Watch Customer Engagement in Action
See how Kapta supports your customer engagement team as they work with your company’s strongest asset—existing clients.
Customer Engagement Starts With Customer Knowledge
When you understand where your customers are coming from, and where they’re trying to go, you can work proactively to help them succeed.
Org Chart and Client Profiles
See the overall structure and culture at your client’s organization, and build detailed profiles for individual key contacts.
Voice of Customer and SWOT Tools
Understand what your customer is trying to achieve, and the factors that will help or hinder them along the way.
Now you know. It’s time to engage.
Kapta helps you build action plans that help your customers reach their biggest business goals. Because customer engagement takes more than a mindset—it takes a plan.
Account Plans
Our Account Planning templates help you stay on strategy by translating big business goals into actionable, ownable tasks.
Tracking Tools
Keep deliverables on time, on budget, and on strategy by ensuring every team member knows what they’re doing—and why.
Measure Customer Engagement—and More
Measure customer engagement with tools to track client touchpoints and satisfaction. Then show your customers and your C-suite how your efforts have paid off.
Customer Metrics
Real-time milestone tracking and risk management so you know when things are working—and when they’re not.
Account Health Score
Our unique algorithm gives you an at-a-glance composite score to manage risk, gauge satisfaction, and flag accounts that need attention.
Purpose-Built for Customer Engagement
Because if you really want to build long-term partnerships, a CRM is not enough.
