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Become a Trusted Advisor

When you put your clients first, your clients call you first. Kapta supports client management teams as they protect and grow your company’s biggest asset: Your existing customers.

Customers are harder to engage and easier to lose than ever. Faced with that pressure, it’s easy for companies to get tunnel vision, focusing too much on their competition and their own internal quotas. 

The companies who win long-term will be those who focus on their customers, putting their needs first to drive sustainable, shared success.  

Putting customers first takes more than intention. It takes infrastructure. You need a dedicated client management team, supported by a clear system and purpose-built technology. 

See Accounts At-A-Glance

As a client management team, you drive shared success for your customers and your organization. With Kapta, one interactive dashboard tracks client success and satisfaction, as well as internal milestones, so you have the visibility and insights you need to provide exceptional client management—and drive organic growth.

See Accounts At-A-Glance

Build Strategic Action Plans

Once you know what your client is trying to achieve, you need to translate big picture goals into discrete action items for your team. Our Account Planning tool helps you do just that, moving seamlessly from big strategy to detailed to-do lists, so your team knows exactly what they’re doing and why.

Help Them Exceed Their Goals

Engage Your Customers

Know your customer’s goals, so you can help achieve them. Understand their expectations, so you can exceed them. Kapta provides Voice of the Customer tools to help you understand what they’re trying to achieve, as well as SWOT analysis tools to highlight the factors that will help and hinder them along the way.

Engage Your Customers

Collaborate Seamlessly

Share knowledge across your entire KAM team with Kapta. Make it easy for anyone in your organization to see who you know, what you know about them, and what the plan is to make that customer happy. It’s never been easier to onboard new team members, or work across disciplines to make big things happen.

Collaborate Seamlessly

Show Your Value

Clients always want to see what you’ve done for them lately. Kapta makes it easy to create tailored, visually compelling reports to share with customers. Include all the info they need, and nothing they don’t, all in a matter of minutes. And share with your C-suite while you’re at it, so they can see your value, too.

Show Your Value

See Kapta’s Client Management Software in Action

Schedule your personalized demo to see how Kapta can help your client management team provide exceptional service—and build true customer