Website Lead Capture
Easily capture leads from your website with custom lead forms.
Lead Source Data
Automatically capture relevant advertising or UTM data from web leads. Easily attribute marketing events or campaigns to imported leads.
Use predetermined criteria to automatically vet leads before handing off to sales.
Prevent duplicate names in leads, opportunities, and accounts. Ensure each person only has 1 unified account.
Empower partners to register leads using a form on your website.
Customizable Sales Process
Create the sales process on Kizen to exactly match your process in the real world.
Customizable Pipeline View
View your leads and opportunities on a fully customizable pipeline view that includes ownership, time, in stage, and 3 of your selected fields.
Interactive Table View
View your data on fully customizable tables that are as easy to edit as spreadsheets! Update details without clicking into records.
Filter your leads, opportunities, accounts, and contacts using a single filter or combination of filters in any combination.
Fully Customizable Records
Control the layout and data structure of each individual record type.
Gain in-depth understanding of every relationship across time and touchpoints with all of your data in one place.
Assign an owner to any lead, opportunity, or account.
Team Member Association
Easily track team members across roles associated with a lead, opportunity, or account. Utilize this data in automations and reports.
Fully Customizable Activities
Configure activities to ensure data is input easily and accurately by team members.
Never enter data twice with activities that automatically pull data from linked leads, contacts, opportunities, and accounts.
Schedule follow-ups in a couple clicks to ensure a follow-up is never missed.
Scheduled Activities Dashlet
See all upcoming and overdue activities in a single view for all leads, contacts, opportunities, and accounts.
Easily assign tasks to a whole team so any member can complete.
Remind team members in advance of an activity due date.
Overdue Activity Trigger
Trigger reminders or notifications to team members or management when an activity is overdue.
Stay on the same page with a shared historical record of every note, change, and activity on every lead, opportunity, contact, and account.
Customize how data flows between timelines of related objects, making it easy for you to see all relavant data at a glance.
Mention stakeholders by name to notify of any item. Get notified automatically when they respond.
Email and Text Notifications
Automatically trigger activity updates to team members or management as requested.
Complete Mobile Functionality
Complete any task and access all data easily from any smartphone or tablet.
Use real-time data to accurately forecast sales for each team member, time range, account, and product line.
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.
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.
Create healthy competition and celebrate top performers with customizable team leaderboards.
Track team member progress towards quotas. Visualize a combination of won deals and in-progress deals for any time range.
Easily set up triggers, conditions, and goals to automate and ensure compliance to your unique processes.
Send each lead directly to the appropriate salesperson based on territory, request type, or any unique logic.
Assign values to prospect interactions so reps can assess and prioritize leads.
Auto-assign tasks and next steps to the correct team members based on their role and associations.
Easily create records in new workflows and pass relevant data (i.e. when a proposal is needed or sale is completed).
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).
Access best-practice templates for data architecture, pipeline setup, activities, and automations specific to your industry.
Use objects to track anything from opportunities to proposals to accounts. Objects can also be visualized in a pipeline.
Custom Records View
Customize the layout and components of each record type.
Add 20+ new fields to track any information you want. Easily store complex data including files, relationships, and dynamic tags.
Create and track unique sales interactions.
Slice and dice your data any way you want.
Build custom automations with drag-and-drop efficiency.
Easily integrate Kizen with custom applications using our well-documented, Restful API.
GSuite Email Integration
Sync your Google Email to automatically sync emails to contacts, leads, opportunities, and accounts. Send and receive emails directly from Kizen with two-way email sync.
Outlook Email Integration
Sync your Microsoft Email to automatically sync emails to contacts, leads, opportunities, and accounts. Send and receive emails directly from Kizen with two-way email sync.
External HTTP Requests
Create custom Put, Post, Patch, & Delete requests that execute when scheduled or triggered.
Connect with 1000+ enterprise grade apps utilizing our robust Workato Connector.
Connect with 4000+ apps utilizing our robust Zapier connector.
Enrich contact and account details with social and public profile info harvested online from up to 12 different data partners.
Multiple User Roles
Create user roles to manage data and functionality access according to business requirements.
Custom Permission Groups
Create unique permission groups to control access and assign to different roles.
Control which functionalities team members have access to.
Control which objects team members have access to.
Limit access and editing privileges for specific fields to qualified personnel.
Create custom access levels based on account and record ownership.
Get a sequential history of everything created, edited or deleted within Kizen.
Cloud and On-Premise Deployment
Choose the deployment option that matches your needs and compliance environment, be it on-premise or via the cloud of your choice.
Store, filter, and action on tens of millions of records and interactions.
Test and customize in separate environments without compromising your live environments.
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.