Kizen by Role

Kizen is the ultimate sales assistant for every team member.

Explore Kizen Sales CRM Capabilities by Role

16 Ways Kizen Helps Account Executives

Give everyone on the team their own virtual sales assistant. Kizen’s smart automation skills are a win for every sales function.

  • 01

    Seamless Collaboration

    Easily ask for help when needed and get the right people on the deal.

  • 02

    Work Faster

    Save time by editing and updating deal details in-line. Never enter data twice as Kizen keeps everything updated.

  • 03

    Help Yourself

    Easily customize to work the way you want without coding and implement ideas faster.

  • 04

    Complete Customer History

    Kizen records every interaction across all channels - web, email, phone, and more - so you can take action on anything.

  • 05

    Research and Qualify Leads

    Quickly enrich an inbound lead with information from 3rd party sources.

  • 06

    Lead Insights

    See marketing details on where a lead came from.

  • 07

    Intelligent Prospecting

    Leverage advanced no-code filtering and groups to create perfect audiences and find the hottest opportunities.

  • 08

    Intelligent Lead Routing

    Quickly match the prospect with the most appropriate team member.

  • 09

    Automated Nurture

    Put nurture sequences on autopilot with perfectly timed emails and offers until a prospect is ready to engage.

  • 10

    Intelligent Prioritization

    Score and rank leads throughout the sales process, helping reps focus on the deals most likely to close.

  • 11

    Next Best Action Recommendations

    Schedule the statistically best meetings and automate follow up emails after each stage of the sales cycle.

  • 12

    Intelligent Reminders

    Let Kizen remind your team when they’re needed with metrics-driven follow up cadences.

  • 13

    Smart Calculations

    Teach Kizen how you estimate deal values and calculate quotes, and she’ll do the math for you.

  • 14

    Automated Quotes and Proposals

    Use record data to immediately generate quotes and proposals with information already entered into the platform.

  • 15

    Predictive Upsell/Cross-sell

    Kizen identifies customers looking to grow their relationship, preparing customized offers and recommendations.

  • 16

    Seamless Team Transitions

    Eliminate dropped balls in sales to customer success handoffs, ensuring happy customers from the start.

12 Ways Kizen Helps Sales Managers

Give everyone on the team their own virtual sales assistant. Kizen’s smart automation skills are a win for every sales function.

  • 01

    Manager Assist

    Kizen monitors sales activities, reminding reps about upcoming or overdue tasks, sending you slipped activity alerts so you know when to step in.

  • 02

    Complete Customer History

    Kizen records every interaction across all channels - web, email, phone, and more - so you can take action on anything.

  • 03

    Codeless Customizations

    Rapidly deploy and easily configure everything to your sales playbook.

  • 04

    Complete Customer History

    Automate everything possible to ensure sales processes are followed correctly every time.

  • 05

    Seamless Continuity

    Make sure any team member can pick up a lead mid-sales cycle, understand what’s going on and continue to work the prospect, should a salesperson leave.

  • 06

    Fast-track Approvals

    Streamline preparation and approval of deals requiring discounts or special accommodations.

  • 07

    Real-time Reports & Trends

    Measure real-time team performance, without time consuming data pulls, pipeline reviews and spreadsheets.

  • 08

    Forecasting & Funnel Analysis

    See real-time forecasts by team or individual sales rep, with leaderboards, total pipeline projects, and more.

  • 09

    Campaign Lead Flow & ROI Analysis

    Gain insights into your marketing spend to leverage your best-performing channels and activities.

  • 10

    Big Data Analytics

    No more waiting minutes for slow applications. Kizen can analyze millions of data points in seconds.

  • 11

    Smart Surveys

    Get a pulse on customer engagement, from NPS to complex questionnaires.

  • 12

    Early Churn Detection

    Kizen detects at-risk customers, alerting you for early intervention so you can repair the relationship.

9 Ways Kizen Helps Sales Operations

Give everyone on the team their own virtual sales assistant. Kizen’s smart automation skills are a win for every sales function.

  • 01

    Real-time Systems Sync

    Easy two-way syncing across existing systems. Access better reports and use Kizen skills without lifting a finger.

  • 02

    Intelligent Lead Routing

    Quickly match the prospect with the most appropriate team member.

  • 03

    Simplify Your Tech Stack

    Exponentially decrease integration complexity.

  • 04

    Manage Security

    Easily configure roles and control permissions so everyone has right access.

  • 05

    Eliminate Programming

    Automate everything possible without coding.

  • 06

    Customize Workflows

    Easily build and update workflows and automate processes without coding.

  • 07

    Drag-and-Drop Builders

    Easily create pipelines, build automations and add custom data and objects.

  • 08

    Rapid Deployment

    Get started faster with preloaded best practice templates for your industry.

  • 09

    Streamline Accounting

    Kizen automatically handles and follow-ups on all contracts and invoices.

Straightforward Pricing

No hidden costs

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.

Explore Further

We’re ready when you are. Get in touch or learn more at your own pace.

  • Use Cases

    Kizen supports use cases of any complexity.

    Learn More
  • Features

    Our robust feature list guarantees a solution to nearly every business need.

    Learn More

Close More Deals Faster

With the Sales CRM You’ve Always Wanted

Customize to your exact process in moments without coding. Automate busy work and get personalized insights, so everyone can focus on what matters most.

Kizen Sales CRM Delivers Real Results

  • 10

    Hours Saved per
    Week per Rep

  • 25%

    Increase in Sales
    Conversion

  • 15%

    Increase in
    Profitability

Essentials

Start and fast-track your new business

Starting at

$10 per User/Month

See Features
  • Customer Data Platform
  • Up to 5 Users
  • 1 Sales Pipeline
  • 3 Customizable Activities
  • Email Reminders Automation
  • Page-level Permissions
  • Standard Sales
    Pipeline Analytics
  • User Roles
  • Team Collaboration
  • Integration with Zapier
  • Integration with Workato
  • Kizen Machine Learning
  • Big Data Ready
Optional Add-ons
  • Text Reminders
  • Data Enrichment
    i
    Enhance data from email form with Clearbit or other similar services.
Recommended

Professional

Grow and organize your
sales teams

Starting at

$35 per User/Month

See Features
  • Customer Data Platform
  • Up to 100 Users
  • 3 Sales Pipelines
  • 10 Customizable Activities
  • Basic Automations
    i
    Lead, Task, Save anything native to Kizen
  • Ownership-level Permissions
  • Leaderboards Sales
    Pipeline Analytics
  • 3 User Roles
  • Team Collaboration
  • Integration with Zapier
  • Integration with Workato
  • Kizen Machine Learning
  • Big Data Ready
Optional Add-ons
  • Text Reminders
  • Data Enrichment
    i
    Enhance data from email form with Clearbit or other similar services.
Recommended

Enterprise

Accelerate and scale your sales department

Starting at

$70 per User/Month

See Features
  • Customer Data Platform
  • Up to 2,500 Users
  • 10 Sales Pipelines
  • 20 Customizable Activities
  • Advanced Automations
    i
    Cross-Object Automations, API Calls, Workato Recipes
  • Field-level Permissions
  • Target Tracking Sales
    Pipeline Analytics
  • 10 User Roles
  • Team Collaboration
  • Integration with Zapier
  • Integration with Workato
  • Kizen Machine Learning
  • Big Data Ready
Optional Add-ons
  • Text Reminders
  • Data Enrichment
    i
    Enhance data from email form with Clearbit or other similar services.
Recommended

Unlimited

Leverage the full value of your customer data

Starting at

$150 per User/Month

See Features
  • Customer Data Platform
  • Unlimited Users
  • Unlimited Sales Pipelines
  • Unlimited Customizable Activities
  • Fully Customizable Automations
  • Fully Customizable Permissions
  • Fully Customizable Sales
    Pipeline Analytics
  • Unlimited User Roles
  • Team Collaboration
  • Integration with Zapier
  • Integration with Workato
  • Kizen Machine Learning
  • Big Data Ready
Optional Add-ons
  • Text Reminders
  • Data Enrichment
    i
    Enhance data from email form with Clearbit or other similar services.

Flexible Plans Built for Every Business

How Big Is Your Team?

75Users
$ |

Monthly Quota per Rep*

i
Industry estimate. Enter to adjust your exact quota.

Monthly Additional Selling Time

i
Hours given back to reps through Kizen's skills and automation.
$

Monthly Additional Revenue*

i
Estimate generated from selling hours regained using Kizen.