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Kizen Helps Healthcare Providers Get and Retain More Patients

Transform the way your team engages patients, catalyze growth, and exceed expectations 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 Patient Journey



Advertise effectively to your patients and track their behavior across all of your most important channels.



Send personalized content and build strong patient relationships that engages them along your funnel.



Streamline your patient scheduling processes and provide office task automations to ensure quick and effective workflows.



Execute automated experiences such as satisfaction surveys, positive feedback referrals, and newsletters to keep patients informed.



Facilitate growth by establishing strong reputation management and creating more personalized campaigns to cycle in new patients.

Explore How Kizen Can Help All Your Teams Work Better Together, Drive More New Patients & Craft Amazing Patient 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, 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 the amount of new patients you can expect in any given time period, allowing for better planning and more qualified leads and opportunities in the future. Find trends and redirect your patient relations 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 patient interaction history. All your most important metrics are presented clearly so you can measure their impact on your revenues and profits.

Monitor All Your Patient Experience Analytics

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

Kizen’s Marketing Cloud Helps New Patients Discover and Grow Value With You While Working Seamlessly With Your Other Teams

Attract And Convert New Patients

Execute perfect account-based marketing by capturing new patients from online and offline sources and intelligently nurturing them through personalized email, text, ads, and more. Then, automatically hand-off these qualified leads when ready.

Capture Leads On High-Converting Forms

Collect all the initial patient information 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 Patients

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

Automate, Personalize, and Cross-Sell Your Marketing

Engage in real-time with automatic triggers, intelligent drip sequences, and conditions and delays so each potential patient is only seeing content appropriate to them. Offer cross-selling services based on patient interests, such as wellness checkups, exercise regimens, and more.

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 patients, which are increasing patient value, and which are driving the most growth for your practice.

Orchestrate Optimized Social Media Campaigns

Understand the impact of your social campaigns by collecting patient tracking data in order to effectively determine your ROI.

Intelligently Track Patient Behavior

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

Intelligent Remarketing Of Ad Campaigns

Retarget and suppress your Facebook, Google, and LinkedIn ads to personalize your campaigns based on a patient’s past behavior. With this refined advertising strategy, you can send the right message to the right potential patient at the right time.

Collaborate With Your Teams

Create a collaborative nature between all your teams so that everyone has a clear view of the funnel and works smarter. Track leads and opportunities throughout the entire new patient process and ensure prompt follow-up.

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

Access Every New Patient Opportunity in Real-Time

View the pipeline for your entire office team, a single rep, one patient or group of patients, or even filter into each new patient opportunity individually to see every detail needed. Understand how you are losing patients, where you are losing patients, and how pipelines are trending overall.

Comprehensive Activity Reporting

Kizen offers easily accessible activity reports to ensure you know exactly how your office 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 office 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.

Reporting And Dashboards

Leverage strong 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 office reps are meeting those goals, and what needs to be done to drive more success.

Automatically Qualify And Route New Patient Leads

Ensure the right office reps are handling the right patient 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 team walks in each day with new opportunities on their calendar, ready-to-go.

Set-Up Standard Operating Procedures

Design and enforce SOPs with your operations team by defining your best practices in Kizen’s Automations Engine. For example, when new patients are engaging beyond a certain level, let the system gauge intent so that your office staff can step in and nurture them towards appointments!

Patient Forms, Payment Portals, & Invoicing Workflows

Kizen offers office reps one-click E-signature and payment portal workflows using your favorite integrated documents, invoice, or billing tool. Kizen will also keep track of patient forms and documents, as well as payment reminders and follow-up.

Automated Onboarding And Scheduling Sequences

Kizen automatically sends the appropriate new patient materials for a streamlined process. Save time and ensure that your team has a full schedule each and every day.

Kizen Experience Cloud Automates to Deliver Better, Faster Patient Experiences

Ensure Perfect Onboarding

Kizen helps healthcare teams get new patients in shape for their first appointment with intelligent automations. Kizen will trigger emails, texts, and other welcome messaging at the exact time it is needed.

Automate Your Patient Experience

Kizen’s Experience Cloud creation suite and automatic follow-up capabilities keep all of your patients consistently in the loop with reminders, health newsletters, office news, and more.

Patient Support Forms And Task Automation

Kizen’s patient support forms for doctor relations and payment portals 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 Patients

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

Deliver Targeted and Periodic Surveys

Deploy patient satisfaction surveys dynamically after each appointment. Periodically send NPS surveys to each patient to gauge the likelihood of a repeat visit, identify potential office staff issues, and ensure positive overall experiences.

Intelligent Nudging & Feedback Management

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

Kizen Data Cloud Helps You Unify Your Patient Data And Understand Them Better

Unified Data Storage

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