
AI-powered reference management for B2B case studies
Instigex is a reference management platform that automates the case study creation process for B2B teams. It uses AI-powered storytelling to transform raw project data—metrics, challenges, and solutions—into sales-ready stories, connecting technical, sales, and marketing teams in a single workflow from data input to final PDF.
Transforms raw project data, metrics, and challenges into persuasive sales stories automatically.
Searchable library of approved references, filterable by industry, product, or challenge.
Produces polished, sales-ready case study PDFs without manual design work.
Automated notifications and single-click approvals expedite the review process.
Translate case studies into multiple languages for global sales teams (Pro plan).
Connects technical, sales, and marketing teams with comment functionality and shared workflows.
Connects with existing CRM and marketing stacks via API.
Equip sales reps with a searchable library of approved customer stories filtered by industry and use case.
Turn completed projects into polished case studies without burning marketing team cycles.
Standardize case study production across product lines with AI-assisted drafts and one-click approvals.
Track usage and performance of references across the sales organization.

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