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Sales, people, billing and calendar modules connected to a central Vitae company record

THE AI-NATIVE OPERATING SYSTEM FOR SOFTWARE AND SERVICE BUSINESSES

Your customers.
Your people.
Your business,
connected.

Vitae OS is business software for software and service companies, provided by Vitae AI Ltd. Manage contacts and sales, follow up on enquiries and organise your team in one place. Connect your tools and use ChatGPT or Claude in daily work.

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CLIENT DETAILS AND DAILY WORK, TOGETHERFind the latest update without chasing colleagues.
FOR BUSINESSES
BUILT AROUND CUSTOMERS

Software companies

Agencies

Professional services

Find your business

01 / THE CONNECTED CLIENT JOURNEY

You shouldn't be the person
holding every part of the business together.

From the first enquiry to the first invoice, Vitae keeps the client details and the next action with the right person. Follow one client through the business.

ONE CLIENT. ONE SHARED STORY.Atlas & Co · Example company
  1. Enquiry
  2. Sales
  3. Agreement
  4. Delivery
  5. Invoice
CLIENT RECORD
Atlas & CoCampaign services
ContactSam Morgan
OwnerCasey, finance
Latest updateInvoice draft prepared for review
INVOICING

The first invoice is ready.

Finance has the agreement and the client details in the same place.

WHAT HAPPENS NEXTReview and send the invoice

FROM THE PLATFORM

Get the whole
relationship in view.

See the customer, deal value, sales stage and next action in your sales workspace.

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Vitae sales pipeline showing client opportunities grouped by stage
Vitae sales workspace. Demonstration data.

02 / A WORKDAY, CONNECTED

The next step.
With the details ready.

Follow a campaign enquiry from the website to a client record and an assigned follow-up. Then explore how the full OS handles support, a new employee and the first invoice.

Vitae workspaceExample workflow · fictional data

Website enquiry

SM
Sam MorganAtlas & Co
Just now

Hi, we are planning a new campaign. Could we discuss the brief next week?

◎
CONNECTED COMPANY RECORDAtlas & Co
↗

A new conversation, ready for the right person.

  1. ✓
    Enquiry captured
  2. ✓
    Client record created
  3. ✓
    Discovery call booked
  4. ✓
    Account manager follow-up readyYour team stays in control
New opportunityThe next conversation starts with the full story.
Full workflow shown

See how each step keeps the client record, the owner and the next action together.

03 / AI IMPLEMENTATION

Put AI to work
in your business.

We build AI workflows and custom apps around the way your business works. Connect your tools, cut repetitive work and give your team more time for customers.

Bring ChatGPT or Claude, too. We help connect your AI to your customers, your people and the work happening in Vitae.

Explore AI implementation
+ Vitae
What should I know before my meeting with Atlas & Co?
✳
Here's the picture.

Atlas & Co is reviewing your agency's campaign proposal. Sam has asked for onboarding documents, and your account manager has a briefing call booked.

  • SalesCampaign proposal in discussion
  • SupportOnboarding question needs a reply
  • CalendarCampaign briefing scheduled for tomorrow

Start by answering Sam's question, then confirm the campaign tasks and dates.

Full OS example · fictional company data
Your choice of AIAI tool connection (MCP)

Connect a compatible assistant through MCP, or use your own provider API key inside Vitae. Provider API usage can cost extra; your assistant subscription does not automatically cover it.

04 / MAKE IT YOURS

Keep the tools you use.
Connect the work between them.

Keep the specialist tools you love.
Build the connections and workflows you need.

Use ChatGPT or Claude with Vitae

MCP is a connection that lets a compatible assistant use the Vitae records and tools you allow.

Ask about a client → read approved records → prepare a briefingMap your first connection
YOUR WORKFLOWFull OS workflow example
01
WHEN THIS HAPPENSA website visitor asks for a quote
↓
02
FIND THE CLIENTFind or create the client record
↓
03
PREPARE THE FOLLOW-UPPrepare a follow-up for the sales owner
✓
◎ Review before sending. Your team stays in control.

Tell us which app should send information, where it should go and what should happen next. We will confirm the connection, account access and setup work needed.

05 / BUILT FOR CUSTOMER-FACING TEAMS

Built for businesses that run on customers and people.

If you sell software or services and manage customers, sales and a team, Vitae helps keep the business side connected.

Property

  • Estate and lettings agencies

    Vendors, landlords, applicants and negotiators in one place, with hiring built in when the branch grows.

  • Property and block management

    Landlords, tenants, contractors and your team, connected.

  • Mortgage and protection brokers

    Leads, adviser relationships, follow-ups and case notes on one record.

Professional and financial

  • Accountancy and bookkeeping practices

    Clients, deadlines, service agreements and the people who do the work.

  • Insurance brokers and independent financial advisers

    Clients, renewals, advisers and follow-ups in one view.

  • Small law firms and conveyancers

    Client relationships, agreed work, your people and billing, together.

  • Consultancies and advisory firms

    Proposals, client work, consultants and invoices together.

Agencies and B2B services

  • Recruitment agencies

    Win clients, manage candidates and fill roles with Vitae recruitment tools for applicants, client relationships and new business.

    Explore Vitae for agencies
  • Marketing, creative and digital agencies

    Pitches, client conversations, delivery handovers and the team behind them.

  • Outsourced sales and business services

    Campaigns, clients, callers and follow-ups in one place.

  • Training providers and coaching businesses

    Client enquiries, trainers, bookings and agreements, together.

Other businesses

  • Your customers. Your team.

    If you work with customers and a team, explore Vitae with a walkthrough built around your own business.

Book a demo

Keep product development and specialist industry systems where you need them. We will map the connections in your walkthrough.

Introduced by a partner?

Many businesses come to Vitae through a recruitment or business partner. We agree setup, support and pricing for your arrangement before launch. Recruitment agencies can also earn recurring platform revenue by introducing Vitae OS to their clients. Explore the agency partner programme.

06 / GROW AT YOUR PACE

Choose the plan that fits your business.

Connect your sales, customers and team. Choose Core for daily operations, or Growth for the full platform.

For sales and daily operations

Core

$499/month

5 users and 10 employee records included.

Your business essentials

  • CRM, sales and business development
  • Messaging and calendar
  • Invoicing, contracts and reporting
  • HR and employee records
  • Your AI (ChatGPT or Claude), workflows and integrations
  • Onboarding session and email support

Extra users: $99/month each.
Extra employee records: $5/month each.

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For your whole business

Growth

$999/month

10 users and 50 employee records included.

Everything in Core, plus

  • Marketing: social posts, email campaigns and replies
  • Website: publish pages and capture enquiries
  • Customer support: manage questions and follow-ups
  • Hiring: manage applicants, interviews and offers
  • More users and employee records included

Extra users: $99/month each.
Extra employee records: $5/month each.

Book a demo

For larger teams and complex requirements

Enterprise

Custom planA plan agreed around your requirements

Built around your business

  • All Growth modules
  • User and employee allowances agreed with you
  • A rollout plan for your teams
  • App connections and support agreed for your setup
Get in touch

A user is someone who works in Vitae. An employee record stores staff details. Staff who only view their own details do not need a paid user seat. Their employee record counts towards the employee allowance in your plan.

Introduced by a partner? We agree setup, support and pricing for your arrangement before launch.

Prices in USD, billed monthly. Pay annually and get two months free. Taxes, external AI usage and specialist provider charges are extra.

A FEW THINGS YOU MAY BE WONDERING

Good questions.
Straight answers.

Book a demo

Book a demo and show us how your team works today. We will map your clients, people and tools, then help you choose the best place to start.

Software companies and service businesses that manage customers and a team. This includes SaaS startups, agencies, consultancies, accountants, brokers, law firms and IT providers. Vitae connects sales, customer work and the people behind it. For larger teams and groups, we will plan the processes, connections and rollout together.

A user logs in to do work, such as sales, hiring, support, finance or admin. An employee record stores staff details. Staff who only view their own details do not need a paid user seat, but their employee record counts towards the employee allowance in your plan. Someone who works in Vitae and has an employee record counts towards both allowances.

Core would cost $649/month: $499 for the plan, plus $150 for 30 employee records above the 10 included. Your 3 users fit within the 5 included seats. Growth is $999/month and includes all 40 records, more users and the full platform. Prices exclude taxes and optional add-ons.

A worker you set up for one job, such as finding new clients or replying to enquiries. It runs all day, every day, inside your Vitae account, using your data and your rules. You check its work before anything goes out.

No. Start with a useful workflow, such as enquiries and sales follow-up. In your walkthrough, we map your current tools, data and permissions, then agree what to move and what to keep connected.

Yes. MCP is a connection that lets a compatible assistant use the Vitae information and tools you allow. Providing an API key for AI inside Vitae is a separate full OS setup. Provider usage may cost extra, even if you already pay for ChatGPT or Claude.

Build a set of steps for repeat tasks, such as assigning a new enquiry and preparing a reply. Connect other apps where they offer the actions you need. Developers can extend the setup through APIs, AI tool connections and command-line tools.

Yes. Extra users cost $99/month each, extra employee records cost $5/month each and optional AI workers cost $299/month each. Your bill changes from the next month. Enterprise allowances and rates are agreed separately.

Choose which account and tools your AI can use. We will show who can read each record, which actions need review and what information goes to the AI provider. Website examples use fictional data.

The product is the same. We agree setup, support and pricing for your partner arrangement before launch. Your company data is held in your Vitae workspace. We will confirm access and handover arrangements during setup.

LET'S CONNECT YOUR BUSINESS

You do the work.
Let your systems work together.

Book a demo

See a demo built around your business. Bring the tools you use and the tasks you want to improve.