Envoy by CAIOS

Spec sheet

Product

Envoy is a referral and partner engine for founders and agencies that tracks introductions, manages partner relationships, rewards referrers, and passes referrals into a pipeline with their source lineage.Read 5 Oct 2026 · caiossoftware.com

Audience

The page presents Solo for founders and operators, Agency for agencies and teams, and Managed for customers who want CAIOS to operate the referral program.Read 5 Oct 2026 · caiossoftware.com

Integrations

The page says referrals flow into the CRM and outreach with partner lineage intact, and lists API and webhooks for referral and reward events.Read 5 Oct 2026 · caiossoftware.com

Security

The page says client programs are isolated by construction and that cross-client data leakage is impossible.Read 5 Oct 2026 · caiossoftware.com

Agency programs

Agencies can run isolated programs for multiple clients from one login, with separate partners, leaderboards, and payouts.Read 5 Oct 2026 · caiossoftware.com

Agency use

Agencies can run isolated programs for multiple clients from one login, with per-client leaderboards and payout tracking.Read 5 Oct 2026 · caiossoftware.com

API and webhooks

Envoy describes itself as API-first and says its API can stream new referrals and reward events to a customer's stack.Read 5 Oct 2026 · caiossoftware.com

Availability

The Envoy page labels the product as in early access, while the contact page says it is currently in build.Read 5 Oct 2026 · caiossoftware.com

CAIOS connections

The FAQ says Envoy referrals flow into Armada for outreach, into Beacon’s relationship map, and into the CRM with partner lineage attached.Read 5 Oct 2026 · caiossoftware.com

Implementation

The page describes Envoy as live in a day and says partners can be imported or invited to start a program.Read 5 Oct 2026 · caiossoftware.com

Partner directory

Envoy provides a directory with profiles, tiers, status, and relationship history for referral, affiliate, and white-label partners.Read 5 Oct 2026 · caiossoftware.com

Pricing

CAIOS says pricing is tailored during a strategy call while the platform rolls out through a controlled access program; it does not show an Envoy price.Read 5 Oct 2026 · caiossoftware.com

Referral tracking

Personal referral links and introduction forms automatically attribute leads to the partner who sent them.Read 5 Oct 2026 · caiossoftware.com

Rewards

Reward rules can be flat, tiered, or per-deal; Envoy tracks amounts owed and flags payouts when referrals close.Read 5 Oct 2026 · caiossoftware.com

Security claim

The Envoy page says client programs are isolated and claims cross-client data leakage is impossible.Read 5 Oct 2026 · caiossoftware.com

White-label partners

Envoy supports reseller and white-label partners with scoped access and program terms.Read 5 Oct 2026 · caiossoftware.com

Plans and prices

Every Envoy by CAIOS plan and price →

Where Specifiction places it

• Referral Management Software#18 of 367.6