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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

A safe, secure and local online referral management system used by local Citizens Advice teams, Councils, Charities, Legal and Money advice services, Health care and Social Prescribing and more across the UK, which has been proven to pay for itself. Refernet enables referrals to be made securely between Advice Agencies and their partners, across their town, city or region. Refernet is GDPR compliant and reports on activity and outcomes. At Refernet we want the smallest of charities to be able to use Refernet, as well as the national organisations we work with. Our pricing is therefore based just as much on what you can afford as it is on the coverage you need, and how you plan to make use of the system. As well as our core user group who use Refernet in towns and Cities, we now have groups of Citizens Advice using Refernet to join referral activity together across whole boroughs and counties.

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 local online referral management system solution

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 Not 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

No information available.
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 Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Introzy
United States
introzy.com

Company Information

Refernet
www.refernet.co.uk

Alternatives

Alternatives

TriVice

TriVice

Capri Healthcare
ePermit

ePermit

Builders Millennium

Categories

Referral Supported

Categories

Referral Supported

Referral Features

Affiliate Marketing Not Supported
Campaign Management Not Supported
Contact Management Not Supported
Employee Referral Management Supported
Feedback Management Not Supported
Lead Engagement Not Supported
Loyalty Program Not Supported
Referral Tracking Not Supported
Rewards Management Not Supported

Integrations

No info available.

Integrations

No info available.
Claim Introzy and update features and information
Claim Introzy and update features and information
Claim Refernet and update features and information
Claim Refernet and update features and information