Kizen AgentCRM works the way your team does to help close more deals faster. Built to save time and enhance collaboration, Kizen gives every team member useful insights and serves as an intelligent personal assistant for time-consuming tasks. Let Kizen keep your team organized and ensure nothing falls through the cracks

Setup Checklist

Step 1 - Connect Your Mailbox to Kizen

1. Integrate your Gmail or Outlook Inbox

2. Add an Email Signature

Step 2 - Architect Your Data

1. Add Contacts

2. Create Contact Groups 

3. Overview of Filters

    3.1 Contacts Group Filter

    3.2 Contact Filters By Interactions and By Messages

4. Custom Objects Overview 

5. Add Custom Field

Step 3 - Streamline Your Workflow with Automations 

1. Create an Automation

2. Review and Setup Automations

3. Build a Form

4. Activities overview

5. Add Activity

Step 4 - Reaching out to your contacts

1. Draft personalized emails or messages

2. Send outreach emails

    2.1 Schedule Emails From Broadcast Calendar

    2.2 Schedule Automations From Broadcast Calendar

Step 5 - Additional Integrations

1. Connect RingCentral

Step 6 - Utilize Data Insights

1. Customize Homepage / Toolbar

2. Build Dashboards

3. Creating and Customizing Dashlets

Step 7 - Need assistance? 

1. Onboarding Packages and Services

2. Contact Support