SourceWizard
SourceWizard.ai is an AI-native platform that automates the sales-to-delivery handoff for services firms, turning meeting notes, RFPs, and discovery questionnaires into scoped, estimated deals. It captures a firm's discovery and estimation methodology as reusable skills, syncs bidirectionally with CRM and PSA systems, and can send clients a guided, adaptive questionnaire that builds requirements in real time. The platform also enables custom agents for operational work beyond proposals, such as data migrations and marketing-to-CRM workflows.
- Artificial Intelligence
- AI Agents
- Enterprise Software
- Sales Technology
- Software Only
Funding
Founders
Founder details are not available yet.
Product
Problem
Services firms lose significant revenue and margin during the sales-to-delivery handoff. Solution architects spend over 40% of their time re-scoping projects due to disconnected tools and unstructured processes, costing a 50-person system integrator an estimated $4.7 million annually in non-billable time and margin erosion.
Solution
SourceWizard.ai provides an AI-native platform that automates the entire pre-sales and handoff workflow. The platform ingests meeting notes, RFPs, and discovery questionnaires into a single live deal model, then drafts proposal responses from a firm's own past wins and library. It captures a firm's discovery and estimation methodology as reusable skills, and syncs all activity bidirectionally with CRM and PSA systems. The Agentic Customer Discovery feature sends clients a guided, adaptive questionnaire that builds scoped requirements and estimates in real time, compressing time-to-proposal from days to minutes. The platform also builds custom agents for operational work beyond proposals, such as data migrations and marketing-to-CRM workflows.
Target Audience
Primary customers are revenue, operations, and solutions teams at system integrators, managed service providers, and software firms that run complex, services-led sales cycles.
Features
- Agentic Customer Discovery that adapts questions based on client answers, tracks discovery goals, and builds requirements in real time
- RFP response drafting from a firm's own library and past wins, formatted to the prospect's template
- Two-way CRM and PSA connectors that dedupe records, fix typos, and associate contacts automatically
- Reusable skill capture that encodes a firm's discovery and estimation playbook
- Live deal model linking meetings, requirements, decisions, and estimates in one always-current place
- First-pass scoping plan generation including staffing, budgeted hours, go-live estimate, blended bill rate, and projected margin
- Custom agent builder for operational workflows beyond proposals, including data migrations and internal handoffs