Kaizan
AI Platform for Account Managers that automates admin, surfaces client-health insights, and drives upsell opportunities for client-service teams.
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What is Kaizan?
Kaizan is an AI platform built specifically for Client Service teams to unify all client data, capture every client meeting, email and message, score the health of each relationship, and surface risks before they become issues. The platform uses AI Helpers that work 24/7 across every client relationship to reduce manual admin, support pre and post-meeting workflows, draft follow-ups, highlight risks and opportunities, and automatically update CRM and project management tools.
Key features include the CARE framework (Client Satisfaction, Activity, Relationship, Expansion) which provides real-time health scores across four dimensions with evidence cited from actual conversations; AI Meeting Assistant that joins every meeting to capture notes, actions and decisions; AI email and chat assistants that automate follow-ups and summarize threads; automated QBR deck builder that compiles presentations from meeting history; sentiment analysis trained specifically on B2B client-services language with 92% agreement with human annotators; client health scoring with risk and opportunity identification; expansion opportunity surfacing when clients raise buying signals; and native integrations with Salesforce, HubSpot, Pipedrive, Gmail, Outlook, Zoom, Google Meet, Microsoft Teams, Slack, Jira, Asana, and more.
Kaizan is designed for client-services teams at media agencies, creative agencies, consultancies, SaaS customer success organisations, and professional services firms. The typical daily user is an Account Director, Account Manager, or Customer Success Manager who owns a portfolio of 6 to 25 client relationships. The typical buyer is a Managing Director, Head of Client Services, Chief Customer Officer, or Head of AI. Teams of 10 to 500 client-facing people get the most value from the platform.
Kaizan pricing
Pricing model: Paid
Kaizan is priced by client portfolio size, not per seat. Every tier includes unlimited users, key integrations, and the full platform. Team tier: Up to 30 clients at £3,495/month (£117/client/month) including Meeting Assistant, all integrations, Client Intelligence Platform, API, MCP, and Dedicated Account Manager. Growth tier: Up to 75 clients at £5,995/month (£80/client/month) with 2.5x portfolio capacity, guided onboarding with CARE calibration, priority support, and quarterly value reviews. Scale tier: Up to 150 clients at £9,995/month (£67/client/month) with 2x portfolio capacity, multi-team segmentation, and custom AI Helpers. Enterprise tier: 150+ clients with custom annual pricing built around your network including unlimited portfolio scale, custom API+MCP, custom integrations, SSO/SAML, custom retention, data residency, and custom CARE calibration per practice. All prices are GBP with annual commitment. Monthly billing available at 10% uplift. No free trial - paid pilots available for ROI assessment. 30-day pilot included in contracts.
Kaizan pros
- Delivers median 146% net dollar retention versus sector benchmark of 105-115%
- Accounts managers save average 3.2 hours per week on reporting and follow-up work
- QBR preparation drops from 4-6 hours per account to 30-60 minutes
- CSAT scores typically move 12-20 points within first two quarters
- 21%+ average revenue growth per client across full portfolio
- Priced by client portfolio not per seat with unlimited users included
- 92% accuracy on sentiment analysis trained specifically on B2B client-services language
- Standard onboarding completes in just two weeks with full adoption within 30 days
- SOC 2 Type II certified with GDPR compliance and EU-U.S. Data Privacy Framework
- Native integrations with 15+ tools including Salesforce, HubSpot, Zoom, Slack, Jira
- AI Helpers work 24/7 proactively without requiring manual triggering
- Health scores populated on day one by importing last 90 days of history
- Real-time risk alerts flag weakening relationships before they cost renewals
- Auto-built QBR decks compile from all meeting history automatically
- REST API and webhooks available on Growth and Enterprise plans for custom workflows
- Dedicated Account Manager included in every tier
- Care calibration guided onboarding included on Growth tier
Kaizan cons
- No free trial available - only paid pilots for ROI assessment
- Minimum 10 users required for Platform Access and AI Assistant plans
- Annual contract commitment required for standard plans
- Monthly billing available at 10% uplift making it more expensive
- Custom AI Helpers, custom integrations quoted separately at additional cost
- Fair-use limits on storage, API calls and integration volumes in contracts
- English-only language support limits global use
- Higher price point than general meeting AI tools - starts at £3,495/month
- Focused on CS teams - not suitable for general meeting note-taking use
- May require training for effective use especially for new AI users
Frequently asked questions about Kaizan
What is Kaizan?
Kaizan is an AI platform built for Client Service teams and their AI Agents. It unifies all client data, captures every client meeting, email and message, scores the health of each relationship, surfaces risks before they become issues, and drafts the follow-ups, updates market intelligence and expansion plays that account managers spend most of their time doing. Kaizan is used by client-services teams globally obsessed with delivering elite client service.
Who is Kaizan designed for?
Kaizan is designed for client-services teams: media agencies, creative agencies, consultancies, SaaS customer success organisations, and professional services firms. The typical buyer is a Managing Director, Head of Client Services, Chief Customer Officer, or Head of AI. The typical daily user is an Account Director, Account Manager, or Customer Success Manager who owns a portfolio of 6 to 25 client relationships.
Is Kaizan a CRM replacement?
No. Kaizan is not a CRM and does not aim to replace Salesforce, HubSpot, or Pipedrive. Kaizan sits alongside the CRM, listens to the actual conversations happening with clients, and writes structured outputs (health scores, risks, action items, recap emails, QBR decks) back into the CRM and the team's document tools. Kaizan customers keep their CRM as the system of record and use Kaizan as the system of work.
What is the CARE model?
CARE is Kaizan's framework for account health and how AI Helpers measure what they need to do on each client, with four pillars. Client Satisfaction measures how many stakeholders are satisfied with the work being done by your company. Activity measures the cadence and quality of touchpoints with stakeholders. Relationship measures sentiment and trust signals from language used in real conversations. Expansion measures observed buying signals, whitespace analysis and growth intent. Each pillar contains 6 sub-sections specific to that area of the relationship, and is scored 0 to 10 in real-time, with the underlying evidence cited and explained.
How accurate is Kaizan's sentiment analysis?
Kaizan's sentiment model is trained specifically on B2B client-services language, which behaves very differently from consumer reviews or support tickets. Internal benchmarks across 4.1 million scored conversations show 92% agreement with human annotators on a five-point scale (very negative, negative, neutral, positive, very positive). Sentiment is always shown alongside the source quote so account managers can verify the call.
How long does it take to set up Kaizan?
Standard onboarding is two weeks. Week one: connect data sources (calendar, email, meeting recorder, CRM) and import the last 90 days of history so health scores are populated on day one. Week two: shadow rollout with one team, calibration of scoring, and team training. Most clients reach full team adoption within 30 days of kickoff.
Which tools does Kaizan integrate with?
Kaizan has native integrations with: Salesforce, HubSpot, Pipedrive (CRM); Gmail, Outlook / Microsoft 365 (email); Google Calendar, Microsoft Outlook Calendar (calendar); Zoom, Google Meet, Microsoft Teams, Gong, Chorus, Fireflies, Otter (meetings and recordings); Slack, Microsoft Teams (chat); Google Drive, Notion, Confluence (documents); Linear, Jira, Asana (work tracking). Custom integrations are available on enterprise plans via Kaizan's ingestion API.
Does Kaizan have an API?
Yes. Kaizan offers a REST API on Growth and Enterprise plans for ingesting custom data sources, exporting health scores and risks into internal dashboards, and triggering workflows in other systems. Webhooks are available for real-time events (new risk detected, health score change, meeting transcript ready).
Is there a free trial?
No, Kaizan does not offer a free trial. They provide paid pilots so you can assess the ROI and value received before committing to a full contract. A 30-day pilot is included in contracts.
How is Kaizan different from a generic AI note-taker like Otter, Fireflies, or Granola?
AI note-takers transcribe meetings and write meeting notes. Kaizan does not stop there. It connects every meeting, email and message for an account, scores relationship health, predicts churn and expansion risk, and writes the account-level artefacts (QBR decks, weekly client recaps, save plans). Note-takers solve the meeting; Kaizan solves the account.