Review account details
Begin with the relevant records and activity in this workspace.
One account. The whole relationship.
Bring client information and account context together so sales and delivery can work from the same picture.
Client profiles
A clearer way to work.
Bring client information and account context together so sales and delivery can work from the same picture. This part of Aorta keeps the relevant information accessible as your team moves through the wider workflow.
Keep client context accessible
Review the details before deciding what to do next.
Connect account conversations with delivery
Keep the next action connected to the rest of your team’s work.
Part of a connected platform.
Client profiles 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 & CRMCRM pipeline
Keep prospects moving through a visual sales pipeline with clear stages, ownership and next actions.
Explore feature Sales & CRMLead profiles
Bring a prospect’s contact details and sales history into one profile before your next conversation.
Explore feature