"We had tried Salesforce,

and it just wasn't what we were looking for."

See how winning companies go beyond the CRM to drive exceptional results for their customers.

Turn Account Management Into Your Competitive Advantage with Kapta


Powerful Software

Kapta provides dynamic software to help account management teams proactively handle their clients.


Proven Methodology

Kapta is more than just a software platform. With a proven methodology built in, your team will be able to go above and beyond for your clients.


Real Results

Kapta clients see immediate results in driving revenue, reducing churn and improving customer relationships.  

Drive Growth from Existing Customers

Explore the winning combination of our KAM Process™ and powerful software platform.

The Road to Indispensable


Identify who your key accounts are by assessing risk and upsell potential.


Execute account planning initiatives for those key clients to develop strong relationships and achieve strategic growth.


Measure and report data to show results and prove your worth so you become an indispensable partner to your customers.

Why Kapta?

Experience, Expertise, and Excellence.

 Don't get lost in your CRM. Kapta's Software and Services Are Built Exclusively for Your Account Management Team 


Minimize Risks

Gain a detailed understanding of your customers' biggest challenges and goals to create proactive, long-term plans that drive revenue and minimize risk of churn.

Reduce Risk

Build Engagement

Foster trust and deepen relationships with key accounts through frequent, transparent communication and QBRs. Unlock upsell potential and boost renewal rates.

Streamline Processes

Optimize Workflow

Harness automated technologies to sharpen your team's efficiency. Gain crystal-clear insights into your key clients, and build more robust, streamlined processes.

Drive Growth

Drive Growth

Uncover and seize growth opportunities in key accounts. Focus on maximizing revenue, tracking successes, and quickly adapting strategies for optimal results.

A Platform for Customer Growth

Unlike generic CRM platforms, Kapta is designed for the unique needs of your Account Management team, simplifying workflows and removing uncertainty. It's crafted to prioritize what matters most: delivering significant outcomes for your customers.

A Platform for Growth

Account health scoring

Interactive org chart

Customizable templates for account planning

QBR management

Easy reporting to clients and C-Suite

Seamless CRM integration eliminating double data entry

Refine Your Account Management Strategy

Optimize your process to deliver real success for your clients

In this guide, learn how to:

  • Define success strategy goals and key attributes
  • Optimize your time and calendar
  • Fine-tune your process to create even more efficiency