Software that Drives Shared Success
Kapta is key account management software that helps you drive organic growth by putting your customers first.
Become a Trusted Advisor
When you put your clients first, your clients call you first.
Kapta supports key account managers at companies who want to be more than just vendors.
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 strategically and effectively on their behalf, and drive measurable results for everyone.
Know Your Customer Better
Know your customer’s goals, so you can help achieve them. Understand their expectations, so you can exceed them.
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
Build strategic plans that drive growth for your customer—and your organization.
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
Tools to track KPIs, both internally and with customers.
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 put customers first, a 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.
