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From analytics and marketing to sales and operations, Insytical brings everything together in one intelligent platform—so you can focus on what matters most.

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Every Insytical feature — Marketing, Analytics, Messaging, AI Insights, Sales Pipeline, Bookings, Projects and Invoices — connecting into one central platform

The two tools customers open first

Win the work, then deliver it beautifully — Projects and Deals do the heavy lifting on both ends.

Our most powerful features that you will love. You will only find these in Insytical.

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Acme Hospitality × Aurora Agency
Summer Hospitality
Brand Refresh
Mar 31, 2026 — Jul 14, 2026
By the numbers
$85,000
BUDGET
$30,200
SPENT
12
DELIVERABLES
6
VENDORS
Gallery
Page sections12 on
Hero
Key numbers
Gallery
Accent
ProjectsNEW

Run the whole project — then hand clients a page that sells your work.

  • Track the full project lifecycle — vendors, expenses, media, deliverables and files in one place
  • Build a fully customizable client page with your branding, sections, and live project stats
  • Share it on a custom URL that looks polished and makes you stand out from the competition
Explore Projects
Sales · Pipeline12deals$148Kvalue68%win
New Lead3
Atlas Outdoor
ExpansionOutdoor
D-_003AV
Discovery2
Mosaic Coffee
DTCSubscription
D-_002JA
Proposal2
Bayside Apparel
RetainerDTC
D-_002AV
Deal DeckAI
From your intake form · ~8 seconds
Deals

Every lead and opportunity in one pipeline — with decks built for you.

  • Track all your leads and opportunities across every stage on one drag-and-drop board
  • Add notes, a customized intake form, and tasks so nothing about a deal slips
  • Generate client-ready slides with AI and save hours of deck-building per deal
Explore Deals
Analytics
Unified dashboardAll platforms
Spend
$24.5K
+22%
ROAS
4.2x
+12%
Revenue
$103K
+18%
Spring Sale$4,2805.2x
Brand Awareness$2,1403.8x
Retargeting$1,8606.1x
12+sources unified
Analytics

Every channel. One screen. Zero tab-hopping.

See all your social platforms, and your Sales data side by side
Live KPIs update the moment money moves
Drill from headline number to line item in a click
Email Campaigns
Email campaign Ready to send
SubjectYour spring picks are here AI tuned
Shop now
Audience · 4,820
42%
Open rate
9.4%
Click rate
$6.2K
Revenue
+32%average open rate
Email Campaigns

Inbox results, without the busywork.

  • Build, segment, and send from the same dashboard
  • AI-tuned subject lines built to get opened
  • See opens, clicks, and revenue on every send
Ad Publishing
New ad campaign Drafted by Zara
Generated caption
Spring just got smarter. Save 25% on the tools your team actually uses — this week only. Shop the sale →
#springsale#dtc#shopnow
Publish to
4 channelsfrom a single click
Ad Publishing

Write once. Publish everywhere using your brand kit.

Set up your brand kit once, AI drafts on-brand ad copy for every platform in seconds
Push to Meta, Google, TikTok & Snapchat from one composer
Approve, and launch without leaving Insytical
Messages Hub
Messages hub2 unread
Inboxes+2
M
@mara.styles
Loved the new drop — do you ship to the UK?
2m
J
Jordan Lee
Re: April retainer — approved, go ahead 🎉
18m
N
Nordic Co.
Can we move our call to Thursday?
1h
TemplatesThanks for reaching out!Pricing & plansBook a call
1 inboxfor every channel
Messages Hub

Every DM and email, in one inbox.

  • Connect social DMs and email and reply from a single place
  • Stop switching between tabs, apps, and logins to keep up
  • Save reusable message templates and send them in a click
Projects
Acme Rebrand● On track
Budget
$40K
Spent
$26.4K
Tasks
12/18
66% of budget used
Brand strategy workshopJD
Homepage redesignMK
Q2 campaign assetsPR
Vendor onboardingAS
1 hubfor the whole project
Projects

Run every client project from one workspace.

Track tasks, budget, expenses, vendors, and invoices together
Watch budget burn in real time and stay on track
Spin up a branded client portal to showcase the work
Deal Pipeline
Deal pipelineForecast $118K
Qualified4
Acme Corp
$12K
Northwind
$7.5K
+ Add deal
Proposal3
Lumen Co
$24K
Bravo Media
$9K
+ Add deal
Won2
Vertex Labs
$31K
+ Add deal
$118Kforecasted this quarter
Deal Pipeline

Every deal in view. None slipping away.

  • Drag deals through each stage on a visual board
  • Track value, tasks, and activity on every opportunity
  • Forecast revenue and spot stalled deals before they die
AI Consultant
Ask ZaraLive · your data
How was my CTR this week?
Meta CTR dropped 14%High impact
Impressions went up by 20%Opportunity
Ask about any metric…
24/7analyst on call
AI Consultant

Ask your data anything. Get the next move.

Zara reads your numbers and ranks what to fix first
Plain-language answers, backed by your live data
Risks and opportunities surfaced before you ask
Invoicing
Invoice #1042● Paid
A
Acme Corporation
Due Apr 1, 2026
Strategy retainer$3,000
Ad management$1,200
Reporting add-on$600
Total$4,800
M“Thanks — invoice approved. Great month!”
1 toolfewer to pay for
Invoicing

Bill clients and set up reminders

  • Send branded invoices and track exactly what's paid
  • Set up automatic reminders to ensure you get paid
  • Drop another subscription from your stack
Competitor Watch
Competitor watch Live
O
Orbitt
Launched 3 new video ads
2h ago
h
hues
Raised search bids on “crm”
5h ago
T
Terra
Cut spend 30% on retargeting
1d ago
Dailymarket signals
Competitor Watch

Their next move, in your inbox.

Track rival ads and content the moment they go live
Learn and understand their strategy to stay ahead of the game
Benchmark your spend and creative against the market
Reporting
Monthly reportScheduled · 1st
Performance Summary
March 2026 · Acme Corp
↑ 23%
Spend
$24.5K
ROAS
4.2x
Revenue
$103K
On-brand · auto-sent
0 minspent formatting
Reporting

Client-ready reports while you pour coffee.

  • Branded, scheduled, and delivered automatically
  • No spreadsheets, no formatting, no late nights
  • Stakeholders skim the whole story in 60 seconds
Forecasting
Performance forecastRevenue Next 6 months
+18% projected
RevenueROASSpendCTR87% confidence
6 monthsof forward visibility
Forecasting

See next quarter before it happens.

Project revenue, ROAS, spend — or any metric — months ahead
Models learn from your own history, not industry averages
Catch the shortfall while there's still time to fix it
White Label
White labelYour brand
NNorthbeam Studioapp.northbeam.co
Revenue
$84.2K
Clients
24
ThemeNo “Insytical” anywhere
100%your brand
White LabelAgency

Sell the whole platform as your own.

  • Your logo, your colors, your domain — top to bottom
  • Clients never see the word “Insytical”
  • Turn our product into your recurring revenue
Referrals
Referral program30% recurring
insytical.com/r/yourname
Earned this year
$1,240
↑ +$310 this month
JDMKPRAS
8 friends joined · 6 active
30%recurring payout
Referrals

Get paid every time you spread the word.

Share your link and earn recurring commission
Track signups and payouts in real time
Cash out whenever — no caps, no catch
Powering 1,400+ scaling teams and agencies

Every feature. One free trial.

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