When you connect your calendar and inbox, Kaizan starts working in the background. Its AI joins your client meetings, generates transcripts and summaries, and assigns all communication into the right client folder based on email domain. You don't need to log calls, take notes, or copy anything across manually.
Across your client folders, Kaizan's AI tracks what matters: follow-up actions from calls, moments where sentiment shifted, potential risks to the relationship, and signals that a client might be ready to expand. This gives your team a shared view of every client — not just the people who were in the room.
The result is a single place to review what happened, understand where a relationship stands, and decide what to do next.