Coordinate customer onboarding to ensure everything is handled smoothly, correctly, and on time by each team.
Order Fulfillment and Service Requests
Fulfill orders quickly and get notified immediately of any exceptions. Handle requests and meet SLAs with ease to help maximize customer value.
Satisfaction and NPS Surveys
Capture custom feedback from customers at every stage of the process and discover your raving fans with NPS surveys.
Secure Document Collection
Easily capture any required documents from prospects or customers in a secure, organized fashion.
Recruit and Onboard
Instill company culture throughout your hiring and onboarding process, making sure your candidates have a great experience from start to finish. Empower your recruiters to focus on recruiting by automating follow-up and tedious pipeline management tasks.
Engage and Retain
Gather real time feedback and insights from your organization about their work environment so you can focus on improving what matters most. Empower your employees and managers to do their best work by creating a culture of open discussion and continuous improvement.
Automation and Compliance
Ensure that onboarding and offboarding are handled seamlessly, letting nothing slip through the cracks. Keep all your systems up to date and working together without manual intervention and oversight.
Team Member Onboarding
Ensure each team member completes all compliance requirements. Visualize statuses in real time to your team and new team members.
New Compliance Requests
Meet any new needs due to changing regulations or additional requirements from the business.
Ongoing Compliance Requirements
Automate routine or annual compliance requirements across team members, vendors, and customers.
Ensure everyone is paid on time.
Territory and Lead Management
Manage complex territory and specialty lead routing rules. Report on results from distributed leads.
Quote, Proposal, and Contract Generation
Automate and accelerate the process of generating and gaining approval for quotes, proposals, and contracts.
Procurement and Purchasing Requests
Manage simple or complex procurement and purchase request processes to ensure approvals are provided in a simple, accurate, and timely fashion.
Simplify the budgeting process by easily collecting and integrating required information from divisional managers and team leads.
Automatically email follow-ups on invoices and payment schedules to team members. Escalate to collections as needed.
Reimbursement and Remittance
Track and approve expenses from internal and external stakeholders. Ensure everyone is paid on time.
Consolidate Customer Feedback
Easily collect feedback from users across the customer journey and engagement curve.
Connect Customer and Prospect Data
Easily unify feature requests from customers and prospects to determine top priorities.
Centralize and simplify communication regarding what’s being worked on now and what’s next to ensure team alignment.
Security and Compliance
Ensure team members are completing and following all required security and compliance needs.
Structure intake forms so requests can be routed to the right team immediately.
Easily track each deliverable of a campaign through each stage of completion.
Automatically notify the appropriate team member when copy, creative, or a campaign is ready for review.
Track effort and results of each campaign to help optimize where your team spends time.
Gain required consent and complete documentation in advance of patient visits.
Unify patient data and communications with a secure portal for 2-way communication.
Capture feedback from patients through each stage of their journey to optimize experiences and generate positive reviews.
Easily capture repair needs and escalate to the right team member based on urgency and specialty. Ensure access to real-time status updates.
Aggregate upgrade requests into a single place and rank priority based on team feedback. Easily update team members with similar requests should the project be chosen to move forward.
The easiest, fastest way to unify all company-wide data at any scale as your teams grow.
A robust permission model ensures everyone accesses what they should.
Integrate with 1k+ applications and build custom functionality as needed, code-free.
Discover all the ways Kizen helps supercharge productivity and accelerate profitable growth.
Even pricing is easier with Kizen – get access to everything you need for one price. To make the decision easier and save you from legacy providers, we’re taking all of the risk with our industry-leading 100% 90-day money back guarantee.