Introzy | The PartnerOps PRM

Nothing gets lost.

Every referral starts with the right people, context, and owner attached.

Follow-up actually happens.

Clear next steps keep warm introductions from going cold.

Revenue stops hiding.

See what each relationship created and who should get paid.

Every referral gets captured.

Bring introductions in through Introzy, email, forms, directories, or your CRM. The source, context, and people stay attached from the start.

Every opportunity keeps moving.

Track progress through a clear pipeline with ownership, activity, and next steps visible. No more wondering whether anyone followed up.

Every relationship gets credit.

See who made the introduction, who helped move it forward, and what revenue it created. The value behind each relationship becomes visible.

Partners see what happened.

Give connectors and providers a clear place to submit referrals, follow progress, and view the outcome.

Kai finds the next move.

Kai spots stalled opportunities, explains what needs attention, and recommends what should happen next.

Your network becomes usable.

Publish a branded directory where customers can find trusted providers and request the right introduction.

Commissions stay connected.

Keep fee rules, contributors, invoices, and payments attached to the referral from the beginning.

Relationships keep their context.

See every contact, company, conversation, referral, task, and financial outcome in one connected view.

Your existing tools still work.

Connect Introzy with your CRM, email, calendar, accounting, payment, and automation platforms.

Make every intro count.

For consultants and connectors who create value through relationships.

The founder is not a system.

For small businesses whose referrals still live in inboxes and memory.

The spreadsheet did its job.

For growing programs that need structure without enterprise software.

Capture

Create a referral inside Introzy, send one through email, collect it through a referral form or directory, or sync it from your CRM. People, companies, source, and context stay attached.

Connect

Send a personal introduction explaining who needs help, who can help, and why the connection makes sense. Write it yourself, use a template, or let AI create the first draft.

Move

Keep deals moving and track opportunities through your pipeline. Add reminders, tasks, notes, documents, expected value, and activity so everyone knows what should happen next.

Track

Track your outcomes and see whether opportunities are won, lost, or still active. Credit the people who contributed and connect successful referrals to fees, invoices, and revenue.

Frequently Asked Questions

PRMs manage programs. We've elevated the traditional PRM into a full PartnerOps platform that runs the operations behind referrals so deals move and revenue shows up.

Marketplaces are one part of the platform, not the whole product. Introzy powers the full workflow behind them.

Yes. Introzy is designed to be simple, clean, and fast. Partners only see what they need.

No. Introzy works alongside the CRM you already have.

If referrals play any part of your business, there's no time that's "too early" to start managing your introductions. Establishing a solid foundation will result in faster growth which means more referrals.

Onboarding with Introzy is easy with our intuitive self-guided tools. Our support teams are a click away, including our AI agent, Scout. On our Grow and Pro tiers, our dedicated Onboarding specialists are here to get you up and running.

Referrals work. The way you manage them doesn't.

Stop managing referrals by accident.

Nothing gets lost.

Follow-up actually happens.

Revenue stops hiding.

Your referral program is you.

Every introduction needs a next step.

Referrals stall without follow-up.

Your CRM misses the middle.

Run referrals without losing the thread.