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AI for Agencies and Professional Services

Some work only makes sense inside a particular kind of business. Industry solutions gather products built around how agencies, professional services firms and other sector teams actually run. You will find systems for proposals, training, client updates, delivery and resourcing, many with editions shaped around a specific industry's habits and paperwork.

All Industry Solutions Agencies Education & Training Hotels & Hospitality Legal Operations Professional Services Real Estate Travel & Tourism

Products in this category

  • Three cards on stands with a check token and an hourglass, showing work done, work next and items waiting on the client.
    Professional Services

    AI Project Status Agent for Asana

    Sends clients accurate project status updates, connected natively to Asana so it reads and updates tasks, projects and comments.

    From $5,500 · License $1,950 first year Delivery in 20–30 working days
  • Stepped cream tiles with a brass tag at the top beside a folded note, showing internal stages rewritten as a client update.
    Professional Services

    AI Project Status Agent for ClickUp

    Sends clients accurate project status updates, connected natively to ClickUp so it reads and updates tasks, lists and comments.

    From $5,500 · License $1,950 first year Delivery in 20–30 working days
  • An open folder with a fastened sheet beside a compass and a pen, showing a client's project status written up for review.
    Professional Services

    AI Project Status Agent for Jira

    Sends clients accurate project status updates, connected natively to Jira so it reads and updates issues, projects and comments.

    From $6,200 · License $2,200 first year Delivery in 20–30 working days
  • A brass ring with beads along it and one bead set on a folded note, showing a finished cycle summarized for the client.
    Professional Services

    AI Project Status Agent for Linear

    Sends clients accurate project status updates, connected natively to Linear so it reads and updates issues, projects and cycles.

    From $5,500 · License $1,950 first year Delivery in 20–30 working days
  • A corkboard of pinned cards with a sealed letter in front, showing board progress summarized into one approved client note.
    Professional Services

    AI Project Status Agent for Monday.com

    Sends clients accurate project status updates, connected natively to Monday.com so it reads and updates boards, items and updates.

    From $5,500 · License $1,950 first year Delivery in 20–30 working days
  • Checklist, key tag and flow nodes in a small grid, representing answered questions for one property listing.
    Real Estate

    AI Property Inquiry Agent

    Answers questions about specific listings from listing data.

    From $5,500 · License $1,950 first year Delivery in 20–30 working days
  • A brass stamp and key tag centered on cream, showing a listing campaign ready to publish.
    Real Estate

    AI Property Marketing Agent

    Creates listing campaigns across portals, social and email.

    From $5,500 · License $1,950 first year Delivery in 20–30 working days
  • Curved brass arrows over a tray and key tag stacked diagonally, showing buyer readiness checked before agent time.
    Real Estate

    AI Property Qualification

    Checks buyer and seller readiness, budget and timeline after first contact, before agent time is spent.

    From $8,300 · License $2,950 first year Delivery in 20–30 working days
  • Brass pins linked by thread beside a key tag and concentric rings, showing buyer criteria matched to listings.
    Real Estate

    AI Property Recommendation

    Ranks live listings against each buyer's criteria for your team; it does not chat with buyers.

    From $6,200 · License $2,200 first year Delivery in 20–30 working days
  • Brass magnifying glass over a key tag with linked pins beneath, showing property research gathered into a brief.
    Real Estate

    AI Property Research

    Researches neighbourhood, comparable and market data for listings.

    From $4,100 · License $1,450 first year Delivery in 20–30 working days
  • Box, briefcase and an empty brass frame shape, showing a client proposal drafted and ready for review.
    Professional Services

    AI Proposal System

    Produces proposals, SOWs and pricing from discovery notes and templates.

    From $7,600 · License $2,700 first year Delivery in 20–30 working days
  • An open presentation folder with a brass clip beside a swatch fan, showing an agency pitch and SOW drafted for approval.
    Professional Services

    AI Proposal System for Agencies

    Produces proposals, SOWs and pricing from discovery notes and templates, adapted for Agencies businesses that spend too many billable hours writing proposals,…

    From $9,700 · License $3,450 first year Delivery in 20–30 working days
  • A sealed envelope, document wallet and brass pen on a leather mat, showing a B2B proposal ready for partner approval.
    Professional Services

    AI Proposal System for B2B Services

    Produces proposals, SOWs and pricing from discovery notes and templates, adapted for B2B Services businesses that run long, relationship-driven sales cycles with…

    From $9,700 · License $3,450 first year Delivery in 20–30 working days
  • A rolled plan, brass spirit level and pencil on timber, showing a construction quote drafted from site-visit notes.
    Professional Services

    AI Proposal System for Construction

    Produces proposals, SOWs and pricing from discovery notes and templates, adapted for Construction businesses that lose time writing quotes, tenders and scopes…

    From $9,700 · License $3,450 first year Delivery in 20–30 working days
  • Blank ticket stubs, a brass lanyard clip and a ribboned card, showing a sponsorship proposal drafted for approval.
    Professional Services

    AI Proposal System for Events

    Produces proposals, SOWs and pricing from discovery notes and templates, adapted for Events businesses that prepare many client proposals, sponsorship packages and…

    From $9,700 · License $3,450 first year Delivery in 20–30 working days
  • A folded map with a green thread route, a parcel and a brass tag, showing a shipper proposal priced lane by lane.
    Professional Services

    AI Proposal System for Logistics

    Produces proposals, SOWs and pricing from discovery notes and templates, adapted for Logistics businesses that prepare many freight quotes, tender responses and…

    From $9,700 · License $3,450 first year Delivery in 20–30 working days
  • A machined part, brass micrometer and blank spec sheets, showing a quotation drafted from approved specifications.
    Professional Services

    AI Proposal System for Manufacturing

    Produces proposals, SOWs and pricing from discovery notes and templates, adapted for Manufacturing businesses that answer RFQs and custom quote requests from…

    From $9,700 · License $3,450 first year Delivery in 20–30 working days
  • A notebook cut open around a book tab and brass pin, showing quiz questions drawn from course material.
    Education & Training

    AI Quiz Generator

    Generates quizzes and question banks from course material.

    From $3,400 · License $1,200 first year Delivery in 20–30 working days

What kinds of businesses are these built for?

Two groups stand out. Agencies get a full set of products, from AI Agency Sales Agent and AI Agency Proposal Agent through onboarding, delivery, QA and white-label reporting. Professional services firms get tools like AI Resource Planning, AI Scope Management and AI Professional Services Knowledge Base. Training and proposal products then come in editions for logistics, manufacturing, retail, hospitality, construction, events and more.

How do I choose between the agency products?

If you want one system for the whole agency, AI Agency Operations OS runs sales, onboarding, delivery and reporting together. If one stage hurts more than the rest, pick the matching product instead. AI Agency Client Onboarding collects access, assets and briefs. AI Agency QA checks deliverables against client briefs before sending. AI Agency Reporting builds white-label performance reports.

For keeping clients informed, the AI Project Status Agent sends accurate status updates. It has native editions for Jira, Asana, ClickUp, Linear and Monday.com, so it reads the work where your team already tracks it rather than asking anyone to copy updates across.

How do the training and proposal editions fit different industries?

Training needs vary widely. A restaurant has to bring seasonal staff up to speed quickly, while a manufacturer turns SOPs and specs into lessons for every shift. AI Training Content Generator builds the lessons and AI Corporate Training Agent delivers and tracks the programs. The AI Proposal System editions cover freight quotes, RFQs, construction tenders, event packages and agency SOWs.

Questions buyers ask

What is the difference between the two training products?

AI Training Content Generator turns your source material into structured lessons. AI Corporate Training Agent delivers and tracks training programs once the content exists. Some teams need to start with content, while others already have material and only need delivery and tracking. Both come in several industry editions.

Can it help when clients keep asking for extra work?

That is what AI Scope Management is for. It detects scope creep in client requests and drafts change orders, so your team can raise the conversation early and in writing. It pairs well with AI Delivery Agent, which tracks milestones and flags risks across client projects.

Do agency reports carry our branding?

AI Agency Reporting builds white-label client performance reports, so they go out under your agency's name. The exact report contents and data sources for your setup are written into the product's Scope Card, which you can read on the product page before ordering.

Choosing between Industry Solutions products?

Tick Compare on up to four products to see scope, price and delivery side by side. If you would rather ask, an expert can reply by email and help you pick the one that fits how you work.

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