Keep and Grow Your Key Accounts
Build proactive account plans, drive more revenue from your top customers
Private Cloud Option
Option to store your data in a single-tenant SaaS environment
Power Your Business with Key Account Management Software
Maximize your team’s process, productivity and power
One Place for all your Key Account Information
Kapta is the single hub for your Key Account team to manage your most important assets – your existing customers. Kapta is full of best practices and methodology to help your Account Managers perform to their full potential.
Account Health Scoring
Kapta includes a proprietary algorithm that gives you “one metric that matters,” in relation to your customers. Better manage risk, measure satisfaction and know which accounts require attention.
Voice of Customer Insights
The Voice of Customer helps you capture key data on client expectations and initiatives. Gain in-depth insights on your most valuable clients and align your value proposition to their unique needs and challenges.
Track Key Customer Metrics
Tune in and track all the operational metrics that matter most to your strategic accounts. See real-time data on customer KPIs, target progress and risk management.
Bring your Account Plans to Life
Create strategic, proactive account plans. Plans break down into Current Commitments (what we owe) and Growth plans (how we are going to build and expand).
Collaborate with the Entire Team
Kapta knows that the Key Account Manager is the “Quarterback” of the team, with other members playing critical roles that are key to the success of your top customers. Add contributors to your accounts so you can track tasks and assure action across the team.
Manage Contracts and Deliverables
See contract status and terms for all customers and get alerts when contracts and coming up for expiration or renewal. Plus add custom fields and attributes to reflect your specific business needs and outcomes.
Uncover Opportunities for Cross-sell and Upsell
Use Kapta to manage sales opportunities with your existing accounts. Create sales stages, see your pipeline, and analyze progress. Plus, integrate opportunity data with your CRM to keep everyone on the same page.
Detailed Account Management Reports
- Account Overview
- Account and Portfolio KPIs
- Account Relationship Matrix
- Account Voice of Customer
- Portfolio by Health Score
- Portfolio Relationships
- …and more
Seamless Integrations and REST API
Kapta seamlessly integrates with your existing CRM (Salesforce, Zoho, Hubspot, etc.) so there is no need to worry about double-entry issues. And push notes and information into your existing Slack channels. Plus, a REST API is available. Use Kapta and your team will love you – they won’t have to deal with any extra data entry work.
Protected with Enterprise-Level Security
We take your privacy and security seriously. We ensure that security best practices are implemented on your behalf across all areas of data, network, system and application security, including 24×7 monitoring and alerting.
Single Sign On (SSO)
Integrate with SSO services like Okta to control access
EU GDPR Ready
Read our Privacy Policy and Data Processing Addendum
Encryption at Rest
Your data is encrypted at rest and in transit
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