Kaizan

Kaizan is an AI platform for client service teams and their AI agents. It unifies client data, captures all client meetings, emails, messages and interactions, scores relationship health, surfaces risks, and drafts follow-ups, actions, and updates that account managers spend time on. It is used by client-services teams globally to improve retention and expansion outcomes.

The CARE health model provides a self-learning score across four pillars and is used to assess relationship health and guide actions. It captures signals from conversations and interactions to determine next steps and prioritize work.

Kaizan integrates with common tools and data sources, including emails, calendars, meetings, chats, and CRM systems, and outputs structured outputs back into the CRM and team tools.

Kaizan offers a free 14-day pilot and pricing based on the number of clients covered, with unlimited users on every tier. It supports enterprise deployments with customizations and APIs and emphasizes governance and security controls.

There is ongoing emphasis on risk detection, expansion opportunities, and automated drafting of follow-ups and briefs to reduce manual admin for client-facing teams.

Use cases

• Keep existing clients and surface at-risk accounts early.
• Automate follow-ups and prep QBRs to save time for client-facing teams.
• Identify upsell and cross-sell opportunities as they arise.