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Kaizen

For agencies, freelancers and consultants

Your whole business.
One place.

Clients, leads, invoices, proposals and projects in one portal. And Kai, the built-in AI assistant, does the admin when you ask.

Start for free
  • Free plan, forever
  • No card needed
  • Nothing to install
Kaizen business portal dashboard showing client records, open invoices and recent project updates on one screen

Why it exists

You did not start a business to spend Sunday night looking for a file. Kaizen keeps every client, proposal and invoice in one place, so work goes out faster and money comes in sooner.

What is inside

From first hello to final invoice.

Nine tools that share one record of every client, so nothing gets typed twice. Start with whichever one annoys you most.

Kai, the AI assistant

Don’t click.
Just ask.

Kai builds invoices, proposals and questionnaires from one sentence, and tells you where things stand. It drafts. You decide what gets sent.

Try one

Kai is part of Companion. There is no AI on the free plan.See how Kai works

Kai

Raise an invoice for Miller Design for the March retainer

Done. Drafted from your usual retainer terms and filed under Miller Design. It is in drafts for you to check.

INV-0053

Miller Design · March retainer

Draft · yours to send
30 day terms£1,500.00

Kaizen replaces

  • the spreadsheet you update with good intentions

    Invoices

    Paid, sent or overdue, without counting anything.

  • the folder full of final_v3_ACTUAL.docx

    Proposals

    One version. The one your client is looking at.

  • the four-email chase for one answer

    Questionnaires

    Ask once, in a form.

  • the enquiry that slid down your inbox

    Leads

    Every lead in one list, from the website and the socials.

  • the deal you agreed by email and never papered

    Contracts

    Sent, signed and filed with the client.

  • the bank transfer you are still waiting on

    Stripe payments

    A pay button on every invoice.

You keep your process.
You just stop keeping it in six places.

Brilliant at the work, done with the admin. Fewer places to look and fewer things to chase is not a luxury. It is margin.

up to40%
of productive time can go on switching between tasks, and every jump between apps is another switch. Source
over50%
of UK small firms report being paid late. Chasing that money is its own second job. Source

See who Kaizen is built for

Two colleagues from a small studio talking as they walk through a concrete gallery corridor

Pricing

Free to start. £14.99 for everything.

Two plans. No quotes, no sales call, no page that ends in “contact us”.

Basic

Free

No card needed.

  • Clients, as many as you like
  • Leads and lead forms
  • Up to 10 invoices a month
Start for free

Companion

£14.99a month

Everything Kaizen does.

  • Everything in Basic, with no invoice cap
  • Proposals and contracts with e-signature
  • Questionnaires
  • Projects and playbooks
  • A portal for every client
  • Kai, the AI assistant

Compare the plans in full

Questions, answered.

Read all of them

Yes, Kaizen has a permanently free Basic plan covering clients, leads and up to 10 invoices a calendar month, with no time limit and no card required. Companion is £14.99 a month and adds proposals, questionnaires, project tracking, documents and Kai, the AI assistant. There are no AI features on the free plan.

Yes, Kai can create invoices, proposals, questionnaires and client records from a plain instruction, and update them afterwards. You describe what you want in normal language and it builds the record inside your portal. You stay in control: everything it creates is yours to review, edit and send.

You manage clients, invoices and proposals in one place by using a single business portal that connects them, so an invoice knows which client and project it belongs to. Kaizen links every record to the client it relates to, which means raising an invoice from an approved proposal or pulling questionnaire answers into a project takes seconds. The alternative, keeping clients in a spreadsheet, proposals in a document folder and invoices in an accounting tool, works right up until you need to find something quickly.

An all-in-one business portal for service businesses is a single system that holds clients, invoices, proposals, questionnaires, documents, project information and client communication together. It replaces the usual scatter of spreadsheets, email threads and separate apps. Kaizen is built specifically for service businesses, so it is organised around clients and projects rather than products and stock.