AI Readiness Assessment

Kizzy Consulting is an AI and Salesforce consulting partner based in US, Europe and Australia. It designs, builds and runs AI agents and Agentforce solutions, including its own AI products DocSense, AI Contract Writing, AI Kn and Agent Calling, and provides Salesforce consulting, implementation, integration and AI and Salesforce managed services.

What We Do

End-to-end AI engineering and enterprise Salesforce delivery under one roof.

01 · Lead Offer

AI Agents & Agentforce

We architect, build, and deploy custom enterprise AI agents, Salesforce Agentforce workflows, and our own AI products - DocSense, AI Case Reporting Agent, and Agent Calling.

02 · Core CRM

Salesforce Consulting & Implementation

Full-lifecycle Salesforce architecture, custom implementation, API integrations, agentexchange development, and Revenue Cloud configuration tailored to your revenue operations.

03 · Continuous Operations

AI & Salesforce Managed Services

Ongoing administration, model evaluation, prompt tuning, security governance, and proactive CRM enhancements to keep your AI agents and Salesforce org performing at peak ROI.

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Salesforce agentexchange Partner - Kizzy Consulting
Available on agentexchange
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Top Salesforce Consultant
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Snowflake Partners
Top Salesforce Consulting Companies Recognition Badge
Top Consulting Companies
Salesforce Ridge Consulting Partner Badge - Kizzy Consulting
Salesforce Ridge Partner
Salesforce ISV Partner Badge - Kizzy Consulting
Salesforce ISV Partner
Anthropic Claude AI Partner Badge - Kizzy Consulting
Claude Partner
OpenAI Startup Program Member Badge - Kizzy Consulting
OpenAI Startup Program
Pledge 1% Member - Kizzy Consulting
Pledge 1% Member
Salesforce agentexchange Partner - Kizzy Consulting
Available on agentexchange
Top Salesforce Consultant Badge - Kizzy Consulting
Top Salesforce Consultant
Snowflake Consulting Partner Network Badge - Kizzy Consulting
Snowflake Partners
Top Salesforce Consulting Companies Recognition Badge
Top Consulting Companies
Salesforce Ridge Consulting Partner Badge - Kizzy Consulting
Salesforce Ridge Partner
Salesforce ISV Partner Badge - Kizzy Consulting
Salesforce ISV Partner
Anthropic Claude AI Partner Badge - Kizzy Consulting
Claude Partner
OpenAI Startup Program Member Badge - Kizzy Consulting
OpenAI Startup Program

Our AI Services

Connecting Ideas, Systems, and Possibilities

New: Embedded & Dedicated AI Teams

Two ways to bring senior AI talent onto your roadmap - embedded inside your team, or as a dedicated build pod.

AI Agents Ready to Deploy

Explore our most popular AI agents, each designed to solve specific business challenges and deliver immediate value to your organization

Assessment

AI Readiness Agent

Evaluates your organization's infrastructure, data maturity, and team capabilities to produce a comprehensive AI adoption readiness score.

Take the Free Assessment
AI Engineering Services
AI Readiness Agent

Evaluates your organization's infrastructure, data maturity, and team capabilities to produce a comprehensive AI adoption readiness score.

Stack
ReactFastAPIMongoDB
AI Readiness Agent
Hello! I'm your AI Readiness Agent.Let me assess your organization's AI readiness today.
AI Readiness Assessment Agent workflow and scoring diagram
Content

Content Writing Agent

Generates on-brand copy, blogs, social posts, and marketing collateral tailored to your tone of voice and audience personas.

AI Engineering Services
Content Writing Agent

Generates on-brand copy, blogs, social posts, and marketing collateral tailored to your tone of voice and audience personas.

Stack
ReactNode.jsPostgreSQL
Content Writing Agent
Hello! I'm your Content Writing Agent.Let's create compelling content together!
AI Content Writing Agent generating SEO-optimized marketing content
Document

Document Analysis Agent

Parses, summarizes, and extracts structured insights from PDFs, contracts, reports, and any document at scale.

AI Engineering Services
Document Analysis Agent

Parses, summarizes, and extracts structured insights from PDFs, contracts, reports, and any document at scale.

Stack
PythonFastAPIPostgreSQL
Document Analysis Agent
Hello! I'm your Document Analysis Agent.Upload documents and I'll extract key insights for you.
AI Document Analysis Agent parsing PDFs and contracts at scale
Voice

AI Voice Agent

Secure, live AI-powered phone calls – handles outbound campaigns, appointment scheduling, and customer queries autonomously.

AI Engineering Services
AI Voice Agent

Secure, live AI-powered phone calls – handles outbound campaigns, appointment scheduling, and customer queries autonomously.

Stack
PythonWebSocketRedis
AI Voice Agent
Hello! I'm your AI Voice Agent.How can I assist you today?
AI Voice Agent for autonomous outbound and inbound phone calls
Knowledge

Knowledge Base Agent

Connects to your private knowledge base and retrieves contextually accurate answers using Retrieval-Augmented Generation.

AI Engineering Services
Knowledge Base Agent

Connects to your private knowledge base and retrieves contextually accurate answers using Retrieval-Augmented Generation.

Stack
Vector DBPythonPinecone
Knowledge Base Agent
Hello! I'm your Knowledge Base Agent.Ask me anything from your knowledge base!
Knowledge Base AI Agent using Retrieval-Augmented Generation (RAG)
Calls

Call Recording & Report Agent

Join your calls live, actively prompt key questions at the right moments, then auto-generates a structured report - all in one seamless pipeline.

AI Engineering Services
Call Recording & Report Agent

Join your calls live, actively prompt key questions at the right moments, then auto-generates a structured report - all in one seamless pipeline.

Stack
PythonFastAPISelenium
Call Recording & Report Agent
Hello! I'm your Call Recording & Report Agent.I'll join calls and generate comprehensive reports for you.
Call Recording and Automated Report Generation AI Agent workflow

Tech Stacks Used for Developing AI Agents

The Technology Stack Behind Intelligent AI Agents

OpenAI GPT Models and API Integration | Kizzy Consulting
OPENAI
Zapier Workflow Automation | Kizzy Consulting
ZAPIER
Python AI Agent Backend Development | Kizzy Consulting
PYTHON
Google Gemini AI Model Integration | Kizzy Consulting
Gemini
Hugging Face Open-Source LLM Models | Kizzy Consulting
Hugging Face
Anthropic Claude Enterprise AI | Kizzy Consulting
ANTHROPIC
Amazon Web Services (AWS) Cloud Infrastructure | Kizzy Consulting
AWS
OpenAI GPT Models and API Integration | Kizzy Consulting
OPENAI
Zapier Workflow Automation | Kizzy Consulting
ZAPIER
Python AI Agent Backend Development | Kizzy Consulting
PYTHON
Google Gemini AI Model Integration | Kizzy Consulting
Gemini
Hugging Face Open-Source LLM Models | Kizzy Consulting
Hugging Face
Anthropic Claude Enterprise AI | Kizzy Consulting
ANTHROPIC
Amazon Web Services (AWS) Cloud Infrastructure | Kizzy Consulting
AWS

Our Salesforce Services

From Implementation to Innovation on Salesforce

Salesforce Quickstart Packages

Agentforce Implementation

Transform your CRM into an intelligent AI-driven execution engine. Deploy Salesforce Agentforce to automate complex workflows, enhance decision-making, and drive operational excellence across your entire organization.
Intelligent AI agents for sales, service, and operations
Advanced automated workflows with LLM integration
Live decision support powered by machine learning
Seamless integration with existing technology stack
Custom model training and optimization services
Custom Pricing

Sales Cloud Implementation

Launch your sales operations in 2-3 weeks with complete end-to-end implementation. From configuration to adoption, we ensure your team has everything needed to close deals faster and increase pipeline visibility.
Complete setup and business-specific configuration
Leads, opportunities, accounts and contacts customization
Intelligent workflow automation and process optimization
Comprehensive team training and change management
Advanced forecasting analytics and reporting setup
Starting at $6,500

Service Cloud Implementation

Modernize your customer support operations with intelligent case management and knowledge automation. Reduce resolution times, improve satisfaction scores, and deliver exceptional service at scale.
Advanced case management and unified service console
Intelligent knowledge base setup and management
Automated workflows for faster case resolution
Comprehensive training and ongoing support programs
Omnichannel communication and intelligent routing
Starting at $6,500

Experience Cloud Implementation

Build engaging digital experiences that strengthen customer relationships. Create custom portals and communities that connect seamlessly with your CRM data and drive meaningful collaboration.
Custom customer and partner portal development
CRM-connected experiences with live data sync
Advanced collaboration and community features
Professional onboarding and adoption programs
Mobile-responsive design across all devices
Starting at $5,000

Marketing Cloud Implementation

Launch sophisticated marketing automation that drives engagement and conversion. Leverage CRM data integration and AI-powered personalization to deliver relevant messages at the right time.
Intelligent journey builder configuration and optimization
Deep CRM data integration and live synchronization
AI-powered campaign optimization and personalization
Expert training and strategic best practices guidance
Advanced analytics and comprehensive performance reporting
Starting at $5,000

Industries We Serve

Transform Your Business with Salesforce AI

Unlock intelligent insights and unified customer data. Empower your teams with AI-driven decision-making.

Salesforce Agentforce AI Consulting Mascot - Kizzy Consulting

Proven Success Across Industries

DocSense AI Real Estate Contract Reviewer Case Study - Kizzy Consulting

DocSense: AI Contract Review for Real Estate

Saved over 1 hour per real estate transaction by automating multi-page contract analysis, risk flagging, and CRM data entry.

Read Case Study
Healthcare Patient Intake and Salesforce Health Cloud Case Study

AI Patient Intake & Salesforce Health Cloud

Streamlined patient onboarding, automated clinical document extraction, and unified care coordination inside Salesforce.

Read Case Study
Enterprise Salesforce CPQ and Revenue Cloud Transformation Case Study

Complex Salesforce CPQ & Billing Transformation

Automated multi-tier quoting, approval workflows, and billing accuracy for a high-volume U.S. enterprise organization.

Read Case Study
View All Case Studies

Our Customers' Words For Our Work

Hear from the businesses that trust us to deliver world-class Salesforce and AI solutions.

Our Valued Customers

Latch - Kizzy Consulting Salesforce Client Logo
CEPTES Software - Kizzy Consulting Partner Logo
KeoCare Australia - Kizzy Consulting Healthcare Client Logo
J Coleman Trading - Kizzy Consulting Client Logo
DataArchiva by CEPTES - Kizzy Consulting Client Logo
BICS Global - Kizzy Consulting Enterprise Client Logo
Fortnum Private Wealth - Kizzy Consulting Financial Services Client Logo
Acensium - Kizzy Consulting Salesforce Managed Services Client Logo
MAI - Kizzy Consulting Client Logo
The Centr - Kizzy Consulting Salesforce CPQ Client Logo
Infopro Digital - Kizzy Consulting Client Logo
Pioneer Homes US - Kizzy Consulting Real Estate Client Logo
Latch - Kizzy Consulting Salesforce Client Logo
CEPTES Software - Kizzy Consulting Partner Logo
KeoCare Australia - Kizzy Consulting Healthcare Client Logo
J Coleman Trading - Kizzy Consulting Client Logo
DataArchiva by CEPTES - Kizzy Consulting Client Logo
BICS Global - Kizzy Consulting Enterprise Client Logo
Fortnum Private Wealth - Kizzy Consulting Financial Services Client Logo
Acensium - Kizzy Consulting Salesforce Managed Services Client Logo
MAI - Kizzy Consulting Client Logo
The Centr - Kizzy Consulting Salesforce CPQ Client Logo
Infopro Digital - Kizzy Consulting Client Logo
Pioneer Homes US - Kizzy Consulting Real Estate Client Logo

Our AI Products

Purpose-built AI products engineered by Kizzy Consulting to automate document analysis, outbound voice engagement, and CRM case documentation.

Our agentexchange Products

Powerful Salesforce-native solutions designed to automate operations, simplify workflows, and elevate customer experiences with modern integrations.

Have an Idea for a Salesforce AgentExchange App?

Partner with an experienced Salesforce Developer to transform your vision into a high-performance application. Let’s build something impactful together.

Meet Our Leadership Team

Experienced leaders driving AI innovation

Sanjeet Mahajan - Chief Executive Officer at Kizzy Consulting

Sanjeet Mahajan

Chief Executive Officer
LinkedIn
Sunidhi - Chief Operating Officer at Kizzy Consulting

Sunidhi

Chief Operating Officer
LinkedIn
Ashutosh Mahajan - Chief Financial Officer at Kizzy Consulting

Ashutosh Mahajan

Chief Financial Officer
LinkedIn

What Makes Us Your Ideal AI &
Salesforce Partner
?

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Certified Salesforce Professionals
✓
OpenAI Startup Program & Claude Partner
✓
Customer-Centric Approach
✓
Transparent Communication
✓
Fixed-Scope Packages with Clear Deliverables
✓
LLM-Agnostic Architecture (Claude, GPT, Gemini & more)
✓
Focus on Long-Term Partnerships
✓
Industry Best Practices

Latest Insights & Updates

Stay ahead with our Salesforce Expertise

Frequently Asked Questions

Everything you need to know about our Salesforce services, pricing, and support.

What pricing models do you offer?

We offer flexible pricing models including fixed bid for defined scopes and hourly-based pricing for ongoing or ad-hoc support.

What AI models and technologies do you build with?

We're LLM-agnostic and work across leading providers - Anthropic Claude, OpenAI, Google Gemini, and open-source models via Hugging Face - choosing the right model per use case rather than locking you into one vendor. Our agents are typically built on Python/FastAPI, vector databases like Pinecone for retrieval, and cloud infrastructure on AWS. Need this expertise embedded in your own team? Our Forward Deployed Engineers work inside your repos to ship this stack directly.

How do you handle data security and privacy for AI systems?

We follow strict data handling protocols - customer data is never used to train third-party models, sensitive data can be processed via private/on-prem deployments where required, and we implement role-based access controls and encryption in line with SOC 2 / industry best practices.

What industries or use cases have you built AI agents for?

We've deployed agents for healthcare (patient intake, document processing), real estate (lead qualification and DocSense contract review), and general enterprise use cases like call recording analysis, knowledge base/RAG search, and voice agents. Not sure which delivery model fits? Compare our AI Pod and FDE services, or happy to share relevant examples in a call.

Why choose us as your Salesforce partner?

We help you boost revenue and efficiency by maximizing your Salesforce investment while acting as a true long-term partner in your growth journey.

Which industries do you specialize in?

We specialize in industries like healthcare, retail, real estate, finance, nonprofit, and homecare, delivering tailored solutions for each.

Do you offer end-to-end Salesforce services?

Yes, we provide complete services including implementation, customization, and ongoing support.

Do you offer managed services?

Yes, we provide managed services and post-implementation support including health checks, bug fixes, and enhancements.

Can AI agents integrate with our existing Salesforce org or other systems?

Yes - this is one of our core strengths. We build agents that plug directly into Salesforce (via Agentforce, custom APIs, or middleware like Zapier) as well as standalone systems, so AI and CRM data stay in sync. Not sure where your organization stands today? Start with our free AI Readiness Assessment.

How do you ensure data security?

We follow strict Salesforce security practices including role-based access, audits, and compliance with GDPR & HIPAA.

Transform Your Business

Ready to Transform Your Business?

Let's discuss how our AI-first approach can drive innovation and efficiency in your organization.

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