It’s not enough to know your customer—you need to be in the know. Kapta captures the critical account context—from interpersonal nuances and stakeholder maps to big-picture corporate goals—so your team can build trust and long-term partnerships. Surface only the insights that matter most to account teams to grow and strengthen relationships. Ditch the spreadsheets and keep everyone aligned in one place.
In any organization, there is the organizational chart, and there is the way business really gets done. Kapta Org Chart allows you to capture the formal organizational structure, as well as a true visualization of the power dynamics and behind-the-scenes negotiations that drive your customer's business investments. Your entire customer team can feel confident knowing who the key stakeholders are. Use Kapta Org Chart to help you anticipate tricky situations and cruise to successful customer solutions.
The Kapta Health Score allows you to immediately zero in on customers that might be at risk of churn or downgrade. Our Health Score constantly measures KPIs, customer satisfaction, and activity so that you get an accurate read on the status of your customers. Use Health Scores to focus your efforts so you can be proactive, not reactive.
Using AI and Machine Learning, Kapta will help you spot customer issues before they escalate. Stay proactive with Kapta AI's quick, actionable recommendations. Leverage best practices and data-driven insights to boost customer retention, strengthen relationships, and uncover new growth opportunities.
With Kapta, Quarterly Business Reviews (QBRs) become your competitive advantage. Run meetings your customers don't want to miss. Next level account managers use Kapta QBRs to collaborate with customers on strategic goals and objectives and drive new revenue opportunities that are a win-win for both parties. Proactively align your value proposition with your customer's unique needs so you can run a great QBR - one that drives real impact and engagement.
Kapta automatically creates a visual report showing product and service penetration across your entire portfolio. In Kapta Whitespace Analysis, pinpoint what customers are using which of your products and services. Identify gaps and find new opportunities for upsell and cross-sell. Maximize revenue and value across your key accounts.
Kapta Account Plans keep your entire team focused, with clear visibility into big picture strategy, customer goals, and key milestones. Track your customer goals and commitments in real time. Keep your entire team engaged and motivated to drive successful outcomes for your accounts. Use Kapta's powerful account planning tool to translate your customer's big picture goals into ownable action items for your team. Then make sure everyone stays on budget, on time, and on strategy.
Kapta Opportunities helps you move beyond new client sales into the world of contract renewals, upsells, and cross-sells. Pull it all together, from your Customer Account information, Account Plans, and Whitespace Analysis. Pursue potential account expansion opportunities. Create and track close plans. Use Kapta Opportunities to elevate your customer value by upselling and cross-selling them products and services that align with their business strategy and goals.
Kapta gives you the complete picture on your deals and contracts. Use Kapta Contracts to efficiently manage renewals using automated workflow and triggers. Create renewal playbooks to manage renewal close plans and track progress. Get notified of expiration and renewal dates, see customer lifetime value, and track special contract terms.
