Services
Profitec AI designs and builds controlled AI systems that automate manual workflows, connect business tools, monitor data, generate operational insights, and improve how companies appear inside AI search engines.
Service map
Each layer is a controlled system — connected to your existing tools, monitored, and built with human approval where it matters. Start with one, expand where the value is clear.
Win, route, and recover revenue
AI CRM automation for lead routing, follow-up reminders, pipeline hygiene, and CRM data cleanup.
Lead management automation that captures, enriches, qualifies, and routes inbound leads from every channel.
Payment recovery automation for failed payments, overdue invoices, recovery scoring, and billing-to-CRM updates.
See what is happening, faster
Automated reporting systems that collect data, update dashboards, generate KPI summaries, and send executive reports.
AI data analyst for KPI monitoring, anomaly detection, revenue movement analysis, and decision-ready insights.
The engineering foundation
Controlled workflow automation across CRM, inboxes, spreadsheets, documents, and internal tools.
Task-specific AI agents for research, classification, summarization, routing, and operational support.
API integrations and data pipelines for reliable data movement between business systems.
Build on the platform you already run
HubSpot automation agency for custom workflows, AI agents, CRM hygiene, and integrations beyond native Workflows.
Salesforce automation consultancy for Flow, Apex extensions, AI agents, and cross-system integrations.
n8n automation agency for production workflows, AI agents, custom nodes, and self-hosted deployments — with error handling and observability.
Make.com automation agency for production scenarios, AI workflows, error handling, and integrations across CRM, billing, and operations.
Be the cited source
AI visibility and GEO so AI search engines understand, cite, and recommend your company.
AI search optimization built on technical SEO, entity clarity, structured evidence, and conversion pathways.
Buyer-facing AI/GEO agency positioning and vendor comparison focused on delivered technical work.
Two-week visibility audit: prompt set, citation baseline, technical SEO checks, and ranked implementation roadmap.
Operational dashboard for citation rate, mention rate, competitor share, and prompt-level trend monitoring.
Packages
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
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
02
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
03
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
04
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
Send your process and we'll suggest the right starting point.
Project scope and pricing clarity
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.
AI Visibility
The same engineering team that ships the automation foundation builds the AI search visibility layer. Choose the entry point — full methodology, a two-week audit, or the live dashboard.
The 8-step productized engagement: prompt mapping, entity graph, schema, technical readiness, citation tracking, and lead automation.
Get cited by ChatGPT, Perplexity, Gemini, Claude, and Google AI Overviews for the prompts buyers actually use.
Vendor comparison — how SEO, AI/GEO specialists, and Profitec differ on what actually ships.
Two-week baseline audit. 30 or 100 prompts, four engines, full citation map and structural delta.
Live operational view that ships with every engagement — citation rate, mention rate, competitor share.
Supporting capabilities
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
A structured review of repetitive, slow, and costly processes across departments.
A prioritized automation roadmap with estimated effort, operational value, and implementation sequence.
Service 02
Redesign existing processes before automation so teams do not simply automate inefficient work.
A target operating process with clearer handoffs, fewer manual steps, and measurable checkpoints.
Service 03
Custom AI agents for repeatable business tasks that require reasoning, classification, drafting, or tool use.
AI-assisted execution for high-volume tasks while keeping human review where the business requires it.
Service 04
Automation across CRM, helpdesk, spreadsheets, project tools, email, and internal systems.
Cleaner data, faster follow-up, and fewer missed operational handoffs.
Service 05
Automated data collection, normalization, dashboard preparation, and recurring operational reporting.
Reliable reporting cycles with less spreadsheet work and faster management visibility.
Service 06
Secure assistants that help employees retrieve policies, procedures, account notes, and operational answers.
Less time spent searching for information and more consistent internal execution.
Service 07
Practical onboarding, documentation, and team enablement for new AI-enabled workflows.
Higher adoption, clearer governance, and fewer process failures after launch.
A focused review maps one repetitive process, estimates the value, and shows what to build first without committing to a large program.