Create structured forms
Begin with the relevant records and activity in this workspace.
Collect the details that move work forward.
Build forms for client briefs and structured information gathering inside your workflow.
Form builder
A clearer way to work.
Build forms for client briefs and structured information gathering inside your workflow. This part of Aorta keeps the relevant information accessible as your team moves through the wider workflow.
Collect client requirements
Review the details before deciding what to do next.
Bring submissions into your delivery process
Keep the next action connected to the rest of your team’s work.
Part of a connected platform.
Form builder sits alongside Aorta’s sales, communication and delivery tools. Explore related workspaces below to see how the wider platform fits together.
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The next piece of your workflow.
Projects & delivery
Project management
Keep client delivery visible with a shared view of projects and their progress.
Explore feature Projects & deliveryProject workspace
Bring project detail, responsibilities and delivery context into one workspace.
Explore feature Projects & deliveryTask management
Organize the work your team needs to complete with task status and responsibility in view.
Explore feature