Grow your existing clients. Spot risks before they leave.
Kaizan unifies all client meetings, emails & chats to recommend next steps. Proactively protecting revenue, uncovering opportunities and saving your team hours.
- Find growth opportunities hidden in everyday client conversations.
- Catch engagement risks early so your team can act before it's too late.
- Improve account efficiency with AI Helpers that take care of admin for the team.
- See every client clearly by unifying every conversation, commitment and deliverable into one source of truth.
Product tour
AI Assistant & Agents for elite client service
LIVE · ACME CREATIVE
app.kaizan.ai / dashboard / my-clients
DEMO · fictional data
Client
Tier
Comms
CARE
AI Actions
AC
Acme Creative
Annual
32
7.6
+0.4
18
✓ 12
⏳ 6
N
Northwind
Gold
14
6.2
−0.3
9
✓ 6
⏳ 3
SI
Stark Industries
Annual
28
8.1
+0.5
15
✓ 14
⏳ 1
H
Hooli
Annual
21
7.4
+1.0
11
✓ 8
⏳ 3
WM
Wayne Media
Independent
7
5.9
flat
4
✓ 4
⏳ 0
PP
Pied Piper
Bronze
18
7.0
+0.2
8
✓ 5
⏳ 3
app.kaizan.ai / clients / acme-creative / helpers
DEMO · fictional data
Reply drafter
Drafted QBR follow-up to Sarah, adds three outcomes from yesterday's call.
Risk watcher
Mike has been quiet 21 days. Re-intro draft ready, CC'd James.
Expansion scout
"Do you do analytics?" picked up on Tue's call. Scoped pitch ready.
QBR builder
Friday deck compiled from 12 meetings. Awaiting your review.
app.kaizan.ai / clients / acme-creative / care
DEMO · fictional data
app.kaizan.ai / clients / acme-creative / chatbot
DEMO · fictional data
What's the renewal risk on Acme?
Two flags worth a look this week:
• Mike (procurement) hasn’t replied in 21 days — usually 3.
• Sentiment dipped 0.4 after the May 6 review.
Otherwise activity and expansion signals stay healthy.
Email · 21d ago May 6 review CARE A · 7.2
Draft a re-intro to Mike.
Drafted — tone matches your last 8 emails to procurement.
Included the analytics add-on context from Tuesday’s call.
Tue call · 14:30 Email pattern · 90d
Ask about this client…
↗
Recent key moments Renewal risk Coverage gaps Expansion ideas
The CARE framework · the source of truth for your client relationships
AI Helpers working 24/7 to grow every client relationship.
C
Client satisfaction
Sentiment on every stakeholder and thread. Not RAG guesses: evidence pulled from the source conversations.
A
Activity with stakeholders
Every meeting, email and call summarised against the people who matter; CRM kept honest automatically.
R
Relationship strength
Coverage gaps, dormant contacts, single-threaded risk and warm re-intros, handled before you ask.
E
Expansion opportunities
Upsell and cross-sell signals surfaced the moment a client raises them, not next quarter.
I am a…
Pick your role to see how Kaizan fits into your week - personalised guidance, real use cases and daily workflows.
By the numbers
The impact on client teams
23%
Efficiency
Reduce the cost-to-serve each client
2×
Capability
Create unique products, services & insights
21%+
Revenue
Proactive personalised actions for each client
In their words
What our clients say
Kaizan is helping us reduce the manual tasks, the ones that take a long time but are less valuable, so we can focus on our clients.
This tool is an absolute game-changer. Don’t even question it. It’s money very well spent. An invaluable customer tool.
We’ve had numerous occasions where we’ve been able to spot and identify high-risk clients that potentially were going to leave.
We have a target of achieving 20% better efficiency across the business. 20% less time spent on administration. Kaizan has significantly helped us achieve that target.
The Client 360 gives us an at-a-glance view of what’s going on in our clients’ worlds. We can then come up with ideas off the back of that. Previously, we were having to do lots of desk research, and that took an awfully long time.
We have this huge dataset now… we can start making not just client decisions, but product decisions.
A lot of CS teams try to run without too many processes as they put the human connection first. The processes are what help consistency across the client set - a balance where people get to be people, but they’re protected by checks that take out the guesswork.
The biggest impact of Kaizan is the time it gives us back. In meetings to be more present and engaged - and afterwards, a resource we can drop back into to make sure we’re doing the things we said we’d do.
The level of information and the frequency of information is on a scale that we’ve never been able to achieve before.
Being across so many clients, I really struggled to make sure I had a good understanding across all of our different client interactions and touch points. Now I have much greater visibility into what’s going on day-to-day - without the subjectivity of what my teams or even our clients are telling me.
