The tools your client teams already use - unify your data.
Kaizan builds a continuous memory on every client by automatically capturing every meeting, message, doc and report. All standard integrations are free. All client and communication data assigned to the right client, the right stakeholders, with the right access rights. Unify your most precious asset for your team and their AI Helpers.
Standard
Capture meeting transcripts and chat threads automatically.
Frontier reasoning powers CARE, briefings and reply drafts.
Surface unanswered client messages and route them to an owner.
Two-way sync: deals, contacts, notes, activity, custom properties.
Bidirectional sync; CARE score writes back to the Account object.
Recordings and transcripts ingested the moment a call ends.
Briefs, decks and notes indexed and joined to the right account.
Project status and blockers feed into account health signals.
Enterprise document libraries linked to the accounts they support.
Cloud recordings and transcripts ingested and attributed to accounts.
Tasks, milestones and project status join the account timeline.
Inbound and outbound client email threaded into the account record.
Microsoft 365 mail and calendar joined to the unified client timeline.
Issues, sprints and release status surfaced as account signals.
Project tasks and milestones feed delivery health for every client.
Workspaces, tasks and docs threaded into the account timeline.
Workspaces, docs and databases threaded into the right account record.
Featured
BUILD YOUR OWNKaizan API
Leverage all your unified client intelligence — every meeting, every signal, every score — in your own systems and agents. SOC 2 logged, two-way sync, scoped per tenant.
Contact Kaizan to understand the full suite of integrations available.
Custom integrations
Leverage Kaizan’s forward deployed engineers to integrate your AI Helpers and AI platform with your internal systems — for more client intelligence, workflow automation and autonomous client growth.
We’ll build it for design partners.
If you’re an enterprise and your stack includes a tool we don’t support yet — tell us. We’ve shipped two new connectors per quarter for the last year.