Gain in-depth understanding of every request, employee, customer, or object across time and touchpoints with all of your data in one place.

Control the layout and data structure of each individual record type.

Stay on the same page with a shared historical record of every note, change, and activity on every task, request, prospect, customer, and object.

View your data on a fully customizable pipeline view that includes ownership, time, in stage, and 3 of your selected fields.

View your data on fully customizable tables that are as easy to edit as spreadsheets! Update details without clicking into records.

Filter your data and requests using a single or combination of filters.

Assign an owner to any task, request, customer, or account.

Customize how data flows between timelines of related objects, making it easy for you to see all relavant data at a glance.

Create the sales process on Kizen to exactly match your process in the real world.

Easily setup triggers, conditions, and goals to automate and ensure compliance with your processes.

Send each task directly to the appropriate specialist based on territory, request type, or any unique logic.

Assign values to tasks so team members can assess and prioritize work.

Auto-assign tasks and next steps to the correct team members based on any combination of data.

Easily create records in new workflows and pass relavant data (i.e. when a new workflow or team is needed).

Keep objects in sync between different teams to ensure that everyone is on the same page (i.e. ensuring sales has access to the most recent success and service information).

Easily execute addition and subtraction, combining values from different fields across objects.

Easily execute multiplication and division, combinining values from different fields across objects.

Track the number of each activity completed by each team member.

Visualize how team activity is trending over time to ensure consistency in effort and performance.

Create healthy competition and celebrate top performers with customizable team leaderboards.

Gain visibility into any account with real-time insights at your fingertips.

Filter any dashlet using any data or combination of data to dive deeper into what's driving sales.

Track progress toward goals. Visualize a combination of completed and forecasted purchases for any time range or product line.

Easily build custom surveys that work on any device and match your brand with drag-and-drop ease.

Collect any type of information accurately with over 20 field types. Allow open-ended or option based data input.

Send a fully customizable survey request campaign that automatically stops when a person submits or opts out.

Trigger notifications to specific team members via email or text when surveys are submitted.

Route survey submissions into specific workflows based on the data included in the form.

Collect feedback anonymously from internal or external stakeholders.

Control access to a secure portal for internal and external stakeholders to see the real-time view of important data or requests.

Ensure that each user can only see specific information on their specific requests.

Give users a customizable dashboard to see metrics relevant to them.

Require login before users can submit certain types of requests.