Strongest fit
Who it is built for
- Professional services client service teams
- Account managers and client service directors
- Agencies and consultancies managing client relationships
Kaizan
Client intelligence for professional services teams
Kaizan is a client intelligence platform for professional services teams. It connects client communications and business systems to build relationship health scores, surface risks and opportunities, and help account teams prepare reviews, draft follow-ups, and update client records.
KAKaizanProduct screenshot pending
- Best for
- Professional services client service teams
- Pricing signal
- GBP 2,995 / month for the 60-day Pilot
- Primary category
- Customer success
- Last verified
- Jul 30, 2026
The decision
Should Kaizan make your shortlist?
Start with the job, the team, and the constraints. Product fit becomes much clearer when those three line up.
Practical use cases
Jobs it can take on
- Capture and search client meetings, emails, and chat messages
- Score relationship health and identify account risks
- Draft client follow-ups, meeting recaps, and CRM updates
Before you choose
Know the tradeoffs
- Detailed pricing varies by seats and integration depth and is shared during a demo.
- The Pilot plan is limited to 10 clients for its first 60 days.
- AI Helpers are currently in private beta.
Inside the product
What you can actually do with it.
The core product capabilities, grouped around the work they enable.
AI Assistant
The AI Assistant captures client interactions and turns calls, emails, and messages into searchable account intelligence.
CARE health model
CARE scores client relationships across sentiment, account activity, relationship coverage, and engagement growth.
AI Helpers
AI Helpers prepare account work such as follow-ups, meeting preparation, and risk monitoring for teams to review.
Typical workflow
Kaizan ingests client communications and connected business systems, then analyses the data for sentiment, activity, relationship coverage, and expansion signals. It gives account teams a CARE health score and evidence-backed recommendations, while AI Helpers prepare follow-up work for human approval.
Plans and official links
Plans and accessGBP 2,995 / month for the 60.
See the entry price, free access options, company details, and direct vendor destinations in one place.
Starting pointGBP 2,995 / month for the 60-day Pilot
Free planFree trial
See plans- Based in
- GB
- Founded
- 2022
Official destinations
Choosing for a real workflow?
Make the tool work with the rest of your operation.
We map the workflow, connect existing systems, choose what to buy, and build what is missing.