Reduce friction so partners send more introductions


An intro flow that captures context in the moment.

Intros fail when they arrive without the details. Introzy's Rapid Introz helps partners send a complete introduction with context.

What it does:

  • Prompts the right information at send-time
  • Standardizes what your team receives across partners
  • Reduces back-and-forth before a connection can move forward

The Result? Faster handoffs and more personalized introductions that are actually usable.

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Templates to standardize, or AI to personalize

When a deal closes, the pressure moves from partner ops to finance. Introzy provides verified finance functionality so you can:

  • Generate invoices tied to partner activity
  • Maintain a ledger with traceability
  • Reduce manual reconciliation and “where did this number come from?” loops

The result? Cleaner books, fewer disputes, faster operational follow-through and a happy CFO.

Partners can track what's submitted and where it stands.

When partners cannot see progress, they default to asking for updates. That creates noise for your team and uncertainty for partners.

What it does:

  • Lets partners see the introductions they have submitted
  • Shows where each intro stands in the process
  • Reduces “did you get it?” follow-ups

The result? Fewer status loops and better partner confidence.

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Magic happens when partners see how fees tie to intro's.

Fee confusion causes friction. Friction reduces participation. Introzy makes commission expectations visible so partners know what to expect. What it does:

  • Shows expected fees based on the fee rules in place
  • Helps partners understand how introductions map to commissions
  • Reduces disputes caused by ambiguity

The result? Partners who see revenue, engage and refer more.

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Less partner confusion, and more cleaner handoffs.

When the process is clear, partners send more. When the process is messy, they disengage.

Introzy keeps the flow simple for partners and operationally clean for your team.

Result: higher partner participation and less time lost to clarification.

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Experience Introzy

Happy Partner, Happy Program.

Take a walk through a complete workflow, from Rapid Introz, context capture, status tracking to fee expectations.
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