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Solutions

Controlled AI systems for operations, knowledge, and governance.

Profitec AI designs and builds controlled AI systems that automate manual workflows, give teams secure access to company knowledge, and keep AI deployment governed — wired into the tools you already use, with human approval and logs.

Three systems

Three controlled AI systems — not a catalog of tools.

Each is a system Profitec builds and runs end to end, wired into the tools you already use, with human approval and logs. The narrower capabilities live inside each — start with one.

For operations & revenue leaders

AI Workflow Automation

Automate CRM, reporting, lead handling, and document operations — controlled pipelines with human approval, monitoring, and logs.

Explore AI Workflow Automation

For CTOs & knowledge-heavy teams

Enterprise RAG & Internal AI

Turn fragmented company knowledge into secure, cited answers — internal copilots and assistants grounded in approved sources, with access control.

Explore Enterprise RAG & Internal AI

For compliance, security & leadership

AI Governance & Compliance

Deploy AI with policy, access control, review paths, and evidence — inventory, risk classification, vendor governance, and audit-ready documentation.

Explore AI Governance & Compliance

Platforms & capabilities

The technologies these systems are built on — delivery mechanisms, not separate products.

Packages

Clear starting points for reducing repetitive operational work.

Most clients do not need a large AI program at the start. They need to identify one painful process, build the first controlled automation, and expand only where value is clear.

01

Automation Opportunity Review

Process review, ROI estimate, and a recommended first automation project for teams choosing where to start.

Best for

Teams choosing the first high-value process before implementation.

Includes

  • Process review
  • ROI estimate
  • Recommended first project

Pricing

from $1,800

Fixed scope

Scope set by process count and team size.

Timeline

1-2 weeks

Request review

02

First AI Automation Implementation

One controlled AI automation built into existing tools, with approval rules, fallback logic, testing, and handover.

Best for

Teams ready to build one controlled process in existing tools.

Includes

  • Process redesign
  • Tool integrations
  • Approval and fallback rules
  • Testing and handover

Pricing

from $3,000

Sized per project

Scales with process count, integration depth, and data volume.

Timeline

2-4 weeks

Start one project

03

AI Operations Partner

Ongoing monitoring, improvements, new builds, reporting, and team training after the first automation launches.

Best for

Teams that want ongoing improvements after the first launch.

Includes

  • Monitoring
  • Improvements
  • New builds
  • Reporting
  • Team training
  • Ongoing support

Pricing

from $1,400

Monthly retainer

Scales with automations maintained, build cadence, and support level.

Timeline

Monthly partnership

Discuss partnership

04

AI Visibility Optimization (AIO/GEO)

Get cited in AI search engines (Gemini, Perplexity, ChatGPT) when prospects ask about your expertise.

Best for

Professional service firms, legal practices, expert-led B2B businesses.

Includes

  • Baseline visibility audit across major AI engines
  • Schema markup deployment (Article, FAQPage, LegalService, Person)
  • E-E-A-T signaling for authors and the firm
  • Technical crawlability, indexability, and crawler-readiness review
  • Authority pillar pages
  • Monthly citation rate monitoring

Pricing

from $1,500

Custom engagement

Scales with languages, target AI engines, competitive density, and entity/schema repair.

Timeline

4-6 weeks setup, ongoing monitoring

Explore AIO/GEO

Not sure which one fits?

Send your process and we'll suggest the right starting point.

Request a review

Project scope and pricing clarity

Most first projects start with one process.

Scope is defined after a short review. This keeps the budget controlled, avoids unnecessary implementation, and makes ROI easier to measure.

01

Number of tools involved

02

Data quality

03

CRM/API access

04

Human approval requirements

05

Reporting complexity

06

Failure handling

07

Team handover needs

Exact ranges can be added later if the business wants fixed public pricing. For now, Profitec AI scopes the first engagement around one practical, measurable process.

Supporting capabilities

What can be included inside a package.

These modules support the commercial packages above. They are not separate products; they are the capabilities used to review, build, control, and improve one process at a time.

Service 01

Automation Opportunity Review

A structured review of repetitive, slow, and costly processes across departments.

Business outcome

A prioritized automation roadmap with estimated effort, operational value, and implementation sequence.

Process examples

  • Manual data entry review
  • CRM and inbox task mapping
  • Reporting bottleneck analysis

Service 02

Process Redesign

Redesign existing processes before automation so teams do not simply automate inefficient work.

Business outcome

A target operating process with clearer handoffs, fewer manual steps, and measurable checkpoints.

Process examples

  • Lead intake redesign
  • Support escalation routing
  • Approval and document review flows

Service 03

AI Agent Implementation

Task-specific AI agents — not open-ended chatbots. Each agent has a defined role, structured inputs, clear outputs, fallback rules, and human approval where the business needs control.

Business outcome

Reliable AI-assisted execution on high-volume tasks, with narrow agent roles and human review wherever judgment or sensitive actions are involved.

Process examples

  • Classification agents — leads, tickets, documents, claims, invoices
  • Research agents — collect and summarize from approved sources
  • Review agents — check completeness, risk, policy fit, missing data
  • Drafting agents — replies, summaries, reports, client-facing drafts
  • Routing agents — assign to the right owner, queue, or escalation
  • Control agents — continue, pause, or escalate to human review

Service 04

CRM & Business Tool Automation

Automation across CRM, helpdesk, spreadsheets, project tools, email, and internal systems.

Business outcome

Cleaner data, faster follow-up, and fewer missed operational handoffs.

Process examples

  • CRM updates
  • Lead assignment
  • Follow-up task creation

Service 05

Data & Reporting Automation

Automated data collection, normalization, dashboard preparation, and recurring operational reporting.

Business outcome

Reliable reporting cycles with less spreadsheet work and faster management visibility.

Process examples

  • Weekly KPI reports
  • Operations dashboards
  • Data cleanup and reconciliation

Service 06

Internal Knowledge Assistants

Secure assistants that help employees retrieve policies, procedures, account notes, and operational answers.

Business outcome

Less time spent searching for information and more consistent internal execution.

Process examples

  • Policy lookup
  • Sales enablement answers
  • Operations procedure guidance

Service 07

Staff Training & Adoption

Practical onboarding, documentation, and team enablement for new AI-enabled workflows.

Business outcome

Higher adoption, clearer governance, and fewer process failures after launch.

Process examples

  • Role-based training
  • Prompt and review guidelines
  • Automation usage playbooks
Next step

Find out what your business could automate this quarter.

A focused review maps one repetitive process, estimates the value, and shows what to build first without committing to a large program.

Not sure what to automate first? Ask me.
AI Automation Services for CRM, Reporting, Analytics & Revenue Ops | Profitec AI