Software that Protects Revenue
Kapta is key account management software that reduces churn and drives organic growth.
Make the Cut, Every Time
When the going gets tough, vendors are the first to go. So you have to be more than a vendor—you have to be an indispensable strategic partner. Kapta has the software and process to get you there.
Key Software for Key Account Managers
Watch our brief demo video to see how Kapta supports key account managers as they protect and grow your company’s most important asset—existing customers.
Software Built with a System in Mind
Kapta offers key account management software, based on a proven system, so you can know your clients better, act quickly and effectively on their behalf, and demonstrate value, time and time again.
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.
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.
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.
Purpose-Built for Key Account Management
Because if you truly want to invest in your existing accounts, CRM is not enough.
Account health scoring
Interactive org chart
Customizable templates for account planning
Deliverables tracking
Easy reporting to clients and C-Suite
Seamless CRM integration
See how Kapta supports key account managers.
