Envoy by CAIOS

6.3easy start · #16 of 36
in Referral Management Software

Free to practise onnot on record
Free trialnot on record
Well documentedyes
Runs where you worknot on record

Runs on api, Web.

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Envoy by CAIOS is ranked #16 of 36 in referral management software on The Geeks Club. It runs on API, Web.

Envoy by CAIOS plans and pricing

All plans

Solo Not published Pricing tailored during a strategy call for founders & operators · partner directory and referral links · automatic attribution · trackable rewards caiossoftware.com · 5 Oct 2026

Managed Not published Pricing tailored during a strategy call done-for-you program design · partner recruiting and nurture · reward handling caiossoftware.com · 5 Oct 2026

Agency Not published Pricing tailored during a strategy call for agencies & teams · unlimited client programs · tenant-isolated · per-client leaderboards and payout tracking caiossoftware.com · 5 Oct 2026

Compared on referral management software

Referral types: multi-type
Capture methods: link
API or webhooks: Yes
Payout management: Yes

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The record

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.
Availability: The Envoy page labels the product as in early access, while the contact page says it is currently in build.
Partner directory: Envoy provides a directory with profiles, tiers, status, and relationship history for referral, affiliate, and white-label partners.
Referral tracking: Personal referral links and introduction forms automatically attribute leads to the partner who sent them.
Rewards: Reward rules can be flat, tiered, or per-deal; Envoy tracks amounts owed and flags payouts when referrals close.
Agency use: Agencies can run isolated programs for multiple clients from one login, with per-client leaderboards and payout tracking.
White-label partners: Envoy supports reseller and white-label partners with scoped access and program terms.
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.
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.
Security: The page says client programs are isolated by construction and that cross-client data leakage is impossible.
Implementation: The page describes Envoy as live in a day and says partners can be imported or invited to start a program.
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.
Agency programs: Agencies can run isolated programs for multiple clients from one login, with separate partners, leaderboards, and payouts.
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.

Where it ranks on The Geeks Club

Best Referral Management Software in 2026#16 of 36

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Sources

caiossoftware.com/envoy/· checked 5 Oct 2026
caiossoftware.com/pricing/· checked 5 Oct 2026