Envoy by CAIOS
5.4#31 in referral management softwareWebAPI
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| Fact | Envoy by CAIOS | Fieldified |
|---|---|---|
| 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. | Fieldified says it serves contractors and service businesses, including HVAC, plumbing, electrical, cleaning, and other trades. |
| 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. | Listed integrations include QuickBooks, QuickBooks Online, Stripe, Google Calendar, Zapier, Mailchimp, HubSpot, Xero, Square, Twilio, Slack, Microsoft Teams, Google Workspace tools, payment gateways, fleet systems and help desks. |
| 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. | Fieldified is field service management software for contractors and home service businesses, combining scheduling, dispatching, estimates, invoices, and payments. |
| Security | The page says client programs are isolated by construction and that cross-client data leakage is impossible. | Fieldified says it uses encryption at rest and in transit, mandatory MFA for admin system access, continuous monitoring, and independent vulnerability assessments and penetration testing. |
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.
It suits contractors and service businesses such as HVAC, plumbing, electrical and cleaning companies that need scheduling, dispatch and customer management. Field teams needing mobile job details and offline work may also find its apps relevant.