Manage the partners who send you business.
Every introduction tracked, every partner kept in the loop, every agreement honored. One record your partners see too.
“Hey, any news on that intro?”
A partner sent you someone good three weeks ago. Now they’re asking how it went, and the answer is somewhere in your inbox. Every time you say “let me check”, they get a little less likely to send the next one.
The introduction was the easy part. Keeping the person who made it informed, credited and thanked is where it usually falls apart.
See what it looks like when every introduction is followed through
From first email to thank-you.
- Step 1
The introduction arrives
Your partner forwards an email, uses their own link, submits it in their portal or posts it in Slack. It lands in your pipeline with nothing to retype.
- Step 2
They’re credited from the first touch
The person who opened the door stays attached to the deal through every stage, so nobody argues about it later.
- Step 3
They see each step
Their portal shows the stage the introduction reached and how it turned out, as it changes. Never your notes.
- Step 4
The thanks settles on the terms you agreed
Introzy works it out from the deal and settles it through Stripe Connect on the date you set. Same number on both sides.
Agree to it once, per partner.
Every partner relationship is different, so terms are set per partner:
Each one lives on an auditable ledger your finance team can check in minutes. How the money side works
- A fixed amount when an introduction becomes a client
- A percentage of what the client pays
- Tiered, so the rate steps up past a threshold
- Rising with milestones as a partner sends more business
- Just an update, for partners who only want to know it went well
They stop asking. You stop apologizing.
Partners get their own view of every introduction they’ve made: the stage it’s at, how it turned out and what you agreed. It’s free for every partner, with unlimited seats, so you never ration who gets access. See the partner portal
Kai notices when it goes quiet.
Kai watches every deal overnight. When a partner hasn’t heard anything in weeks, it drafts the update for you. When the numbers on a deal don’t match, it flags them before your partner does. Every action is logged, and nothing sends without you. Meet Kai
Kai also finds the introductions you haven’t made yet. Every Monday it pairs a client who asked for something with the partner whose own website says they do exactly that, with the evidence attached, and nobody is introduced until both of them have said yes. Kai’s matching, explained
Built for businesses that grow on introductions.
- Law firms: see which firms and advisors send you matters, with terms that follow your state’s professional conduct rules and an audit trail from first email to final invoice.
- MSPs & IT: deal registration and partner credit for the vendors and consultants who send you clients.
- Agencies: track which partners send you work, and keep them glad they did.
- Nonprofits, chambers and associations: show members and sponsors the introductions you make for them.
- Power connectors: keep a record of every introduction you make, and what came of it.
Where Introzy isn’t the right fit.
Anonymous affiliate links at scale
If your whole program is thousands of anonymous link clicks, an affiliate tool fits better today. Affiliate links are on our roadmap, and we’ll say so, not sell so.
A full reseller channel
If partners resell for you with tiers and marketing funds, an enterprise PRM fits better. When you need one