Zoe for Sales

Zoe for Sales works the way your team does to help close more deals faster. Built to save time and enhance collaboration, Zoe gives every team member useful insights and serves as an intelligent personal assistant for time-consuming tasks. Let Zoe keep your team organized and ensure nothing falls through the cracks.

Accelerate deal velocity with data access

On the Same Page

Accelerate deal velocity with data access

Efficiently manage every opportunity. Access messages, interactions, data, and lead scores for prospects, opportunities, and customers in real-time from any device. Ensure the right specialists are handling each deal with intelligent lead routing from Zoe. Easily collaborate and send personalized content with a click.

Boost performance with an assistant for everyone

Time is Money

Boost performance with an assistant for everyone

Save 15+ hours a week per team member with Zoe, the ultimate personal assistant. Zoe will handle the easy stuff so your sales team can spend more time building valuable relationships. Let Zoe organize your daily to-do list, research deals, generate proposals, and assist with post-sales handoffs.

Deliver consistently stellar experiences

Never Miss a Beat

Deliver consistently stellar experiences

Make sure nothing falls through the cracks and opportunities aren’t overlooked. Zoe reminds sales reps of overdue touch points and suggests follow-ups based on previous buyer behavior. Ensure every engagement exceeds expectations by flagging potential gaps in experiences with proactive alerts from Zoe.

Measure performance and forecast accurately

Data with Understanding

Measure performance and forecast accurately

Easily see how activity trends over time. Visualize pipelines, drill into sales data, and access real-time forecasts for each rep. Use Zoe’s insights to understand where you’re losing deals. Identify and analyze similarities between your most valuable customers, and implement process improvements with a click.

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.
Route
leads
Zoe assigns the right specialist to each deal.
Qualify
leads
Zoe validates opportunities and hands off to sales.
Score
leads
Zoe assigns value to leads based on real-time interaction.
Visualize
pipeline
Zoe tracks and displays the customer journey.
Research
opportunities
Zoe enriches lead info with additional details.
Generate
reports
Zoe delivers actionable, real-time insights.
Estimate
value
Zoe approximates deal value using opportunity details.
Calculate
pricing
Zoe provides rates based on your pricing variables.
Evaluate
performance
Zoe assesses productivity and measures outcomes.
Automate
processes
Zoe puts your workflows on autopilot.
Prepare
contracts
Zoe generates personalized proposals and contracts.
Identify
upsell
Zoe predicts customers looking to grow their relationship.
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.

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
  • Zoe 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
  • Zoe 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
  • Zoe 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
  • Zoe 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 Zoe's skills and automation.
$

Monthly Additional Revenue*

i
Estimate generated from selling hours regained using Kizen.

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.