Close more deals, faster with a modern, intuitive tool your team will actually use. With the Kizen CRM, it's easy keep all of the most important prospect, deal, and customer details automatically organized and accessible.
Kizen starts with a simple data architecture that includes Contacts, Companies, and Deals. Contacts is for all the people your team interacts with. Companies is for all the companies you interact with. Deals track all the deals your team is working.
Kizen comes out of the box with all the standard fields for Contacts, Companies, and Deals. You can easily add an unlimited number of custom fields for contacts, companies, and deals and organize them into the categories that make the most sense for your business. Kizen offers 11 primary custom field types: text, file, radio buttons, dropdown, date, long text, whole number, decimal number, price, email, checkbox, and 2 special field types: relationship fields and dynamic tag fields.
Relationship fields allow you to track the relationships between Contacts or Companies and other Contacts or Companies that aren't in an employer/employee relationship. The relationship field type is best to be used when you need to filter by or capture specific relationships (i.e. attorney, fund manager, accountant, or franchises, referrer).
We created dynamic tag fields as an evolution of the text field and to enable better data quality for your team. Anywhere your team is filling out a text field with common responses, a dynamic tag field allows you to quickly and easily group these responses together and enjoy consistent data quality—while saving time for your sales team.
Quickly search contacts, companies, and deals on the list pages. Leverage all of your data with easy to access filtering that allows you to utilize every piece of data in your system including tags, custom fields, purchase history, activity history, which website pages they've visited, whether they're opening your emails, and more.
If there are searches you regularly use or if you'd like to group and segment contacts and companies (for example, customers vs. prospects), you can easily create groups. These groups can also be used across Kizen to segment your insights, reports, and dashboards, and send relevant marketing using the broadcast calendar.
Easily see the status of every deal with fully customizable deal pipelines. Get notified if deals get stuck in the process. Track win/loss rates, average time to close and time in stage, intelligently forecast revenues, and collaborate with your team better than ever before.
Activities gives your team an incredibly fast and easy way to both assign tasks and enter structured notes on completed tasks from their computers, tablets, or mobile phones. With Kizen Activities, your activity data can easily be accessed by any member of your team, at any time, and even used to generate more robust lead scoring, insights, marketing, automations, and AI recommendations.
The action block is designed to put the items your sales team needs most front and center to maximize efficiency. Add notes, send texts and emails, log and schedule activities, and start automations with just a click.
Quickly add a note to any contact, company, or deal. Notes are completely socially enabled, so by typing the "+" you'll be able to add any team member to the conversation. They'll automatically receive a notification and will be able to respond directly.
Send a text message to any contact right on the contact record. If a prospect responds to the text, you'll be notified, and the response will be logged in the timeline.
Easily schedule an activity for yourself or a coworker with a few clicks. Add a due date, notifications, and notes. Scheduled activities will automatically show up on your to-do list.
Teams can easily log activities on a contact, company, or deal by clicking the log activity button in the action block.
Easily start a targeted, personalized nurture, reminder, or drip sequence to your prospects with just a click.
Let us help you find out how your company can maximize efficiency.
The timeline stores the complete history of every contact, company, and deal. You can easily see all the activities, emails, texts, forms, web and app interactions, survey results, automations, payments and orders, ad clicks, events, and field updates in chronological order.
By typing the "+" on any activity, comment box, or note you can easily notify your team member and add them to the conversation. In addition, you can click the comment icon on timeline items to launch a comment box. This also ensures all the communication on every contact, company, and deal is automatically organized and stored in a place everyone can find it. With legacy tools, conversations happen on emails or through messengers and are not easily viewable in the future.
Often, team members fulfill various roles with each contact, company, and deal. Kizen allows you to track the role of every team member through contact associations. Each team member that has interacted with or been assigned to a contact, company, or deal will show up, as well as their role, first activity date, last activity date, and their total activity count.
Kizen's contact, company, and deal records automatically sync with Google and Microsoft email accounts so the entire contact history is shown on the timeline. In addition, any emails sent through the action block sync back to your outbox.
Forms allow you to easily capture leads from your website and interact with your marketing team.
Kizen is integrated with over 1,000 additional tools so you can connect and leverage your data.
Kizen's Connect API makes it easy to connect with any custom tools or databases your team has built.
Many businesses have unique objects they need to track (i.e. user accounts, apartments or offices, equipment, etc.). Custom objects allow you to build out any object and track the relationship between these objects and each of your prospects and customers.
Send intelligent invoices to your clients and collect payments quickly and efficiently with automatic follow up and real-time payment tracking.