Review contact and company details
Begin with the relevant records and activity in this workspace.
The context behind every contact.
Bring a prospect’s contact details and sales history into one profile before your next conversation.
Lead profiles
A clearer way to work.
Bring a prospect’s contact details and sales history into one profile before your next conversation. This part of Aorta keeps the relevant information accessible as your team moves through the wider workflow.
Track the relationship history
Review the details before deciding what to do next.
Move from research to a relevant follow-up
Keep the next action connected to the rest of your team’s work.
Part of a connected platform.
Lead 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 follow-ups
Review upcoming follow-ups alongside their lead context, so promising conversations stay on your radar.
Explore feature