Start with the dashboard for your role
Begin with the relevant records and activity in this workspace.
A workspace built around your role.
The Client dashboard brings role-specific work into focus. Give each person a relevant starting point while keeping the team connected through the same platform.
Client dashboard
A clearer way to work.
The Client dashboard brings role-specific work into focus. Give each person a relevant starting point while keeping the team connected through the same platform. This part of Aorta keeps the relevant information accessible as your team moves through the wider workflow.
Review the activity relevant to your responsibilities
Review the details before deciding what to do next.
Move into your next task with shared workspace context
Keep the next action connected to the rest of your team’s work.
Part of a connected platform.
Client dashboard 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.
Team workspaces
Sales representative dashboard
The Sales representative dashboard brings role-specific work into focus. Give each person a relevant starting point while keeping the team connected through the same platform.
Explore feature Team workspacesSales team lead dashboard
The Sales team lead dashboard brings role-specific work into focus. Give each person a relevant starting point while keeping the team connected through the same platform.
Explore feature Team workspacesAccount growth specialist dashboard
The Account growth specialist dashboard brings role-specific work into focus. Give each person a relevant starting point while keeping the team connected through the same platform.
Explore feature