Envoy by CAIOS
Envoy by CAIOS manages referral and partner programs, tracking introductions, relationships, rewards, and the source of leads as they enter a pipeline.
What Envoy by CAIOS is
Envoy by CAIOS manages referral and partner programs, tracking introductions, relationships, rewards, and the source of leads as they enter a pipeline. Its directory covers referral, affiliate, and white-label partners with profiles, tiers, status, and relationship history. Personal referral links and introduction forms attribute leads to the partner who sent them. Reward rules can be flat, tiered, or per-deal; Envoy tracks amounts owed and flags payouts when referrals close. Agencies can run separate client programs from one login, with distinct partners, leaderboards, and payout tracking. Resellers and white-label partners can receive scoped access and program terms. The product describes an API and webhooks for passing referral and reward events to other systems. The CAIOS FAQ says referrals can flow into Armada for outreach, Beacon’s relationship map, and the CRM with partner lineage attached. Envoy is labeled early access on its product page, while the contact page says it is currently in build. Pricing is tailored during a strategy call, with no price shown.
Good
- Attributes leads to the referring partner.
- Tracks reward amounts and payout flags.
- Supports separate agency programs from one login.
- Provides API and webhook event access.
- Includes referral, affiliate, and white-label partners.
Watch out
- The product is in early access or in build.
- Pricing is tailored during a strategy call.
- No price is shown.
Who it suits
Envoy suits founders and operators, agencies handling multiple client programs, and customers who want CAIOS to manage a referral program. It also supports reseller and white-label partner arrangements.
Verdict
Envoy covers partner records, referral attribution, and reward tracking, including separate client programs for agencies. Its early-access status and request-based pricing are important considerations.
Plans and prices
From Envoy by CAIOS's own pricing page, checked 5 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Agency | Priced on request | for agencies & teams · unlimited client programs · tenant-isolated · per-client leaderboards and payout tracking · Pricing tailored during a strategy call |
| Managed | Priced on request | done-for-you program design · partner recruiting and nurture · reward handling · Pricing tailored during a strategy call |
| Solo | Priced on request | for founders & operators · partner directory and referral links · automatic attribution · trackable rewards · Pricing tailored during a strategy call |
The facts
Each one read from Envoy by CAIOS's own pages, with the date it was checked.
What it does
- Agency programs
- Agencies can run isolated programs for multiple clients from one login, with separate partners, leaderboards, and payouts.checked 5 Oct 2026
- Agency use
- Agencies can run isolated programs for multiple clients from one login, with per-client leaderboards and payout tracking.checked 5 Oct 2026
- 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.checked 5 Oct 2026
- 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.checked 5 Oct 2026
- Availability
- The Envoy page labels the product as in early access, while the contact page says it is currently in build.checked 5 Oct 2026
- Implementation
- The page describes Envoy as live in a day and says partners can be imported or invited to start a program.checked 5 Oct 2026
- 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.checked 5 Oct 2026
- Partner directory
- Envoy provides a directory with profiles, tiers, status, and relationship history for referral, affiliate, and white-label partners.checked 5 Oct 2026
- 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.checked 5 Oct 2026
- 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.checked 5 Oct 2026
- Referral tracking
- Personal referral links and introduction forms automatically attribute leads to the partner who sent them.checked 5 Oct 2026
- Rewards
- Reward rules can be flat, tiered, or per-deal; Envoy tracks amounts owed and flags payouts when referrals close.checked 5 Oct 2026
- Security
- The page says client programs are isolated by construction and that cross-client data leakage is impossible.checked 5 Oct 2026
- Security claim
- The Envoy page says client programs are isolated and claims cross-client data leakage is impossible.checked 5 Oct 2026
- White-label partners
- Envoy supports reseller and white-label partners with scoped access and program terms.checked 5 Oct 2026
Where it runs
- 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.checked 5 Oct 2026
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