Are these pain points costing your customer relationships?

Disjointed Internal Systems and Processes

Broken systems result in inconsistent results. There is no procedure to follow when a new client comes on board, and information is nearly impossible to find throughout your multiple systems.

Kapta will help you find where your processes are breaking down, and work with you to rebuild them stronger, so you can better serve your clients.

Lack of Purpose-Built KAM Solutions

Your CRM does the bare minimum, but you need something that was made for you. Kapta was built to help you put your clients first by giving you the tools to understand them better, strategize more efficiently, and measure what matters.

When you pair the software with the methodology, your account management team will grow to new heights.  

Inability to Communicate

Communication is key to any relationship. In the business world, this means both internally and externally. Without communication between your internal team, you’ll remain disorganized and out of touch with what is happening throughout the organization. Without transparent and consistent client communication, you’ll be unaware of the challenges they are facing, which will result in a lost client.

Implementing structure and the ability to communicate more effectively will allow you to grow as an account manager, a team, and an organization.

Failure to Understand the Customer Needs

By misunderstanding what your customer wants and needs, and failing to value them as the focus of your organization, you will continue to undervalue your clients.

Communicating often can help identify any problems before they arise, help you take the time to fully understand, and appreciate your clients' pain points and what can be done to solve them. You'll be able to elevate your account management team and in turn, your organization.

It’s not rocket science — your clients’ success is your success. For the majority of B2B companies, over 70% of revenue comes from existing clients. But when you have no plan for helping your customers achieve their goals, you risk customer churn, lost revenue and inconsistent results. 

Kapta is designed to help you capture customer value, generate growth, and drive consistent results for your customers.


Powerful Software

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

Find out how our software helps you reach new revenue goals.


Proven Methodology

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

Discover our KAM methodology.


Peer Community

With access to a community of successful account managers, you and your team will have a plethora of experts to learn from and grow with.

Learn about our KAMGenius Community.

Be Indispensable

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.

Key Account Management is a

Crucial Aspect of Your Organization

Building strong, long-lasting relationships with your clients is what key account management is all about. But how do you set your account management team up to do that?



Gain an intimate understanding of your customer’s biggest challenges and risks to create strategic, long-term growth plans.

Reduce Risk


Communicate openly and often with key accounts to build trust, identify upsells, and improve renewal rates.

Streamline Processes

Streamline Processes

Develop stronger and more efficient processes for your team with automated technologies that improve visibility into your most valuable clients.

Drive Growth


Identify unique organic growth opportunities among key accounts by prioritizing their revenue and keeping track of what is and isn’t working.

A Platform for Growth

Kapta accelerates Key Account Management, automating the busy work and removing the guess work, so you can do the work that matters most: Delivering 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.

Create Your KAM Success 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