Software With a Purpose

While CRMs have their place, the world of key account management is not one of those places. Kapta builds upon the foundation CRMs set to ensure your key account management team has all of the tools necessary to establish strong, long-lasting relationships with your clients.

Built With a System In Mind

We built our account management software based on a proven system of client satisfaction, customer engagement, and revenue expansion. We make it easier to understand your client so your key account managers can act quickly on their behalf and truly become an integral part of their success.

Know Your Customer Better

Know your customer inside and out, so you can create more reliable forecasts for them and for you.

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.

Know Your Customer Better

Act Strategically and Effectively

Respond quickly to new challenges and changing needs.

Account Plans

Our Account Planning templates help you stay on strategy by translating big business goals into actionable, ownable tasks.

Collaboration Hub

Keep deliverables on time, on budget, and on strategy by ensuring every team member knows what they’re doing—and why.

Act Strategically and Effectively

Measure What Matters

Demonstrate consistent value through meaningful metrics.

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.

Measure What Matters

Purpose-Built for Key Account Management

Because if you truly want to invest in your existing accounts, CRM is not enough.

Purpose-Built for Customer Engagement

Account health scoring

Interactive org chart

Customizable templates for account planning

QBR management

Easy reporting to clients and C-Suite

Seamless CRM integration eliminating dual data entry.

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See how Kapta supports key account managers.