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ed gerber

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

Top features to help you automate your sales process

Allow your sales team to focus on their most valuable tasks

  • Email Campaigns & Tracking

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

  • Easy Integrations

    From Gmail to QuickBooks, Pipeline CRM offers popular integrations with email providers, marketing, and sales software

  • Custom Deal Stages

    Choose the default titles for stages: Qualified Lead, Proposal, Contract, and Signed. Or you can customize these deal stage titles to suit your team’s sales language.

  • User Permissions

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

  • Mobile App

    Pipeline CRM mobile CRM for iOS and Android helps you stay on top of your sales while you’re out doing your job.

  • Custom Fields

    Prioritize the customer details that are most important to your business. You can create up to 25 custom fields that will automatically appear on every deal page.

  • 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.

  • Unlimited Files Storage

    We offer unlimited data storage for growing sales teams without any data caps. Feel free to store all your documents, images, and communication records without additional charges.

  • US Based Support

    Our award-winning U.S.-based support team is here for you. Unlimited Phone, Chat, and Email Support for Everyone.

What businesses are saying

ed gerber 1

Craig Lindsay, Pacesetter

Sales, Chair IMR Network

Gone are the days of activity based 'call reports' and rear view spreadsheets!

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Patrick Curry, Fullerton

Tool, Co-Chair IMR Network

Now we can focus our efforts on real-time collaboration to help each other win deals faster together!

jp werlin

JP Werlin, CEO of Pipeline

Vice President of Sales at Trailer Bridge

We built the ISA SalesWerks Platform with industry specific custom fields that will get the IMR ready to go right out of the box — no IT needed.

We’re here to help!

Seriously, call us at 1-866-702-7303 or email us and we’ll happily assist you.

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