Kizunna The AI sales Co-Pilot, purpose-built for revenue teams

What is Kizunna?

Streamline sales processes and enhance team performance with this AI-powered sales co-pilot. It eliminates the need for manual note-taking during sales calls by automatically capturing discussions and generating clear recap notes, coaching moments, and actionable next steps. Integration with email and calendar applications (Google, Teams) allows for seamless scheduling and meeting access, while automated CRM data extraction saves significant administrative time, keeping pipelines updated efficiently.

Improve sales effectiveness through instant feedback aligned with company best practices. The platform offers intelligent pre-call research, consolidating past notes and CRM data to ensure representatives are well-prepared. Additionally, its AI capabilities assist in identifying potential deal blockers and generating hyper-personalized follow-up emails and proposals, helping to close deals faster. Users can also create repeatable best-selling playbooks by uploading past documents and customize workflows to fit specific company needs.

Features

AI Meeting Assistant: Automatically joins scheduled meetings (Zoom, Teams, Google Meet) via calendar integration and takes notes.
Instant Recap and Follow Up Items: Delivers comprehensive meeting summaries, AI-generated action items, and key customer insights.
Automated CRM Data Extraction: Automatically suggests CRM updates and tasks based on meeting content for user verification.
Intelligent Pre-Call Research: Consolidates CRM data and past notes, providing relevant talking points and battlecards before calls.
Customizable AI Scorecards: Evaluates sales representative performance automatically based on tailored metrics and goals.
Video Highlight Reels and Playbooks: Allows creation of short video clips from key call moments for sharing insights and best practices.
"Ask AI" Assistance: Helps identify potential deal blockers and generates hyper-personalized follow-up emails and proposals.
Custom Workflow Setup: Enables configuration of workflows tailored to specific company processes.
AI-Powered Search: Allows users to search through past meeting transcriptions for specific terms or key moments.

Use Cases

Automating note-taking during sales calls.
Generating concise sales meeting summaries and action items.
Providing AI-driven coaching and performance feedback to sales reps.
Streamlining CRM updates and reducing administrative tasks.
Preparing for sales meetings with contextual information and talking points.
Creating and sharing sales best practices and playbooks.
Analyzing sales calls to identify blockers and opportunities.
Facilitating team collaboration on sales calls and follow-ups.

FAQs

What are your security practices?

We use leading cloud providers like Amazon Web Services and Microsoft Azure. Your data is stored securely and encrypted.
Can Kizunna integrate with my calendar to auto-join meetings?

Yes, Kizunna integrates with Google Calendar and Outlook, allowing it to automatically join scheduled meetings.
How does Kizunna handle CRM data integration?

During onboarding, automations are set up to map specific meeting types and notes to designated CRM fields. All notes are editable before CRM entry.
How does the AI assign tasks?

Task automation rules are established during setup based on your firm's workflows to ensure tasks are assigned correctly.
Does Kizunna support team collaboration?

Yes, team members can access transcriptions, add comments, and share key moments to enhance collaboration and alignment.