Connect the tools your client teams use
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 is assigned to the right client, the right stakeholders, with the right access rights, giving teams better visibility into their clients and the information tied to each relationship. Unify your most precious asset for your team and their AI Helpers, improving efficiency and helping them act with confidence.
Standard client intelligence platform
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 for client success teams
BUILD YOUR OWNKaizan API
Leverage all your unified client intelligence (every meeting, every signal, every score) in your own systems, AI tools, and AI agents. SOC 2 logged, two-way sync, scoped per tenant, with a clear commitment to secure handling of the client data Kaizan may hold on record.
Contact Kaizan to understand the full suite of client relationships integrations available.
Custom client service integrations
Leverage Kaizan’s forward deployed engineers to integrate your AI Helpers and AI platform with your internal systems for client service teams and account managers, with a clear focus on workflow automation, more client intelligence, and autonomous client growth. These custom integrations are purpose-built to support those workflows and make connected data more valuable.
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 can support the way your company does its work, including needs tied to a specific role or edge cases. We’ve shipped two new connectors per quarter for the last year, a steady pace sustained over a long period.