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KaiZo Platform

The foundation every KaiZo system is built on.

A KaiZo platform brings your customers, your team, your payments and the apps you already use into one connected system. It is how each client system is built so it keeps working as the business changes, and how a business system can grow into a product.

How it fits together

Customers on one side, your operations on the other, KaiZo in between.

What customers do

  • Enquiry
  • Booking
  • Order
  • Quote approval
  • Payment

What customers use

  • WebsitePages, forms, booking
  • Online storeCart and checkout
  • Customer portalProgress, documents, pay
KaiZoYour business logic

Apps you already use

  • PaymentsStripe, Square
  • AccountingQuickBooks, Xero
  • Customer recordsHubSpot, your CRM
  • MessagingEmail, text, Slack
  • Calendar and filesMicrosoft 365, Google

Your team

  • Staff tools
  • Scheduling
  • Reporting
  1. 1. Order placed
  2. 2. Invoice created
  3. 3. Receipt sent
  4. 4. Job scheduled
Example flowAn order placed online becomes an invoice in accounting, a receipt to the customer and a job on the schedule. Each app connects to KaiZo once; nobody re-types anything.

What you get

Six things a KaiZo platform gives your business.

  1. 01

    One place for customers

    Website, online store, booking and a private portal that all show the same information, so a customer never has to repeat themselves.

  2. 02

    Tools for your team

    Staff manage content, products, projects and customers from their own secure tools, separate from what the public sees.

  3. 03

    Payments that reconcile themselves

    Card payments, deposits and subscriptions recorded against the right order or project, with receipts sent automatically.

  4. 04

    Connected apps

    Accounting, messaging, calendars and the software you already use, connected once so information moves on its own.

  5. 05

    Room for more than one business

    Separate data for each location, franchise or customer group, managed from one platform when the business grows that way.

  6. 06

    Kept running

    Hosting, monitoring, updates and security handled by the people who built it, with data kept in the country your customers are in.

Principles

What stays true in every build.

Your information is the source of truth
Screens, reports and automations all read from the same records, so nothing has to be typed twice or reconciled by hand.
Correct when things go wrong
A double-click, a dropped connection or a retried payment never creates a duplicate order or a lost record.
Grow without starting over
A portal becomes a product by adding customers, roles and billing to a foundation that already exists.

In production

A contractor running website, shop, portal and staff tools on one platform.

Flagship / Flooring contractor

Three Leaf Contracting

A connected flooring business: room visualizer, materials shop, booking, client portal and staff tools in one system.

  • Web
  • Ecommerce
  • Portals
  • Business Systems
  • Platform
  • Automation
View project
Three Leaf Contracting website home page with the flooring visualizer call to action

Honest status: KaiZo Platform is the proven way we build every client system. It is not a self-serve product with its own sign-up. If you need software that serves many customers or locations, we build it on this foundation with you as the owner.

Related

Next step

Your business is changing. Your technology should keep up.

Tell us what you are trying to improve. We reply with a clear view of what is standard, what is custom, and a sensible first step.