See what connected work
could look like for you.

Use cases

From first enquiry to first invoice

See how Vitae OS connects a new enquiry, a sales opportunity, an agreement and the handover to billing.

Use cases

Keep sales follow-ups moving without chasing your team

Give every sales opportunity an owner, a next action and a due date. See a practical sales follow-up process in Vitae OS.

Use cases

Onboard a new client without losing the details

Plan client onboarding with a shared customer record, named task owners, document checks and a clear handover from sales.

Guides & playbooks

Moving customer records and tools into Vitae OS

A practical migration checklist covering customer records, field mapping, sample imports, permissions, connected tools and team handover.

SETUP & MIGRATION

Move to Vitae OS one useful task at a time

Choose a first task, check your existing records and help your team move to Vitae OS.

YOUR AI

Use ChatGPT or Claude with your Vitae information

See how to connect your assistant, choose its access and understand any extra AI charges.

INTEGRATIONS

Connect your apps and bring the right information across

Understand ready-made connections, imports and custom app connections before setting up your tools.

SECURITY & DATA

Know who can see your data and where it goes

Understand hosting, team access, AI connections and the records you may need to export.

AI workflow ideas

Use ChatGPT or Claude with your company information

Learn how to connect an AI assistant to permitted Vitae OS records, prepare customer briefings and check answers against their sources.

AI workflow ideas

Five everyday tasks to build AI workflows around

Explore five practical AI workflow ideas for software and service businesses, with inputs, review points and useful ways to measure results.

Compare your options

Connected business software or separate tools?

Compare connected business software with separate specialist tools across customer records, handovers, setup, reporting and ongoing costs.

Hands-on AI implementation

Get help planning and building custom workflows, connected apps and tools for your team, with ongoing support available.

Explore the platform in action

Animated examples show how customer records, sales, hiring, support and everyday work connect.