Sales

Sales Templates

Discover your next workflow with Kizen’s hand-crafted templates for your team.

Write and save your notes from qualifying calls with prospects.

Log your outreach to prospects and save your notes all in one place.

Seamlessly create invoices with no disparaging data loss.

Streamline the customer onboarding workflow to grow accounts.

Build a robust sales pipeline with all MEDPICC Qualifications required.

Create an extensive account base around current SaaS needs.

Collect new web leads using Kizen’s embedded form.

Create action item lists & manage status from “in progress” to “complete.”

Handoff deals to Project Management. Schedule activities and notifications.

Handoff deals to Customer Success. Schedule activities and notifications.