Because Every Account is a Key Account

Do you have the tech you need for the work you do? Kapta supports account teams at as they work to build lasting, strategic partnerships with their clients.

See Our Process and Platform in Action

Watch how Kapta’s intuitive technology supports your account management function.

Software Built with Client Service in Mind

Kapta understands the unique challenges of account management in an agency setting. Our platform supports your process, so you can make sure the work exceeds your client’s expectations—and your clients keep sending new work your way.

Capture Client Knowledge

Give your whole team access to the whole picture.

Org Chart and Client Profiles

Map the structure and culture at your client’s organization, and build detailed profiles for individual key contacts.

Voice of Customer and SWOT Tools

Understand your client’s strategic objectives, and capture your SWOT analysis front and center.

Capture Client Knowledge

Seamless Account Planning

Kapta helps you make account plans that make a difference.

Account Management Plans

Use our templates to jump-start your tactical planning process, with plenty of customization options along the way.

Collaboration Hub

Keep deliverables on time, on budget, and on strategy by ensuring cross-functional teams understand the big picture.

Seamless Account Planning

Measure What Matters

Show value at the click of a button. To your clients, and to your agency.

Customer Metrics

Real-time milestone tracking to demonstrate value and facilitate account reviews.

Internal Metrics

Track organic growth through renewals and increases in SOW.

Measure What Matters

Kapta Customers See Real Results

Kapta gives us a compass for account engagement and delivering measurable results.

Your Account Team. Your Account Tool.

Say goodbye to ad-hoc solutions, and enjoy technology built just for you.

Your Account Team

Account Health Scoring

Interactive Org Charts

Account Planning Tools

Deliverables Tracking

KPI Tracking and Reporting

Seamless Slack Integration

See how Kapta supports client service at marketing and ad agencies.