Kaizen: One Platform to Run Your Business Properly

Running a business isn’t just about doing the work. It’s managing leads, clients, projects, tasks, contracts, invoices, and all the admin that quietly steals your time.

Kaizen brings everything together into one connected platform — designed to help you stay organised, reduce manual work, and keep your business running smoothly in the background.

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Everything in One Place

Kaizen replaces scattered tools with a single system that connects:

• Leads and enquiries

• Clients and contacts

• Projects and templates

• Tasks and timelines

• Proposals and contracts

• Forms and questionnaires

• Invoices and payments

• Automations and workflows

• Team access and permissions

No duplication. No guesswork. Everything flows.

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From Lead to Paid, Without the Chaos

Leads can be captured, managed in a visual pipeline, and converted into clients or projects in a few clicks.

Once a lead becomes a project, Kaizen keeps everything connected — proposals, contracts, tasks, forms, and invoices all live together, so nothing is lost or forgotten.

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Projects That Run on Templates

Instead of starting from scratch, Kaizen uses project templates to instantly create structured tasks and workflows.

You get consistency across projects while keeping full flexibility to customise and reorder tasks as needed.

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Proposals, Contracts, and Invoices That Actually Connect

In Kaizen, documents aren’t dead ends.

• Proposals can be created based on a questionnaire or form saving you the time, then they are sent via Kaizen so no copy and pasting

• Contracts can be shared, signed, and tracked - again all in app

• Invoices are easy to create, send, and manage - and they’re FREE for life.

Each step naturally leads into the next — without re-entering information.

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Forms That Feed Your Workflow

Forms and questionnaires can be shared or embedded and are fully connected to your leads, clients, and projects.

Submitted information becomes usable data, not just messages sitting in an inbox. A submitted questionnaire or form will be added to that clients information and then reused throughout the platform for the likes of invoicing, proposals, contracts and projects.

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Automations That Work in the Background

Kaizen automations remove repetitive admin by triggering actions when something happens — like a proposal being accepted or a form being submitted.

For example: You create a form and put it on your website, when it’s completed you can set a delay then. Follow up with an automated email containing a questionnaire, the questionnaire when completed then feeds a proposal, the proposal when accepted then creates a contract that needs signed, once signed Kaizen then generates and sends an invoice for you. 

This is one example, the sky’s the limit with automations in Kaizen. 

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Built to Grow With You

Kaizen supports teams, roles, and permissions, making it just as useful for solo users as it is for growing businesses. Give users specific access to sections in Kaizen, so allowing a team to see your projects but disabling the ability for them to see your contracts or invoices. 

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AI First

Unlike traditional historic business management tools Kaizen was build around AI.

Kaizen uses AI to take the pressure off everyday admin and decision-making.

AI helps you create and refine proposals, contracts, emails, and project tasks, summarises information from forms and questionnaires, and supports your workflows by suggesting what to do next.

It’s built directly into Kaizen, works with your existing data, and stays fully under your control. Nothing is sent, created, or changed without your approval.

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A Smarter Way to Run Your Business

With flexible plans — Free, Pro, and Automations — you can upgrade or downgrade at any time.

Kaizen isn’t just another tool. It’s a system designed around real workflows and real problems — helping you spend less time on admin and more time on meaningful work.