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Become a Trusted Advisor

If you truly want to be a client-centric organization, a traditional CRM is not enough. You need a team, a system, and software for strategic account management. That’s where Kapta comes in.

All Your Accounts. At A Glance.

As a strategic account manager, your job is to drive shared success for your customers and your organization. With Kapta, one interactive dashboard tracks client strategy, success, and satisfaction—as well as internal milestones. Kapta gives you the visibility and insights you need to provide exceptional client service to your most strategic customers.

All Your Accounts. At A Glance.

Strategic Customers. Strategic Plans.

Once you know what your client is trying to achieve, you need to help them get there. That means translating your customer’s 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.

Strategic Customers. Strategic Plans.

Build Customer Engagement

Know your customer’s goals, so you can help achieve them. Understand their expectations, so you can exceed them. Kapta provides Voice of 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.

Build Customer Engagement

Collaborate Seamlessly

Share knowledge across your entire SAM 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

Explore CRM for SAMs

Schedule a demo with one of our specialists to see how Kapta helps key account managers drive organic growth by putting their clients first.