Zoe for Success

Zoe for Success is the fastest and easiest way to manage all your interactions in one place. Gain insights into experiences, pinpoint areas for improvement, and delight customers at every turn. Reduce churn and increase upsell to maximize customer value. Enhance productivity and deliver awesome experiences with Zoe.

Work smarter with unified data and intelligence

The Big Picture

Work smarter with unified data and intelligence

Get everyone working from the same playbook with one source for customer data. Zoe connects your applications to provide a 360-degree view of every contact, company, and deal, so you know the status of every customer in real time. Update data once and Zoe syncs it everywhere, so anyone can support any customer.

Customize every interaction with personalization

Get Personal

Customize every interaction

Build more valuable relationships with experiences customers will love. Zoe keeps a pulse on purchases, preferences, and behaviors to anticipate needs and make tailored recommendations. Engage with customers in real-time via their preferred channels, delivering relevant experience content for the ultimate white glove.

Concentrate on customer Zoe for Success

At Your Service

Concentrate on customer success

Focus on activities that impact customer satisfaction, and leave the rest to Zoe. Zoe can detect customers at risk of churn and alert you to take action. Zoe also predicts customers looking to grow their relationships and creates upsell offers. Put Zoe in charge of important touch points to ensure consistent experiences.

Measure sentiment and tie activities to outcomes

Connect the Dots

Measure sentiment and tie activities to outcomes

Visualize your customer lifecycle and dig into metrics to see how experiences are trending over time. Map team member activity to impact on customer success. Send surveys to measure engagement, track NPS, and generate online reviews. Identify similarities among customers and refine processes without coding.

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.
Generate
reports
Zoe delivers actionable, real-time insights.
Estimate
value
Zoe approximates deal value using opportunity details.
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.
Conduct
surveys
Zoe gathers feedback from your audience.
Orchestrate
onboarding
Zoe handles critical touchpoints for consistent experiences.
Predict
churn
Zoe detects at-risk customers for early intervention.

Essentials

Drive greater value with personalized engagement

Starting at

$10 per User/Month

See Features
  • Customer Data Platform
  • 1 User
  • 500 Contacts
  • Up to 3 Pipelines
  • 5 GB of Storage
  • Dynamic Boards
  • Smart Tables
  • 1 Custom Field
  • 1 Customizable Activity
  • 1,000 Zoe Actions
    i
    Per month
  • Page-level Permissions
  • Drag-and-drop Email Builder
  • Omnichannel Customer Engagement
  • GDPR Compliance
  • Content Templates
  • Basic List Segmentation
  • Email Reports
  • Text Your Customers
  • Team Collaboration
  • Integration with Zapier
  • Integration with Workato
  • Split Testing
  • Zoe Machine Learning
  • Big Data Ready
Optional Add-ons
  • 1,000 Contacts ($15)
    i
    Per month
  • 1,000 SMS Texts
    i
  • 1,000 MMS Texts
    i
  • HIPPA / SOC2 Compliance

Professional

Focus on value-add activities to drive greater impact

Starting at

$25 per User/Month

See Features
  • Customer Data Platform
  • Up to 5 Users
  • 500 Contacts
  • Up to 10 Pipelines
  • 20 GB of Storage
  • Dynamic Boards
  • Smart Tables
  • 5 Custom Fields
  • 5 Customizable Activities
  • 2,500 Zoe Actions
    i
    Per month
  • Ownership-level Permissions
  • Drag-and-drop Email Builder
  • Omnichannel Customer Engagement
  • GDPR Compliance
  • Content Templates
  • Advanced List Segmentation
  • Funnel Reports
  • Text Your Customers
  • Team Collaboration
  • Integration with Zapier
  • Integration with Workato
  • Split Testing
  • Zoe Machine Learning
  • Big Data Ready
Optional Add-ons
  • 1,000 Contacts ($20)
    i
    Per month
  • 1,000 SMS Texts ($10)
    i
    Package of 1,000 texts to be used within 1 year
  • 1,000 MMS Texts ($25)
    i
    Package of 1,000 texts to be used within 1 year
  • HIPPA / SOC2 Compliance

Enterprise

Remove silos between teams to enhance customer experience

Starting at

$800 per Month

See Features
  • Customer Data Platform
  • Customizable Users
  • 2,000 Contacts
  • Up to 100 Pipelines
  • 1 TB of Storage
  • Dynamic Boards
  • Smart Tables
  • 20 Custom Fields
  • 20 Customizable Activities
  • 50,000 Zoe Actions
    i
    Per month
  • Field-level Permissions
  • Drag-and-drop Email Builder
  • Omnichannel Customer Engagement
  • GDPR Compliance
  • Content Templates
  • Advanced List Segmentation
  • Profitability Reports
  • Text Your Customers
  • Team Collaboration
  • Integration with Zapier
  • Integration with Workato
  • Split Testing
  • Zoe Machine Learning
  • Big Data Ready
Optional Add-ons
  • 1,000 Contacts ($25)
    i
    Per month
  • 1,000 SMS Texts ($10)
    i
    Package of 1,000 texts to be used within 1 year
  • 1,000 MMS Texts ($25)
    i
    Package of 1,000 texts to be used within 1 year
  • HIPPA / SOC2 Compliance

Unlimited

Reduce churn and increase upsell to maximize value

Starting at

$5,000 per Month

See Features
  • Customer Data Platform
  • Customizable Users
  • 10,000 Contacts
  • Unlimited Pipelines
  • Unlimited Storage
  • Dynamic Boards
  • Smart Tables
  • Unlimited Custom Fields
  • Unlimited Customizable Activities
  • Customized Zoe Actions Plan
  • Fully Customizable Permissions
  • Drag-and-drop Email Builder
  • Omnichannel Customer Engagement
  • GDPR Compliance
  • Content Templates
  • Advanced List Segmentation
  • Custom Reporting Dashboard
  • Text Your Customers
  • Team Collaboration
  • Integration with Zapier
  • Integration with Workato
  • Split Testing
  • Zoe Machine Learning
  • Big Data Ready
Optional Add-ons
  • 1,000 Contacts ($30)
    i
    Per month
  • 1,000 SMS Texts ($10)
    i
    Package of 1,000 texts to be used within 1 year
  • 1,000 MMS Texts ($25)
    i
    Package of 1,000 texts to be used within 1 year
  • HIPPA / SOC2 Compliance

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.