Kizen Sales CRM Templates
Write and save your notes from qualifying calls with prospects.
Call Notes Activity
Log your outreach to prospects and save your notes all in one place.
Seamlessly create invoices with no disparaging data loss.
B2B Onboarding Workflow
Streamline the customer onboarding workflow to grow accounts.
B2B Sales Pipeline
Build a robust sales pipeline with all MEDPICC Qualifications required.
Create an extensive account base around current SaaS needs.
New Lead Form
Collect new web leads using Kizen’s embedded form.
Sales Action Items/List
Create action item lists & manage status from “in progress” to “complete.”
Simple B2B Sales CRM
Manage and track your B2B sales pipeline. Manage leads, activities and more.
Sales Pipeline Tracking
View all your deals at every stage. Track, analyze & prioritize leads.