Implement Actionable Plans for your Key Accounts
Create action-oriented, custom account plans that deliver every time.
Exceed Expectations
Track your customer goals and commitments in real time. Use Kapta’s powerful account planning tool to know where you stand and what’s next for your customers.
Integrate Kapta’s proprietary technology into your key accounts – it’s a “win-win” for you and your customers
Powerful Account Planning Templates
You don’t need to recreate the wheel when creating account plans. Take advantage of our powerful templates that utilize pre-built “playbooks” for common account management and customer success scenarios.
Kapta saves your team time, while keeping managers confident that best practices are being followed.
Bring your Account Plans to Life
Gone are the days you had account plans in Excel and PowerPoint, only receiving updates once a year. Kapta lets you monitor all plans and activities in one easy-to-access place.
Keep an eye on key deliverables and spot potential risks before they become real issues.
Collaborate with the Whole Team
The entire team should be focused on customer success, with Kapta everyone can submit updates in one place. Now you have one platform to foster collaboration on deliverables and commitments (both internal and external).
Kapta lets everyone see what’s going on, motivating more participation in driving successful outcomes to your accounts.
Share Status Reports with your Customers
Customers like to know what you’re up to. Use Kapta to share your plans and progress, keeping clients constantly updated.
With Kapta you keep control over what you share with your customers – and what remains private.
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