Your team is growing. Your spreadsheets aren't keeping up.

Generic project management tools are built for software teams — they track tasks and deadlines well, but they don't understand research agency operations. They can't tell you whether you have the capacity to take on a new project, which moderator is free in week three, or where utilisation will land next quarter. A spreadsheet can, but someone has to maintain it manually and it breaks the moment you hire a third person. Insight Planner combines resource planning, project visibility and reporting in one purpose-built place, using the language your team already uses.

Most agencies are live within 4–6 weeks of kickoff. We work iteratively — you'll see real working software in the first fortnight, not a demo at the end of a long build. We handle all data migration from your existing spreadsheets and train every member of your team before you go live.

Yes — and this is one of the things agencies tell us they value most. You define availability for each person: full-time, part-time, specific days, contracted freelance hours. The capacity view reflects all of this automatically, so your true available resource is always accurate — not just your permanent headcount.

Yes. We can build integrations with Pipedrive, HubSpot, or a bespoke CRM — so your pipeline connects directly to your people. Many agencies start with a standalone planner and layer in integrations once they're settled. We scope this into the build during discovery if you need it from day one.

Pricing is based on scope — team size, workflow complexity, and any integrations required. We're transparent about numbers from the first conversation. Most agencies find the investment pays back quickly once they stop losing billable hours to resourcing confusion and last-minute reporting. Book a demo and we'll give you a clear quote after our discovery call.

Some of our most enthusiastic clients are boutique agencies of 5–8 researchers. At that size, every person counts — one double-booking or a fortnight of underutilisation is a real commercial hit. A planner built for a small team is leaner, faster and often more impactful than for a large firm that already has ops support. We'll be straight with you in discovery if the timing isn't right.