The Aorta toolkitYour next great workflow.
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From discovering a prospect to delivering the project. Explore the tools that keep your people, conversations and work moving together.
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Real product previews, practical workflows and the details behind each feature. Choose an area of your business to start exploring.
Sales & CRMSee sending activity, current projects and upcoming meetings together, so your team can decide what needs attention first.
- Monitor sending by domain
- Open recently active projects
- Plan around your meeting calendar
Explore the full feature ↗ Sales & CRMKeep prospects moving through a visual sales pipeline with clear stages, ownership and next actions.
- Organize leads by sales stage
- Review deal context before outreach
- Keep follow-ups connected to the pipeline
Explore the full feature ↗ Sales & CRMBring a prospect’s contact details and sales history into one profile before your next conversation.
- Review contact and company details
- Track the relationship history
- Move from research to a relevant follow-up
Explore the full feature ↗ Sales & CRMReview upcoming follow-ups alongside their lead context, so promising conversations stay on your radar.
- Find leads awaiting a response
- Organize upcoming follow-up work
- Return to the associated lead profile
Explore the full feature ↗ Sales & CRMKeep your client directory connected to the people and work behind each account.
- Browse your client portfolio
- Find the right account quickly
- Open detailed client records
Explore the full feature ↗ Sales & CRMBring client information and account context together so sales and delivery can work from the same picture.
- Review account details
- Keep client context accessible
- Connect account conversations with delivery
Explore the full feature ↗ Sales & CRMOrganize prospective opportunities before they enter your active pipeline.
- Review prospective accounts
- Keep research organized
- Prepare opportunities for your sales process
Explore the full feature ↗ Sales & CRMReview targets and progress in one place so day-to-day work stays connected to sales objectives.
- Review assigned sales targets
- Understand progress toward goals
- Prioritize the work that needs attention
Explore the full feature ↗ Sales & CRMManage invoices and payment visibility alongside your client operations.
- Review invoice records
- Track payment status
- Keep financial context close to client work
Explore the full feature ↗ Email outreachOrganize automated email sequences and see which campaigns are active, paused or ready for attention.
- Review campaign status
- Coordinate ongoing sequences
- Move into campaign details
Explore the full feature ↗ Email outreachReview campaign batches, generation progress and sending capacity from a dedicated campaign workspace.
- Inspect lead batches and daily caps
- Review sent and scheduled emails
- Monitor generation and campaign progress
Explore the full feature ↗ Email outreachReview outreach conversations with the context of the sequence that started them.
- Browse campaign replies
- Follow the conversation history
- Identify conversations needing attention
Explore the full feature ↗ Email outreachKeep follow-up activity connected to your outreach campaigns and scheduled sends.
- Review sequence follow-ups
- Track pending outreach activity
- Keep campaign context in view
Explore the full feature ↗ Email outreachReview mailbox status before scaling your outreach workload.
- Inspect connected mailbox health
- Spot accounts that need attention
- Plan sending around account readiness
Explore the full feature ↗ Email outreachBring campaign performance into focus so your next decision is grounded in activity.
- Review campaign-level results
- Compare sending and engagement activity
- Identify where to refine your approach
Explore the full feature ↗ CommunicationBring mailbox conversations together so replies stay visible across connected accounts.
- Review a unified conversation stream
- Move between connected mailbox contexts
- Find replies that need your attention
Explore the full feature ↗ CommunicationCoordinate with teammates inside the same platform you use to manage sales and delivery.
- Keep internal conversations together
- Coordinate around active work
- Reduce the gap between discussion and action
Explore the full feature ↗ CommunicationReview your schedule alongside the sales and operational work that surrounds it.
- View upcoming meetings
- Organize your working calendar
- Prepare for client and prospect conversations
Explore the full feature ↗ Email warmupReview the warmup pool before planning your next outreach push.
- Inspect pool-level status
- Review warmup participation
- Identify mailboxes needing attention
Explore the full feature ↗ Lead generationBring prospect discovery into the same workspace as your outreach and CRM.
- Organize lead discovery
- Prepare prospects for review
- Connect discovery with the sales workflow
Explore the full feature ↗ Lead generationReview lead discovery sessions and return to previous research without starting again.
- Browse discovery sessions
- Review session progress
- Return to research results
Explore the full feature ↗ Lead generationAssess discovered prospects before bringing them into your sales process.
- Inspect discovered leads
- Review prospect details
- Prepare suitable contacts for outreach
Explore the full feature ↗ Lead generationManage the provider connections used by your lead generation workflow.
- Review provider connections
- Manage your own API credentials
- Keep discovery setup organized
Explore the full feature ↗ Lead generationReview and enrich prospect information so outreach starts with a more complete picture.
- Expand lead context
- Review enriched information
- Prepare better-informed outreach
Explore the full feature ↗ Projects & deliveryKeep client delivery visible with a shared view of projects and their progress.
- Browse active client projects
- Review project status
- Open the work behind each account
Explore the full feature ↗ Projects & deliveryBring project detail, responsibilities and delivery context into one workspace.
- Review the project scope
- Coordinate project activity
- Keep delivery context together
Explore the full feature ↗ Projects & deliveryOrganize the work your team needs to complete with task status and responsibility in view.
- Review team tasks
- Coordinate priorities and ownership
- Track work through completion
Explore the full feature ↗ Projects & deliveryGive each teammate a focused view of their own work without losing the wider project context.
- Review your assigned work
- Plan your next actions
- Stay connected to project priorities
Explore the full feature ↗ Projects & deliveryBuild forms for client briefs and structured information gathering inside your workflow.
- Create structured forms
- Collect client requirements
- Bring submissions into your delivery process
Explore the full feature ↗ SEO & contentReview SEO activity in a dedicated workspace alongside your broader agency operations.
- Review SEO work at a glance
- Navigate to connected websites
- Coordinate content and growth activity
Explore the full feature ↗ SEO & contentOrganize the websites behind your content and SEO workflows.
- Review managed websites
- Keep site context organized
- Move into website-specific work
Explore the full feature ↗ SEO & contentManage publishing work alongside the sites and teams responsible for delivery.
- Organize blog publishing
- Review content work
- Coordinate publication across websites
Explore the full feature ↗ SEO & contentOrganize the media used in your publishing workflow in a shared library.
- Browse media assets
- Find content for publishing
- Keep reusable assets organized
Explore the full feature ↗ Social publishingManage social publishing alongside your campaigns, content and client operations.
- Review social publishing activity
- Organize connected social accounts
- Move between planning and scheduling
Explore the full feature ↗ Social publishingReview scheduled social content on a calendar so your publishing rhythm is easy to understand.
- View the publishing calendar
- Review upcoming content
- Plan around gaps in the schedule
Explore the full feature ↗ Social publishingOrganize scheduled posts and Reels for Facebook and Instagram from one publishing workflow.
- Prepare social posts and video Reels
- Review scheduled publishing
- Coordinate your content queue
Explore the full feature ↗ Platform & insightsBring operational reporting together so decisions stay connected to what your team is doing.
- Review business reports
- Understand activity across workflows
- Use insights to guide the next step
Explore the full feature ↗ Platform & insightsFind records across the workspace without retracing every navigation path.
- Search workspace records
- Find relevant leads and projects
- Return to the right context quickly
Explore the full feature ↗ Platform & insightsOrganize user access and responsibilities around the way your team works.
- Review workspace users
- Manage role assignments
- Match responsibilities to the right people
Explore the full feature ↗ Platform & insightsBring the configuration behind your daily operations into a dedicated settings area.
- Review workspace preferences
- Manage operational configuration
- Keep platform setup organized
Explore the full feature ↗ Platform & insightsKeep product guidance accessible from the workspace when your team needs support.
- Browse available guidance
- Find help for your workflow
- Keep learning close to daily work
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