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CaseMagnet AI
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For B2B SaaS companies

Let your sales team attach a story from a similar customer to every proposal.

After a demo, a prospect asks "has anyone like us used this?" CaseMagnet AI turns a few minutes of interview with your happy customers into case studies, and puts them where your sales team actually works.

Sound familiar?

Asking for a reference takes weeks

The customer says "sure" but no call slot ever works; the story sits on marketing's list for months.

Sales sends proposals without proof

The few stories you have are old or don't match the prospect's industry; reps keep showing the same two logos.

Written stories never reach a buyer

They live on one page of the site but never make it into a proposal email, a demo or a product page.

How it works

  1. 1

    Send a link

    Type your customer's name and copy the interview link. Your customer answers 4-5 questions whenever they like, on their phone.

  2. 2

    The AI asks, you approve

    It asks for a concrete example when an answer is vague and doesn't make up numbers. Nothing is published until you (and, if you like, your customer) approve.

  3. 3

    Sales uses it

    A one-page PDF for proposals, a card embedded on your site and a social graphic all come from the same story.

Highlights for sales teams

  • Story Finder

    Type the prospect's industry, size and need; it suggests the best-matching stories, so reps don't waste time hunting for proof.

  • Proposal PDF

    Every story becomes a one-page A4 sales summary you can attach straight to a proposal email.

  • Cards and walls on your site

    Add a story card or a wall of all your stories to product and pricing pages with a single code snippet.

  • Slack, Zapier and API

    Get a Slack notification when a new story is ready; send it to your CRM with Zapier, Make, webhooks or the REST API.

Example flow

  1. 1Customer success sends the interview link to customers who gave a high satisfaction score last quarter.
  2. 2As answers come in, drafts collect in the dashboard; marketing reads, edits and sends them for approval.
  3. 3After a demo, a sales rep types the prospect's industry into Story Finder and attaches the closest story's PDF to the proposal.

This is an example of how it can be used, not a real customer's result.

Related guideHow to write a case study: a step-by-step guide

Create your first case study today.