Software to Create Strategic Account Plans
Kapta makes it easy to plan, collaborate, and stay on target —both internally and with your customer.
Account Plans That Deliver Results
Build Account Plans designed around your customer’s goals and outcomes – and become a trusted partner to your key accounts.
Strategic Plans for Your Top Accounts
Track your customer goals and commitments in real time. Use Kapta’s powerful account planning tool to translate your customer’s big picture goals into ownable action items for your team. Then make sure everyone stays on budget, on time, and on strategy.
Prove Your Value
Clients always want to see what you’ve done for them lately. Kapta makes it easy to create tailored, visually compelling reports to share with customers. Include all the info they need, and nothing they don’t, all in a matter of minutes. And share with your C-suite while you’re at it, so they can see your value, too.
A Proven History of Success
“Kapta gives us a compass for account engagement and delivering measurable results.”
Dennis Rose
Chief Revenue Officer, Sohonet
Seamless Collaboration on Account Plans
Kapta keeps the entire team focused on customer success, with clear visibility into big picture strategy, customer goals, and key milestones. Kapta makes sure everyone on your team knows what they’re doing and why, keeping them engaged and motivated to drive successful outcomes for your accounts.
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 bring your account plans to life
