Win clients / Sales

See every deal and what needs to happen next.

Track potential work from the first conversation to a won or lost deal. See its stage, value and the person responsible, then keep the next follow-up with it.

Book a demo

Vitae OSWorkflow exampleNS

Sales pipeline

New business

Example data

New enquiry0

No other deals

Meeting0

No other deals

Proposal1

DealAtlas campaign

$8,000

JEJamie Ellis

Follow-up set for Thursday

Record when Jamie should follow up.

Full example shown

WHAT YOU CAN DO

What you can do
with Sales.

Good conversations go quiet when nobody owns the next step. Your sales board should help you act, not just count opportunities.

See where each deal stands

Use a sales board to see new enquiries, meetings, proposals and won or lost work. Open a deal for the details.

Keep the important details

Record the client, contact, deal value, owner and expected date. Keep the brief close to the sales conversation.

Follow up at the right time

Record the next action and who will handle it. Review deals that need attention before they get forgotten.

Hand won work to your team

Keep the agreement and client details available for contracts, delivery tasks and billing as the full OS journey is completed.

A PRACTICAL EXAMPLE

From a first meeting to a proposal.

Your team can see what is likely to close and what needs a conversation today.

Add the opportunity
Record the campaign brief, value and account manager.
Keep the deal moving
Track the meeting, proposal and agreed follow-up.
Hand over the work
Give the next team the client details and signed agreement.

Watch the full OS examples

TOOLS FOR THE NEXT STEP

Business development

Find and contact potential clients.

CRM

Contacts, notes and client history.

Contracts

Agreements, signatures and status.

BEFORE YOU START

Setting up Sales

Bring an example of a typical deal. We will map the stages, required information and handover to the people doing the work.

Can we use our own sales process?

We map your process to the available sales stages and agree any extra setup you need. Your demo shows the stages your team will use.

Does this write proposals for us?

Sales keeps proposal activity with the deal. Document creation, AI drafting and signature steps depend on the tools and workflow included in your setup.

See pricing

LET'S CONNECT YOUR BUSINESS

You do the work.
Let your systems work together.