Skip to content
VitaeOS
← Explore the platform

Win clients / Sales

A clear next step for every opportunity.

Keep deals, client conversations and follow-ups in one sales workspace. See what is moving, what has stalled and where your team needs to act.

See sales in action
SalesCONNECTED TO VITAE
  1. 01
    Qualify the opportunity

    Record the need, the people involved and the next step.

  2. 02
    Move the deal forward

    Keep meetings, follow-ups and proposal activity in context.

  3. 03
    Start the relationship

    Connect the agreement and billing to the same company.

One shared company record
Example workflow, configured around your business.

LESS FRICTION IN THE DAILY WORK

What sales
does for your team.

A pipeline is only useful when it tells you what to do next. Separate notes, proposals and calendars make it too easy for a good conversation to go quiet.

01

Deal pipelines

Organise opportunities by stage and keep the commercial context attached.

02

Follow-up and ownership

Keep the responsible person and next action visible as the deal moves forward.

03

A connected handover

Carry the client record into contracts, billing and the work that follows.

HOW IT CONNECTS

Turn an interested buyer into a signed engagement.

Less chasing for updates. More time moving the right deals forward.

Try the interactive examples

CONTINUE THE WORK WITH

Business development

Find the right companies and start useful conversations.

CRM

Every client. One shared history.

Contracts

Agreements and e-signatures with the relationship attached.

BEFORE YOU START

Is this only for recruitment sales?

No. The same client, opportunity and follow-up structure works for agencies, consultancies and other service businesses. We shape the stages around your sales process.

Explore company pricing

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.