Introzy

Create a custom design with text, images, and links

Nicole Adams

Everything you need to set up your account and hit the ground running

Getting Started

Import, manage, and enrich your contacts, companies, and network

Contacts & CRM

Meet Kai and explore AI-powered tools that work for you in the background

AI Features

Track referrals, partnerships, and deals from first touch to close

Pipelines & Deals

Build, customize, and publish your directory and provider site

Directory & Site Setup

Set up fee plans, manage subscriptions, and track payments

Billing & Payments

Check out our guides and stay tuned for even more coming soon! 

Integrations

A guide for invited Solution Providers on navigating their Introzy access

Partner Portal

Manage your profile, preferences, and workspace settings

Account & Settings

Evan Youngblood

Documentation for using Introzy pipelines to track deals, referrals, partnerships, and more.

Using Pipelines

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

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