Key Software for Key Account Planning
Make action plans that make a difference with Kapta: Software for key account managers.
Strategic Planning for Strategic 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.
Powerful Account Planning Templates
Standardize your internal account planning process and save your team time with our account planning templates. We make it easy for your team to see how their everyday work supports big picture goals, while keeping managers confident that best practices are being followed.
All Your Accounts, At-A-Glance
Too many key account managers are still using a mashup of email, Excel, PowerPoint, Slack, and more to track their key accounts. 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.
Seamless Collaboration
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.
Show 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.
