VitaeCapture an opportunity or request
Start with the person and company behind the request.
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VITAE OS FOR SPECIALIST OUTSOURCING
One shared view of the businesses you support.
Connect your client relationships and internal operations as you take on more work.
See it for your businessBUILT AROUND YOUR RELATIONSHIPSCustomer support firms, compliance consultancies and translation agencies
KEEP THE CONTEXT WITH THE WORK
The handover
shouldn't be the hard part.
Sales, support and your people should work from the same understanding of each client.
Assign the right specialist
Give the right people the history they need to act.
Keep the relationship history together
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.
Specialist delivery and compliance tools can remain in place. We will map the connections you need.
Explore the interactive examplesLET'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.