THE AI-NATIVE OPERATING SYSTEM FOR SOFTWARE AND SERVICE BUSINESSES
From finding your next client to hiring the people who deliver the work, bring your sales, team and daily operations together in one place.
Software companies
Agencies
Professional services
Find your business01 / THE CONNECTED CLIENT JOURNEY
An enquiry arrives. Someone replies. A meeting happens. Then the follow-up gets missed. Vitae keeps the client details, conversations and next steps together, so your team knows what to do next.
Finance has the agreement and the client details in the same place.
FROM FIRST CONTACT TO NEW CLIENT
Find your next client, keep the conversation moving and bring the right people into the business. See how each part works.
Vitae OSWorkflow exampleNSHi Sam, could we discuss the campaign your team is planning?
Prepare a relevant message for review.
FROM THE PLATFORM
See the customer, deal value, sales stage and next action in your sales workspace.
Book a demo
02 / A WORKDAY, CONNECTED
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.
Website enquiry
See how each step keeps the client record, the owner and the next action together.
03 / AI IMPLEMENTATION
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 implementationAtlas & Co is reviewing your agency's campaign proposal. Sam has asked for onboarding documents, and your account manager has a briefing call booked.
Start by answering Sam's question, then confirm the campaign tasks and dates.
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 / WHAT VITAE CONNECTS
Run your sales, marketing, website enquiries and hiring in Vitae. Keep the specialist tools that already work for your business.
Bring the useful updates into the client record, so your team can see the conversation, agreement and billing position before the next call.
Explore Connections Vitae OSWorkflow exampleNSCLIENT RECORD / FICTIONAL EXAMPLE
One client. Clear sources. Review before taking action.
Give the next conversation an owner and the right context.
See the billing position before the next client conversation.
Contracts and e-signaturesKeep the agreement and signing progress beside the client.
Email and calendarPick up the conversation with the messages and meetings to hand.
HR and payrollCarry the agreed details from hiring into your people processes.
Support deskGive the account team context before they call a client.
Workflows and custom connectionsMove the next task forward when something changes.
We agree what each connection shares, who can see it and any setup or subscription costs. Custom connections are scoped around your tools.
WORKFLOWS AND AUTOMATIONS
Use the visual builder to turn the way you work into an automatic process. Connect tasks in Vitae with actions in your other apps, without copying details between them.
Start with an event or a schedule. Add rules, AI steps and approvals. From sales follow-ups to client onboarding and hiring, build the process your business needs.
Explore workflows and automations Vitae OSWorkflow exampleNSAI uses the client details to draft a welcome message for Jamie to review.
05 / BUILT FOR CUSTOMER-FACING TEAMS
If you sell software or services and manage customers, sales and a team, Vitae helps keep the business side connected.
Prospects, customers, onboarding, support and the team behind your product, connected.
Explore Vitae for software companiesClients, support requests, engineers and contracts, connected.
Vendors, landlords, applicants and negotiators in one place, with hiring built in when the branch grows.
Landlords, tenants, contractors and your team, connected.
Leads, adviser relationships, follow-ups and case notes on one record.
Clients, deadlines, service agreements and the people who do the work.
Clients, renewals, advisers and follow-ups in one view.
Client relationships, agreed work, your people and billing, together.
Proposals, client work, consultants and invoices together.
Win clients, manage candidates and fill roles with Vitae recruitment tools for applicants, client relationships and new business.
Explore Vitae for agenciesPitches, client conversations, delivery handovers and the team behind them.
Campaigns, clients, callers and follow-ups in one place.
Client enquiries, trainers, bookings and agreements, together.
If you work with customers and a team, explore Vitae with a walkthrough built around your own business.
Keep product development and specialist industry systems where you need them. We will map the connections in your walkthrough.
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
Start with sales and business development for $99/month. Choose Core for daily operations, or Growth for the full platform.
For sales teams and solo founders getting started
$99/month
1 user included.
Find clients and grow your sales
Extra users: $99/month each.
Book a demoFor sales and daily operations
$499/month
5 users and 10 employee records included.
Everything in Starter, plus
Extra users: $99/month each.
Extra employee records: $5/month each.
For your whole business
$999/month
10 users and 50 employee records included.
Everything in Core, plus
Extra users: $99/month each.
Extra employee records: $5/month each.
For larger teams and complex requirements
Custom planA plan agreed around your requirements
Built around your business
A user is someone who works in Vitae. HR and employee records start with Core. An employee record stores staff details. On plans with HR, 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.
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.
Starter is $99/month with 1 user included. It brings CRM, sales, business development, messaging, calendar, your AI, workflows and integrations together. Choose Core when you also need invoicing, contracts, reporting or HR. Extra users are $99/month each. AI workers are optional add-ons.
A user logs in to do work, such as sales, hiring, support, finance or admin. HR and employee records start with Core. 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.
Yes. Build processes in a visual editor using triggers, rules and actions. Automate sales follow-ups, client onboarding, hiring and team updates across Vitae and connected apps. Add AI steps and approvals, or extend a process through APIs and webhooks.
Yes. Extra users cost $99/month each, extra employee records cost $5/month each and optional AI workers cost $99/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
See a demo built around your business. Bring the tools you use and the tasks you want to improve.
Vitae