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Kizen Helps Consumer Service Companies 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 Customer Journey



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



Build strong customer relationships by guiding them along their journey and nurturing them towards their ideal purchase.



Simplify deals by sending streamlined team-to-team handoffs, billing workflows, and deploying new customer materials dynamically.



Engage your customers with automated newsletters, satisfaction surveys, and support workflows.



Increase CLV by upselling additional offerings, delivering automatic escalations for unsatisfied customers, and nudging positive referrals.

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

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

Visualize & Invest In Your Revenue Streams

Easily turn your revenue data from multiple channels into one intuitive dashboard. Create dashlets from all your sources including marketing campaigns, sales activities, pipelines, and more. Then, easily connect your real-time revenue data with ad spend reporting, so you can optimize your campaigns and invest with unprecedented precision.

Accurately Forecast and Track Lead Scores

Real-time data can allow your team to forecast sales, allowing for better planning and more sales-qualified 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 email, ad, and other web campaigns by looking at customer interaction history. All your most important metrics are presented clearly so you can measure their impact on your revenues and profits.

Monitor All Your Customer Experience Analytics

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

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

Attract And Convert New Buyers

Execute perfect B2C marketing by capturing leads from online and offline sources and intelligently nurturing them through personalized email, text, ads, and more. Then, automatically hand-off sales-qualified leads to your team when ready.

Capture Leads On High-Converting Forms

Collect the customer 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 Customers

Our Marketing Cloud creation suite allows for personalized content delivered directly to every customer that uses your service. 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 marketing-qualified 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 Customer Value

Automatically follow-up on purchases to show customers the true value of your service. Then, intelligently cross-sell or upsell each customer on additional services, increasing their lifetime value and turning them into lifelong brand champions.

Understand Channel Attribution With Next-Gen Insights

Kizen provides one unified dashlet that tracks all your marketing campaigns with the most important data. See which channels are generating the most valuable customers, which are increasing customer value, and which are driving the most growth for your company.

Orchestrate Social Campaigns and Events

Understand the impact of social campaigns and events across your business. Ensure your teams also collect customer tracking data for these campaigns in order to effectively determine your ROI.

Intelligently Track Customer Behavior

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

Intelligent Remarketing Of Ad Campaigns

Retarget and suppress your Facebook, Google, and Instagram ads to personalize your campaigns based on past customer behavior. With this refined advertising strategy, you can send the right message to the right customer at the right time.

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 purchasing process and ensure customers 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 sales team, a single rep, one customer or group of customers, or even filter into each deal individually to see every detail needed. Understand how you are losing deals, which service competitors 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 sales 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 sales 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 customers are engaging beyond a certain level, let the system gauge purchase intent so that your sales reps can step in and close the deal!

Customer Payment Workflows & Follow-Up

Kizen offers your service company one-click payment workflows using your favorite integrated billing tool. Kizen will also keep track of follow-up and notify your sales team when it’s time to encourage repeat business for your customers.

Kizen Experience Cloud Automates to Deliver Better, Faster Customer Experiences

Ensure Perfect Onboarding

If needed, Kizen helps service teams get new customers 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 Customer Experience

Kizen’s Experience Cloud creation suite and automatic follow-up capabilities keep all of your customers consistently in the loop with deals, announcements, newsletters, additional services, and more.

Customer Support Forms And Task Automation

Kizen’s customer 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 Customers

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

Deliver Targeted and Periodic Surveys

Deploy customer satisfaction surveys dynamically after each purchase. Periodically send NPS surveys to each customer to gauge the likelihood of their repeat business, identify potential problems, nurture for referrals, and ensure positive overall experiences.

Intelligent Nudging & Feedback Management

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

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

Unified Data Storage

Kizen’s Data Cloud provides a single source of truth for every customer by connecting data from every tool, team, and interaction in real-time. An easy set-up process and no-code interface means both your customer-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 customer 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.