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VitaeOS

THE CONNECTED COMPANY / 2 MIN 10 SEC

See how Vitae OS connects your business.

Watch the 2 minute 10 second Vitae OS explainer and read the full transcript. See how sales, business development, CRM and daily work connect.

Full video transcript

Running a service business should not mean holding ten

different tools together.

Your clients are in one place.

Your people in another.

And the important details get lost between them.

Meet Vitae OS .

One connected record of your company, bringing sales, people

and daily work together.

CRM , sales, hiring, HR , marketing,

your website, customer support, calendar,

invoicing and contracts.

All working from the same information.

Growth starts before a lead arrives.

Find target companies and the right decision makers.

Keep prospect research in one place, build relevant email

outreach, and plan follow-ups around each relationship.

Inbound enquiries join the same process.

Your website AI assistant answers questions,

captures the lead and routes it to the right

person.

Turn that interest into the next conversation.

See every deal in your sales pipeline: who owns

it, where it stands, and what happens next.

Move from first conversation to meeting, proposal and

signed agreement, with follow-ups linked to the opportunity.

Your CRM keeps the whole client story together.

Contacts, emails, meeting notes and documents stay

with the account.

When a colleague takes over, they can see what

was discussed and what was promised.

Then keep contracts and invoicing connected as the work

begins.

When someone joins your team, keep their record, documents

and onboarding connected.

So the next person has the context they need.

Bring your own Chat GPT or Claude.

Give your AI access to the business information you

allow, so it can help across the company.

Build workflows around the way you work.

Connect other apps through APIs , MCP or the

command line.

Extend your platform as your business grows.

Shaped by recruitment agencies and service businesses.

Built for the work between winning a client and

delivering for them.

Vitae OS .

Your clients.

Your people.

Your business, connected.

Explore the platform tools

LET'S CONNECT YOUR BUSINESS

You do the work.
Let your systems work together.

See what Vitae could do for you

A walkthrough built around your business and the tools you use today.