VITAE OS FOR TECHNOLOGY SERVICES

Keep the client connected to the team doing the work.

Bring sales, support, people and commercial operations together for a growing technology business.

See it for your business

BUILT AROUND YOUR RELATIONSHIPSSoftware agencies, IT support firms and cybersecurity consultancies

KEEP THE CONTEXT WITH THE WORK

The handover
shouldn't be the hard part.

A support request can reveal a new opportunity. Your account owner should have that context.

Capture and route a support request

Start with the person and company behind the request.

Brief the account owner

Give the right people the history they need to act.

Follow up on the next opportunity

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.

Connect your technical delivery tools through their supported interfaces. Your engineering workflow can stay where it works best.

Explore the interactive examples

A PRACTICAL PLACE TO START

Built around
the way you win work.

Technology service firms need both the technical detail and the wider client relationship. A support conversation may affect a renewal or reveal a new need. Connecting commercial context and account ownership helps the right person follow up.

Your first workflow

Start with website enquiries or general support questions. Route the request, give the account owner the relationship history and connect the follow-up to the client. Keep engineering tickets and specialist monitoring in their existing systems.

Check the difference

Track requests reaching the right owner, response times and commercial follow-ups created from service conversations. Validate the integration before using specialist incident data.

Plan the move

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

Read the setup guide ↗

TOOLS FOR THIS WORKFLOW

Customer support ↗CRM ↗Sales ↗Integrations & API ↗

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.