Kapta

The #1 Key Account Management Software.

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Overview

Kapta is a software platform designed specifically for the discipline of Key Account Management. Unlike general-purpose CRMs or CS platforms, Kapta focuses on the strategic elements of managing a company's most important clients. It provides tools for creating detailed account plans (Voice of Customer, SWOT analysis, goals), mapping organizational relationships, and running strategic meetings like QBRs. It helps account managers move from a reactive to a proactive and strategic approach with their key accounts.

✨ Key Features

  • Key Account Planning (SWOT, Goals, etc.)
  • Voice of Customer (VOC) Tracking
  • Org Chart & Relationship Mapping
  • QBR & Meeting Management
  • Action & Task Planning
  • Account Health Scoring

🎯 Key Differentiators

  • Purpose-built for Key Account Management methodology
  • Strong focus on strategic planning tools (SWOT, VOC)
  • Guides account managers through a structured KAM process

Unique Value: Provides a dedicated, structured environment for Key Account Managers to build and execute strategic plans, ensuring the protection and growth of their most valuable customers.

🎯 Use Cases (3)

Strategic Key Account Management (KAM) Building and executing long-term account plans Managing complex enterprise client relationships

✅ Best For

  • Standardizing the account planning process across an entire KAM team
  • Visually mapping key stakeholders and influencers within a client's organization

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • High-velocity, transactional sales
  • Managing a large number of small SMB accounts

🏆 Alternatives

Salesforce (with customization) Revegy AccountPlan Pro

Unlike generic CRMs that require heavy customization, Kapta provides an out-of-the-box solution based on established KAM best practices, guiding users through the strategic planning process.

💻 Platforms

Web

🔌 Integrations

Salesforce Microsoft Dynamics 365 HubSpot Slack

🛟 Support Options

  • ✓ Email Support
  • ✓ Phone Support
  • ✓ Dedicated Support (All tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ SSO ✓ SOC 2

💰 Pricing

Contact for pricing
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