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Are you tired of tracking your team's progress manually? Explore Kapta, a software tailored to facilitate you in setting goals, tracking progress, and maintaining a connection with all team members smoothly. It provides robust security measures to protect sensitive user data and scalability to accommodate businesses' growing needs.

kapta Specifications

Employee Information Management

Recruitment and Applicant Tracking

Performance Management

Attendance and Time Tracking

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What Is Kapta?


Kapta is a cloud-based key account management (KAM) and customer engagement software. Its primary focus is to facilitate performance management, streamline goal tracking, and maximize customer success outcomes. By leveraging its diverse tools, businesses can effectively cultivate robust client partnerships and drive repeatable growth across their client portfolios.

What Is Kapta Best For?

Kapta software facilitates strategic account planning and provides comprehensive features to support this process. It offers a range of customizable templates for creating plans that managers can use to create strategic plans that align with the objectives of their key accounts. Utilizing these templates allows users to enhance efficiency and maintain uniformity across their planning efforts, ensuring precision.

Kapta Pricing

The software offers the following pricing plans:

  • KAM Basics - $1,000/month
  • KAM Plus - $2,000/month
  • Enterprise - $5,000/month
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Disclaimer: The pricing is subject to change.

Kapta Integrations

The platform integrates with the following third-party applications:

How Does Kapta Work?

Here's how you can navigate the dashboard after logging in: 

  • Click on the 'Key Accounts' tab to access detailed information about your key accounts, including contact details, account health scores, and interactions
  • Navigate to the 'Goals' section to set, track, and manage strategic goals, update progress, add new goals, and analyze historical goal performance 
  • Automate the preparation process for quarterly business reviews (QBR) meetings, generate reports, and review historical insights by accessing the 'QBR' tab
  • Explore the 'Customer Success' section to gain valuable insights into customer satisfaction, engagement trends, and areas for improvement
  • Create, assign, and track tasks related to key account management and customer engagement with the 'Tasks' module
  • Visit the 'Reports' section to generate detailed analytics reports, visualize performance metrics, and extract actionable insights to drive informed decision-making
  • Customize dashboard views, set up notifications, and tailor the software to align with your specific management processes
  • Use the 'Help' or 'Resources' section to find tutorials, best practices, and support documentation
You can also schedule a free Kapta demo and learn more about its functionalities.

Who Is Kapta For?

The software caters to the following domains:

  • Telecommunications
  • Healthcare
  • Sales

Is Kapta Right For You?

Are you looking for a customer management software to help you streamline customers' data management and foster growth seamlessly? If yes, then look no further than Kapta which provides integrated solutions to track progress and meet objectives.

Kapta is general data protection regulation (GRDP) compliant, provides private cloud optimization, and encryption both at rest and transit. It offers a scalable solution for key account management, enabling businesses to expand their customer base and improve existing customer relationships without the need to add significant headcount.

Still not sure about Kapta and want to learn more about its functionalities? Contact us at (661) 384-7070.

Kapta Pricing Plans

kapta Features

Kapta provides a variety of adaptable templates designed for crafting strategic plans tailored to the unique requirements of key stakeholders. This structured approach enables efficient and consistent planning, allowing for customization while saving time and ensuring uniformity across strategic initiatives.

The software enables account managers to set goals for key accounts and allows them to define measurable outcomes and track progress over time. By aligning account plans with specific objectives, users can focus their efforts on driving value, increasing revenue, and maximizing client satisfaction.

Kapta facilitates users to break down their goals into actionable steps and tasks. It helps them organize and prioritize their activities and execute their plans effectively. Users can streamline their workflow, collaborate with internal teams, and drive progress towards their objectives.

The platform helps users track key metrics and KPIs such as revenue growth, customer satisfaction, or product adoption rates. This data-driven approach enables them to evaluate the effectiveness of their strategies, identify areas for improvement, and make data-backed decisions to drive success.

Kapta facilitates seamless communication and file sharing, providing a platform where all stakeholders in the account planning process can easily exchange information. Additionally, it offers real-time updates, ensuring that everyone has visibility into the progress and can contribute their input.

Pros and Cons of kapta


  • User-friendly interface
  • Comprehensive functionalities
  • Great customer support
  • Seamless integrations


  • Customization complexity
  • Resource intensive, as per some Kapta reviews

kapta Pricing

KAM Basics


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What's Included

  • QRBs

  • Contracts

  • Core features (notes, SWOT, org chart, tasks)

  • Risk register

KAM Plus


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What's Included

  • KAM Basics features plus

  • Voice of customer

  • Account plans

  • Dynamic events



View Price

What's Included

  • KAM Plus features plus

  • Metrics tracking

  • Product whitespace

  • Custom integrations

kapta Reviews

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Frequently Asked Questions

Yes, Kapta provides a REST API.

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