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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.

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.

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

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

Audience

SMB teams that grow through referrals: solo connectors, small agencies, consultants, MSPs, and law firms.

Audience

Partner-program managers and channel-teams looking for a tool to organize partnerships, automate referral workflows, and measure partner-driven revenue

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$29/month
Free Version Supported
Free Trial Not Supported

Pricing

Free
Free Version Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Introzy
United States
introzy.com

Company Information

PartnerBoard
United States
www.partnerboard.io

Alternatives

Alternatives

Kiflo PRM

Kiflo PRM

Kiflo

Categories

Referral Supported

Categories

Integrations

HubSpot CRM Not Supported
Salesforce Not Supported

Integrations

HubSpot CRM Supported
Salesforce Supported
Claim Introzy and update features and information
Claim Introzy and update features and information
Claim PartnerBoard and update features and information
Claim PartnerBoard and update features and information