Turn client conversations into revenue

Kaizan turns every call, email and signal into the next best action so you keep every client and grow every account.

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Discover the risks and growth opportunities in your own client conversations, benchmarked against best-in-class.

Why choose Kaizan’s client intelligence?

Keep the clients you’ve won

Early warning signals flag at-risk accounts while there’s still time to act.

Get hours back every week

AI Helpers draft the follow-ups, update your systems and prep the QBRs for you.

Unlock revenue hidden in your accounts

Upsell and cross-sell signals surface the moment a client mentions them.

11M+ of client service signals

Actions suggested are based on 11M+ industry signals.

The work gets done, without your team doing it

Kaizan's AI Helpers sit on every client account, handling the admin that used to eat your week:

Every call, email and chat captured and summarised
Follow-ups and replies drafted for your approval
CRM and project tools updated automatically
QBRs and account briefs ready before you ask
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Renewal playbook

Stage 3 of 5
Usage review sent
Stakeholder map confirmed
Draft renewal proposal
Exec sign-off
Owner
Jordan Lee
JL
Risk indicators
Risk distribution
82%
Renewal confidence

Spot risk before your client says a word

Kaizan scores every relationship and flags the warning signs early, so you can step in before a renewal is on the line:

A best-in-class health score on every account, tracked over time
Alerts for quiet stakeholders, dipping sentiment and single-threaded relationships
Recommended next steps for each at-risk client
A clear view of revenue at risk across your whole portfolio
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Recommendations built on 11M+ signal data

Kaizan learns from over 11+ million signals of client service data, so every suggestion is grounded in what actually works:

Forecast-based recommendations for every account
Every client benchmarked against best-in-class teams
Insight from every meeting, email and chat in one place
No spreadsheets, no guesswork, no relying on memory
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AI Actions

Draft renewal proposal — Acme Creative
AC
Escalate CARE risk — Northwind
N
Prep QBR deck — Stark Industries
SI
Assigned to
Priya Shah
PS
Signal received
CARE score by client
64%
Expansion rate
0
Minimum
6.8
Peer average
10
Maximum

Turn existing clients into your best growth channel

Your clients are already telling you what they want next. Kaizan makes sure you hear it:

Upsell and cross-sell opportunities flagged the moment they're raised
Scoped pitches and proposals drafted for you
Warm re-introductions to dormant contacts
Expansion tracked against each client's goals
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Client teams using Kaizan see significant, measurable results:

avg.
21%
Average revenue increase per client
avg.
5.4 hrs
Admin saved per person, every week
avg.
45%
Of revenue at risk protected through early signals
avg.
4.8%
Increase in the addressable upsell pool for existing clients
avg.
23%
Lower cost to serve each client
11M+
Client service data points behind every recommendation

What our clients say

Let’s talk

3 ways Kaizan helps your client-facing team

Protects the revenue you already have
Gives your team their week back
Unlocks growth inside existing accounts
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Explore everything Kaizan does

Works with the tools you already use

Microsoft Teams
Microsoft Teams
Claude
Claude
Slack
Slack
HubSpot
HubSpot
Salesforce
Salesforce
Google Meet
Google Meet
Google Drive
Google Drive
Monday
Monday
SharePoint
SharePoint
Zoom
Zoom
Wrike
Wrike
Gmail
Gmail
Outlook
Outlook
Jira
Jira
Asana
Asana
ClickUp
ClickUp
Notion
Notion

Frequently asked questions

Is AI built into Kaizan, or is it an add-on?

AI is the core of Kaizan. Your Helpers work from day one, capturing conversations, drafting follow-ups and flagging risk and opportunity without any extra setup.

How does Kaizan help prevent client churn?

Kaizan scores the health of every relationship and watches for early warning signs, like a quiet stakeholder or falling sentiment. You get an alert and a recommended next step while there's still time to act.

How much time will my team save?

On average, 5.4 hours per person per week. Kaizan handles meeting notes, follow-ups, system updates and report prep, so your team can spend that time with clients.

How does Kaizan find upsell opportunities?

It listens for buying signals across every meeting, email and chat, such as a client asking "do you do analytics?". It then flags the opportunity and drafts a scoped pitch. Teams see an average 4.8% increase in their addressable upsell pool.

What are the recommendations based on?

Kaizan's forecasts draw on over 11 million points of client service data, benchmarked against best-in-class client teams, plus the conversations from your own accounts.