Account Insights at Your Fingertips

It’s not enough for one person to “know the account”—your entire large account team needs shared, real-time command of it.

Kapta is the system of action for customer retention and growth, capturing the full enterprise account story in one place: stakeholder maps, relationship strength, meeting and QBR history, customer goals, risks, renewals, and expansion paths—so every function operates from the same truth.

No more spreadsheet tribal knowledge. No more surprises. Just aligned teams, consistent execution, and a repeatable way to protect revenue and grow your biggest accounts.

Navigate Complex Organizational Dynamics

In every enterprise account, there’s the org chart—and then there’s how the right decisions actually get made. Kapta Org Charts help large account teams capture both: the formal structure and the real buying dynamics behind it—power centers, influencers, blockers, champions, politics, and who’s actually driving investment.

That way, your entire account team walks into every customer meeting and every QBR aligned on who matters most right now, where you’re strong versus exposed, what’s changed since the last conversation, and what to do next to protect the renewal and drive expansion. No more guessing. No more single-thread risk. Just clear stakeholder visibility that helps teams anticipate landmines and execute with confidence.

Keep Your Finger on the Pulse

Kapta Health Scores give large account teams an instant read on where retention risk is building—before it turns into a renewal surprise. Instead of relying on gut feel or a quarterly scramble, Kapta continuously brings together the signals that actually matter (account activity, stakeholder coverage, meeting/QBR cadence, renewal readiness, sentiment, outcomes and commitments) to show which accounts are healthy, which are drifting, and why.

The result: leaders know where to lean in, account teams know what to fix next, and you spend time preventing churn and unlocking expansion—not reacting after the damage is done.

Harness AI to Stay One Step Ahead

Kapta uses AI to help large account teams stay ahead of churn and unlock expansion—without turning your customer data into a black box. Instead of “AI-first,” Kapta is outcomes-first: it works across the account story (QBRs, meeting notes, action plans, risks, stakeholder coverage, renewals, and health signals) to surface what changed, what’s at risk, and what to do next.

You get clear, actionable recommendations grounded in your team’s real activity and best practices—so account owners and leaders can move faster, stay aligned, and drive retention and growth with confidence.

Master Value-Added QBRs

With Kapta, Quarterly Business Reviews (QBRs) become your competitive advantage. Run customer meetings they actually look forward to—because they’re built around outcomes, progress, and what’s next, not slides for the sake of slides.

Kapta’s QBR workflows pull from real-time account data—goals, stakeholders, health signals, renewals, risks, and activity—so you’re always walking in with the latest reality, not last quarter’s story.

And because QBRs are tracked over time, your team can quickly see what changed, what was committed, what got done, and where progress is stalling—making value delivery (and expansion) measurable, repeatable, and far easier to lead across a large account team.

Discover the Possibilities

Using your contract and opportunity data, Kapta automatically generates a visual view of product and service penetration across your portfolio, so large account teams can see—at a glance—what each customer has adopted and what’s still untapped.

With Kapta Whitespace Analysis, you can quickly pinpoint who’s using what, surface gaps by product line or business unit, and turn that visibility into focused, coordinated upsell and cross-sell plays. Instead of rebuilding coverage maps in spreadsheets every quarter, your teams stay aligned on the real opportunities and drive measurable expansion across your most important accounts.

Create Win/Win Outcomes

Kapta Account Plans keep large account teams aligned around the work that actually drives retention and expansion—customer goals, your strategy to support them, and the milestones that prove progress. Because plans are tied to real-time account activity and updates, everyone sees what’s changed, what’s at risk, and what needs attention without chasing the latest slide deck.

Kapta helps you translate big-picture customer initiatives into clear, owned actions across functions, then track execution over time so the team stays on strategy, on schedule, and accountable to outcomes.

Capture Growth In Your Top Accounts

Kapta Opportunities is built for large account teams driving renewals and expansion—not just new-logo deal management. It lets you mirror the same stages/steps your traditional CRM uses so the workflow feels familiar and reporting stays consistent, while also giving you the flexibility to add customer-specific steps that reflect how growth really happens in strategic accounts. That means you can track “pre-revenue” work—like stakeholder alignment, value realization milestones, pilots, business case development, procurement readiness, and renewal risk mitigation—even when it’s not ready for revenue attribution yet.

Pulling in context from account plans, relationship coverage, meeting outcomes, and whitespace insights, Kapta keeps the opportunity tied to the full account story so cross-functional teams can assign owners, run a clear close plan, and measure progress in real time—without losing the work that creates the win.

Proactively Manage Renewals

Kapta gives large account teams a clear, shared view of every contract and renewal—so nothing slips through the cracks. With Kapta Contracts, you can run proactive renewals with automated workflows and triggers, build renewal playbooks that mirror how your team actually closes renewals, and track progress end-to-end against a clear close plan.

You’ll get ahead of risk with alerts for key dates and obligations, keep visibility into customer lifetime value, and capture special terms so the right people are pulled in at the right time—before renewal season turns into a scramble.

Traditional CRMs Were Built for Record Keeping, Not For Growth

Kapta is your system of action for customer retention and growth.