia La Arabia Hábitat EAM Emdecob Gerente Lechero Mediservis Hábitat

The platform

Everything connected in one place

Eight modules working together around your operation.

Click a module to learn more

Digital, smart forms

Turn any paper template into a digital form that you design yourself or generate with AI.

  • Visual design, no coding
  • Built with generative AI
  • Validation rules and dynamic fields
  • Online and offline
  • Dynamic databases you manage yourself
Two people checking a record on a tablet in a warehouse
Why ISOptimo instead of other form tools? See comparison
What you need ISOptimo Other form tools
Offline data capture Yes Usually not
Sequential and parallel approval workflows Built in With extra tools
Signatures within the process Electronic and digitized Separately
Document management with retention schedules Built in In another system
Filing and request handling Yes In another system
Audits, improvement actions and KPIs In the same platform In another system

Workflows that move every form

Whatever is captured goes straight to whoever has to review, approve or answer it.

  • Sequential and parallel workflows
  • Between your teams and with customers or third parties
  • Prebuilt or built by you, low code
  • AI and OCR built into your document flow

Sequential · Purchase request

  1. Team lead
  2. Purchasing
  3. Management

Parallel · Contract review

  1. Request
  2. LegalFinance
  3. Approval

Document management with built-in retention

Documents, correspondence and signatures under control in one place.

  • Built-in document retention schedules
  • Filing and correspondence
  • Legally valid electronic signature
  • Unlimited digitized signatures
  • Request and complaint management with response-time tracking
Archive shelves with neatly organized colored binders

Improvement and projects

Every finding ends in an action with an owner, a due date and follow-up.

  • Corrective and preventive actions (CAPA)
  • Project management with budgets
  • Action plans and tasks
  • Nonconformities and risks
Team gathered around a table reviewing a work plan

Internal audits, connected

An audit doesn't end with a report: it carries on into improvement and stays in your documents.

  • Audit program and findings log
  • Findings linked to CAPA actions
  • Evidence kept in document management
  • For ISO 9001, ISO 14001 and ISO 45001 systems
Auditor taking notes on a clipboard during a review

KPIs and dashboards with AI

What happens in your processes, turned into dashboards you can check at any time.

  • Dashboards built with generative AI
  • Real-time KPIs
  • Alerts and follow-up
  • Integration with Power BI, Power Automate and Google Sheets
Person analyzing charts and KPIs on a laptop

Artificial intelligence in your daily work

AI helps you set up the platform and run your processes.

  • Generative AI that builds your forms
  • AI-powered OCR that extracts data from your documents
  • AI-generated dashboards
  • RPA automation for repetitive tasks
Stacks of paper folders and documents piled up in an office

Integrations with the tools you already use

ISOptimo connects to your tools through integration APIs.

  • Power BI
  • Power Automate
  • Google Sheets
  • APIs to connect your own systems
Three people talking around a meeting table

Online and offline

Your operation doesn't stop when the signal drops

The app works online and offline, so data capture never stops. On the plant floor, on site, on the road or in rural areas, your team keeps recording and everything syncs once the signal is back.

  • Fill in forms and inspections without internet
  • Automatic sync when the connection returns
  • Evidence and notes captured on site
  • Full traceability and zero data loss
Try the app in a demo
Offline forms
Fill in with a tap

Artificial intelligence and low code

You set it up, with AI on your side

No engineering team required: users manage the platform themselves, with AI by their side.

Generative AI for forms

Describe what you need and AI builds it.

AI and OCR in your workflows

Reads your documents and passes the data to the workflow.

AI dashboards

Dashboards generated from your own data.

Dynamic databases

You create and manage them yourself, no coding.

Grow with ISOptimo

Do you serve other businesses? Earn with ISOptimo

Consultants, auditors, integrators, agencies or any professional: adapt the platform to the way you work and use it to deliver services to your clients.

I want to offer it to my clients
  • Your own platform, customized and managed by you
  • A suite of services you can sell to your clients
  • Low code: tailor it to each client without coding

Information security

Your information, protected

  • Certified cloud

    ISO 27001 and SOC 2 certified infrastructure

  • Backups

    Transactional, differential and full

  • Geo-replication

    Data in data centers across regions

  • Two-factor authentication

    Two-step verification

  • Passkeys

    Sign in with fingerprint, face or PIN

  • Anti-keylogger

    Credential protection

The certifications belong to the cloud infrastructure provider that hosts the platform.

Who we work with

Built to fit your industry

  • Healthcare and labs
  • Transportation and mobility
  • Services
  • Education
  • Manufacturing
  • Plastics
  • Agribusiness
  • Metalworking
  • Construction
  • Electrical
  • Tourism and hotels
  • Cooperatives
  • Public sector

FAQ

What people usually ask us

Have another question? Write to us and we'll help you out.

Message us on WhatsApp
What is ISOptimo?

A low-code management platform. At its heart are smart digital forms and workflows, connected to documents, improvement, projects, audits and KPIs.

Do I need to know how to code?

No. Forms, workflows and databases are designed visually, and AI can build the forms for you.

Does it work without an internet connection?

Yes. The app works online and offline, and syncs your data automatically once the signal is back.

How is it different from other form tools?

Most of them only collect answers. In ISOptimo a form works offline, starts approval workflows, supports signatures and stays connected to documents, audits and KPIs.

What kinds of signatures does it offer?

Two different options: a legally valid electronic signature, and unlimited digitized signatures, which are an image of the handwritten signature to speed up forms and records.

Does it integrate with the systems I already use?

Yes. ISOptimo has integration APIs, starting with Power BI, Power Automate and Google Sheets.

Let's talk

Request a personalized demo

See how ISOptimo can streamline your organization's processes, improve information traceability and boost productivity with automation and business intelligence.

Book your demo in three steps

  1. Leave us your detailsA short, one-minute form.
  2. We get in touchWe agree on a date and time with you.
  3. See ISOptimo in actionWith examples from your operation.
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