A connected platform for market research operations

Market research operations, connected.

Manage every stage of your research sample business – from client enquiries and vendor sourcing to project execution, respondent quality, reporting and invoicing – in one connected workspace.

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End-to-end workflow

From the first RFQ to the final invoice.

Research operations involve multiple teams, vendors and workflows. A2B Insights brings these activities together in one connected process.

01Win the work

1Receive Client RFQsCapture research requests, manage conversations and prepare quotations.
2Source VendorsRequest vendor quotes, compare responses and identify suitable suppliers.

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02Run the study

3Configure ProjectsSet up research requirements, qualifications, links and project settings.
4Allocate & ExecuteAssign vendors, manage quotas and monitor project delivery.
5Protect Survey QualityScreen respondents using configured fraud and answer-quality checks.

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03Close and bill

6Report & ReconcileMonitor results, review respondent data and process reconciliation files.
7Invoice & CloseGenerate client and vendor invoices based on delivered and reconciled work.

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Features in detail

Every module, up close.

Pick a feature to see what it does inside A2B Insights.

Sales & RFQ Management

Never lose track of a research opportunity.

Client RFQ Desk
Turn client emails into tracked RFQs – from New to Won or Lost.
Client Quotation Preparation
Build quotes fast, with past-project pricing as a reference.
Vendor RFQ Rounds
Ask several vendors at once and collect their prices and capacity.
Vendor Quote Comparison
Compare quotes side by side. Prices over your margin limit go to Admin.
RFQ Admin
See every PM’s pipeline, assign shared-inbox mail and manage templates.
Mail Accounts & Other Mail
Connect Gmail or Hostinger. Non-RFQ mail stays safe in Other Mail.
Client & Vendor Conversations
Clients and vendors read their own threads – read-only.

Project & Survey Operations

Turn a won opportunity into a live research project.

Project Creation
Turn a won RFQ into a project with targets, LOI, IR, country and dates.
Project Editing & Status
Update details in context, with status and history in view.
Project Listing & Search
Find any study by ID, name, client, country or status.
Project Status Lifecycle
Bidding to Closed, with rules that block invalid moves.
Vendors on a Project
Set CPI, targets and caps per vendor. A vendor pauses at its cap.
Test Now
Walk the real respondent journey. Test clicks never touch live numbers.
Qualifications
A reusable bank of screening questions that filters before the survey.
Survey Router
One tracked link per vendor. Checks run before anyone reaches the survey.
Links & Callbacks
Return links for every outcome, test and live, with encrypted callbacks.
Client API Data & Supplier Feeds
Turn supply-feed opportunities into projects without re-typing.

Client & Vendor Management

One connected place for clients and vendors.

All Clients
Profiles, billing, credit limits, invoices and documents in one record.
Client Portal
Clients follow their projects and download reports – vendor payouts stay hidden.
Vendor Management & Onboarding
See which vendors are ready: profile, links, billing and documents.
Vendor Self-Service Portal
Vendors keep their own details, links, documents and API keys up to date.
Client & Vendor Scorecards
Quality and Performance scores, from Excellent to High Risk.
Account Manager Dashboards
Each manager sees only the accounts they look after.
Notifications
One bell for invoices, reconciliations, RFQ replies and ready reports.

Panel, Respondent & Fraud Quality

Quality checks before survey entry.

VPN, Proxy, Tor & Private Relay Checks
Spot risky networks at survey entry – whenever you switch the check on.
Geo Exclusion
Keep each survey to the country it was built for.
Device Fingerprint Detection
Flag repeat attempts from the same device.
Human Verification (reCAPTCHA)
Add a human check before the survey opens.
Answered Too Fast & Straightlining
Catch rushed or patterned screening answers.
Security Events
See why and where a respondent was blocked – for authorised staff only.
Panelist Records & Profiles
Where enabled
Where enabled: panelist profiles, status and participation history.
Groups & Segmentation
Where enabled
Where enabled: build audience segments from panel data.
Participation & Rewards
Where enabled
Where enabled: starts, completes and reward history.

Reporting, Reconciliation & Finance

From live project data to reconciled invoices.

Operational Dashboard
Completes, disqualifies, quota fulls and drop-outs, by day and project.
Project & Respondent Reports
Filter by project, vendor, country or date – down to each respondent.
Report Downloads
CSV, Excel or PDF. Big files are prepared in the background.
Reconciliation Queue
Review client files first. Nothing changes until you approve.
Client Invoice Generation
Invoice clients from delivered, reconciled completes.
Vendor Invoice Management
Approve, reject and mark vendor invoices as paid.
Client & Vendor Performance Scorecards
Nightly scores, with No Data for new accounts.

AI Assistants & Automation

Meet the assistants that help your team move work forward.

A2B Atlas
Project OperationsPrepares project details and vendor assignments for your approval.
A2B Pulse
Dashboard InsightsExplains what changed on the dashboard, and why.
A2B Prism
Reporting InsightsBreaks results down by vendor, country, status or device.
A2B Scout
Vendor ManagementShows which vendors are stuck in onboarding and prepares the fix.
A2B Concord
ReconciliationPre-checks client reconciliation files before you decide.
A2B Anchor
Client Lifecycle & ReceivablesSurfaces overdue receivables and work not yet invoiced.
A2B Envoy
Client RFQ ResponsesReads client RFQs and drafts your reply.
A2B Tender
Vendor QuotesCompares vendor quotes and drafts the follow-up.
A2B Tally
Invoice & Payment OperationsPrepares invoice batches and reminders. Payments stay with Admin.

Integrations, Access & Platform Security

Connect your existing research ecosystem.

Developer API
A secured JSON API with 22 endpoints for clients and vendors.
API Credentials & Access Limits
Account-specific key pairs, rate limits and easy regeneration.
Survey Return Links & Encrypted Callbacks
Live and test outcomes, sent back to the right project.
Role-Based Access Rights
View, create, edit and delete rights by role – enforced by the server.
Audit Logs
Who changed what, and when.
Feature Flags & Settings
Admins switch checks on globally; projects choose from those.
Blocked Email Domains
Stop disposable emails at sign-up.
Security & Privacy
Role-based separation, encrypted connections and masked data for AI.