Skip to content
VitaeOS
Sales, people, billing and calendar modules connected to a central Vitae company record

THE OPERATING SYSTEM FOR SERVICE BUSINESSES

Your clients.
Your people.
Your business,
connected.

Bring your tools, your team and your AI
together. Build a business that works as one.

See it in action Book a walkthrough
ONE SHARED COMPANY RECORDMore context. Less coordination.
FOR BUSINESSES
BUILT ON EXPERTISE

Agencies

Consultancies

Service firms

Find your business

01 / LESS HOLDING IT ALL TOGETHER

Ten tools shouldn't need
one person to connect them.

Sales in one app. People in another. The client story scattered across both.
Vitae brings the work back together.

10+

Tool categories.
One connected
company.

Your clients, employees and commercial activity share the same context.

9 core areas built

CRM

Every client. One shared history.

Explore

Sales

Move conversations towards a deal.

Explore

Hiring

Find the right people for the work.

Explore

HR

Keep your people records together.

Explore

Marketing

Turn your next campaign into a conversation.

Explore

Website

Your front door, connected to your business.

Explore

Customer support

AI website widget: collect leads, answer questions and route to your team.

Explore

Calendar

Meetings connected to the people involved.

Explore

Invoicing

Keep billing connected to each client.

Explore

Contracts

Agreements and e-signatures in context.

Explore

FROM THE PLATFORM

Get the whole
relationship in view.

Start with the conversations and opportunities that grow your business.

See a live walkthrough
Vitae sales pipeline showing client opportunities grouped by stage
Vitae sales workspace. Demonstration data.

02 / A WORKDAY, CONNECTED

The next step.
Already in context.

One event should move work forward.
See how the company record keeps everyone connected.

Vitae workspaceInteractive example · fictional data

Website enquiry

AM
Alex MorganNorthstar Studio
Just now

Hi, we're looking for a partner to help grow our business. Could we talk next week?

◎
CONNECTED COMPANY RECORDNorthstar Studio
↗

A new conversation, ready for the right person.

  1. ✓
    Enquiry capturedConnected to the same record
  2. 02
    Client record created
  3. 03
    Sales owner assigned
  4. 04
    Follow-up ready

Illustrative workflows. Available actions depend on connected tools, configuration and permissions. Review points are shown before external actions.

03 / YOUR AI. YOUR BUSINESS.

Bring the AI
you already
think with.

ChatGPT or Claude. Connected to your clients, your people and the work happening in Vitae.

Ask a better question. Get an answer with your business behind it.

Explore your AI setup
+ Vitae
What should I know before my call with Northstar?
✳
Here's the picture.

Northstar is discussing a new service agreement. Alex has asked for onboarding documents and your sales team has a follow-up scheduled.

  • SalesNew service agreement in discussion
  • SupportOnboarding question needs a reply
  • CalendarClient call scheduled for tomorrow

Start by answering Alex's question, then confirm the scope of the next agreement.

Illustrative response · fictional company data
Your choice of AIConnected through MCP

Use a supported AI account connection or configure a provider API key. API usage is billed separately by your provider. Permissions and available actions vary by connection.

04 / MAKE IT YOURS

Your business won't stand still.
Your software shouldn't either.

Keep the specialist tools you love.
Build the connections and workflows you need.

Give your AI business context

Connect a compatible AI client to the Vitae tools your account can access.

Your AI → permitted Vitae tools → company contextMap your first connection
YOUR WORKFLOWExample configuration
01
WHEN THIS HAPPENSA website visitor asks for a quote
↓
02
ADD THE CONTEXTFind or create the client record
↓
03
MOVE WORK FORWARDPrepare a follow-up for the sales owner
✓
◎ Review before sending. Your team stays in control.

Connections require supported interfaces, access credentials and permissions. We will confirm compatibility with your tools during setup.

05 / BUILT FOR PEOPLE BUSINESSES

You sell expertise.
We connect the business behind it.

From recruitment to consulting.
Different work. The same need for connected clients, people and operations.

Your clientsYour peopleYour work

Marketing & creative

More time on the work your clients came for.

Connect new enquiries, pitches, client conversations, contracts and your people in one place.

Explore Vitae for marketing agencies
BUILT FROM REAL REQUESTS

We started with recruitment agencies and service businesses asking us to connect the work around their people and clients. That is where Vitae OS began.

06 / GROW AT YOUR PACE

One company foundation.
Room for your next chapter.

Start with the work that matters most.
Add people and capabilities as you grow.

PROPOSED COMPANY SUBSCRIPTION

$99/ month

Your connected business foundation.

  • CRM, sales and hiring
  • HR and people records
  • Marketing, website and customer support
  • Calendar, invoicing and contracts
  • Bring your AI and extend your workflows
Find the right setup

Picture your monthly plan.

Illustrative estimate

People running sales, marketing or hiring · +$59/month each

030

HR and records management · +$5/month each

0150
ILLUSTRATIVE MONTHLY TOTAL99 + (3 × 59) + (10 × 5)
$326USD

Planned pricing, subject to final plan terms. Extra operators are entered separately from employee records and may be the same people. Included seats and billable records will be confirmed in your quote. Taxes, AI provider usage and specialist third-party charges are excluded.

A FEW THINGS YOU MAY BE WONDERING

Good questions.
Straight answers.

Talk it through with us

Service businesses that sell expertise, relationships or people. We are starting with recruitment agencies and service firms, especially founder-led teams that want fewer disconnected tools.

No. Start with a useful workflow, such as enquiries and sales follow-up. In your walkthrough, we map your current tools, data and permissions, then agree what to move and what to keep connected.

Yes. Connect a supported AI tool through MCP so it can work with the Vitae actions and data your permissions allow. Using a provider API key is a separate setup; provider usage charges may apply. Your ChatGPT or Claude subscription does not automatically include API usage.

Use the platform's workflow tools and supported API, MCP and CLI interfaces to extend how work gets done. Connections depend on the external tool, its API access and the permissions you grant. We can help scope your first workflow.

AI access should be scoped to the connected account and the actions you enable. We will walk through permissions, approval points and provider data handling with you before setup. The examples on this website use fictional data.

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.