Connect your CRM, PSA, project tools, time tracker, and every client folder. Foxwise indexes them into one workspace your partners, managers, and consultants can ask questions of — with a citation on every answer.
Every connector is two-way and incremental. We never re-pull what we already have, and every answer cites the exact deck, ticket, contract, or timesheet it came from.
Who on the team has shipped a B2B SaaS pricing study in the last 18 months?
4 consultants: Patel (lead, 3 engagements), Nguyen, Okafor, Reyes. Most recent: Acme SaaS, Q1. Deck and model linked. (Source: Salesforce + Drive)
Pull every SOW expiring in the next 60 days with no renewal in pipeline.
7 SOWs, $1.46M ARR at risk. Largest: Northwind ($420K, exp Sep 12). No HubSpot opportunity attached on 5 of 7. (Source: PandaDoc + HubSpot)
Summarize Acme's Q2 findings and flag scope creep risks.
3 key findings (channel mix, win-rate drift, CAC). Two scope changes via Slack not in the SOW: brand audit + competitor teardown. Recommend change order. (Source: Notion + Slack)
A live Foxwise chat, primed on the questions agency partners and engagement managers ask every day. No sign-up needed.
Hi — I'm Foxwise. Ask me anything an agency leader might ask: utilization, staffing, pipeline coverage, SOW risk, proposal drafting, deliverable lookups. Try a suggestion below or type your own.
OAuth into Salesforce, HubSpot, Asana, Jira, Harvest, Notion. Drop in any Drive or SharePoint folder. One-click client and engagement onboarding.
Decks, models, SOWs, RFPs, tickets, time entries, meeting notes — all unified per client and per engagement, with permissions intact.
Partners, managers, and consultants ask in plain English. Every reply cites the deck, ticket, contract, or timesheet it came from.