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Kizen Helps Agencies Drive More Revenue

Grow lead conversion, close-rate, retention, and referrals smarter and faster with Kizen.

Grow Smarter With The New #1 CRM+ Platform


More customers per every $1 spent on sales and marketing


Increase in customer lifetime value


Hours saved per week for each team member


Average total cost of ownership savings compared to legacy providers

Kizen Can Help Deliver Amazing Experiences At Each Stage Of The Client Journey



Advertise effectively to the right prospective clients using your best performing and most profitable channels.



Build strong client relationships by guiding them along their journey and nurturing them towards success.



Simplify sales by creating streamlined team-to-team handoffs, sending digital contract workflows, and deploying new client materials dynamically.



Engage your clients by creating personalized experiences with newsletters, satisfaction surveys, and client support workflows.



Reduce lost clients and increase their lifetime value with deeper, more personalized communication, campaigns, and referrals.

Explore How Kizen Can Help All Your Teams Work Better Together, Drive More Profits & Craft More Amazing Client Experiences

Kizen’s Business Intelligence Drives Awareness Behind Your Revenues And Helps All Your Teams Work Smarter

View Revenue & Optimize Your Return on Ad Spend

Kizen Ads tie directly to revenues, where you can easily see the cost, impressions, clicks, leads, orders, and revenues for every campaign, group, and keyword. View the status of your most important advertising metrics, such as cost per lead, client acquisition cost, and client lifetime value, on every campaign.

Accurately Forecast and Track Lead Scores

Real-time data can allow your team to forecast sales, allowing for better planning and more leads and opportunities in the future. Find trends and redirect your sales team’s focus with dynamic lead scoring.

Track The ROI Of Every Campaign

Track the performance of every ad, email and other campaigns by looking at client interaction history. All your most important metrics are presented clearly so you can measure their impact on your revenues and profits.

Monitor All Your Client Experience Analytics

Track NPS, engagement metrics, and health scoring to maximize retention. Breakdown your experience data to proactively identify problems, and look for patterns in the experiences of your most valuable users.

Kizen’s Marketing Cloud Helps Clients Discover and Grow Value With You While Working Seamlessly With Your Sales & Experience Teams

Attract And Convert New Clients

Execute perfect account-based marketing by capturing leads from online and offline sources and intelligently nurturing them through personalized email, text, ads, and more. Then, automatically hand-off leads to your sales team when ready.

Get Next-Gen Insights For Better Campaign Performance

Kizen provides one unified dashlet that tracks all your campaigns with the most important client data. See which channels are generating the most valuable clients, which are increasing client value, and which are driving the most growth. Check accountability for every campaign by tracking where potential clients end up after they click on ads.

Orchestrate All Of Your Ad Campaigns

Quickly determine which keywords are generating your high-value prospects and clients with Google Search Ads, and invest in more profitable campaigns. Get in front of your target audience with Google Display Ads by tracking text, banner, Gmail, and mobile app ads and easily compare performance. Facebook’s advanced demographic and location-based targeting means your agency can find your exact audience.

Intelligent Remarketing Of Campaigns

Retarget and suppress your Facebook, Google, and other ads to personalize your campaigns based on a client’s past behavior. In addition, you can add display advertising to any Kizen email marketing campaign for a refined advertising strategy. Increase your cross- or up-sell opportunities by showing clients ads for a different product or service you provide if they have already bought your main product or service.

Capture Leads On High-Converting Forms

Collect all the initial client data you need intelligently with advanced features including field rules, page rules, and more. Learn from the responses you've received with pre-built reports and customizable dashboards.

Send Beautifully-Templated, Personalized Emails and Texts to Potential Clients

Our Marketing Cloud creation suite allows for personalized content delivered directly to every potential client. Simplify your marketing campaigns in one place and leverage advanced analytics to deploy better messaging.

Automate And Personalize Your Marketing

Engage in real-time with automatic triggers, intelligent drip sequences, and conditions and delays so each lead is only seeing content appropriate to them. Journeys can be A/B tested so that you’re always deploying lead-conversion messaging.

Intelligently Cross-Sell Or Upsell To Grow More Client Value

Automatically follow-up on purchases to show clients the true value of their initial investment. Then, intelligently cross-sell or upsell each client on more offerings, increasing their lifetime value and turning them into lifelong clients.

Intelligently Track Client Behavior

Track your client journey across emails, websites, ads, and custom web, iOS, and Android applications. Easily use this rich data to identify intent, schedule consults, anticipate needs, and optimize your follow-up campaigns.

Collaborate With Your Teams

Create a collaborative nature between marketing, sales, and experience teams so that everyone has a clear view of the funnel and works smarter. Track leads and opportunities throughout the entire sales process and ensure clients are being followed-up on promptly.

Kizen Sales Cloud Helps You Close More Deals, Maximize The Effectiveness of Your Team, And Ensure No Opportunities Slip Through The Cracks

Access Every Deal in Real-Time

View the pipeline for your entire team, a single sales rep, an account or group of accounts, or even filter into each deal individually to see every detail needed. Understand how you are losing deals, which agencies you are losing deals to, and how pipelines are trending overall.

Comprehensive Activity Reporting

Kizen offers easily accessible activity reports to ensure you know exactly how your team is performing. Track all the messages, interactions, and touchpoints in chronological order and in real-time, fully-customizable to all your needs. Then, take advantage of Kizen’s filtering capabilities to find the exact data you need to help your sales reps improve.

Pipeline Team Collaboration

Team members have access to their pipelines from anywhere in-app or through any channel. Offer a cloud-based, mobile-responsive solution that helps your team collaborate and crush their goals from any device.

Sales Reporting And Dashboards

Leverage strong sales reporting to help your team work smarter. Kizen’s reports and dashboard help you visualize how active your team is, how likely your team is to meet their goals, how well your reps are meeting those goals, and what needs to be done to drive more success.

Automatically Qualify And Route Leads

Ensure the right reps are handling the right opportunities with intelligent lead routing. With Kizen’s Automations Engine, leads from online and offline sources can be intelligently qualified, assigned, scheduled, and nurtured. Ensure your reps walk in each day with new opportunities on their calendar, ready-to-go.

Set-Up Sales Ops and Standard Operating Procedures

Design and enforce SOPs with your operations team by defining your best practices in Kizen’s Automations Engine. For example, when clients are engaging beyond a certain level, let the system gauge intent so that your salespeople can step in and close the deal!

Client Contract, Billing, & Invoicing Workflows

Kizen offers sales reps one-click E-signature and invoicing workflows using your favorite integrated documents or billing tool. Kizen will also keep track of inbound and outbound documents, renewal workflows, and other reminders.

Automated Onboarding And Scheduling Sequences

Kizen automatically sends the appropriate onboarding materials to each new client for a streamlined process. Save time and ensure that your teams have a full schedule each and every day.

Kizen Experience Cloud Automates to Deliver Better, Faster Client Experiences

Ensure Perfect Onboarding

Kizen helps agencies get new clients in shape for onboarding with intelligent automations. Kizen will trigger emails, texts, and other welcome messaging at the exact time it is needed.

Automate Your Client Experience

Kizen’s Experience Cloud creation suite and automatic follow-up capabilities keep all of your clients consistently in the loop with milestone campaigns, deals, activities, events, news, and more.

Client Support Forms And Task Automation

Kizen’s client support forms can be customized in detail, helping success teams prioritize, route, and schedule tasks. Auto-response rules can even send quick responses or estimated wait times, if necessary.

Escalations For Challenging Clients

Ensure that you retain even the most challenging or unsatisfied client through intelligent escalation processes. Escalate to a manager with one-click, automatically sharing the most important data with them. Collaborate to redeem your agency in the eyes of the toughest detractors.

Deliver Targeted and Periodic Surveys

Deploy client satisfaction surveys dynamically after each appointment. Periodically send NPS surveys to each client to gauge the likelihood of retention, identify potential issues, and ensure positive overall experiences.

Intelligent Nudging & Feedback Management

Utilizing your client satisfaction data, Kizen will deploy messages to nudge satisfied clients to review platforms, while routing unhappy clients to your success team to investigate.

Kizen Data Cloud Helps You Unify Your Data And Understand Your Clients Better

Unified Data Storage & Look-alike Audiences

Kizen’s Data Cloud provides a single platform for every client by connecting data from every tool, team, and interaction in real-time. Use this data to perform look-alike audiences and advanced targeting in your ads to find prospects with demographics and behavioral data that matches your “ideal” client. An easy set-up process and no-code interface means both your client-facing teams and more tech-savvy departments will love using it together.

Integrate All Of Your Lead Sources

Within the Data Cloud, Kizen’s Integrations Engine allows you to connect all of your lead generation channels in real-time. Leverage your lead source data to help your team provide more amazing experiences and understand which channels are worth the investment.

Data Management And Segmentation

Once your campaigns have begun, utilize Kizen’s Data Cloud to segment in real-time, personalize, and improve ad campaigns. Generate retargeting and suppression lists to perpetuate the impression cycle needed to improve the efficiency of your ad spend.

Streamlined, No-Code Connect API

Kizen’s robust Integrations Engine allows organizations to connect Kizen with over 1,000 enterprise-grade tools, including Workato and Zapier. In addition, our easy-to-use, no-code Connect API ensures you are able to seamlessly integrate with the apps and tools you use every day.