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Kizen Helps Software 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 Account Journey



Advertise effectively to the right users using your favorite channels such as Google, Facebook, LinkedIn, G2Crowd, and more.



Build strong user relationships by guiding them along their journey and nurturing them towards their software purchase.



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



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



Increase CLV by upselling additional functionality, delivering automatic escalations for unsatisfied users, and intelligently-nudged referrals.

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

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

Visualize & Invest In Your Revenues 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 campaigns by looking at user interaction history. All your most important metrics are presented clearly so you can measure their impact on your revenues and profits.

Monitor All Your User 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 Users Discover and Grow Value With You While Working Seamlessly With Your Sales & Experience Teams

Attract And Convert New Accounts

Execute perfect account-based or 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 all the initial user 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 Users

Our Marketing Cloud creation suite allows for personalized content delivered directly to every potential user. 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 User Value

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

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 users, which are increasing 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 tracking data for these campaigns in order to effectively determine your ROI.

Intelligently Track User Behavior

Track your user journey across emails, websites, ads, and custom web, iOS, and Android applications. Easily use this rich data to identify buying intent or user 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 user’s past behavior. With this refined advertising strategy, you can send the right message to the right user 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 sales process and ensure users 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 software 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 Account 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 users are engaging beyond a certain level, let the system gauge buyer intent so that your salespeople can step in and close the deal!

User 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 reminders.

Automated Onboarding And Scheduling Sequences

Kizen automatically sends the appropriate onboarding materials to each new user 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 User Experiences

Ensure Perfect Onboarding

Kizen helps software teams get new users 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 User Experience

Kizen’s Experience Cloud creation suite and automatic follow-up capabilities keep all of your users consistently in the loop with service updates, newsletters, deals, and more.

Free Trial Conversion

Increase your retention rate for free trial users by sending emails triggered at the right time when a trial needs to be activated. With Kizen Sequences, you can easily schedule a series of emails to go out after a set number of minutes, hours, or days. Sequences with personalized, smart messaging help users learn more about the value of your software and service over time as they decide to opt-in.

Automatic Subscription Billing

Kizen Sequences also allowed for automatic subscription billing for your company at the convenience of your software users. If a credit card gets declined, users are quickly and automatically notified to update their payment method to continue using your service.

User Support Forms And Task Automation

Kizen’s user support forms for QA issues and support tickets 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 Users

Ensure that you retain even the most challenging or unsatisfied user through intelligent escalation processes. Escalate to a 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 user satisfaction surveys dynamically after each service interaction. Periodically send NPS surveys to each user to gauge the likelihood of retention after their free trial, identify potential QA issues, and ensure positive overall experiences.

Intelligent Nudging & Feedback Management

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

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

Unified Data Storage

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