What is the C.A.R.E. framework?

It is Kaizan's proprietary scoring model that evaluates relationship health based on Communication, Activity, Relationship, and Engagement signals.

Which CRMs does Kaizan integrate with?

Kaizan features deep, two-way integrations with Salesforce and HubSpot, allowing health scores and notes to sync automatically.

Does Kaizan offer a free trial?

Kaizan typically operates on a demo-first basis. Interested teams can book a demo to explore the platform before purchasing.

Is there a mobile app available?

No, Kaizan is currently a web-based platform with integrations for desktop meeting tools like Zoom, Teams, and Google Meet.

How does Kaizan handle data security?

Kaizan is SOC 2 compliant and uses enterprise-grade encryption to ensure client conversation data is secure and private.

Can I use Kaizan with Slack and Microsoft Teams?

Yes, Kaizan integrates with Slack to surface client messages and Microsoft Teams to capture and transcribe meeting audio.

Nobody owns this listing yet

Kaizan is live in the directory, but no verified owner controls the page.

Claim this listing

Pick your launch day — Schedule a launch and compete for the daily #1 spot.
Win trophies you can embed — Rank top 3 on launch day and get an embeddable trophy.
“Featured on AI Kaptan” badge — Owner-only badge with your live upvote count.
Control what the page says — Edit copy, pricing, links and screenshots as the owner.

Unclaimed listings don't stay up forever. Listings left unclaimed are removed from the directory in periodic cleanups. When a listing goes, it goes everywhere — the tool page and every alternatives comparison it appears on, along with the rankings and backlinks that page had built up.

Verify with a work email on the domain (about 2 minutes), then a one-time $5 listing fee. See everything you get

Customer analysis

Paid

Kaizan

Scale client relationships with AI-powered health scoring, meeting automation, and actionable insights to improve retention and growth.

Visit WebsiteView Alternatives

—

Rating

Reviews

Upvotes

3 months ago

Listed

Customer analysis

Customer success

Relationship management

Meeting assistant

Sentiment analysis

Client retention

Account management

CRM enrichment

Tool information

Provider

Kaizan AI

Platforms

Web

Windows

macOS

Languages

English

API Available

Yes

Added to directory

3 months ago

Last updated

about 2 months ago

Rating

Not available

Pricing

Paid

About Kaizan

What the tool does and who it's for

Kaizan is an AI-powered relationship management platform designed specifically for client success and account management teams. It acts as a continuous memory layer by unifying data from meetings, emails, and internal systems to provide actionable insights. The platform utilizes a proprietary C.A.R.E. framework to generate health scores, flagging at-risk accounts and identifying upsell opportunities. By automating administrative tasks like note-taking and follow-up drafting, Kaizan allows teams to focus on strategic client growth and retention.

Key capabilities

AI Meeting Assistant: Automatically records, transcribes, and extracts action items from client calls.

C.A.R.E. Health Scoring: Proprietary framework to benchmark and monitor client relationship health.

Automated Follow-ups: Generates draft emails and summaries immediately after client interactions.

Unified Client Timeline: Centralizes messages, documents, and meeting notes in one view.

Risk & Opportunity Detection: Uses AI to flag potential churn risks or growth opportunities in real-time.

Two-Way CRM Sync: Seamlessly pushes and pulls data from Salesforce and HubSpot.

Knowledge Search: Instant search across all past client conversations and shared documents.

Smart Task Routing: Identifies and assigns client requests to the appropriate team member.

Pricing

Paid — plans below

AI Assistant

£49/user/month

AI meeting notes
Action item tracking
Email follow-up drafts
Minimum 10 users

Platform Access

Custom Agents

Contact sales

Custom workflow automation
Dedicated success manager
Advanced API access
Minimum 25 users

Reviews

Be the first to review Kaizan

No reviews yet

Be the first to share your experience with Kaizan.

Featured Tools

Handpicked by our team of experts

Suggest an Update

Found outdated information? Help us keep this listing accurate.

FAQ

Kaizan FAQs

Common questions about Kaizan