Become a Trusted Advisor

If you truly want to be a client-centric organization, a traditional CRM is not enough. You need client management software that puts clients first. That’s where Kapta comes in.

All Your Accounts. At A Glance.

As a key account manager, your job is to drive shared success, making both your customers and your company happy. With Kapta, one interactive dashboard tracks client success and satisfaction—as well as internal milestones. Kapta gives you the visibility and insights you need to provide exceptional client service, and grow your existing accounts.

All Your Accounts. At A Glance.

Existing customers. Dynamic planning.

Once you know what your client is trying to achieve, you need to help them get there. That means translating their big picture goals into discrete action items for your team. Our Account Planning tool helps you do just that, moving seamlessly from big strategy to detailed to-do lists, so your team knows exactly what they’re doing and why.

Existing customers. Dynamic Planning

Build Customer Engagement

Know your customer’s goals, so you can help achieve them. Understand their expectations, so you can exceed them. Kapta provides Voice of Customer tools to help you understand what they’re trying to achieve, as well as SWOT analysis tools to highlight the factors that will help and hinder them along the way. It’s the best way to take existing accounts to the next level.

Build Customer Engagement

Collaborate Seamlessly

Share knowledge across your entire team with Kapta. Make it easy for anyone in your organization to see who you know, what you know about them, and what the plan is to make that customer happy. It’s never been easier to onboard new team members, or work across disciplines to make big things happen.

Collaborate Seamlessly

Show Your Value

Customers always want to see what you’ve done for them lately. Kapta makes it easy to create tailored, visually compelling reports to share with clients. 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.

Show Your Value

See how Kapta helps strengthen and grow existing accounts.