Free tool
Connected systems walkthrough
Quick answer
Most companies keep their history in several systems. This walkthrough shows how separate exports become one reviewed package: export, combine, remove personal details, review, approve.
Illustrative · pick the tools you use
You export from each tool. SourceX never connects to your live systems.
Help desk
Ticket #4821: refund for a damaged order (customer: Jane Doe, jane@acme.com) → replacement shipped
CRM
Deal: 3 calls, pricing objection, closed after a pilot
Quick check
How this works#
Each answer adds points to a simple score that places you in a band. It's a starting point for a conversation, not a valuation or a decision.
See if your company qualifies
A short company assessment. No data uploads are needed.