Sourcewizard
Automates pre-sales by capturing requirements from discovery calls and generating SOWs and BRDs, with estimates grounded in historical data and rate cards.
SourceWizard is an AI-powered platform that automates the pre-sales process for system integrators and professional services teams by capturing requirements from discovery calls and generating statements of work (SOWs) and business requirement documents (BRDs). It solves the problem of time-consuming manual scoping and proposal creation, cutting discovery time by 50%. The platform is designed for owner-operators, VPs of Sales, and VPs of Professional Services at system integrators, professional services firms, and SaaS implementation companies. It differentiates by grounding every output in source data and syncing with existing CRM, PSA, and delivery tools, ensuring accuracy and control.
Key features
- Ingest and normalize meeting notes, questionnaires, RFPs
- Capture discovery as a reusable skill
- Sync with Salesforce, ConnectWise, Jira
- Capture requirements, decisions, and risks as cards
- Estimate scope and cost with per-line justification
- Trace every claim to source data
- Approve estimates, documents, and CRM writes
- No social media activity within the last 30 days
- Blog
- Agencies
- Mid market companies
- Enterprises