Your CRM stays your CRM. Introzy handles the referral layer and keeps both in sync.
Deals sync both ways; the introducer stays attached in both systems.
Referral records map to opportunities without touching your object model.
Gmail and Outlook, two-way. Email and meeting activity lands on contact timelines automatically.
Mention @Kai to capture referrals and get stage changes posted where the team lives.
Accept card and ACH payments on invoices. Payment collected means commission due.
Export invoices and bills and keep financial records in sync, no double entry.
Ask about companies, contacts, and referral deals in plain language, right from Claude.
Connect ChatGPT with a custom connector and work with your Introzy data in chat.
Connect Cursor or any MCP-compatible tool through one secure OAuth endpoint.
Every Introzy event, available to 6,000+ apps in the rest of your stack.
Visual, multi-step scenarios that react to Introzy events in real time.
Workflow automation, self-hosted or cloud, with full control over your data.
Send real-time Introzy events to any HTTP endpoint you own.
The API covers everything the app can do. Talk to us, one call, then you’re in.