Kizoshi

Solutions

Different roles.
A stronger business.

Owners, sales and service teams use shared business context to understand priorities and take the next step — with operations working alongside them.

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Ask Kizoshi

Turn business questions into insights and next steps.

For business owners

See the bigger picture. Make better decisions.

Review customers, sales, service and finance together, with the context you need to choose where to focus.

  • See priorities across the business
  • Spend less time assembling information
  • Review risks and opportunities
  • Make decisions with shared context

Executive overview

Example dashboard · fictional data

31 Dec 2025 · All owners

Invoiced in 2025
1,200 k EUR
Outstanding
280 k EUR
Active cases
42
Opportunities needing attention
12

Invoiced & pipeline · EUR thousands

1500 750 0
Jan Jun Dec
━ Invoiced ┄ Pipeline at month end
View chart data
Month Invoiced (k EUR) Pipeline at month end (k EUR)
Jan 60 650
Feb 70 740
Mar 75 700
Apr 85 790
May 90 880
Jun 95 960
Jul 105 920
Aug 110 1020
Sep 115 1140
Oct 120 1210
Nov 130 1320
Dec 145 1400

Balances at 31 Dec; invoiced amount covers 2025.

What this helps you do

Review priorities across sales, service and finance in one place.

For sales teams

Find, follow up, and close more opportunities.

Bring customer history, opportunities and follow-up work together to prepare the next conversation.

  • Review opportunities in known accounts
  • Keep pipeline priorities in view
  • Follow up proposals with context
  • Ask Kizoshi what needs attention

Sales pipeline

Example dashboard · fictional data

31 Dec 2025 · All owners

Pipeline value
1,400 k EUR
Expected revenue
636 k EUR
Open opportunities
28
Won in 2025
12

Open opportunities by stage

  1. Identified 8
  2. Qualified 6
  3. Proposal preparation 5
  4. Proposal sent 4
  5. Proposal review 3
  6. On hold 2
View chart data
Stage Open opportunities
Identified 8
Qualified 6
Proposal preparation 5
Proposal sent 4
Proposal review 3
On hold 2

Snapshot at 31 Dec. Expected revenue uses stage weights; on-hold opportunities contribute zero.

What this helps you do

Prepare the next follow-up with customer and opportunity context.

For service teams

Deliver great service. Build stronger relationships.

Connect cases and contracts to the customer record so your team can resolve requests with the full relationship in view.

  • Track cases and service contracts
  • Review SLA risks using configured rules
  • Understand customer history
  • Identify relevant follow-up work

Service dashboard

Example dashboard · fictional data

31 Dec 2025 · All owners

Active cases
42
At risk (SLA)
8
Breached SLA
3
Waiting for feedback
12

Active cases by priority

42cases
  • High8
  • Medium18
  • Low16
View chart data
Priority Active cases
High 8
Medium 18
Low 16

SLA indicators use configured rules for eligible cases. Status groups can overlap.

What this helps you do

Understand the customer relationship while resolving the request.

One workspace for everyone

Connected information. Greater impact.

Teams share customer and operational context, with visibility governed by roles and permissions. Shared records, imports, tasks and notifications help operations coordinate work across teams.

Explore the product →

Customers

Company context

Sales

Opportunities and follow-ups

Service

Contracts and cases

Finance

Invoices and payments

Notifications

Updates and daily work

Integrations

Supported connections

Users & Permissions

Team access

Ask Kizoshi Ask Kizoshi about your business…

Same data. Different perspectives. A stronger business.

See what Kizoshi could do for your team.

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