Referral tracking

Every introduction. Captured, routed, and tracked to close.

Referrals arrive by email, Slack, portal, or link. Introzy captures them all, routes them to the right person, and tracks every stage change back to the partner who opened the door.

HB
Harbor & Bell LLP
Intro by Dana Whitfield
Proposal
NI
Northstack IT
Intro by Jordan Meeks
Closed won
CI
Cedar Insurance
Intro by Priya Shah
Qualified
NC
Novaform Consulting
Intro by Dana Whitfield
New intro
Referral pipeline
Intake

How referrals get in

Email forward

Forward the intro. Kai reads it and creates the deal.

Referral link

Share a branded link. Submissions land in your pipeline.

Partner portal

Partners submit directly. No email needed.

Slack

@Kai in any channel. Natural language intake.

Auto-routing

Round-robin, territory, or custom logic. Introzy assigns each referral to the right owner without manual triage.

Real-time attribution

Every stage change, every closed deal, every dollar of revenue traces back to the partner who made the introduction.