# Introzy

> Introzy is referral tracking and partner management software for SMBs (3–100 people). It tracks every introduction, attributes the deals they become, and pays partner commissions on time, without a spreadsheet. Includes Kai, an AI agent for deal intelligence and referral intake, plus partner portals, branded directories, commissions, and reporting.

Introzy is built for operator-led businesses that already receive referrals: law firms, MSPs and IT services, nonprofits and member organizations, and agencies and consultancies. It integrates with HubSpot, Salesforce, Zero (the AI-native CRM), Gmail/Outlook (via Nylas), Slack, Stripe, QuickBooks, and webhook automation tools (Zapier, Make, n8n), and connects to AI assistants (Claude, ChatGPT, Cursor) via MCP.

## Product

- [Product overview](https://introzy.com/product/): Referral tracking, commissions, partner portal, and reporting
- [Referral tracking](https://introzy.com/product/referral-tracking/): Capture and attribute every introduction
- [Commissions & payouts](https://introzy.com/product/commissions/): Fees calculated on collected invoices
- [Partner portal](https://introzy.com/product/partner-portal/): Partners see deal status and earnings without asking
- [Reporting](https://introzy.com/product/reporting/): Source-of-business and partner performance
- [Kai](https://introzy.com/kai/): AI deal intelligence, intake anywhere, and automation
- [What is an AI PRM?](https://introzy.com/kai/ai-prm/): Partner management where an AI agent does the admin, with human approval on every action
- [Integrations](https://introzy.com/integrations/): CRM, email, payments, accounting, AI, and automation

## Integrations

- [HubSpot](https://introzy.com/integrations/hubspot/): Two-way contact, company, and deal sync with per-pipeline mapping
- [Salesforce](https://introzy.com/integrations/salesforce/): Opportunity sync with field and stage mapping, no object-model changes
- [Zero](https://introzy.com/integrations/zero-crm/): Company, contact, and deal sync with the AI-native CRM; introducer attribution attached
- [Email & Calendar](https://introzy.com/integrations/email-calendar/): Gmail and Outlook activity on contact timelines automatically
- [Slack](https://introzy.com/integrations/slack/): @Kai captures referrals and posts stage changes in-channel
- [Stripe](https://introzy.com/integrations/stripe/): Card and ACH payments on invoices; commissions calculate on collected cash
- [QuickBooks](https://introzy.com/integrations/quickbooks/): Invoice and bill export to QuickBooks Online, no double entry
- [Claude](https://introzy.com/integrations/claude/): Ask about referral data in plain language via a custom connector
- [ChatGPT](https://introzy.com/integrations/chatgpt/): Work with Introzy data in chat via Developer Mode connectors
- [MCP](https://introzy.com/integrations/mcp/): One OAuth 2.1 endpoint for Cursor and any MCP-compatible tool
- [Zapier](https://introzy.com/integrations/zapier/): Route referral events to 6,000+ apps, no code
- [Make](https://introzy.com/integrations/make/): Visual multi-step scenarios triggered by referral events
- [n8n](https://introzy.com/integrations/n8n/): Self-hosted or cloud automation with full data control
- [Custom Webhooks](https://introzy.com/integrations/custom-webhooks/): Real-time JSON events to any HTTP endpoint with automatic retries

## Solutions

- [Law firms](https://introzy.com/solutions/law-firms/): Referral fees, co-counsel splits, source-of-business
- [MSPs & IT](https://introzy.com/solutions/msps/): Vendor intros, peer MSP handoffs, client referrals
- [Nonprofits](https://introzy.com/solutions/nonprofits/): Branded directories and trusted-vendor programs
- [Agencies & consultants](https://introzy.com/solutions/agencies/): Reciprocal referrals and rev shares
- [Chambers of commerce](https://introzy.com/solutions/chambers/): Track member-to-member referrals, prove ROI at renewal, earn non-dues revenue share
- [Power connectors](https://introzy.com/solutions/power-connectors/): Monetize introductions with tracked, paid, recurring referral income
- [Connector business model](https://introzy.com/solutions/power-connectors/business-model/): Deal structures, compounding math, and ethics of referral fees
- [Build a marketplace](https://introzy.com/solutions/power-connectors/marketplace/): Curate providers, recruit connectors, own the marketplace

## Tools

- [Referral fee calculator](https://introzy.com/tools/referral-fee/): Four inputs, a defensible referral fee range with published methodology
- [Average referral fee for agencies](https://introzy.com/tools/average-referral-fee-agencies/): Sourced agency benchmarks and a calculator-backed worked example
- [MSP referral commission structure](https://introzy.com/tools/msp-referral-commission/): How MSPs price referral fees on MRR, with a monthly example
- [Law firm referral fee rules](https://introzy.com/tools/law-firm-referral-fee-rules/): ABA Model Rule 1.5(e) conditions plus a professional-services modeling example
- [Fee structure comparison](https://introzy.com/tools/fee-structure-comparison/): Compare flat, percentage, recurring, tiered, and step-down commission structures side by side
- [Commission payout timeline](https://introzy.com/tools/commission-timeline/): Month-by-month view of when commissions accrue, become payable, and clawback exposure
- [ROI calculator](https://introzy.com/tools/referral-roi/): Estimate the value of tracked referrals
- [Partner earnings calculator](https://introzy.com/tools/partner-earnings/): Model what partners could earn from your program
- [Leakage assessment](https://introzy.com/tools/leakage-assessment/): Five questions to find your referral gaps
- [Referral fee agreement template](https://introzy.com/tools/referral-fee-agreement/): Free one-page agreement for agencies, MSPs, and consultants
- [Referral tracking template](https://introzy.com/tools/referral-tracker/): Free spreadsheet for logging referrals
- [Connector earnings calculator](https://introzy.com/tools/connector-earnings/): Model referral income from active relationships, royalty rates, and churn
- [Referral multiplier calculator](https://introzy.com/tools/referral-multiplier/): Compare linear paid acquisition against a compounding referral network over time
- [Referral program scorecard](https://introzy.com/tools/referral-program-scorecard/): Seven questions that score whether you run a referral program or a referral habit
- [Referral status update templates](https://introzy.com/tools/referral-update-templates/): Five copy-ready emails that close the loop with referral partners, from confirmation to payout
- [Introduction email templates](https://introzy.com/tools/introduction-email-templates/): Ten copy-paste emails for asking, double opt-in, making warm business introductions, and following up
- [Attribution policy builder](https://introzy.com/tools/attribution-policy-builder/): Answer seven questions and leave with a written partner attribution policy
- [Referral health check](https://introzy.com/tools/referral-health-check/): Five questions about one deal, a healthy, stalled, or cold verdict with the formula shown
- [Partner ops prompt pack](https://introzy.com/tools/partner-ops-prompts/): Twelve copy-paste AI prompts for status updates, referral intake, stale-deal triage, and attribution reports
- [CRM referral field kit](https://introzy.com/tools/crm-referral-field-kit/): The exact properties, association labels, and pipeline stages for referral tracking in HubSpot, Salesforce, or any CRM
- [Referral program starter kit](https://introzy.com/tools/referral-program-starter-kit/): Every artifact a B2B referral program needs, in build order, from partner profile to monthly health check

## Guides

- [The Power Connector Playbook](https://introzy.com/blog/the-power-connector-playbook/): Network science, benchmark rates, and deal structures for monetizing introductions
- [Referral fee benchmarks by industry](https://introzy.com/blog/referral-fee-benchmarks-by-industry/): Verified benchmarks for agencies, consultants, MSPs, and law firms
- [Law firm referral fee rules](https://introzy.com/blog/law-firm-referral-fee-rules/): Rule 1.5(e) fee division, state variance, and the compliant paths for non-lawyer referrals
- [MSP referral fees](https://introzy.com/blog/msp-referral-fee-structure/): Client, partner, and white-label rates with the payment mechanics behind each tier
- [What is channel program management](https://introzy.com/blog/channel-program-management/): The discipline defined, who it is built for, and when it is overkill
- [Move your referral spreadsheet into a system](https://introzy.com/blog/migrate-referral-spreadsheet-to-crm/): The column mapping and afternoon cutover that keep introducers, dates, and payables intact
- [Stop losing referral commissions](https://introzy.com/blog/stop-losing-referral-commissions/): Where partner commissions leak and how to fix it
- [Referral commissions are growth capital](https://introzy.com/blog/referral-commissions-are-growth-capital/): Why generous commissions are a growth strategy
- [How to start a partner program](https://introzy.com/blog/how-to-start-a-partner-program-the-first-90-days/): The first 90 days, week by week
- [The metrics that matter](https://introzy.com/blog/the-metrics-that-matter-in-a-partner-program/): Six numbers every partner program should track
- [Partnerships are a flywheel](https://introzy.com/blog/partnerships-are-a-flywheel-not-a-campaign/): Why partner-led growth compounds
- [Chamber non-dues revenue playbook](https://introzy.com/blog/chamber-non-dues-revenue-playbook/): Tracked member referrals as a non-dues revenue lane for chambers
- [The chamber trust gap](https://introzy.com/blog/the-chamber-trust-gap/): ACCE/Harris Poll trust data and the visibility gap costing members
- [A directory is not a transaction layer](https://introzy.com/blog/a-directory-is-not-a-transaction-layer/): Why directories need a transaction layer on top
- [The Referral Multiplier Effect](https://introzy.com/blog/the-referral-multiplier-effect/): The research and math behind compounding referral networks, with law firm economics
- [You Don't Have a Referral Program. You Have a Referral Habit.](https://introzy.com/blog/you-dont-have-a-referral-program-you-have-a-referral-habit/): The operational gap between ad-hoc referrals and a managed program
- [Referral Program Transparency Is a Behavioral Incentive](https://introzy.com/blog/referral-program-transparency/): Why showing partners the status and economics of every referral produces the next one

## Guides for choosing partner software

- [CRM vs PRM](https://introzy.com/crm-vs-prm/): What each category covers, the 20-30 partner PRM threshold, and an honest decision framework for SMBs

## Pricing and evaluation

- [Pricing](https://introzy.com/pricing/): Free, Growth (from $29/mo), and Enterprise plans
- [Compare](https://introzy.com/compare/): Honest comparisons with PartnerStack, Kiflo, Introw, Euler, CinnaLab, and Impartner
- [Sign up](https://introzy.com/signup/): Self-serve, free to start

## Company

- [About](https://introzy.com/about/): Team and story
- [Security](https://introzy.com/security/): Security posture
- [Contact](https://introzy.com/contact/): Talk to the team
- [Partner program](https://introzy.com/partners/): Become an Introzy partner
- [Blog](https://introzy.com/blog/): PartnerOps, referrals, and partner-led growth

## For crawlers and agents

- [Sitemap](https://introzy.com/sitemap.xml): Every page on this site, including all blog posts
- [robots.txt](https://introzy.com/robots.txt): Fully open, all agents welcome
- Introzy connects to AI assistants (Claude, ChatGPT, Cursor) via MCP; ask us at support@introzy.com