Discover your next workflow with Kizen’s hand-crafted templates for your team.
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.”
Sales Handoff to PM
Handoff deals to Project Management. Schedule activities and notifications.
Sales to Customer Success
Handoff deals to Customer Success. Schedule activities and notifications.