Related Products
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About
Whether you’re part of an existing business network or plan to start your own, Hello Referrals simplifies the management of your referrals and exchanged sales leads in a thoughtful, well-designed piece of software. It provides tracking and reporting tools and gives you a place to organize your trusted partners in business — the ones you love to refer and the ones who love to refer you. Hello Referrals makes sending, receiving, and tracking referrals easy for networks. Centralize communication and measure success as you close more word of mouth business — safely and securely. Include important notes and information to help your network partners close the business you refer to them. Instant email updates when you receive a referral from a network partner. Always know what you have to do and where you are in the sales process.
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About
Referrals are usually the best source of new business and the easiest one to lose. They live in inboxes, text threads, and someone's memory, with no record of who made the introduction or what happened next.
Introzy replaces that with a system. Every referral is captured the moment it happens, moved through your pipeline, tracked to a result, and invoiced automatically when there's money attached to it. Commission tracking is built in on every plan: rates, tiers, and clawbacks apply automatically, and invoices sync to QuickBooks or connect through Stripe Connect for payment. Kai, Introzy's AI deal-intelligence agent, flags opportunities that need attention so nothing stalls quietly.
Built for SMB teams who already run on referrals: solo connectors, small agencies, consultants, MSPs, law firms, and growing service businesses.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Web-based referral tracking software that helps businesses send, receive and track referrals and sales leads
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Audience
SMB teams that grow through referrals: solo connectors, small agencies, consultants, MSPs, and law firms.
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$25 per month
Free Version
Not Supported
Free Trial
Supported
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Pricing
$29/month
Free Version
Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationHello Referrals
United States
helloreferrals.com
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Company InformationIntrozy
United States
introzy.com
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Categories |
Categories |
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Integrations
No info available.
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Integrations
No info available.
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