For growing B2B SaaS teams

Know which customer problems actually matter to the business.

Connect customer issues to the accounts and revenue behind them. See what changed, what's at risk, and the original evidence before your next renewal or product review.

See it with your own customer data.

The problem

The customer story is scattered.

Tickets show what went wrong.
Calls add the context.
CRM shows the business impact.

Before a renewal or product decision, someone still has to search notes, open tickets, check the CRM, ask the CSM, and piece the story together.

SourceCase connects those signals around the customer problem and shows what matters to the business.

Who it's for

For teams that outgrew one person's memory

  • Product leaders and PMs deciding what makes the roadmap.
  • Founders who used to know every account's story.
  • Customer Success leaders preparing for renewal and account reviews.
  • Product Ops teams pulling the case together before each review.

Features

Keep every decision tied to the evidence

Check the source

Every claim stays linked to the ticket, call, note, or CRM record behind it. Open it and verify it yourself.

See what changed

See new evidence, newly affected accounts, shifts in risk and impact, and what you decided last time. Every review starts where the last one ended.

Keep your existing systems

Your teams keep calls, tickets, CRM records, and notes where they already work. SourceCase connects the evidence around the problem.

Outcomes

What you get

  • See what puts revenue at risk

    Find the renewals, expansions, and deals tied to each issue.

  • Know what deserves attention now

    See which issues carry enough account and revenue impact to change the next decision.

  • Give Product the full picture

    Share the problem, severity, workaround, and accounts, not just "customer wants X."

  • Stop stitching it together by hand

    Connect evidence across the tools you already use.

  • Walk into reviews ready

    Bring what changed, who's affected, and what you decided before.

How it works

From customer evidence to a decision

  1. 01

    See what changed and who is affected

    Connect recent calls, tickets, CRM notes, and Customer Success feedback to the issue and the accounts behind it.

  2. 02

    See what's at stake

    Tie the issue to renewals, churn, expansion, lost deals, or revenue.

  3. 03

    Decide what deserves attention

    Bring the evidence and business impact into your roadmap, renewal, or product review.

Example

The loudest issue is not always the costliest.

Reporting export

Priority
Accounts affected
11
ARR exposed
$420K
Renewals in next 60 days
2
Evidence
14 tickets, 3 calls
Since last review
Risk up

Dark mode

Monitor
Requests
27
Accounts
19
ARR represented
$85K
Renewal risk
None found
Since last review
No change

Example only. Not real customer data.

See what your brief would look like.

Your data is yours, encrypted in transit and at rest, never used to train models, never sold, and deletable any time.

Bring evidence, not opinion, into every product and renewal decision.

Questions

Frequently asked questions

Select a question to see the answer.

See SourceCase with your own customer data.

Start with a small sample of calls, tickets, or notes. See your top issues, the accounts behind them, what's at stake, and the original evidence.

Your data is yours, encrypted in transit and at rest, never used to train models, never sold, and deletable any time.