Bring prospect research, business signals and outreach into a connected process. Find relevant companies, understand why they might need you and move interested prospects into your pipeline.
Research companies against your ideal client profile.
02
Make the approach relevant
Use the available context to prepare a message for review.
03
Develop the opportunity
Bring the response and relationship into CRM and sales.
One shared company record✓
Example workflow, configured around your business.
LESS FRICTION IN THE DAILY WORK
What business development does for your team.
Prospecting breaks down when research stays in one tool and conversations start in another. Your team needs the reason for reaching out, not just another list of names.
01
Prospect research
Build focused lists of companies and people that fit the work you do.
02
Business signals
Use available company and hiring signals to inform your approach.
03
Outreach into CRM
Keep prospect activity connected as a conversation becomes an opportunity.
HOW IT CONNECTS
Turn a relevant company signal into a qualified conversation.
A repeatable path from finding a company to starting a real relationship.
Does Vitae send messages without our team reviewing them?
You choose the workflow and sending permissions. Start with reviewed drafts and configure any automated steps around your approved channels and process.
One shared company record