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VITAE OS FOR OUTSOURCED SALES

Run your sales business from one shared client record.

Connect prospecting, follow-ups, client relationships and your own commercial operations.

See it for your business
BUILT AROUND YOUR RELATIONSHIPSOutsourced SDR teams, lead generation agencies and sales consultancies

KEEP THE CONTEXT WITH THE WORK

The handover
shouldn't be the hard part.

Your outreach activity and your client history should inform the same next action.

01

Qualify a new lead

Start with the person and company behind the request.

02

Prepare a relevant follow-up

Give the right people the history they need to act.

03

Track the conversation and next step

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.

Connected providers and outreach actions depend on your configuration and permissions.

Explore the interactive examples

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.