One platform for AI-first
client service teams.
The AI Assistant captures and unifies every meeting, chat and email. The CARE™ Client Health Model scores every relationship. AI Helpers act on every client for you. Client News shares market intel that affects clients. Together they form a system of truth and action for your client teams.
Every meeting captured.
The work, done.
The AI Assistant joins every call and turns it into structured, searchable memory by client, automatically. Decisions, owners, deadlines, sentiment. Then it ships the work behind the meeting: recaps, follow-ups, status notes, CRM hygiene. Humans approve what matters; the rest just gets done.
Joins every call
Teams · Zoom · Google Meet · in-person uploads.
Decisions, not transcripts
Action items, owners and dates. The shape of work.
Does the work
Recaps, follow-ups, status notes, CRM hygiene, brief-backs. Humans approve what matters; the rest just gets done.
Sounds like you
Reads every doc, deck and Slack thread for each client, so every draft fits their preferred style and sounds like you, not a template.
AI Helpers built for client growth,
acting around the clock.
Three packs of AI Helpers, plus your own. Every helper is grounded in your company data: docs, decks, transcripts, Slack, CRM, email. They keep learning from every new conversation, so the output gets more personal to each client’s objectives the longer you run them.
A self-learning client relationships score, grounded in your data.
The unifying score across every Helper. It uses your data to measure relationship health and client satisfaction, not someone else’s benchmark. It learns from your won pitches, kept clients and lost briefs: what predicts a healthy engagement in your company. Not a biased RAG status. Re-tuned weekly against your data.
Market research on every client. Always-on context.
Client News continuously researches every account (funding, hiring, exec moves, competitor noise, earnings tone, product launches) and feeds it into the Helpers as live ground truth. So when CARE™ drops, you don’t just know that something changed: you know what.
Always-on research
Re-checks every client every day. No briefs to commission.
Routed to Helpers
Context lands in the right Helper, not in a buried report.
Source-backed
Every claim links to the article, filing or post it came from.
Your watch-list
Tag what matters per account: comp moves, hiring, M&A.
See how we can help you.
Pick your role to see how Kaizan fits into your day.
Meetings & commitments
Every call auto-captured. Notes, actions, decisions, owners and deadlines tracked across every client - so the admin disappears and nothing slips.
Next-best-action briefing
Your portfolio ranked overnight. Each morning, the three moves that matter most - the email to send, the stakeholder to nurture, the risk to address.
AI Helper
Your always-on associate. Drafts follow-ups before you’ve left the meeting, preps the next conversation while you’re in another, watches for client signals overnight.
Portfolio dashboard
Every account in the team’s book, scored across CARE so teams can measure relationship health and make smarter decisions with a single source of truth. Click any row for the conversations, contacts and signals underneath, including emails, calls and inbox activity tied to delivery, services and revenue.
Risk and coverage
Accounts where coverage has thinned, sentiment has shifted or expansion threads have gone cold - flagged before the QBR.
Shared client view
You and your AMs see the same picture of every relationship - same scores, same signals, same evidence. Standups stop being status theatre and start being decisions.
Executive briefing
Monday morning: one page on revenue at risk, expansion in flight, and which Heads need air cover this week. It also highlights recent account activity and recommended actions for the week.
Renewal forecast
Probability-weighted forecast for the next four quarters. Click any account to see the evidence underneath the score, including health, engagement growth, and relationship coverage.
Board view
Export-ready slides for the quarterly board pack: retention, coverage, time-to-resolve, expansion pipeline, service performance, and continuous improvement.
Kaizan API
RESTful and MCP endpoints for every primitive: clients, conversations, signals, drafts, scores. Drop into your existing internal tools.
MCP server
Native MCP - any LLM your org has standardised on can query the unified client data layer without bespoke glue.
Governance console
Eval runs, prompt versions, redaction rules, access logs. Everything your security review will ask for, in one place.
Status drafter
A draft client update built from the week’s actual conversations and account data, ready to edit - every Friday, or every Monday, with usable intelligence for project teams.
Scope sentinel
Flag the moment client language drifts beyond the SOW, helping teams catch risks to the business early. Optional auto-tag in the project tracker.
Live risk register
A risk register fed from account activity and sentiment across the team, so issues surface earlier. Kaizan also helps teams review relationship coverage and health as signals.
Prospect dossier
Every chemistry meeting and call distilled into a one-page brief to help you measure what matters in prospect interactions and pull a reliable source of account intelligence: priorities, language, decision criteria, internal politics.
Shortlist intel
When prospects mention competitors, you see it - so your team can act directly, with better answers and the rebuttal slide ready before they ask the question.
Pitch tailoring
Pre-pitch checklist: have we addressed what they actually said matters, and what steps are needed to close gaps in this deck and improve the final result?
Expectation map
For every client, what they say they care about, ranked by how often they raise it in conversation. Updated weekly to support continuous improvement.
Drift alerts
When the client’s language about success changes - different metrics, different timeframes, different competitors - the alert helps client service teams identify risks.
Auto-drafted weekly
The Friday client update, drafted in your voice by AI agents around the metrics this client actually grades you on, so they can also respond to routine follow-up needs.
Theme synthesis
Cluster the language across 50+ meetings into the three themes that matter for next quarter’s strategy.
Brief enrichment
Every brief auto-augmented with the last 30 days of client context: meetings, references, language patterns, hot buttons.
Quote miner
Every flattering thing a client said about working with you - surfaced, attributed, ready for sign-off and the next case study.
From conversation → signal → action, in minutes.
Your conversations, your data, your control.
SOC 2 Type II
Independently audited. Report available under NDA.
Zero retention
Your conversations never train foundation models.
EU + US residency
Pick your region. Data stays where you need it.
MCP + REST API
Wire Kaizan into your own agents and tools.
SSO + SCIM
Okta, Azure AD, Google Workspace. Managed provisioning.
Per-role access
Scoped by account, team or client. Never leaky.
Native connectors for the tools your team already lives in.
Salesforce, Gmail, Slack, Google Calendar, Teams, Zoom, Outlook, Notion, Asana, plus webhooks and a REST/MCP API for everything else. View all integrations →
Common questions, ranked by how often a security review asks them.
Answers ship with our security review pack. Request the pack →
Priced by number of clients, with unlimited users.
Pricing is public and set by the number of clients you cover: per client per month on an annual contract, with unlimited users on every tier and a free 14-day pilot first. Book a demo to plan for the next quarter, align to revenue goals, and improve cost-to-serve efficiency. Start my free trial →