Contact Management
Contact Ownership
Pipeline Management
Custom Views
Marketplace Sites
Keep your ecosystem organized with clear relationship mapping.
Introzy separates People and Companies so your team can see:
- Who is connected to whom
- Which company each person belongs to
- How each relationship ties back to active introductions and outcomes
The result? Less duplication and a network you can actually operate.
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Accountability becomes clear with ownership
Partner programs stall when everyone is “kind of” responsible. Introzy makes ownership explicit with a Relationship Manager.
- Set clear accountability by partner, provider, or connector
- Split responsibility across teammates without splitting your data
- Create views for each owner to run their book of business
The result? Faster follow-through and fewer dropped opportunities.
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Track every intro, referral and deal in motion.
If you can't track intros end-to-end, you can't scale. Introzy Pipelines give you a daily command center to:
- Capture each introduction as a tracked connection
- Move deals through consistent stages
- Work in Kanban or table views
- See who was introduced, by whom, when, and what happened next
The result? The structure of a CRM, purpose-built for partner-led GTM.
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Saved views to keep your stakeholders happy
Now you can create slices for different stakeholders without rebuilding spreadsheets.
Partner leaders need one view. Finance needs another. Operators need a daily working view. Introzy lets you create saved views so you can slice the same data without duplicating it.
The result? Stakeholder-ready reporting and less time rebuilding the same spreadsheet with slightly different filters.
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Publish a branded site that tracks.
A scalable partner program needs a clean front door.
With Sites, you can publish a branded marketplace that routes discovery into tracked introductions.
The result? A consistent data thread from discovery to introduction to pipeline and payout.
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