Pipeline CRM
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Better team insights

It's easy! Lock in discounted ISA member rates and get a free trial of the best plan available.

ISA’s SalesWerks Sales Process already built in, no programing needed! Collaboration with manufacturers made simple. No complex IT or engineering needed.

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  • 14-day free trial
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Benefits

Top features to help you
automate your sales process

Email Campaigns & Tracking
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Custom Fields
Prioritize key customer details by creating up to 25 custom fields for each deal page.

Email campaigns & tracking

Track all your email messages, opens, clicks, and downloads automatically as activities in your account.

Sales forecasting

When you understand past trends, you’ll be able to confidently forecast the salespeople on track to hit quota.

Track commissions

Automate sales commissions to reduce cost and increase transparency for remote sales teams.

Custom deal stages

Choose default titles (Qualified Lead, Proposal, Contract, Signed) or customize them for your team.

Unlimited files storage

Enjoy unlimited data storage for all documents, images, and records with no extra charges.

User permissions

Assign permissions for your team members to set what they can see and do within the application.

Support & setup assistance

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IMRs that lean into this ISA SalesWerks Platform and sales process will create real differentiation for their business while elevating their employees’ skill sets and principals’ success.
Ed Gerber, CEO of ISA