Instigex
AI-powered reference management for B2B case studies
Founded
2023
Starting Price
$0
Category
Sales Engagement
Last updated May 14, 2026
About Instigex
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.
Pros & Cons
Pros
- Automates a notoriously slow case-study production process
- Free tier with unlimited references lowers barrier to entry
- AI storytelling reduces dependence on marketing copywriters
- Centralized library makes references easy to find during sales calls
- Connects siloed technical, sales, and marketing teams in one workflow
Cons
Key Features
AI Storytelling
Transforms raw project data, metrics, and challenges into persuasive sales stories automatically.
Central Reference Library
Searchable library of approved references, filterable by industry, product, or challenge.
Automated PDF Generation
Produces polished, sales-ready case study PDFs without manual design work.
One-Click Approval Workflow
Automated notifications and single-click approvals expedite the review process.
Multi-Language Translation
Translate case studies into multiple languages for global sales teams (Pro plan).
Team Collaboration
Connects technical, sales, and marketing teams with comment functionality and shared workflows.
API Integration
Connects with existing CRM and marketing stacks via API.
Pricing
Free
$0/month
- Unlimited references
- Core reference library
- No credit card required
Starter
$39/month
Best For
Sales Enablement
Equip sales reps with a searchable library of approved customer stories filtered by industry and use case.
Customer Marketing
Turn completed projects into polished case studies without burning marketing team cycles.
B2B Content Operations
Standardize case study production across product lines with AI-assisted drafts and one-click approvals.
