





Built for engineering-driven teams
Built for engineering-driven teams
Built for engineering-driven teams
Your Project Wins
Are
Hidden
Transform technical data into sales-ready case studies automatically. Eliminate workflow chaos and turn every success into closed deals.
Transform technical data into sales-ready case studies automatically. Eliminate workflow chaos and turn every success into closed deals.
Transform technical data into sales-ready case studies automatically. Eliminate workflow chaos and turn every success into closed deals.



title:references
Sound familiar? Great projects, but no references
Every day you complete successful projects, but your marketing has nothing to convince new clients.
Sales teams don’t have time to write case studies. Engineers don’t know how to present their work. Marketing waits weeks for materials.
The result? Lost opportunities. Instigex changes the process:
title:references
Sound familiar? Great projects, but no references
Every day you complete successful projects, but your marketing has nothing to convince new clients.
Sales teams don’t have time to write case studies. Engineers don’t know how to present their work. Marketing waits weeks for materials.
The result? Lost opportunities. Instigex changes the process:
title:references
Sound familiar? Great projects, but no references
Every day you complete successful projects, but your marketing has nothing to convince new clients.
Sales teams don’t have time to write case studies. Engineers don’t know how to present their work. Marketing waits weeks for materials.
The result? Lost opportunities. Instigex changes the process:
Input for Engineers
Engineers or sales reps upload photos and basic details in 5 minutes. No complex forms or text writing required.
AI for Sales Teams
Automatically creates sales copy using your project data and product library. Transforms technical facts into compelling sales stories.
Approval for Managers
Managers see the complete reference preview and approve with one click. No email ping-pong between departments.
Materials for Clients
Professional PDFs for clients, video references, social media assets, and organized reference library with smart filtering.

Input for Engineers
Engineers or sales reps upload photos and basic details in 5 minutes. No complex forms or text writing required.
AI for Sales Teams
Automatically creates sales copy using your project data and product library. Transforms technical facts into compelling sales stories.
Approval for Managers
Managers see the complete reference preview and approve with one click. No email ping-pong between departments.
Materials for Clients
Professional PDFs for clients, video references, social media assets, and organized reference library with smart filtering.

Input for Engineers
Engineers or sales reps upload photos and basic details in 5 minutes. No complex forms or text writing required.
AI for Sales Teams
Automatically creates sales copy using your project data and product library. Transforms technical facts into compelling sales stories.
Approval for Managers
Managers see the complete reference preview and approve with one click. No email ping-pong between departments.
Materials for Clients
Professional PDFs for clients, video references, social media assets, and organized reference library with smart filtering.

title:Instigex
How Instigex Works
Turn project chaos into closed deals – in 4 automated steps
title:Instigex
How Instigex Works
Turn project chaos into closed deals – in 4 automated steps
title:Instigex
How Instigex Works
Turn project chaos into closed deals – in 4 automated steps
📝 Engineers upload the basics
5 minutes after project wrap-up. No complex forms.
Upload photos from mobile, add key specs, describe what you built. AI converts technical details into compelling sales stories automatically.
Photo upload from mobile
AI transforms tech specs to sales copy
Product Library integration
Anonymization options
Calendar Assistant
2025 - 05 -19
Reminders for the meeting
Design Handoff
08:30 AM - 12:30 PM
Stand-up with Juan
08:30 AM - 12:30 PM
Reminder set by Ezekiel
View more
Calendar Assistant
2025 - 05 -19
Reminders for the meeting
Design Handoff
08:30 AM - 12:30 PM
Stand-up with Kelvin
08:30 AM - 12:30 PM
Meeting with Heather
08:30 AM - 12:30 PM
Reminder set by Ezekiel
View more
📝 Engineers upload the basics
5 minutes after project wrap-up. No complex forms.
Upload photos from mobile, add key specs, describe what you built. AI converts technical details into compelling sales stories automatically.
Photo upload from mobile
AI transforms tech specs to sales copy
Product Library integration
Anonymization options
Calendar Assistant
2025 - 05 -19
Reminders for the meeting
Design Handoff
08:30 AM - 12:30 PM
Stand-up with Juan
08:30 AM - 12:30 PM
Reminder set by Ezekiel
View more
Calendar Assistant
2025 - 05 -19
Reminders for the meeting
Design Handoff
08:30 AM - 12:30 PM
Stand-up with Kelvin
08:30 AM - 12:30 PM
Meeting with Heather
08:30 AM - 12:30 PM
Reminder set by Ezekiel
View more
📝 Engineers upload the basics
5 minutes after project wrap-up. No complex forms.
Upload photos from mobile, add key specs, describe what you built. AI converts technical details into compelling sales stories automatically.
Photo upload from mobile
AI transforms tech specs to sales copy
Product Library integration
Anonymization options
✅ Managers approve instantly
Complete preview lands in their inbox. One click = done.
No hunting through email chains. No scheduling approval meetings. Manager sees the finished reference and approves or requests changes instantly.
Automatic email notifications
Full preview before approval
One-click approval
Inline feedback system
✅ Managers approve instantly
Complete preview lands in their inbox. One click = done.
No hunting through email chains. No scheduling approval meetings. Manager sees the finished reference and approves or requests changes instantly.
Automatic email notifications
Full preview before approval
One-click approval
Inline feedback system
✅ Managers approve instantly
Complete preview lands in their inbox. One click = done.
No hunting through email chains. No scheduling approval meetings. Manager sees the finished reference and approves or requests changes instantly.
Automatic email notifications
Full preview before approval
One-click approval
Inline feedback system
🚀 Sales teams get materials instantly
Professional assets ready for every channel.
Branded PDFs for client meetings. LinkedIn visuals for social proof. Website-ready content. Everything exports in your company style, ready to win deals.
Meeting-ready PDFs
Social media visuals
Web-ready content
Consistent company branding
Mon
6
20
T
7
21
W
8
3 more...
22
T
9
23
F
10
24
3 more...
S
11
25
S
12
26
Friday Jan 10, 2025
Friday standup
9:00 AM
Olivia x Riley
12:00 PM
Product demo
1:30 PM
2 more...
🚀 Sales teams get materials instantly
Professional assets ready for every channel.
Branded PDFs for client meetings. LinkedIn visuals for social proof. Website-ready content. Everything exports in your company style, ready to win deals.
Meeting-ready PDFs
Social media visuals
Web-ready content
Consistent company branding
Mon
6
20
T
7
21
W
8
3 more...
22
T
9
23
F
10
24
3 more...
S
11
25
S
12
26
Friday Jan 10, 2025
Friday standup
9:00 AM
Olivia x Riley
12:00 PM
Product demo
1:30 PM
2 more...
🚀 Sales teams get materials instantly
Professional assets ready for every channel.
Branded PDFs for client meetings. LinkedIn visuals for social proof. Website-ready content. Everything exports in your company style, ready to win deals.
Meeting-ready PDFs
Social media visuals
Web-ready content
Consistent company branding
📚 Organized reference library
Find the right case study for every prospect.
All your approved references in one searchable hub. Smart filtering by industry, solution type, or project size helps you locate the perfect example instantly.
Intelligent search & filters
Quick sharing (PDF, link, visuals)
Usage tracking & performance analytics
Team collaboration tools
Invite Member
Invite your members to join your OS
Add email address
Send
Invite Member
Invite your members to join your OS
Add email address
Send
📚 Organized reference library
Find the right case study for every prospect.
All your approved references in one searchable hub. Smart filtering by industry, solution type, or project size helps you locate the perfect example instantly.
Intelligent search & filters
Quick sharing (PDF, link, visuals)
Usage tracking & performance analytics
Team collaboration tools
Invite Member
Invite your members to join your OS
Add email address
Send
Invite Member
Invite your members to join your OS
Add email address
Send
📚 Organized reference library
Find the right case study for every prospect.
All your approved references in one searchable hub. Smart filtering by industry, solution type, or project size helps you locate the perfect example instantly.
Intelligent search & filters
Quick sharing (PDF, link, visuals)
Usage tracking & performance analytics
Team collaboration tools
Watch the Demo
Watch the Demo
Watch the Demo
See Instigex in Action
See Instigex in Action
Watch how engineering teams turn project chaos into closed deals in under 5 minutes. From upload to approved reference - the complete workflow.
Frequently Asked Questions
Everything you need to know about our plans and pricing.
Can I try Instigex for free?
Yes, absolutely! You can try our Pro plan for 14 days, completely free. This allows you to test all the core features, including the approval workflow and multi-language translations, to see the full value for your team.
Do I need a credit card to start?
No credit card required. Start your free trial immediately with no commitment.
What happens after my trial ends?
You'll be prompted to select a plan and add payment details to continue. If you don't upgrade, your account pauses but your data remains safe for a grace period.
Can I change or cancel my plan at any time?
Yes. You have complete flexibility. You can upgrade, downgrade, or cancel your plan at any time directly from your account settings. Changes will take effect from the next billing cycle.
What's the difference between monthly and annual billing?
Pay monthly for flexibility, or choose annual billing for a 20% discount with upfront payment.
Is my data secure with Instigex?
Data security is our top priority. We use industry-standard encryption, reliable cloud hosting, and follow GDPR requirements to ensure your information and your clients’ data remain safe and secure.
What if I need more than the Pro plan offers?
If you have a larger team, require API integration with your CRM, or have other specific needs, our Enterprise plan is the perfect fit. Please contact us, and we'll be happy to create a custom solution tailored to your organization's requirements.
Share
Approve
Win More
Create
title:What
[Target word or phrase]
Start Creating Compelling References Today
Join project-driven teams already saving hours each month by automating reference creation and winning more deals with professional case studies.
No Credit Card Required
Share
Approve
Win More
Create
title:What
[Target word or phrase]
Start Creating Compelling References Today
Join project-driven teams already saving hours each month by automating reference creation and winning more deals with professional case studies.
No Credit Card Required
Share
Approve
Win More
Create
title:What
[Target word or phrase]
Start Creating Compelling References Today
Join project-driven teams already saving hours each month by automating reference creation and winning more deals with professional case studies.
No Credit Card Required