Kizen Use Cases

Discover Exactly How Kizen Sales CRM Works For You

Use Cases

Expand each box to learn about Kizen’s unique Use Cases

Qualify

Advance

Close

Upsell

Research & Qualify Leads
Qualify

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

Automated Nurture
Qualify

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

Smart Calculations
Advance | Close | Upsell

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

Seamless Team Transitions
Advance | Close | Upsell

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

Automated Quotes & Proposals
Close | Upsell

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

Complete Customer History
Qualify | Advance | Close | Upsell

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

Real-time Systems Sync
Qualify | Advance | Close | Upsell

Change management is easy with two-way syncing across existing systems. Access better reports and use Kizen’s skills with ease.

Intelligent Lead Routing
Qualify

Quickly match the prospect with the most appropriate team member.

Intelligent Prioritization
Qualify | Advance | Close

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

Next Best Action Recommendations
Qualify | Advance | Close | Upsell

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

Intelligent Reminders
Qualify | Advance | Close | Upsell

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

Manager Assist
Qualify | Advance | Close | Upsell

Sales operations best practices are meant to be followed. Slipped activity alerts let you step in when you’re needed.

Predictive Upsell
Upsell

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

Real-time KPI Reports & Activity Trends
Qualify | Advance | Close | Upsell

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

Forecasting & Funnel Analysis
Qualify | Advance | Close | Upsell

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

Advanced ROI Analysis
Advance | Close | Upsell

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

Big Data Analytics
Qualify | Advance | Close | Upsell

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

Smart Surveys
Advance | Close | Upsell

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

Early Churn Detection
Upsell

Detect customers at risk of churn and escalate to reps for appropriate actions.

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.