Referral & partner engine · Now in early access
Turn the people who love you into your best sales channel.
Envoy is the referral and partner engine for founders and agencies. Track every introduction back to its source, manage partner and white-label relationships, reward the people who send you business — and feed every referral into your pipeline with its lineage intact.
Every referral traced to the partner who sent it. Attribution you can actually trust — no more “where did this lead come from?”
Run your own program, your clients’, or hand it to us.
Envoy scales from a founder formalizing word-of-mouth to an agency running referral programs for every client — and if you’d rather not touch it, our team runs the whole program for you.
For founders & operators
Formalize the word-of-mouth already driving your growth — without building a program from scratch.
- A partner directory & referral links in minutes
- Every intro attributed automatically
- Simple, trackable rewards
For agencies & teams
Run referral and white-label partner programs for every client — cleanly separated, one login.
- Unlimited client programs, tenant-isolated
- Per-client leaderboards & payout tracking
- Team roles & white-label ready
Done for you
We design the program, recruit and nurture partners, and hand you attributed, closeable referrals.
- Program design & partner recruiting
- Partner nurture & reward handling
- Attributed referrals delivered to you
Everything a referral program needs — in one place.
Envoy brings the four things every partner program stitches together into one: your partner directory, referral tracking, reward management, and clean hand-off into your pipeline.
Partner directory
One home for every referral, affiliate and white-label partner — with the relationship history attached.
Referral tracking
Personal links and intro forms attribute every lead to the partner who sent it — automatically.
Reward management
Set rules once; Envoy tracks what’s owed and to whom, and flags payouts when referrals close.
Pipeline hand-off
Every referral flows into your CRM and outreach with its lineage intact — nothing re-keyed, nothing lost.
Everything you need to run referrals at scale.
Purpose-built to turn trusted relationships into a measurable, rewardable growth channel.
Partner directory
Profiles, tiers and status for every referral, affiliate and white-label partner — one source of truth.
Personal referral links
Each partner gets trackable links and intro forms, so every lead is attributed the moment it arrives.
Source attribution
Know exactly who sent every deal — and keep that lineage attached through the whole pipeline.
Reward rules & payouts
Flat, tiered or per-deal rewards. Envoy tracks what’s owed and flags payouts when referrals close.
Partner leaderboard
See your top partners at a glance and double down on the relationships driving real revenue.
White-label partners
Onboard and manage resellers and white-label partners with their own scoped access.
Multi-tenant by client
Run isolated programs for many clients from one login — cross-client data leakage is impossible.
CRM & outreach hand-off
Referrals flow straight into your pipeline with source intact — no exporting, no re-keying.
API-first & webhooks
Everything the UI does, the API does. Stream new referrals and reward events to your stack.
Your warmest pipeline is a person, not an ad.
Referred deals close faster, cost less, and stick around longer. The problem was never that referrals don’t work — it’s that most companies never track, formalize, or reward them. Envoy fixes that.
- Attribution you can trust. Every intro traced to its source — no more guessing where a deal came from.
- Reward the right people. Partners who send business get paid fairly — so they send more.
- Nothing falls through. Referrals hand off into your pipeline automatically, with full lineage.
- A channel you can grow. See which partners drive revenue and invest in the relationships that pay.
Referral · traced end to endLive in a day. Compounding every quarter.
Add your partners
Import or invite your referral, affiliate and white-label partners into one directory.
Share links & forms
Each partner gets a personal referral link and intro form, so every lead is attributed on arrival.
Track every intro
Referrals flow into your pipeline with source intact — watch them move from intro to closed.
Reward & grow
Envoy flags what’s owed when deals close. Pay fairly, see your top partners, and double down.
Questions, answered.
What is Envoy?
Envoy is a referral and partner engine. It tracks every introduction to its source, manages your partner relationships, rewards the people who send you business, and hands referrals into your pipeline with lineage intact.
How does attribution work?
Each partner gets a personal referral link and intro form. Any lead that comes through is automatically attributed to that partner and carries the source through your entire pipeline.
Can I reward partners automatically?
You set the reward rules — flat, tiered or per-deal. Envoy tracks what’s owed to whom and flags payouts when referrals close, so nobody who sent you business gets forgotten.
Does it handle white-label and reseller partners?
Yes. Alongside standard referral partners, Envoy manages resellers and white-label partners with their own scoped access and program terms.
Can agencies run programs for multiple clients?
Yes. Every client’s program is isolated by construction — separate partners, leaderboards and payouts, all from one login. Cross-client data leakage is impossible.
Does Envoy work with the rest of CAIOS?
Yes. Envoy is part of the CAIOS platform. Referrals flow into Armada for outreach, into Beacon’s relationship map, and into your CRM — with the partner lineage attached.
Make referrals your most reliable channel.
Track every introduction, reward the people who send you business, and feed it all into your pipeline — automatically.
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