Ecosystem
See what each Instfy product solves, who it is for and how to combine them: what is integrated and what is used side by side.
Instfy has products to sell, operate, find customers, build consumer loyalty and measure emissions. Each one works on its own. This page shows where there is a technical link between them and where the combination happens in your process, using the products in parallel.
The products in one table
| Product | Who it is for | What it solves | Address |
|---|---|---|---|
| Instfy Consulting (core) | Entrepreneurs, companies, industries, institutions and multinationals | Discovery, strategy and building solutions to create, transform, develop and expand businesses | Service charter |
| ERP Instfy | Small and mid-sized businesses in the US, Brazil and Latin America | Managing finance, sales and CRM, HR and payroll, projects, POS, purchasing, inventory and customer support in a single system | erp.instfy.com |
| Instfy Agent (AI) | Companies with a website, online store or social media presence | Customer service and pre-sales through an AI agent that answers based on the company's content | ai.instfy.com |
| Instfy Data | Those who sell to businesses in Greater Orlando and local business owners | Finding and qualifying companies from official Florida public records | data.instfy.com |
| Instfy Rewards | Orlando consumers and local businesses | Cashback at partner stores and deals from local businesses | data.instfy.com/rewards |
| Carbon by Instfy | Event producers, companies and governments | Greenhouse gas emissions inventory, offsetting and certificate | carbon.instfy.com |
| Instfy Docs | Customers, teams and AI agents | Guides, frequently asked questions and reference for all products | docs.instfy.com |
What is integrated today
- Instfy Data and Instfy Rewards: Rewards runs inside Instfy Data. Local business deals are linked to the company profile in the directory and appear in the deals section of that profile.
- Instfy Data and Instfy services: the free assessment on each profile recommends services, such as ERP, AI automation and digital presence, and lets you request contact from the team.
- Instfy Docs and all products: the documentation covers every product and can also be read by AI agents (see For AI agents and developers).
What is used side by side
The products below do not exchange data with each other automatically. You use each one for its purpose and carry information from one to the other when you need to.
- Instfy Agent and ERP Instfy: the agent serves visitors on the website and organizes leads in the Studio's own CRM. To bring a lead into the ERP CRM, add it under CRM > Leads in the ERP.
- Instfy Data and ERP Instfy: you export a list of companies from Data as a CSV file and add the contacts you choose to the ERP CRM.
- Carbon by Instfy: a consulting service independent of the other products, with a calculator and certificate validation on its own website.
Direct integrations between Instfy Agent, Instfy Data and ERP Instfy are On the roadmap. When they become available, this page and each product's pages will be updated.
Typical journeys
Company that sells to other businesses (B2B)
- Use Instfy Data to search for companies by city, industry or name and build a target list.
- Export the list as CSV and add the priority contacts to the ERP CRM.
- Install Instfy Agent on your website to answer people who arrive from your prospecting, at any time.
- Run the sale in ERP Instfy: proposal, invoice and payment.
Local retail or service business in Orlando
- Claim your company profile on Instfy Data and complete the details.
- Publish a local deal on Instfy Rewards with the Instfy team, so it shows up for program members.
- Use Instfy Agent to answer questions on your website and through the agent's public link.
Event producer
- Get an emissions estimate with the Carbon by Instfy calculator.
- Request the proposal for inventory, offsetting and certificate.
- Organize the event's contracts and billing in ERP Instfy, if it is already your management system.
Company that wants to organize its operations
- Follow the ERP Instfy Implementation roadmap.
- Use Instfy Docs as the team manual: every module has step-by-step instructions.
- Add Instfy Agent when you want to automate first-line customer service on your website.
Frequently asked questions
Are Instfy products integrated with each other?
Partially. Instfy Rewards runs inside Instfy Data and uses the directory's company profiles. Instfy Agent, Instfy Data and ERP Instfy are used side by side, and direct integration between them is on the roadmap.
Do I need to sign up for every product?
No. Each product works independently. Start with the one that solves your main problem and add the others when it makes sense.
Do Instfy Agent leads flow into the ERP CRM automatically?
No. The agent's leads stay in the Instfy Agent Studio CRM. To work a lead in the ERP, add it under CRM > Leads in ERP Instfy.
Which product should I get to know first?
If you need to organize your company, start with ERP Instfy. If you want to serve visitors better on your website, look at Instfy Agent. If you sell to businesses in Greater Orlando, start with Instfy Data.
Next steps
Open the overview of the product you will use first.