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.

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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 alignment

Your 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already out of date.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 drift

The 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 accuracy

ZERO-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Knowledge graph connects requirements, decisions, and artifacts across calls — resolving duplicate and outdated versions automatically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

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.