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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

PlanNext makes it clear to see what everyone is working on in multiple projects, resolve conflicting activities, maximize resources, and to visually make sense of what needs to be done next. PlanNext is for a wide variety of work groups that don't need a complex and expensive solution like Microsoft Project or Primavera. Changes to projects are automatically saved and updated within seconds to all your other devices, desktop browser, and your whole TEAM! Leave complex fee structures behind. Sign up now for a free 30 day trial. Start collaborating and getting things done! (Invited users are not charged). All billing information is protected and certified by STRIPE, a leading company for online transactions. In App subscriber payments are handled by Apple. Download the app to use on your Tablet or Mobile device. There is nothing to install when using PlanNext on your desktop browser. When we update PlanNext, you get the updates for free without having to do anything.

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

Companies searching for a solution to maximize resources, and visually make sense of what needs to be done next

Support

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

Support

Phone Support 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

$19.99 per month
Free Version Not 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 Supported

Company Information

Introzy
United States
introzy.com

Company Information

PlanNext
United States
www.plannext.com

Alternatives

Alternatives

Confirmatodo

Confirmatodo

Mommento S.A.S.

Categories

Referral Supported

Categories

Construction Management Features

Accounting Integration Not Supported
Budget Tracking/Job Costing Supported
Change Orders Not Supported
Commercial Not Supported
Contract Management Not Supported
Contractors Not Supported
CRM Supported
Equipment Tracking Supported
Estimating Not Supported
Incident Reporting Not Supported
Mobile Access Supported
Offline Access Supported
Residential Not Supported
RFI & Submittals Not Supported
Subcontractor Management Not Supported
Timesheets Not Supported

Project Management Features

Agile Methodologies Supported
Budget Management Not Supported
Client Portal Supported
Collaboration Tools Supported
Cost-to-Completion Tracking Supported
Customizable Templates Supported
Gantt Charts Supported
Idea Management Supported
Kanban Board Supported
Milestone Tracking Not Supported
Portfolio Management Not Supported
Resource Management Supported
Time & Expense Tracking Not Supported
Traditional Methodologies Supported

Integrations

Howie Supported
HubSpot CRM Supported
Salesforce Supported
Slack Supported
Stripe Supported
Zapier Supported
n8n Supported

Integrations

Howie Not Supported
HubSpot CRM Not Supported
Salesforce Not Supported
Slack Not Supported
Stripe Not Supported
Zapier Not Supported
n8n Not Supported
Claim Introzy and update features and information
Claim Introzy and update features and information
Claim PlanNext and update features and information
Claim PlanNext and update features and information