VITAE OS FOR MARKETING & CREATIVE

More time on the work your clients came for.

Connect new enquiries, pitches, client conversations, contracts and your people in one place.

See it for your business

BUILT AROUND YOUR RELATIONSHIPSDigital agencies, PR firms, branding studios and SEO agencies

KEEP THE CONTEXT WITH THE WORK

The handover
shouldn't be the hard part.

The website enquiry, sales follow-up and client handover belong to the same relationship.

Capture a website enquiry

Start with the person and company behind the request.

Turn the brief into a proposal

Give the right people the history they need to act.

Connect the contract and invoice

Keep the next action connected to the same relationship.

Example journey. Available actions depend on configuration, connected tools and permissions.

START WHERE THE FRICTION IS

A useful first workflow.
A foundation to grow from.

We will look at the tools you use, the information your team repeats and the handovers that slow you down. Then we will map a practical first step.

Keep your specialist creative and campaign tools. Connect them through supported APIs and workflows.

Explore the interactive examples

A PRACTICAL PLACE TO START

Built around
the way you win work.

An agency sells expertise through relationships. Enquiries, pitches, approvals and ongoing client conversations repeat the same company information. Connecting those handovers gives the team a useful starting point without changing its creative tools.

Your first workflow

Start with website enquiries and the new-business pipeline. Capture the brief, assign the person responsible, keep the proposal and record the agreed next step. Pass the relationship history to the delivery owner when work is won.

Check the difference

Track enquiry response time, opportunities without a next action and how often the delivery team needs to ask sales for missing context.

Plan the move

Choose a small team, validate sample records and agree the responsibilities before rollout.

Read the setup guide ↗

TOOLS FOR THIS WORKFLOW

Website ↗CRM ↗Sales ↗Contracts ↗

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.