Get Everyone
In The Same Room
AI agents that bridge the gap between sales and delivery. No setup. No new tools. They work silently inside your stack to capture requirements, generate docs, and keep everything in sync.
Works with Salesforce, HubSpot, Jira, SharePoint, Google Workspace, NetSuite, and more
The handoff is where
the value leaks.
Every time delivery inherits a project, they're flying blind on what was actually agreed. Scope disputes and rework follow — and clients notice before you do.
Implementation alignmentYour docs are
already out of date.
Support teams answer from memory, not from source of truth. Without access to what sales promised, every ticket is a liability waiting to escalate.
Documentation driftThe estimate gap is
where margin disappears.
The spread between your high and low quote is where client trust breaks down. Mis-scoped projects either eat delivery margin or trigger the renegotiation call.
Quoting accuracyZERO-SETUP ONBOARDING
We Do The Work So You Don't Have To
Most AI tools ask you to build prompts, configure workflows, and babysit outputs. SourceWizard agents are self-learning — they observe your calls, understand your CRM, and start producing artifacts without any manual setup. Your team stays in the tools they already use.
- No configuration, no prompt engineering — agents learn from your existing process
- Works inside your CRM and meeting tools — no swivel chair, no new interface
- Auto-drafts SOWs and BRDs from call transcripts, updates Salesforce fields, and sends reminder emails before meetings with your delivery team's open questions
CONTINUOUS LEARNING
Living Documents That Never Fall Behind
Every call, every update, every decision — captured and threaded together. SourceWizard maintains a knowledge graph across your projects so documents stay in sync, templates learn your format, and nothing falls through the cracks.
- Automatic updates from new conversations — documents evolve as projects evolve
- Knowledge graph connects requirements, decisions, and artifacts across calls — resolving duplicate and outdated versions automatically
- Custom templates that learn your format, your terminology, and your branding — and get better over time
ENTERPRISE SECURITY
Your Data Stays In The Box
System integrators and professional services firms handle sensitive client data. SourceWizard agents operate within strict permission sandboxes — they only access what you authorize, audit everything they touch, and meet the procurement requirements your IT team demands.
- Agent permission sandboxing — every action scoped and auditable
- Enterprise SSO, role-based access control, and data residency controls
- Designed for organizations with strict IT governance and procurement processes
Frequently Asked Questions
Yes. Upload your existing BRD, SoW, or specification templates. SourceWizard learns your exact format and branding — and improves with every document it generates.
ChatGPT is great for ad-hoc tasks, but it doesn't maintain context across calls, sync your CRM, or generate traceable artifacts. SourceWizard is purpose-built for system integrators and professional services teams — it remembers everything and connects it together.
No. SourceWizard agents work inside your existing CRM and meeting tools. There's no new interface to learn, no manual data entry, and no workflow disruption. Teams typically see value within the first project.
Internal tools require engineering time to maintain and rarely keep up with evolving needs. SourceWizard is continuously improving, purpose-built for professional services, and eliminates 50% of the pre-sales work your team is doing manually.
There's no traditional onboarding. Connect your meeting tool and CRM, and SourceWizard agents start learning immediately. No prompt engineering, no configuration wizards, no training period. Most teams are generating artifacts from their first recorded call.
Stop Rediscovering What Sales Already Learned
See how SourceWizard bridges the gap between sales and delivery, recovering hours lost to manual handoffs — in a 15-minute demo.
Book a Demo