Organize leads by sales stage
Begin with the relevant records and activity in this workspace.
Turn conversations into customers.
Keep prospects moving through a visual sales pipeline with clear stages, ownership and next actions.
CRM pipeline
A clearer way to work.
Keep prospects moving through a visual sales pipeline with clear stages, ownership and next actions. This part of Aorta keeps the relevant information accessible as your team moves through the wider workflow.
Review deal context before outreach
Review the details before deciding what to do next.
Keep follow-ups connected to the pipeline
Keep the next action connected to the rest of your team’s work.
Part of a connected platform.
CRM pipeline sits alongside Aorta’s sales, communication and delivery tools. Explore related workspaces below to see how the wider platform fits together.
Take the product tour ↗Keep exploring
The next piece of your workflow.
Sales & CRM
Workspace dashboard
See sending activity, current projects and upcoming meetings together, so your team can decide what needs attention first.
Explore feature Sales & CRMLead profiles
Bring a prospect’s contact details and sales history into one profile before your next conversation.
Explore feature Sales & CRMLead follow-ups
Review upcoming follow-ups alongside their lead context, so promising conversations stay on your radar.
Explore feature