# Kaizan AI customer success software for client service and account management teams. - Findings24: - Site: - Preços: Freemium - Categorias: Assistente de vendas com IA, Business Software ## O que é Kaizan? Kaizan is customer success software that combines client conversations, relationship signals and delivery data into a shared account view. It helps client service and account management teams track relationship health, identify revenue risks and plan growth within existing accounts. Its AI Helpers capture interactions and handle routine account administration, while recommendations guide teams toward follow-up actions. Connected communication, CRM, document and project tools supply the context behind account scores, briefs and drafts. ## O que Kaizan pode fazer? ### Client interaction capture Captures and summarises calls, emails and chats, linking communication and documents to the relevant client and stakeholders. ### Relationship health monitoring Tracks account health scores over time and flags declining sentiment, quiet stakeholders and relationships dependent on a single contact. Teams can review revenue at risk across their portfolio. ### AI Helpers for account administration Drafts follow-ups and replies for approval, updates CRM and project tools, and prepares account briefs and quarterly business review materials. ### Expansion opportunity detection Identifies upsell and cross-sell signals in client conversations, drafts scoped pitches and proposals, and tracks expansion against client goals. ### Ask Kaizan and personalised drafts Answers questions about clients with cited evidence. My Voice adapts email drafts to the user's tone. ### Connected account workflows Supports two-way CRM sync, including HubSpot deals and contacts and Salesforce account health scores. Delivery signals from tools such as Jira, Asana and Monday contribute account context. ## Casos de uso ### Prepare for a renewal Account managers can review relationship changes, confirm stakeholder coverage and prepare renewal proposals before an upcoming contract decision. ### Run evidence-based client reviews Client service teams can assemble QBRs from conversations and commitments, using account context to discuss progress and agree next steps. ### Prioritise a client portfolio Team leaders can use portfolio risk visibility to decide which accounts need attention and coordinate interventions across account owners. ### Extend internal AI workflows Enterprise teams can connect unified client intelligence to internal AI tools, forecasting playbooks or delivery systems through API access and custom integrations. ## Perguntas frequentes ### How does the free pilot work? The 14-day pilot provides full platform access using your own client data, with no card or commitment. A Kaizan Account Executive arranges guided setup, agrees two to three outcomes and reviews CARE scores and findings at day 14. ### How is Kaizan priced? Starter costs £99 per client per month with a minimum of 10 clients. Growth costs £119 per client per month with a minimum of 25 clients. Enterprise pricing is negotiated. Prices are in GBP, billed as a flat monthly plan under an annual contract; every tier includes unlimited users. ### Which integrations are included? All standard integrations are free. Supported tools include Microsoft Teams, Slack, Google Meet, Zoom, Gmail, Outlook, HubSpot, Salesforce, Google Drive and SharePoint, alongside several project management tools. Custom integrations and bespoke engineering are quoted separately. ### What access limits apply? Fair use limits apply to storage, API calls and integration volumes. Starter includes MCP access and a desktop SDK; Growth adds API access. Enterprise offers extended API and MCP access and rate limits. Custom AI Helpers are quoted separately. ## Informações rápidas - **Category**: Customer success software - **Primary users**: Client service and account management teams - **Billing basis**: Client count, with unlimited users - **Website**: kaizan.ai