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
It's hard to scale a services business when requirements fall through the cracks and your teams aren't aligned — causing everyone to waste cycles on re-discovery.
Capture Complete Requirements Upfront
Stop your delivery team from hounding sales with follow-up questions. Comprehensive discovery from the first call means nothing gets lost in translation when deals move to implementation.
Accelerate Documentation Timelines
Transform 15-hour document creation processes into streamlined workflows. Generate comprehensive BRDs, technical specifications, and process diagrams efficiently, enabling teams to focus on high-value project delivery.
Keep Every Team on the Same Page
End siloed communication between sales, delivery, and customer success. When information is scattered across HubSpot, SharePoint, Fathom, and email threads, things get lost. SourceWizard keeps one source of truth that everyone can access.
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- Knowledge graph connects requirements, decisions, and artifacts across calls — resolving duplicate and outdated versions automatically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.
Book a Demo