One place for every referral, every partner, every commission.

From the moment an introduction happens to the day the commission is paid. Introzy keeps every step connected, attributed, and visible.

Referral trackingCommissions & payoutsPartner portalReporting
Capture

Every intro lands in one pipeline.

Forward an intro email and it becomes a tracked referral, partner attached.
Every partner gets a referral link that lands submissions in your pipeline.
Portal submissions arrive structured, no retyping, no lost context.
New introductions · this week
Novaform ConsultingDana WhitfieldForwarded emailTue 9:14a
Brightwater FoundationElena RuizReferral linkMon 4:02p
Fieldnote AgencyJordan MeeksPortalMon 11:30a
Three ways in, one record, forward, link, or portal
Distribute

The right owner, the moment it arrives.

Routing rules match vertical, region, or partner to the right owner.
The owner is notified with the full context, who introduced whom, and why.
Nothing sits unclaimed: unassigned intros escalate after one business day.
Routing
Law firm intros
Vertical is legal → employment practice
SOSam Okafor
MSP referrals
Partner tier Gold → senior AE
RCRiley Chen
Everything else
Round-robin, one business day SLA
ADAna Duarte
Routing rules assign each intro before anyone has to triage
Track

Attribution survives every stage change.

Every stage change is credited to the partner who opened the door.
The attribution trail is permanent, link, forward, or registration, first touch to close.
Partners see stage changes in their portal the moment they happen.
Cedar Insurance Group · attributed to Priya Shah
New introReferral link · first touchMar 14
QualifiedDiscovery call heldMar 21
ProposalSent to legal reviewApr 2
Closed won$24,800 · commission $2,480Apr 30
Deal history with the partner credited on every step
Pay

The money settles on screen.

Commissions calculate on collected revenue, never on booked promises.
Rates, tiers, and clawbacks apply themselves; the statement shows the math.
Payouts settle Net-30 with a monthly statement both sides can read.
Commissions · August statement
Harbor & Bell LLPDana Whitfield$4,200Paid
Northstack ITJordan Meeks$3,150Paid
Cedar Insurance GroupPriya Shah$2,480Scheduled
Deal \u2192 commission \u2192 paid, on the surface where it actually happens

How the money moves: when a referred deal's invoice is collected, the commission calculates at the partner's rate, lands on their monthly statement, and you pay it Net-30. The partner sees the same statement you do: nothing owed and unpaid, nothing disputed by memory.

Report

One screen answers where growth came from.

Revenue by partner, by source, by vertical, one screen, no exports needed.
Board-ready numbers: introductions, conversion, commissions owed and paid.
Every report exports, on every plan.
Where new business came from · YTD
Dana Whitfield11 deals$148,200
Jordan Meeks8 deals$106,900
Priya Shah6 deals$75,400
Elena Ruiz4 deals$46,100
Revenue by source, partner by partner

And the platform around it.

Partner portal

Partners see their intros, stages, and payouts without asking you.

Marketplace listings

A public page partners can send people to, intros land tracked.

Org sites

A branded referral page for your firm, included on every plan.

Reporting exports

Every table exports. Your data is yours, on every plan.

Roles & permissions

Who sees deals, who sees money, set once, audited always.

Notifications

Stage changes and settled payouts reach the right inbox, quietly.

Bring your spreadsheet with you.

Your referral history comes with you. Import the spreadsheet; keep the trail.

HubSpotSalesforcePipedriveQuickBooksSlackGmail
Works with your CRM

Questions evaluators ask.

No, it coexists. Your CRM keeps owning deals; Introzy owns who introduced them, what they closed for, and who gets paid. The two stay connected.