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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Referrals often represent the most effective means of generating new business, yet they can easily slip away from memory. They tend to exist in various digital formats, like email inboxes or text conversations, without any record indicating who initiated the referral or what transpired afterward. Introzy addresses this issue by implementing a structured system that captures every referral as it occurs, guiding it through a designated pipeline, monitoring outcomes, and automatically generating invoices when financial transactions are involved. Each plan includes integrated commission tracking that accommodates various rates, tiers, and clawbacks seamlessly, with invoices that can sync directly to QuickBooks or connect via Stripe Connect for efficient payment processing. Additionally, Kai, the AI deal-intelligence agent from Introzy, proactively identifies opportunities that require attention, ensuring that no potential leads go unnoticed. This platform is tailored for small to medium-sized business teams that thrive on referral-based growth, including individual connectors, boutique agencies, consultants, managed service providers, law firms, and other expanding service enterprises. By leveraging Introzy, these businesses can streamline their referral processes and enhance their overall operational efficiency.

Description

PlanNext provides a clear overview of the tasks each team member is handling across various projects, helping to eliminate conflicting schedules, optimize resource allocation, and visually clarify what comes next. It caters to diverse workgroups that require a simpler and more cost-effective alternative to tools like Microsoft Project or Primavera. Project modifications are instantly saved and synchronized across all devices, including desktop browsers, ensuring your entire team stays informed. Say goodbye to complicated pricing models—register today for a complimentary 30-day trial and begin collaborating more effectively! (Invited users incur no charges.) Your billing details are securely managed and verified through STRIPE, a top-tier service for online payments. For in-app subscriptions, payments are processed by Apple. You can easily access the app on your tablet or mobile device, and using PlanNext on your desktop browser requires no installation. With every update to PlanNext, you automatically receive the latest features at no extra cost. Plus, the user-friendly interface allows teams to hit the ground running, making project management smoother than ever before.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

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Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$29/month
Free Trial No 
Free Version Yes 

Pricing Details

$19.99 per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Introzy

Country

United States

Website

introzy.com

Vendor Details

Company Name

PlanNext

Country

United States

Website

www.plannext.com

Product Features

Referral

Affiliate Marketing No 
Campaign Management No 
Contact Management No 
Employee Referral Management No 
Feedback Management No 
Lead Engagement No 
Loyalty Program No 
Referral Tracking No 
Rewards Management No 

Product Features

Construction Management

Accounting Integration No 
Budget Tracking/Job Costing Yes 
CRM Yes 
Change Orders No 
Commercial No 
Contract Management No 
Contractors No 
Equipment Tracking Yes 
Estimating No 
Incident Reporting No 
Mobile Access Yes 
Offline Access Yes 
RFI & Submittals No 
Residential No 
Subcontractor Management No 
Timesheets No 

Project Management

Agile Methodologies Yes 
Budget Management No 
Client Portal Yes 
Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management Yes 
Kanban Board Yes 
Milestone Tracking No 
Portfolio Management No 
Resource Management Yes 
Time & Expense Tracking No 
Traditional Methodologies Yes 

Alternatives

No Alternatives

Alternatives