Unified Sales, CRM & Revenue Operations Platform

Major Components of Aorta Sales

Aorta Sales

is the frontline sales execution layer of the Aorta business suite. It focuses on selling efficiently—capturing leads, managing opportunities, closing deals, and giving sales teams crystal-clear visibility into their pipeline. This version is sales-user centric, fast, and ROI-driven.

Aorta Sales+

includes everything in Aorta Sales PLUS complete Revenue Operations (RevOps)—bridging Sales, Finance, Billing, Collections, and Leadership into one controlled revenue system. This is where sales meets money

Model 1 – Aorta Sales

Unified CRM & Sales Execution Platform focused on fast-moving, ROI-driven sales teams.

CRM & Account Management

Centralized account and contact management with lead-to-account conversion, relationship mapping, activity history, document storage, and Pulse integration.

Leads & Opportunity Management

Capture leads from multiple sources, qualify prospects, manage opportunities, track deal value, probabilities, and win/loss reasons.

Sales Pipeline Management

Visual stage-wise pipelines with custom stages, aging alerts, territory tracking, and approval-based stage movement.

Quotations & Proposals

Create quotations using templates, control discounts, manage approvals, share PDFs, enable e-signatures, and auto-convert to orders.

Sales Performance (Basic)

Track targets, rep performance, leaderboards, and integrate rewards via Aorta Champion.

Sales Dashboards & MIS

Monitor lead sources, conversion ratios, sales cycles, export MIS reports, and maintain audit trails.

Model 2 – Aorta Sales+

Unified Revenue Operations & Order-to-Cash Platform where sales meets finance.

Orders, Billing & Invoicing

Sales orders, milestone & recurring billing, GST-compliant invoicing, credit notes, and finance integration.

Collections & Receivables

Track payments, automate reminders, manage partial payments, TDS tracking, aging analysis, and client ledger views.

Revenue Operations & Forecasting

Weighted revenue forecasts, pipeline-to-cash visibility, finance-approved closures, and leakage alerts.

Incentives & Commissions

Advanced commission slabs, incentive rules, approval workflows, and payroll integration.

Revenue Analytics & Governance

Board-ready revenue dashboards, audit trails, sales-to-cash metrics, and compliance visibility.