Make your customers fanatics.

Experience with Zoe

Experience with Zoe is the fastest and easiest way to manage all your interactions in one place. Gain insights into experiences, pinpoint areas for improvement, and delight customers at every turn. Reduce churn and increase upsell to maximize customer value. Enhance productivity and deliver awesome experiences with Zoe.

Experience with Zoe
Work smarter with unified data and intelligence

The Big Picture.

Work smarter with unified data and intelligence.

Get everyone working from the same playbook with one source for customer data. Zoe connects your business applications to provide a 360-degree view of every contact, company, and deal, so you know the status of every customer in real time. Update data once and Zoe syncs it everywhere, so anyone can support any customer.

Customize every interaction with personalization

Get Personal.

Customize every interaction with personalization.

Build more valuable relationships with experiences customers will love. Zoe keeps a pulse on purchases, preferences, and behaviors to anticipate needs and make tailored recommendations. Engage with customers in real-time via their preferred channels, delivering hyper-relevant content for the ultimate white glove experience.

Concentrate on customer success with Zoe

At Your Service.

Concentrate on customer success with Zoe.

Focus on activities that impact customer satisfaction, and leave the rest to Zoe. Zoe can detect customers at risk of churn and alert you to take action. Zoe also predicts customers looking to grow their relationships and creates upsell offers. Put Zoe in charge of important touch points to ensure consistent experiences.

Measure sentiment and tie activities to outcomes

Connect the Dots.

Measure sentiment and tie activities to outcomes.

Visualize your customer lifecycle and dig into metrics to see how experiences are trending over time. Map team member activity to impact on customer success. Send surveys to measure engagement, track NPS, and generate online reviews. Identify similarities among customers and refine processes without coding.

Compare Features

Essentials

Professional

Enterprise

Unlimited

Manage Customers, Opportunities, & Pipelines
Complete Success CRM

Reduce churn and improve upsells with next-gen success tools.

Essentials

Professional

Enterprise

Unlimited

Unified Profiles

A single, accurate 360º view of every contact, company, and deal.

Essentials

Professional

Enterprise

Unlimited

Timelines

Store the complete history of every contact, company, and deal.

Essentials

Professional

Enterprise

Unlimited

Associations & Ownership

Easily see all the team members working with a specific contact, company, or deal.

Essentials

Professional

Enterprise

Unlimited

Bulk Entity Actions

Send communications, make updates to records, and start automations to multiple records at once.

Essentials

Professional

Enterprise

Unlimited

Duplicate Prevention

Automatically detects and prevents the creation of duplicate contact records.

Essentials

Professional

Enterprise

Unlimited

Customize Entities

Deeply customize contacts, companies, and deal cards to match your exact process.

Essentials

Professional

Enterprise

Unlimited

Unify & Use All Your Data
Kizen Data Cloud

Unify all the most important data in your business.

Essentials

Professional

Enterprise

Unlimited

Customer Data Platform

A single, accurate 360º view of every contact, company, and deal.

Essentials

5,000

Professional

50,000

Enterprise

500,000

Unlimited

Unlimited
Custom Objects

Store and leverage any type of data.

Essentials

1

Professional

2

Enterprise

5

Unlimited

Unlimited
Data Enrichment

Enrich data on contacts and companies with over 1000 data points.

Essentials

Professional

Enterprise

Unlimited

Real-time Segmentation

Store and use data on tens of millions of records in real-time.

Essentials

Professional

Enterprise

Unlimited

Forecast Accurately
Real-Time Renewal Forecasts Beta

Visualize renewal forecasts based on account health metrics.

Essentials

Professional

Enterprise

Unlimited

Real-Time Upsell and Cross-sell Forecasts By Stage Beta

Visualize upsell and cross-sell forecasts based on stage and close percentage.

Essentials

Professional

Enterprise

Unlimited

Real-time Experience Forecasts by Zoe Beta

Have Zoe estimate the timeframe and close percentage of each deal.

Essentials

Professional

Enterprise

Unlimited

Manage and Assign Activites
Customizable Activities

Customize the activities at each stage of the customer journey.

Essentials

2

Professional

5

Enterprise

20

Unlimited

Unlimited
Schedule Activities

Schedule one-off activities for any team member.

Essentials

Professional

Enterprise

Unlimited

Automated Assignment

Make sure your team is communicating and has a full schedule ahead of them.

Essentials

Professional

Enterprise

Unlimited

Scheduled Activity Dashlet

Ensure every team member knows exactly what to do each day.

Essentials

Professional

Enterprise

Unlimited

Activity Reminders

Easily schedule activity reminders via text or email.

Essentials

Professional

Enterprise

Unlimited

Save Time with Automations
Success Process Automation

Automate alerts for customer risks, opportunities, or customer journey events.

Essentials

Professional

Enterprise

Unlimited

Touchpoint Automation

Automate customer touchpoints to ensure a consistent customer experience.

Essentials

Professional

Enterprise

Unlimited

Automated Alerts

Automate alerts to bring in the right team members, at the right time.

Essentials

Professional

Enterprise

Unlimited

Manager Notifications

Notify team leads of any deviations in a process.

Essentials

Professional

Enterprise

Unlimited

Proposal & Contract Generation

Automatically generate proposals and contracts.

Essentials

Professional

Enterprise

Unlimited

Access Insights in Real Time
Activity Tracking

See how much activity your team is doing and how it impacts customer success.

Essentials

Professional

Enterprise

Unlimited

Activity Trends

Easily see how an individual or team's activity is trending over time.

Essentials

Professional

Enterprise

Unlimited

Renewal Trends

Visualize how renewals are trending and how they compare to previous time periods.

Essentials

Professional

Enterprise

Unlimited

Opportunity Conversions

Understand how far deals are progressing, where they're lost, and how long they spend in each stage.

Essentials

Professional

Enterprise

Unlimited

Build Smart Segments
Segmentation

Combine 40 different filters to create the perfect audience.

Essentials

Professional

Enterprise

Unlimited

Advanced Segmentation

Combine "Any/All" and "And/Or" rules to create perfect groups.

Essentials

Professional

Enterprise

Unlimited

Real-Time Groups

Saved filter combinations update in real-time.

Essentials

Professional

Enterprise

Unlimited

Personalize Communications
Send Emails

Send beautiful, on-brand emails that drive results.

Essentials

#

Professional

#

Enterprise

Unlimited

Unlimited

Unlimited
SMS Texting

Quickly send personalized texts to engage your customers.

Essentials

#

Professional

#

Enterprise

Unlimited

Unlimited

Unlimited
Personalized Merge Fields

Personalize your messaging with contact data.

Essentials

Professional

Enterprise

Unlimited

Send Intelligent Surveys
No-Code Survey Builder

Drag-and-drop to create beautiful, effective surveys in minutes.

Essentials

Professional

Enterprise

Unlimited

Survey Request Sequences

Send customized emails and texts automatically until a survey is completed.

Essentials

Professional

Enterprise

Unlimited

1 Question Email Surveys

Send surveys that can be answered from inside the email inbox.

Essentials

Professional

Enterprise

Unlimited

Text Surveys

Allow people to respond to survey questions via text.

Essentials

Professional

Enterprise

Unlimited

Manage Projects
Project Boards

Keep everything organized with hyper-customizable boards.

Essentials

1

Professional

2

Enterprise

5

Unlimited

Unlimited
Interactive Project Tables

Quickly see the status of any project or task at a glance.

Essentials

Professional

Enterprise

Unlimited

Team Messaging

Centralize all team communication so everyone is aligned.

Essentials

Professional

Enterprise

Unlimited

Team Tasks

Assign and track team member tasks.

Essentials

Professional

Enterprise

Unlimited

Collaborate Across Teams
Team Messaging

Centralize all team communication so everyone is aligned.

Essentials

Professional

Enterprise

Unlimited

Team Tasks

Assign and track team member tasks.

Essentials

Professional

Enterprise

Unlimited

Sales Team Integrations

Integrate seamlessly with over 100 different sales tools.

Essentials

Professional

Enterprise

Unlimited

Service Team Integrations

Integrate seamlessly with over 100 different service tools.

Essentials

Professional

Enterprise

Unlimited

Marketing Team Integrations

Integrate seamlessly with over 100 different marketing tools.

Essentials

Professional

Enterprise

Unlimited

Integrate with Your Inbox
Microsoft Outlook Sync

Sync emails from Microsoft inboxes and send from your custom email.

Essentials

Professional

Enterprise

Unlimited

Google Workspace Sync

Sync emails from Google inboxes and send from your custom email.

Essentials

Professional

Enterprise

Unlimited

Communicate from Anywhere
Global Cloud Access

Essentials

Professional

Enterprise

Unlimited

Mobile Optimized

Log and access customer interactions from anywhere.

Essentials

Professional

Enterprise

Unlimited

Tablet Optimized

Log and access customer interactions from anywhere.

Essentials

Professional

Enterprise

Unlimited

Integrate with Anything
API

Utilize the Rest-API for any custom integration.

Essentials

Professional

Enterprise

Unlimited

Workato Connector

Connect with over 1,000 enterprise apps using the robust Workato Connector.

Essentials

Professional

Enterprise

Unlimited

Zapier Connector

Connect with over 1,000 apps using the Zapier Connector.

Essentials

Professional

Enterprise

Unlimited

Control Access
Users

Secure access for each member of your team.

Essentials

1

Professional

5

Enterprise

20

Unlimited

Unlimited
Roles

Ensure all team members have access to the appropriate data and capabilities.

Essentials

Professional

2

Enterprise

5

Unlimited

Unlimited
Field-level Permissions

Control access to each field based on user permission groups.

Essentials

Professional

Enterprise

Unlimited

Ensure Compliance
GDPR Compliance

Easily meet all GDPR compliance requirements.

Essentials

Professional

Enterprise

Unlimited

CCPA Compliance

Easily meet all CCPA compliance requirements.

Essentials

Professional

Enterprise

Unlimited

SOC2 Compliance

Ensure compliance with all SOC2 requirements.

Essentials

Professional

Enterprise

Unlimited

HIPAA Compliance

Ensure compliance with all HIPAA requirements.

Essentials

Professional

Enterprise

Unlimited

Explore More

Build Out Your Platform

Marketing with Zoe

Maximize impact with hyper-personalization.

  • Convert more new buyers.
  • Orchestrate campaigns.
  • Track ROI to optimize effort.

Sales with Zoe

Save time, sell faster, always exceed your goals.

  • Score leads automatically.
  • Visualize pipeline.
  • Forecast accurately.

Insights with Zoe

Accelerate growth with next-level intelligence.

  • Dig deeper into data.
  • Generate insights.
  • Predict outcomes.

Over a half-million professionals worldwide use Kizen with Zoe.

Flexible Pricing and Plan.

Essentials

Starts at

$20

per month (per user)

1 - 10 Users
1,000 Contacts
1,000 Emails

Professional

Starts at

$75

per month (per user)

5 - 100 Users
1,000 Contacts
100,000 Emails, 10,000 Texts

Enterprise

Starts at

$150

per month (per user)

50 - 10,000 Users
10,000 Contacts
Unlimited Emails, 50,000 Texts

Unlimited

Starts at

$275

per month (per user)

Unlimited Users
Unlimited Contacts
Unlimited Emails & Texts

Explore Zoe’s Skills.

Discover how Zoe can help you maximize productivity and perform better than ever before.

Automate Interactions.

Zoe automates touch points to maintain consistency.

Analyze Sentiment.

Zoe analyzes experiences and provides insights.

Personalize Outreach.

Zoe sends customized content to each recipient.