Related Products
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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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About
PartnerBoard is a centralized platform for managing and scaling partnership and referral programs by putting every partner, referral, and incentive into one live board that updates in real time. It offers a “referral source of truth” where partners have collaborative access to a shared board while the program owner retains full visibility, enabling automatic sync of partner updates and incentive clarity. Users can track inbound and outbound referrals, attribute sources, measure top-performing partners, and drill into data-driven dashboards to understand what’s working and where to grow. The system also enforces a clean referral flow: each entry precisely specifies criteria, contacts, and intro steps so a qualified referral can be submitted in minutes; partners can filter according to what they should see, ensuring alignment and reducing friction. Notifications and integrations (via email, CRM hooks, and webhooks) keep teams in the loop whenever a referral is submitted or updated.
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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
SMB teams that grow through referrals: solo connectors, small agencies, consultants, MSPs, and law firms.
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Audience
Partner-program managers and channel-teams looking for a tool to organize partnerships, automate referral workflows, and measure partner-driven revenue
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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
$29/month
Free Version
Supported
Free Trial
Not Supported
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Pricing
Free
Free Version
Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
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 InformationIntrozy
United States
introzy.com
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Company InformationPartnerBoard
United States
www.partnerboard.io
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
HubSpot CRM
Not Supported
Salesforce
Not Supported
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