Platform
Everything You Need to Run Your Workforce
Six modules. One Salesforce-native platform. Designed for industries where compliance, speed, and accuracy matter most.
CRM
Enterprise CRM, Without the Enterprise Headache
Isimio is built natively on the Salesforce platform. You don't need to already be on Salesforce (we take care of that part), but you immediately gain access to its automation engines, reporting tools, customer management system, and the entire AppExchange ecosystem.
Salesforce-Native Architecture
Every feature lives directly on Salesforce, an enterprise-grade, AI-rich platform. No integration taxes, no sync delays, no separate logins.
Automation Engine
Salesforce Flow powers automated workflows across recruiting, scheduling, billing, and compliance, all configurable by your team.
Reporting & Dashboards
Build real-time dashboards across every business process. Share live reports with management, clients, or auditors.
AppExchange Ecosystem
Plug in hundreds of certified third-party integrations directly: telephony, ATS, payroll, background checks, and more.
Recruitment
Smarter Recruitment, From Application to Day One
Isimio transforms the candidate journey: from the moment someone submits their CV to their first compliant shift, with smart forms, AI-driven insights, and document-grade compliance tracking.
Princess Alexandra · ICU Ward
Thu 1 May · 07:00–15:00 · RGN
Sarah M.
RGN · 07911 100001
James K.
RGN · 07911 100002
Marcus D.
HCA · 07911 100003
Priya L.
RGN · 07911 100004
Smart Applications
Applicants upload their CV and Isimio pre-fills the entire form: work history, skills, certifications, open-text answers. No duplicate data entry. Higher completion rates, better first impressions.
CV Parsing
Affordable, feature-rich CV parsing directly into your candidate pool, no third-party Daxtra or Textkernel account required. Tailored to extract exactly what matters to you.
Application Tracking & Compliance
Dynamic application stages with custom forms, AI insights, multi-stage approvals, and real-time compliance checklists showing exactly which documents are present or missing.
Onboarding
Capture files and information from new hires digitally. Track competency expirations, allow updates via the mobile app, and keep every personnel record current and audit-ready.
Web Forms
Web forms can capture any kind of data from your candidates, clients, or referrers, and map it directly into your data model - even if it's custom-made. Forms allow for file uploads, signatures, and more.
Document Generation
Our document generation tools can convert a template into rich Word and PDF outputs, complete with up-to-date information, and immediately sent to the relevant people.
Mass Messaging
Our messaging console allows for exact searches across your candidates and contacts for the purposes of sending emails, SMS, and push notifications. Includes radius search, fields, and related record filters.
Compliance Checklists
Compare applicants and live candidates against compliance checklists, allowing for multiple job roles, project and client-specific requirements, or special individual requirements.
Workforce Operations
The Scheduler Built for Compliance at Scale
Shift scheduling is our bread and butter. Isimio offers a full-featured scheduling platform with built-in compliance, intelligent candidate matching, and the flexibility to model even the most complex workforce operations.
New invite · expires in 22 min
ACME Warehouses
Warehouse Operator · Harlow
Shift Scheduling
Fully customisable scheduler supporting copy/paste, recurring bookings, long-term work orders, custom data schemas, and role-based views. Handles thousands of concurrent shifts without missing a beat.
Compliance Engine
Every booked shift is checked against work time regulations, break rules, certification expiry, visa restrictions, fatigue indices, do-not-returns, and client-specific rules. Custom compliance rules can be created for each deployment.
Targeted Open Shifts
No broadcast spam. Isimio sends shift invitations only to candidates who match: by compliance, availability, roster, and client feedback. When a worker's phone buzzes, they know it's relevant.
Worker Mobile App
Workers capture time, submit timesheets, chat with the office, set availability, view schedules, update files, fill forms, and more, all from the Isimio app on iOS and Android. Branded white-label apps are available as a paid add-on.
Instant Messaging
Our mobile app allows for free instant messaging with your live candidates, including the ability to tag messages as to-do tasks or perform various automations.
Live Maps
Use live maps to keep track of shift attendance, client density, and recruitment zones.
Automated Document Expiry Handling
Your active candidates are able to upload new documents before their old ones expire, allowing for a smooth transition while keeping all their historical data for later auditing.
Finance
From Timesheets to Invoice, Fully Automated
Isimio handles the entire pay and bill cycle: digital timesheet capture, intelligent rate cards, and invoice generation, so your finance team focuses on exceptions, not data entry.
Sarah M. · RN
Isimio · Timesheet · Week ending Sun 3 May
Mon 27
Princess Alexandra · ICU
06:58–15:02 · break 30m
7.57h
✓ clock-in
Tue 28
Princess Alexandra · ICU
07:01–15:00 · break 30m
6.98h
✓ clock-in
Wed 29
Off
0.00h
Thu 30
Princess Alexandra · ICU
07:03–15:05 · break 30m
7.53h
✓ clock-in
Fri 1
Royal Free · HDU
13:58–22:01 · break 30m
7.55h
✓ clock-in
Sat 2
Off
0.00h
29.63 h
Auto-filled from clock-in
Digital Timesheets
Multiple capture methods: on-site client signature, mobile app submission, or image parsing. Send a photo of a paper timesheet and Isimio reads it in. Timesheets auto-route to client contacts for approval.
Pay & Bill (Time Interpretation)
Unique rate cards break shifts into their pay and bill components automatically: day/night differentials, weekends, holidays, on-call, sleep shifts, overtime, bonuses, daily rate overrides, and more.
Invoicing
Generate, send, and track invoices directly inside Isimio. Auto-deliver to designated contacts, track payment status, and surface overdue invoices before they become problems.
Gross Financial Reporting
Real-time revenue, margin, and payroll reports using Salesforce's reporting engine. Slice by client, project, business unit, or time period.
Portals
Give Workers and Clients a Front Door
Portals extend Isimio's power to the people who need it most, without giving them access to your back-office. Both worker and client portals are built to your exact specification.
Worker Portal
A rich web portal where workers update their information, view rosters, fill forms, submit availability, and manage their profile, complementing the mobile app for complex tasks.
Client Portal
Impress clients with feature-rich tools: manage bookings, submit shift requests, approve timesheets, view invoices, track placements, and get reports, all in a branded, polished experience.
AI Booking Agent
Our latest client portals include an AI-powered booking agent that handles booking requests end-to-end: from understanding the requirement to confirming the right worker, without touching your team.
Built to Spec
Every portal is built to your exact specification: your branding, your workflows, your data. No one-size-fits-all templates.
AI Solutions
Omni: Secure AI That Brings Value
Omni is Isimio's own AI agent. It's not a chatbot sitting on the side. Omni sits inside your workflows and carries out real multi-step tasks on your behalf at accessible rates. Don't compromise for insecure n8n and MCP setups running on user-level permissions.
Omni
AI agent · Isimio
Which nurses are available at Princess Alexandra on Friday morning with valid DBS and NMC?
Found 6 compliant RNs for Fri 2 May 07:00–15:00. Top 3 by match score:
Sarah M.
RN · Harlow · 8.2 mi
Yemi O.
RN · Bishops Stortford · 12.1 mi
Grace T.
RN · Chelmsford · 19.4 mi
All have valid DBS and current NMC PIN. Sarah last worked there on Tuesday. Want me to send invitations?
Agentic Automations
Omni doesn't just answer questions. It takes action. From booking shifts to parsing documents to generating reports, Omni completes multi-step tasks with your data and your rules.
Document Parsing
CVs, timesheets, certificates: Omni reads them and extracts structured information directly into the system. No manual re-entry. No third-party parsing services required.
Data Residency & Multi-LLM
Omni supports geographical data residency and processing requirements, and works across multiple large language models, so you stay compliant with your data governance policies.
Tailored to Your Workflows
Omni is trained on your specific processes, terminology, and data model. It operates within your rules, not generic AI behaviour that could cause surprises. You remain in full control of the prompts and security model.
A Private Conversation
Omni transmits data between your Salesforce instance and your LLM of choice. No n8n, no additional server, no unnecessary compliance.
Get Started
See Isimio for Yourself
Book a 30-minute demo with a real person and see exactly how Isimio would work for your team.
No commitment required. A real person will confirm your demo within 24 hours.