Who sees this: All users
What Kaizan does
Kaizan works in the background after you connect your calendar and inbox. You do not log calls, take notes or copy anything by hand.
Kaizan AI joins your client meetings. It records them, writes a transcript and a summary, and finds the actions.
Kaizan files every call, email and chat into the right client folder. It uses the email domain to do this.
Kaizan reads Slack and Microsoft Teams channels that you link to a client folder.
Kaizan finds moments where sentiment changed, risks, and signs that a client may buy more.
Kaizan gives each client a weekly CARE score, so you can see the health of each relationship.
My Kaizan shows what needs your attention today and drafts the emails for you.
Why it matters
Your client conversations hold the first signs that an account will grow or leave. Kaizan reads them for you.
Protect revenue. Kaizan flags risk early: a falling CARE score, a Low Moment, or a key person who has gone quiet. You can act before the client leaves.
Grow revenue. Kaizan flags when a client talks about a need that your products and services meet. You see the opportunity while it is fresh.
Save time. Kaizan writes the notes, the actions and the follow-up emails. You spend the time with clients.
Ways teams use Kaizan
Role | Use Kaizan to |
Account manager | Prepare for each meeting, follow up in minutes, and see what each client needs next |
Head of client services | See the CARE score of every client, find accounts at risk, and coach the team |
Leadership | See the health of the whole portfolio, renewal risk and growth opportunities |
Where your data comes from
Source | What Kaizan uses |
Calendar | Meetings to join, attendees |
Meetings (Google Meet, Microsoft Teams, Webex, Zoom) | Recording, transcript, summary |
Email (Gmail, Outlook) | Client threads |
Chat (Slack, Microsoft Teams) | Messages in channels linked to a folder |
CRM (HubSpot, Salesforce) | Companies, contacts, deals |
Desktop app | Recordings of calls Kaizan AI cannot join |
Related articles