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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.

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.

Easy Integrations

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

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 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.

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.

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.

What businesses are saying

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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, email us and we’ll happily assist you.