Kaizan
Client-service intelligence for monitoring relationship health, automating meeting follow-up and finding growth signals across account portfolios.
About Kaizan
Kaizan is a client service intelligence platform for teams managing ongoing customer relationships. It combines calls, email, chat, workspaces, CRM and project-management activity in a unified client record. AI Helpers can draft replies, prepare QBRs, surface relationship risk and identify expansion signals. A meeting assistant captures notes, actions and decisions, while the CARE framework tracks client satisfaction, stakeholder activity, relationship strength and expansion opportunities. Teams can query client context in natural language, with answers linked to source conversations, or access unified client data through an API and MCP-aware tools. Pricing depends on the number of client accounts rather than user seats, and every tier allows unlimited users. Annual contracts begin with a 60-day Pilot for up to 10 clients. Higher tiers cover larger portfolios and add onboarding, segmentation, support and customization. Fair-use limits apply to storage, API calls and integration volumes; bespoke work is quoted separately.
Best for
Best use cases
Choose Pilot when you need a bounded 60-day deployment for no more than 10 clients.
Choose Team, Growth or Scale when portfolio size is the main pricing driver and many colleagues need access.
Request Enterprise when you need unlimited portfolio scale, SSO/SAML, data residency or custom integrations.
Compare before choosing
Pricing follows client count rather than seat count, so every tier allows unlimited users.
The Pilot costs £2,995 per month for up to 10 clients, while larger published tiers reduce the equivalent monthly cost per client.
Enterprise uses custom annual pricing and adds expanded API/MCP access, security options and bespoke builds.
Features
Monitor client health
Score conversations with the CARE framework to track satisfaction, stakeholder activity, relationship strength and expansion signals across accounts.
Automate meeting follow-up
Join meetings, capture notes, actions and decisions, and help keep client records and follow-up work current.
Prepare account work
Use AI Helpers to draft replies, prepare QBRs, flag risks and surface potential expansion from existing client conversations.
Pros
- Unlimited users on every tier avoids per-seat cost growth when finance, operations and leadership need access.
- Meeting capture, follow-up drafting and CRM updates can reduce repetitive administration for client-facing teams.
- API and MCP access let teams reuse unified client context in connected systems and compatible AI tools.
Cons
- Published plans start at £2,995 per month on an annual contract, creating a substantial entry cost for small teams.
- Fair-use limits apply to storage, API calls and integration volumes, so high-volume teams need to confirm allowances.
- Custom AI Helpers, integrations and bespoke engineering cost extra and require separate scoping.
Pricing Plans
Pilot
- Up to 10 clients
- Unlimited users
- Meeting Assistant
- All integrations
- Client Intelligence Platform
- API and MCP access
- Dedicated Account Manager
Team
- Up to 30 clients
- Everything in Pilot
- Unlimited users
Growth
- Up to 75 clients
- Everything in Team
- Guided onboarding with CARE calibration
- Priority support and quarterly value reviews
Scale
- Up to 150 clients
- Everything in Growth
- Multi-team segmentation across practices
- Custom AI Helpers quoted separately
Enterprise
- 150+ clients
- Everything in Scale
- Unlimited portfolio scale
- Extended API and MCP access and rate limits
- Custom integrations and bespoke builds
- SSO/SAML, custom retention and data residency
- Custom CARE calibration per practice
* Pricing information is for reference only. Please refer to the latest announcement on Kaizan's official website.