ProfitecProfitec CRM
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Operations Command Center

Live operational view across pipeline, delivery, workflow runs, and approvals.

● LiveLoggedDemo
3items require review2tasks overdue1approval pending0unassigned leads

AI Operations Brief

Live operational risk signals — independent of the workflow runs and review queue below.

Vertex FinTechhighhigh confidence
Stalled deal: Vertex FinTech — Support Suite
Owner Ethan KaplanNext Schedule a Follow-up / decision date — escalate to Sales lead.
Inspect record →
BlueOrbit SaaShighhigh confidence
Negotiation stalled: BlueOrbit — Renewal + Upsell
Owner Talia BrandtNext Schedule a Commercial / contract step — escalate to Deal owner.
Inspect record →
Vertex FinTechhighhigh confidence
Overdue task blocking Vertex FinTech — Enterprise Tier
Owner Ethan KaplanNext Complete or reassign "Follow up on Vertex enterprise terms".
Inspect record →

Review QueueOpen Review Queue →

Lead classification below confidence threshold
Lead routing · Stride Fitness · Owner Ethan Kaplan
Classifier confidence 58% (below the 75% threshold) — intent ambiguous between two service lines.
Awaiting reviewOpen workflow context →
Tier-upgrade escalation awaiting human decision
Approval · BlueOrbit SaaS · Owner Aaron Berger
Sensitive pricing change prepared by the copilot — commercial policy requires sign-off before it runs.
Awaiting approvalOpen workflow context →
Workflow exception — publishing API retry
Workflow · Pulse Content Engine · Owner Talia Brandt
Publishing API timed out; auto-retry paused after 2 attempts to avoid duplicate posts.
Retry queuedOpen review item →

Today’s executionOpen Today →

OverdueResolve API rate limits for BlueOrbitEthan Kaplan · Due 28-06-2026OverdueFollow up on Vertex enterprise termsEthan Kaplan · Due 29-06-2026Due todaySend Coastal GEO content for approvalJonah Adler · Due 30-06-2026High priorityPrepare Lumina CRM Phase 2 proposalTalia Brandt · Due 02-07-2026

Recent activityOpen Activity Log →

  • Task completedCompleted: Send Vertex support proposal.Vertex FinTech · Ethan Kaplan23-06-2026 20:18Logged
  • Stage changedBlueOrbit renewal moved to Negotiation.BlueOrbit SaaS · Talia Brandt22-06-2026 20:18Logged
  • Stage changedVertex enterprise deal moved to Negotiation.Vertex FinTech · Ethan Kaplan21-06-2026 20:18Logged
  • Task completedCompleted: Ship Northwind reporting view.Northwind Logistics · Aaron Berger21-06-2026 20:18Logged
  • Deal wonWon Lumina Health — CRM Phase 1.Lumina Health · Jonah Adler20-06-2026 20:18Logged