About Kapta

Kapta helps Account Managers keep track of key accounts while creating personalized, result-oriented, and collaborative experiences for those most valuable of customers. Kapta puts Key Account Managers and customers on an active footing, facilitating greater interaction and improved responsiveness in processes that were once treated retroactively. Kapta is a Web-based software-as-a-service application (SaaS) that requires no software installation or manual updates.

Kapta lets users give attention where attention is needed with Account Health Scoring, which gives users a metric to help them improve customer relationships. Real-time insights in Kapta allow Key Account Manager a continuous overview of the status of the customer relationship. This allows Kapta users to track not only their organization’s success, but also client success, which encourages collaboration with clients. Kapta lets Key Account Managers track and measure customer satisfaction, potential risks, and emerging needs, all from a browser-based dashboard.

This SaaS also gathers detailed customer data and leverages it to improve customer relations with measurable results. The most successful customer relationships are those which are tailored to the key customer’s business needs and Kapta has been designed with this in mind. Kapta allows users to manage accounts pragmatically, as customer needs change, keeping the relationship focused on those customers by improving the metrics that matter to them.

Kapta creates and exports a variety of customizable reports featuring up-to-the minute analytics. Report generation is an automated process, as is report delivery. This feature of Kapta is built around creating a feeling of partnership with key customers, and it achieves this by keeping the lines of communication and interaction always open. Ultimately, Kapta trains the focus of account management processes on customer success, which is crucial to retaining existing accounts. This works with the help of proprietary algorithms and customizable functions which allow account managers to adapt to clients’ needs, quickly.

Kapta comes in three versions, each aimed at a different type of organization. Kapta Individual gives a user the ability to manage up to ten customer accounts. Kapta Team allows five users to mange up to 50 customer accounts. Kapta Enterprise supports up to 25 users and 250 customers. The most feature-rich version, Kapta Premium supports more than 250 users and customers and adds Salesforce integration and a customizable API. All Kapta versions offer online support and the Individual and Premium subscriptions offer phone help.

Key benefits of Kapta

- Use Kapta Success Plans to develop mutually beneficial agreements with customers.

- Minimize risks within Kapta’s built-in forecasting for existing accounts.

- Increase customer interaction and transparency with helpful collaboration tools.

- Quickly assess account standing with proprietary Kapta Account Health Score.

- Uncover growth opportunities to develop existing business with real-time analytics.


Business size



United States, Canada, United Kingdom, Australia

Supported Languages



Kapta assigns a health score to each key account
Create custom reports in Kapta
View 3 more
Kapta screenshot: Kapta assigns a health score to each key account Kapta screenshot: Create custom reports in Kapta


Total features of Kapta: 17

  • API
  • Activity Dashboard
  • Business Analysis
  • CRM Integration
  • Collaboration Tools
  • Collaborative Review
  • Collaborative Workspace
  • Customer Accounts
  • Customer Database
  • Customer History
  • Customer Profiling
  • Customizable Reporting
  • Forecasting
  • Multi-Channel Communication
  • Planning Tools
  • Real Time Analytics
  • Risk Assessment



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Overall rating

4 /5
Value for Money
Ease of Use
Customer Support

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Showing 1 review
Akhilesh M.
Overall rating
  • Industry: Telecommunications
  • Company size: 51-200 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Kapta insights has helped retain vendors.

Reviewed on 2020/09/11


Account Health score by Kapta has helped us retain customers more than once and has helped us financially. Account plan progress has been an ease with seamless 3rd Party integration service they provide.


It's not really helpful if every doubt needs to be resolved by support team instead it would be advisable to improve help document.

Kapta FAQs

Below are some frequently asked questions for Kapta.

Kapta offers the following pricing plans:

  • Starting from: US$49,00/month
  • Free Trial: Available

14-Day Free Trial Available (No Credit Card Required) Individual: $49 per user, per month Team: $79 per user, per month Enterprise: $129 per user, per month Custom packages are also available.

Kapta offers the following features:

  • API
  • Activity Dashboard
  • Business Analysis
  • CRM Integration
  • Client Database
  • Collaboration Management
  • Collaborative Forecasting
  • Collaborative Review
  • Collaborative Workspace
  • Customer Accounts
  • Customer Analysis
  • Customer Database
  • Customer History
  • Customizable Reporting
  • Key Performance Indicators
  • Multi-Channel Communication
  • Planning Tools
  • Real-Time Analytics
  • Risk Assessment

Kapta has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

Kapta supports the following languages:


We do not have any information about what devices Kapta supports

We do not have any information about what integrations Kapta has

Kapta offers the following support options:

Online Support, Phone Support, Video Tutorials

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