# Kapta Reviews **Vendor:** Kapta **Category:** [Customer Success Software](https://www.g2.com/categories/customer-success) **Average Rating:** 4.7/5.0 **Total Reviews:** 18 ## About Kapta Account Management Software Reimagined Prioritize customer retention. Accelerate revenue growth. Transform client relationships. Scale your team with ease. Kapta's software allows Account Management and Customer Success leaders to answer 3 critical questions about their customers: 1) Which customers are healthy and which are at risk? 2) Do we have actionable and accountable plans (growth plans, save plans, close plans) in place with each strategic account? 3) How do we measure and communicate value to customers? ## Kapta Pros & Cons **What users like:** - Users appreciate the **intuitive reporting and customer support** of Kapta, enhancing effective account management and engagement strategies. (1 reviews) - Users rave about Kapta's **excellent customer support** and effective onboarding process, enhancing their account management experience. (1 reviews) - Users value the **efficiency** of Kapta for seamless account management and insightful reporting capabilities. (1 reviews) - Users love the **intuitive reporting** of Kapta, enabling effective engagement and streamlined account management. (1 reviews) - Users value the **intuitive reporting** and sentiment analysis of Kapta, enhancing their account engagement strategies. (1 reviews) ## Kapta Reviews ### 1. A great account management platform to monitor and grow revenue with existing customers **Rating:** 5.0/5.0 stars **Reviewed by:** Pam D. | VP of Marketing, Small-Business (50 or fewer emp.) **Reviewed Date:** February 05, 2025 **What do you like best about Kapta?** I love the intuitive reporting and sentiment analysis that Kapta offers. You can gauge your accounts interests and craft the plan to engage with them. Kapta is a tool that you can track everything you need to do for account management. I love their customer support and onboarding. **What do you dislike about Kapta?** I prefer to have the ability to create more customized reports. The Kapta team is always receptive to adding new features. They take their customers' feedback seriously. **What problems is Kapta solving and how is that benefiting you?** Detect at-risk account early. Plan QBR (Quarterly Business Review) with ease. Monitor account activities strategically. ### 2. Helpful Relationship Management Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Matt M. | Vice President, Client Partnerships, Small-Business (50 or fewer emp.) **Reviewed Date:** March 18, 2021 **What do you like best about Kapta?** I like the detailed org charts and relationship maps. We have a good process in Kapta for keeping track of opportunities, and time-probability weighting them. **What do you dislike about Kapta?** For very complex organizations, with multiple subsidiaries, it can be more difficult to organize the client org charts. **What problems is Kapta solving and how is that benefiting you?** Kapta helps us to have a clear process for organizing and reporting on our opportunities and sales pipeline. It also helps us keep track of key players and contacts at our clients. It is also helpful to understand the history of a client relationship over time, especially for a new account person coming in. ### 3. Improving the customer experience **Rating:** 5.0/5.0 stars **Reviewed by:** Annabelle B. | Team Lead, Customer Success Director, Mid-Market (51-1000 emp.) **Reviewed Date:** March 30, 2021 **What do you like best about Kapta?** Kapta is an easy to use tool which captures all parts of our client information at the click of a button. My favourite part has to be the hierarchy tree to better understand our client relationships and identifies key stakeholders. We use this portal to inform to form strategic account plans across our regions. **What do you dislike about Kapta?** Nothing yet! It's fairly early days but looking forward to making Kapta work harder for us! **Recommendations to others considering Kapta:** Write your problems down first and then find out if they will solve them! **What problems is Kapta solving and how is that benefiting you?** We've moved from a tactical Customer Success department to strategic and Kapta has played a vital part! ### 4. Tracking Accountability and Progress **Rating:** 4.5/5.0 stars **Reviewed by:** Devin S. | Director of Sales, West Coast, Mid-Market (51-1000 emp.) **Reviewed Date:** March 16, 2021 **What do you like best about Kapta?** The ability track accountability and progression with customer accounts. **What do you dislike about Kapta?** Minor - I wish there is a way to select a batch of multiple reports to export/download all at once, and a way for Kapta to consolidate them into one master document. I use a workaround to do this right now, but maybe there is a hidden function for this? **What problems is Kapta solving and how is that benefiting you?** Tracking and measuring objectives and actions with Key Customer accounts. The benefit is what you put into it. The more you feed it, the more it can measure success and areas of improvement. ### 5. Great Account Planning Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Tony R. | Senior Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** March 17, 2021 **What do you like best about Kapta?** Account planning tool for all departments to share. One place where Sales, Client Services, and other departments can each view the "big picture" or game plan for each client and customer. **What do you dislike about Kapta?** None at this time, we are starting to create account plans for our top 100 clients. **What problems is Kapta solving and how is that benefiting you?** We are getting our Sales, Client Services, and Support teams on the same page at one location. Create a plan, import data from other systems (SalesForce), and make your game plan for the year. Track tasks and strategic objectives. ### 6. Kapta is true account management software to manage existing VIP accounts **Rating:** 5.0/5.0 stars **Reviewed by:** Lindsay B. | National Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** March 17, 2021 **What do you like best about Kapta?** Relationship mapping, contact freshness, and key account planning tools help keep you on track. Email forwarding capabilities also help with note tracking. **What do you dislike about Kapta?** I'd like the ability to link with more apps, like OneNote for more robust note tracking with accounts. **What problems is Kapta solving and how is that benefiting you?** Keeping up with existing accounts in a traceable way, and providing updates to leadership is easier with Kapta. I can simply export account plans, notes, and contact updates without recreating the wheel. ### 7. Kapta - Great Product and Even Better TEAM! **Rating:** 5.0/5.0 stars **Reviewed by:** Michael W. | Business Development Manager, Enterprise (> 1000 emp.) **Reviewed Date:** October 05, 2020 **What do you like best about Kapta?** Kapta is easy to use, reinforces key account management processes, and the support is phenomenal. **What do you dislike about Kapta?** There were a few areas at first I didn't like, however Kapta is adaptable and worked to improve and customize everything I disliked. There is nothing I dislike about Kapta. Every "dislike" was viewed as an opportunity to improve. **Recommendations to others considering Kapta:** Kapta is a tool to enhance an organization's ability to conduct key account / strategic account management. As an organization, the team is responsive, supportive, and always open to collaboration. If integrating KAPTA with an existing CRM, ensure your team is properly utilizing the CRM and populating it with quality data. The data in the CRM can be leverage in amazing ways through the addition of Kapta. **What problems is Kapta solving and how is that benefiting you?** Bringing key account management concepts to life within our company. Kapta has helped us reinforce processes and be more deeply engaged with our clients. Kapta has allowed with better global coordination, consistency in our approach, and alignment between internal/external goals. Kapta is easy to use. The best part about Kapta is the team behind the software. Kapta has a great team to help coach, guide, and adapt with us as we implement the software into our business. Kapta as an organization has been a pleasure to work with over the years. ### 8. Going from vendor to trusted advisor -- with top information at our finger tips! **Rating:** 5.0/5.0 stars **Reviewed by:** Ashley P. | Vice President, Business Development, Mid-Market (51-1000 emp.) **Reviewed Date:** September 11, 2020 **What do you like best about Kapta?** -The ease of the UI -Ability to build it to our needs -Immediate support from the team if we have questions or ideas (we have yet to have a 'software' issue) -A company that "gets it" from a key account management perspective **What do you dislike about Kapta?** We synced as much as we could, but one of our systems was not able to sync directly so we have a manual import. HOWEVER, it is super simple and takes our admin a few minutes to do each month. It is more of a limitation of what we use, and not Kapta. **Recommendations to others considering Kapta:** Spend time with the group and go through a workshop and your implementation will be quite successful **What problems is Kapta solving and how is that benefiting you?** -Data driven decisoin making at the management level -Better touchpoints with clients -Doing "defensive driving" to see where we might avoid problems in an account -Better transitions between account managers -Better management between AM's and their own managers -Insights that we were never able to get before in a few single clicks -Better account retetion -Improved account growth and tracking from reviewing whitespace and creating strategies as a team ### 9. Perfect Platform for Customer Centric Businesses **Rating:** 4.5/5.0 stars **Reviewed by:** Josh S. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 27, 2020 **What do you like best about Kapta?** - Great people who work at Kapta, always looking to help and advise - Intuitive interface, easy to pick up after an initial training session - Opportunities to play with the configuration and make it more tailored - Ability to input into the product roadmap - You can see team activity, progress and reporting, this enables you to pull details quickly for customers / internal stakeholders - Reminders and notifications of actions to be completed **What do you dislike about Kapta?** - Occasionally restricted in areas by the web view nature of the product, however, these are often overcome. **Recommendations to others considering Kapta:** Speak to the Kapta team, they are brilliant. **What problems is Kapta solving and how is that benefiting you?** Kapta helps us strategically plan the vision of our customer and keeps us on track to achieving those goals. Kapta helps us keep organised and honest in progressing our relationships with clients. ### 10. Great platform **Rating:** 4.0/5.0 stars **Reviewed by:** Al H. | Chief Sales Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** August 27, 2020 **What do you like best about Kapta?** Takes customer success and account management beyond CRM with manual processes into a slick tool that creates the right discussion and drivers behaviours **What do you dislike about Kapta?** Real-time two-way integration with CRM tools would be the icing on the cake but other than that, we are very happy. Besides, we don't treat Kapta as a CRM tool, it's far more strategic. **What problems is Kapta solving and how is that benefiting you?** Enables the Account Managers to have internal Account Reviews with our Exec team using the reporting set available which is something that use to take hours of time to prepare...now it's at a click of the button The way that Kapta presents information sometimes highlights blind spots and help steer the Account team in the right direction ### 11. Kapta is a great CRM for Account Management **Rating:** 4.5/5.0 stars **Reviewed by:** Jama B. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 27, 2020 **What do you like best about Kapta?** Kapta offers a simple but effective way to manage customer opportunities and customer contracts. By tracking customer health, you are able to effectively manage key client profiles and account planning. Kapta adds flexibility and customization with defined fields. I find Kapta to be well suited for learning more about customer behavior, including Voice of Customer and SWOT planning. The Kapta team is so helpful and easy to work with. They are invested in your successful use of Kapta. **What do you dislike about Kapta?** More customization of reports would be most helpful. **Recommendations to others considering Kapta:** Communicate with Kapta team - they will work with you. **What problems is Kapta solving and how is that benefiting you?** We are able to effectively plan key account success by using the customer metric feature in Kapta. ### 12. Best Key Account Management Tool available **Rating:** 5.0/5.0 stars **Reviewed by:** Chuck P. | Chairman and CEO, Mid-Market (51-1000 emp.) **Reviewed Date:** August 24, 2020 **What do you like best about Kapta?** Our clients are large media companies, which are complex organizations with stakeholders around the world. We use Kapta to identify key stakeholders at our clients, track executive level relationships, and make sure that we are operating as a true strategic parent for our customers. Kapta provides us with a clear roadmap for how to engage with our customers, including a detailed and action-oriented account plan. As CEO, I am able to quickly see where we stand with all of our clients, what relationships need attention, and how we are positioned for growth and success. We also use the Product Whitespace Analysis module to see which customers are using our full suite of products and services. We have Kapta integrated with our Salesforce CRM to make best use of our existing technology investments. The Kapta team is very responsive to feedback and any bugs or issues that arise. **What do you dislike about Kapta?** There are a few parts of Kapta that we do not use: Advanced Metrics or Opportunity Tracking. **What problems is Kapta solving and how is that benefiting you?** Parent/child account mapping for large, complex global accounts gives us visibility into each layer of activity Visibility into our key decision-maker relationships Accountability from our executive team on owning and managing relationships with individual customers Clear account plans Product Whitespace visibility ### 13. Kapta is a great platform to facilitate strategic account growth **Rating:** 4.5/5.0 stars **Reviewed by:** Mark R. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 29, 2020 **What do you like best about Kapta?** The platform provides a great overall view of client health across the agency and enables a good understanding of the strategic growth plans in place across our client accounts. The health scores and overall views are simple and easy to use. **What do you dislike about Kapta?** The Opportunities part would be more useful if it included dates in the overall view, so it's easy for leadership to see what needs updating (the expected close date has passed), what's coming up in the current month and months ahead. **What problems is Kapta solving and how is that benefiting you?** The SWOTs and Action Plans encourage the teams to think about the work we are doing for our clients more strategically and align our objectives to theirs. ### 14. Gives a great overview to keep Account Managers on track **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 20, 2020 **What do you like best about Kapta?** Gives me a great snapshot of clients with actionable next steps - I love being able to refer back to notes against each client contact, and Kapta can give me a nudge if I haven't reached out within a certain timeframe. They also are able to integrate directly into our CRM saving copious amounts of admin time! **What do you dislike about Kapta?** Sometimes there are a few UX niggles (minor), but Kapta are quick to respond and fix - they really listen to what you'd like to see. **Recommendations to others considering Kapta:** If you are struggling with consistency within your Sales Team for Account Plans then this is a great tool. I would also recommend for Senior Execs who want a 'snapshot' of the account - the UX makes it very easy to find high level information very easily. **What problems is Kapta solving and how is that benefiting you?** Able to keep track of customer long term aims and have others in the business input into strategic goals to grow the account. Without a template and clear headlines, our Account Plans would be inconsistent across the business. ### 15. Kapta Cares **Rating:** 4.5/5.0 stars **Reviewed by:** Tyler S. | Client Services, Small-Business (50 or fewer emp.) **Reviewed Date:** August 20, 2020 **What do you like best about Kapta?** Kapta is a great tool that benefited our company. The most beneficial functions of the Kapta system were the contacts, contracts, and notes section. Our team was able to see in real time what are clients were dealing with and we were able to act on that. **What do you dislike about Kapta?** The only downside to Kapta at this time is there is no app function. It would be a lot easier to implement information from the click of a button on your phone. With everyone being on their phone, having an app would go a long way to Kapta's success. **What problems is Kapta solving and how is that benefiting you?** As mentioned above, we were able to solve issues with clients from the jump. As long as your employees are putting in timely notes, this will save you from bigger problems down the line. Kapta is a one stop shop for all your needs! ### 16. An Exceptional Customer-Centric CRM Thats Intuitive and Easily Adopted by Reps **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail | Mid-Market (51-1000 emp.) **Reviewed Date:** August 19, 2020 **What do you like best about Kapta?** It's a streamlined and intuitive CRM that emphasizes the most impactful pieces of key account management. I've found that reps are more willing to fill out each piece of information at the contact/account-level with how these objects are presented; you never feel overwhelmed with unnecessary features. In time, it takes on a life of its own with user input and provides critical insight at a high-level to make decisions **What do you dislike about Kapta?** I wish it had a mobile experience but that may be in their pipeline **What problems is Kapta solving and how is that benefiting you?** Keeping tabs on our customer relationships in a way that benefits all parties involved. ### 17. Kapta is an affordable and customize-able CRM tool **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** August 27, 2020 **What do you like best about Kapta?** Streamlined apporach with out getting lost in bells and whistles. Personalized service and effective IT Dev team to make it work for your organization. **What do you dislike about Kapta?** The fact that there is not an App for the product. **What problems is Kapta solving and how is that benefiting you?** Helped top track and lay the groundwork for a national platform on customer engagement, metrics, and strategic planning for over 1,000 facilities. ### 18. Best account manager **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Mid-Market (51-1000 emp.) **Reviewed Date:** September 15, 2019 **What do you like best about Kapta?** It brings accounts plans to life by breaking them down into what we owe and how we are going to build and expand. It also allows one to create sales stages, see pipeline, and analyze progress. **What do you dislike about Kapta?** It requires some knowledge to run the software and also a bit expensive to small businesses. **Recommendations to others considering Kapta:** It actually as no substitut and it help your business to grow **What problems is Kapta solving and how is that benefiting you?** It includes a proprietary algorithm that gives one metric that matters,in relation to his/her customers. Better manage rmeasure satisfaction,know which accounts require attention and also risk. ## Kapta Discussions - [What is Kapta used for?](https://www.g2.com/discussions/what-is-kapta-used-for) - [View Kapta pricing details and edition comparison](https://www.g2.com/products/kapta/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-15+05%3A12%3A47+-0500&secure%5Bsession_id%5D=3319d35a-c333-4e03-b44e-bf5e3acfd23d&secure%5Btoken%5D=e68b4852b3dae9a95bab25e7bac1fd7292d3e482aed9976b31b94e0cb8845bf5&format=llm_user) ## Kapta Features **Customer Information** - Customer Health Scores - Customer Monitoring - Customer Profiles - Playbooks - Customer Segments - Product Engagement - Surveys **Sales Team** - Flexible Sales Process - Training Mode - Playbooks **Agentic AI - Sales Performance Management** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Predictions** - Churn Risk - Upsell Opportunities - Custom Triggers - Machine Learning **Incentives** - Triggers - Commission Calculator **Intelligence** - Opportunity Identification - Zero-touch Renewals - Smart Content **Platform** - Reporting & Dashboards - API & Integrations - Data Import & Export Tools - Workflow Capability - Notifications - Customization - Scalability - Data Security - Performance & Reliability - User, Role, and Access Management **Personalization** - Custom Reports - Dashboards - Goal Setting **Mapping** - Multiple Org Charts - Stakeholder Roles **Administrative** - Integration - Employee Structure - Behavior Monitoring **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - Customer Revenue Optimization** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Customer Success** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Natural Language Interaction - Proactive Assistance ## Top Kapta Alternatives - [Gainsight Customer Success](https://www.g2.com/products/gainsight-customer-success/reviews) - 4.5/5.0 (1,651 reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,580 reviews) - [ChurnZero](https://www.g2.com/products/churnzero/reviews) - 4.7/5.0 (1,575 reviews)