Save Time. Sell Smarter.

Sales with Zoe

Sales with Zoe 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.

Sales with Zoe
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.

Compare Features

Essentials

Professional

Enterprise

Unlimited

Manage Leads, Opportunities, & Pipelines
Complete Sales CRM

Sell smarter and close deals faster with next-gen sales tools.

Essentials

Professional

Enterprise

Unlimited

Sales Pipelines

Keep deals organized with hyper-customizable, drag-and-drop sales pipelines.

Essentials

1

Professional

2

Enterprise

5

Unlimited

Unlimited
Interactive Pipeline Table

Quickly see or update the status of any deal.

Essentials

Professional

Enterprise

Unlimited

Unified Profiles

A single, accurate 360º view of every contact, company, and deal.

Essentials

Professional

Enterprise

Unlimited

Timelines

Store the complete history of every contact, company, and deal.

Essentials

Professional

Enterprise

Unlimited

Associations & Ownership

Easily see all the team members working with a specific contact, company, or deal.

Essentials

Professional

Enterprise

Unlimited

Bulk Entity Actions

Send communications, make updates to records, and start automations to multiple records at once.

Essentials

Professional

Enterprise

Unlimited

Close Percentages By Stage

Estimate the close percentage of deals in each stage.

Essentials

Professional

Enterprise

Unlimited

Close Percentages By Deal

Estimate the close percentage of each deal.

Essentials

Professional

Enterprise

Unlimited

Duplicate Prevention

Automatically detects and prevents the creation of duplicate contact records.

Essentials

Professional

Enterprise

Unlimited

Customize Entities

Deeply customize contacts, companies, and deal cards to match your exact process.

Essentials

Professional

Enterprise

Unlimited

Quota Tracking

Track each team member's sales goal and progress towards it.

Essentials

Professional

Enterprise

Unlimited

Unify & Use All Your Data
Kizen Data Cloud

Unify all the most important data in your business.

Essentials

Professional

Enterprise

Unlimited

Customer Data Platform

Unify and leverage customer data in real-time.

Essentials

5,000

Professional

50,000

Enterprise

500,000

Unlimited

Unlimited
Custom Objects

Store and leverage any type of data.

Essentials

1

Professional

2

Enterprise

5

Unlimited

Unlimited
Data Enrichment

Enrich data on contacts and companies with over 1000 data points.

Essentials

Professional

Enterprise

Unlimited

Real-time Segmentation

Store and use data on tens of millions of records in real-time.

Essentials

Professional

Enterprise

Unlimited

Forecast Sales Accurately
Real-time Forecasts By Deal

Visualize sales forecasts based on individual deal estimates.

Essentials

Professional

Enterprise

Unlimited

Real-time Forecasts by Stage

Visualize sales forecasts based on stage-level data.

Essentials

Professional

Enterprise

Unlimited

Route Leads Intelligently
Conditional Lead Routing

Easily route leads based on territory, industry, projected deal value, or a combination of attributes.

Essentials

Professional

Enterprise

Unlimited

Round-Robin Lead Routing

Assign leads equally across a group of team members.

Essentials

Professional

Enterprise

Unlimited

Manage and Assign Activites
Customizable Activities

Customize the activities at each stage of the sales process.

Essentials

2

Professional

5

Enterprise

20

Unlimited

Unlimited
Schedule Activities

Manually schedule activities for any team member.

Essentials

Professional

Enterprise

Unlimited

Automated Assignment

Make sure your team is communicating and has a full schedule ahead of them.

Essentials

Professional

Enterprise

Unlimited

Scheduled Activity Dashlet

Ensure every team member knows exactly what to do each day.

Essentials

Professional

Enterprise

Unlimited

Activity Reminders

Easily schedule activity reminders via text or email.

Essentials

Professional

Enterprise

Unlimited

Save Time with Automations
Sales Process Automation

Automate each step of the sales process to ensure maximum conversion.

Essentials

Professional

Enterprise

Unlimited

Manager Notifications

Notify team leads of any breaks in process.

Essentials

Professional

Enterprise

Unlimited

Proposal & Contract Generation

Automatically generate proposals and contracts.

Essentials

Professional

Enterprise

Unlimited

Automatic Sale Handoff

Automatically pass all required information to product, service, or success teams.

Essentials

Professional

Enterprise

Unlimited

Access Insights In Real Time
Activity Tracking

See how much activity your team is doing.

Essentials

Professional

Enterprise

Unlimited

Activity Trends

Easily see how an individual or team's activity is trending over time.

Essentials

Professional

Enterprise

Unlimited

Sales Pipeline Breakdown

See the total number of deals and deal value of every stage of your pipeline.

Essentials

Professional

Enterprise

Unlimited

Sales Trends

Visualize how sales are trending and how they compare to previous time periods.

Essentials

Professional

Enterprise

Unlimited

Opportunity Conversions

Understand how far deals are progressing, where they're lost, and how long they spend in each stage.

Essentials

Professional

Enterprise

Unlimited

Sales Team Leaderboards

See the won deals, projected won deals, and how it compares to quota for each team member.

Essentials

Professional

Enterprise

Unlimited

Build Smart Segments
Segmentation

Combine 40 different filters to create the perfect audience.

Essentials

Professional

Enterprise

Unlimited

Advanced Segmentation

Combine "Any/All" and "And/Or" rules to create perfect groups.

Essentials

Professional

Enterprise

Unlimited

Real-Time Groups

Saved filter combinations update in real-time.

Essentials

Professional

Enterprise

Unlimited

Personalize Communications
Send Emails

Send beautiful, on-brand emails that drive results.

Essentials

#

Professional

#

Enterprise

Unlimited

Unlimited

Unlimited
SMS Texting

Quickly send personalized texts to engage your customers.

Essentials

#

Professional

#

Enterprise

Unlimited

Unlimited

Unlimited
Collaborate Across Teams
Team Messaging

Centralize all team communication so everyone is aligned.

Essentials

Professional

Enterprise

Unlimited

Team Tasks

Assign and track team member tasks.

Essentials

Professional

Enterprise

Unlimited

Sales Team Integrations

Integrate seamlessly with over 100 different sales tools.

Essentials

Professional

Enterprise

Unlimited

Service Team Integrations

Integrate seamlessly with over 100 different service tools.

Essentials

Professional

Enterprise

Unlimited

Success Team Integrations

Integrate seamlessly with over 25 different success tools.

Essentials

Professional

Enterprise

Unlimited

Integrate With Your Inbox
Microsoft Outlook Sync

Sync emails from Microsoft inboxes and send from your custom email.

Essentials

Professional

Enterprise

Unlimited

Google Workspace Sync

Sync emails from Google inboxes and send from your custom email.

Essentials

Professional

Enterprise

Unlimited

Sell from Every Device
Global Cloud Access

Essentials

Professional

Enterprise

Unlimited

Mobile Optimized

Essentials

Professional

Enterprise

Unlimited

Tablet Optimized

Essentials

Professional

Enterprise

Unlimited

Capture Leads
Easy Website Capture

Easily integrate custom lead capture forms into your website without coding.

Essentials

Professional

Enterprise

Unlimited

Integrate with Anything
API

Utilize the Rest-API for any custom integration.

Essentials

Professional

Enterprise

Unlimited

Workato Connector

Connect with over 1,000 enterprise apps using the robust Workato Connector.

Essentials

Professional

Enterprise

Unlimited

Zapier Connector

Connect with over 1,000 apps using the Zapier Connector.

Essentials

Professional

Enterprise

Unlimited

Control Access
Users

Secure access for each member of your team.

Essentials

Up to 5

Professional

Up to 100

Enterprise

Up to 10,000

Unlimited

Unlimited
Roles

Ensure all team members have access to the appropriate data and capabilities.

Essentials

Professional

2

Enterprise

10

Unlimited

Unlimited
Field-level Permissions

Control access to each field based on user permission groups.

Essentials

Professional

Enterprise

Unlimited

Ensure Compliance
GDPR Compliance

Easily meet all GDPR compliance requirements.

Essentials

Professional

Enterprise

Unlimited

CCPA Compliance

Easily meet all CCPA compliance requirements.

Essentials

Professional

Enterprise

Unlimited

SOC2 Compliance

Ensure compliance with all SOC2 requirements.

Essentials

Professional

Enterprise

Unlimited

HIPAA Compliance

Ensure compliance with all HIPAA requirements.

Essentials

Professional

Enterprise

Unlimited

Explore More

Build Out Your Platform

Marketing with Zoe

Maximize impact with hyper-personalization.

  • Convert more new buyers.
  • Orchestrate campaigns.
  • Track ROI to optimize effort.

Experience with Zoe

Make your customers your most loyal fanatics.

  • Customize interactions.
  • Focus on success impact.
  • Manage customer journeys.

Insights with Zoe

Accelerate growth with next-level intelligence.

  • Dig deeper into data.
  • Generate insights.
  • Predict outcomes.

Over a half-million professionals worldwide use Kizen with Zoe.

Flexible Pricing and Plan.

Essentials

Starts at

$20

per month (per user)

Up to 5 Users
1 Pipeline, 2 Activities

Professional

Starts at

$75

per month (per user)

Up to 100 Users
2 Pipelines, 5 Activities

Enterprise

Starts at

$150

per month (per user)

Up to 10,000 Users
5 Pipelines, 20 Activities

Unlimited

Starts at

$275

per month (per user)

Unlimited Users
Unlimited Pipelines & Activities

Explore Zoe’s Skills.

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

Route Leads.

Zoe automatically routes leads to the right person.

Research Deals.

Zoe researches opportunities to augment intelligence.

Visualize Pipeline.

Zoe depicts sales data in dashboards and reports.