VitaeTrack a new prospect and the next sales step
Keep the prospect, deal and next action together.
← All industries
VITAE OS FOR SOFTWARE COMPANIES
Run the business behind your software in one place.
Keep prospects, customers, onboarding, support and your team connected. Continue building and running your product in the engineering tools you already use.
Book a demoCUSTOMERS, SALES AND YOUR TEAMSaaS startups, software companies and growing product teams
KEEP THE DETAILS WITH THE CUSTOMER
The next step
should be easy to find.
A customer should not have to repeat their story when a sales conversation becomes onboarding, a support request or a renewal.
Give onboarding the deal and customer history
Pass the agreed plan to the onboarding owner.
Keep support and account follow-ups connected
Connect support requests and account follow-ups.
See how customer relationships and daily work connect for your business.
START WITH ONE USEFUL TASK
Start with the work
that slows you down.
Show us the tools you use and where your team copies information or waits for an update. We will choose a useful first process and agree how to set it up.
Keep your product, engineering and specialist billing tools. We can agree which customer updates and actions should pass between them and Vitae.
Watch the full OS examplesA PRACTICAL PLACE TO START
Built around
the way you win work.
A customer should not have to repeat their story when a sales conversation becomes onboarding, a support request or a renewal.
Your first workflow
Start with a new customer. Keep the deal notes, onboarding tasks and support conversations with the same customer record. Connect product and engineering tools where useful.
Check the difference
Check whether onboarding has the promised details, support can see the customer history and account owners follow up on time.
Plan the move
Start with a small team. Check sample records, agree who is responsible and test the whole process before moving more work.
Read the setup guide ↗SEE THE WORK TAKE SHAPE
A practical look inside the full OS.
Start with a new customer. Keep the deal notes, onboarding tasks and support conversations with the same customer record. Connect product and engineering tools where useful.
Explore the workflow with fictional data, then bring your own process to a demo.
Vitae OSWorkflow exampleNSClient record
Example dataAtlas & Co
A&Up to date
Atlas & Co
Companies / active client
- Main contact
- Sam Morgan
- Account manager
- Jamie Ellis
- Service
- Campaign strategy
RECENT ACTIVITY
✓Campaign enquiry receivedSaved
✓Discovery call notes addedSaved
✓Proposal follow-up assignedSaved
✓Jamie has the next actionJust now
Jamie has the next action
04
The next person can see the history and next step.
Full example shown
LET'S CONNECT YOUR BUSINESS
You do the work.
Let your systems work together.
Book a demo
See a demo built around your business. Bring the tools you use and the tasks you want to improve.