Referrals grow your business.Tracking them should be easy.

Track the intro, credit the deal, pay the commission. No spreadsheet.

01 · The questionA partner asks what happened to their intro. You should know.
02 · The introductionWho introduced whom, credited from the first touch.
03 · The moneyThe deal closes, the invoice collects.
04 · The payoutThe commission calculates and pays on time.
05 · The recordOne screen, every step. Both sides see it.
12,482
introductions tracked
$3.4M
commissions paid to partners
1,940
active partners
“We love it. The platform allows us to properly vet and manage our providers, ensuring our clients receive the highest quality services available.”
Catalyst 501RJ Muto and Laura Lian Williams · Co-Founders, Catalyst 501

A partner makes an intro. How Introzy helps

  1. A partner meets someone who needs you and sends them your way.

    • Portal, email forward or referral link
    • Credited to the partner from the first touch
    • Lands in your pipeline, nothing to retype
    See how intros arrive
Your partner sends an intro
Email forwardPriya forwards the thread
Referral linkDan clicks Priya’s link
Partner portalPriya submits Cedar
New referral · in your pipelineMay 6 · 9:14
Cedar Insurance Group
Priya Shah · PartnerDan Whitfield · Customer
Credited to Priya from the first touch. She can see it too.
The intro lands · 01 / 03
Kai

Your pipeline runs itself overnight.

Set the rules once. Kai watches every deal, every night. It drafts follow-ups in your voice, scores new intros against your wins, catches payout mismatches before your partner does, and cleans up the dead weight. You wake up to a list of moves. Approve, dismiss, or let automations handle it.

K
Kai34 deals · 3 pipelines
7 pending
3 automations running· auto-drafts stale nudges · scores all new intros · nightly payout check
Act now 4Cleanup 3Run all 4
92%
Send follow-up to Example Partners Co.
Stalled 21 days at Proposal · intro by Dana Whitfield · last contact Jun 4
Draft email
87%
Score new intro: Novaform Consulting
Dana’s last 4 intros closed (avg $28K) · company matches top-2 verticals · active project with budget
Assign
78%
Payout discrepancy on Sample Systems Co.
Commission calculated on booked ($31.5K) but only $21K collected so far
Review
71%
Move Brightwater Foundation to Negotiation
Proposal sent 12 days ago · Elena Ruiz confirmed board interest
Move stage
12 completed this week
$61K
in errors caught before partners noticed
18hrs
saved per week on follow-ups alone
Time saved by automationlast 30 days
Follow-ups
8.2h
Scoring
4.1h
Payout checks
3.4h
Data cleanup
2.0h
Stage moves
1.1h
Auto-draftAuto-scorePayout checkStale alertsStage movesCleanup

Every action logged. Nothing sends without you.

Your partners

They stop asking. You stop apologizing.

Your partner sent you someone good. They deserve to know what happened: the stage it reached, what it closed for, what it paid. They see it all, the moment it changes, without a text.

Your view · Deals4 active
EP
Example Partners Co. LLP
Intro by Dana Whitfield · Mar 14
Closed won
SS
Sample Systems Co.
Intro by Jordan Meeks · Apr 2
Negotiation
BF
Brightwater Foundation
Intro by Elena Ruiz · Apr 18
Proposal
CI
Cedar Insurance Group
Intro by Priya Shah · May 6
Qualified
Admin view
Partner portal · Your introsDana Whitfield
Example Partners Co. LLP
Closed won · commission paid Jun 30
$4,200
Sample Systems Co.
Negotiation · commission pending
,
Brightwater Foundation
Proposal · in progress
,
Cedar Insurance Group
Qualified · in progress
,
Partner portal
Getting started

Live in days. Experts on call when you need them.

Sign up, forward your first intro, and it is tracked the same day. When you want hands, our expert partners are a call away.

“Every business I’ve ever built grew the same way: A person who trusted my work introduced me to someone with a problem I could solve.”

“Introzy exists so you get more referrals and manage them with less work. The tracking, the attribution, and the commissions are just how we keep something human from becoming something lost.”

Kevin Chern
Founder
Read more from Kevin