Zoe for Ops

Zoe for Ops helps teams leverage smart automations and unified data to accelerate transformation company-wide. Zoe better orchestrates projects, manages individual or team tasks, and collects and reviews information. Effortlessly access all the data you need and make process improvements in minutes without code.

Work smarter with data at your fingertips

Organize Information

Work smarter with data at your fingertips

Zoe centralizes data from across your organization in one workspace. As team members update data, change task statuses, and provide valuable information, Zoe syncs it everywhere. Create forms in a flash to standardize the collection of information, ideas, or requests. Have Zoe take it from there.

Put manual processes on autopilot

Orchestrate Projects

Put manual processes on autopilot

Zoe seamlessly coordinates tasks, projects, and information between departments, saving hours in prep and planning. Recognizing when a project is approved, Zoe automatically creates a new project, schedules activities, alerts stakeholders and transfers relevant info to the project management team.

Stay on track with seamless authorizations

Coordinate Approvals

Stay on track with seamless authorizations

Zoe provides an easy one-stop-shop for processes that require additional levels of approval. Zoe sends a quick notification letting managers know action is required and creates a summary of the information collected for quick review and approval. Easily modify approval paths, no code required.

Make data-driven process improvements in minutes

Optimize Performance

Make data-driven process improvements in minutes

Zoe gives you all the data you need, and nothing you don’t, providing at-a-glance insights and progress updates. Easily understand what is on track and where there are optimization opportunities.. Deep dive across the organization with detailed reports by individual, time range, or groups.

Sync
data
Zoe keeps data consistent across every application.
Segment
records
Zoe organizes and saves your data any way you want.
Maintain
contacts
Zoe keeps your contact records up-to-date.
Visualize
pipeline
Zoe tracks and displays the customer journey.
Generate
reports
Zoe delivers actionable, real-time insights.
Evaluate
performance
Zoe assesses productivity and measures outcomes.
Automate
processes
Zoe puts your workflows on autopilot.
Prepare
contracts
Zoe generates personalized proposals and contracts.
Assign
tasks
Zoe manages your teams' daily to-do lists.
Send
reminders
Zoe makes sure you don't forget anything.
Schedule
meetings
Zoe manages your calendar and books meetings.
Coordinate
approvals
Zoe notifies when approvals are needed.
Update
status
Zoe monitors progress and advances stages.
Alert
managers
Zoe manages SLAs and escalates issues.
Personalize
outreach
Zoe customizes interactions with personalization.
Manage
renewals
Zoe tracks renewal dates and coordinates actions.
Coordinate
projects
Zoe tracks renewal dates and coordinates actions.
Conduct
surveys
Zoe gathers feedback from your audience.

Essentials

Enhance productivity with intelligent automation

Starting at

$10 per User/Month

See Features
  • Customer Data Platform
  • Up to 5 Users
  • Up to 3 Workflows
  • 5 GB of Storage
  • Dynamic Boards
  • Smart Tables
  • 1 Custom Field
  • 1 Customizable Activity
  • 1,000 Zoe Actions
    i
    Per month
  • Page-level Permissions
  • Basic Analytics
  • User Roles
  • Team Collaboration
  • Integration with Zapier
  • Integration with Workato
  • Zoe Machine Learning
  • Big Data Ready
Optional Add-ons
  • Text Reminders
  • Zoe Actions

Professional

Unlock your team’s potential with collaborative workflows

Starting at

$25 per User/Month

See Features
  • Customer Data Platform
  • 5-30 Users
  • Up to 10 Workflows
  • 20 GB of Storage
  • Dynamic Boards
  • Smart Tables
  • 5 Custom Fields
  • 5 Customizable Activities
  • 2,500 Zoe Actions
    i
    Per month
  • Ownership-level Permissions
  • Standard Analytics
  • 3 User Roles
  • Team Collaboration
  • Integration with Zapier
  • Integration with Workato
  • Zoe Machine Learning
  • Big Data Ready
Optional Add-ons
  • Text Reminders
  • Zoe Actions

Enterprise

Unite business processes across the organization

Starting at

$2,500 per Month

See Features
  • Customer Data Platform
  • 30-500 Users
  • Up to 100 Workflows
  • 1 TB of Storage
  • Dynamic Boards
  • Smart Tables
  • 20 Custom Fields
  • 20 Customizable Activities
  • 50,000 Zoe Actions
    i
    Per month
  • Field-level Permissions
  • Fully Customizable Analytics
  • 10 User Roles
  • Team Collaboration
  • Integration with Zapier
  • Integration with Workato
  • Zoe Machine Learning
  • Big Data Ready
Optional Add-ons
  • Text Reminders
  • Zoe Actions
Recommended

Unlimited

Optimize performance with data-driven insights

Starting at

Reach out to Sales

See Features
  • Customer Data Platform
  • 500+ Users
  • Unlimited Workflows
  • Unlimited Storage
  • Dynamic Boards
  • Smart Tables
  • Unlimited Custom Fields
  • Unlimited Customizable Activities
  • Customized Zoe Actions Plan
  • Fully Customizable Permissions
  • Fully Customizable Analytics
  • Unlimited User Roles
  • Team Collaboration
  • Integration with Zapier
  • Integration with Workato
  • Zoe Machine Learning
  • Big Data Ready
Optional Add-ons
  • Text Reminders
  • Zoe Actions

Fast and Easy Deployment With Kizen

Free Concierge
Migration

Our free Concierge Migration service makes it easy to move and centralize your business on Kizen.

Custom
Onboarding

Our Success team will design and coordinate a seamless, custom onboarding experience for your team.

Data
Cleanup

Concerned about the quality of your data? Zoe and our experts can quickly help unlock the value in your data.

Loved by over 40,000+ users around the globe.

Discover how Zoe can help you maximize productivity and perform better than ever before.

Frequently asked questions, answered.

How does the free trial work?

Kizen’s 14-day free trial allows you to experience the future of business, today. Chat with one of our experts to get right to work. Zoe will preload your free trial with best practice templates based on your industry that will allow you to hit the ground running.

What happens after the free trial ends?

Following your 14-day trial, your Kizen login will expire. Your progress within Kizen will transfer to your paid plan of choice. If you need more time, please reach out to one of our representatives and we will be happy to discuss an extension.

Does Kizen integrate with other applications and systems?

Absolutely! Kizen integrates seamlessly with over 1,000 enterprise-grade tools without ever writing a line of code. View our most popular integrations here – if your application is not included in that list, we are confident our team can maintain our 100% integration track record.