G2

MM

Matt M.

Vice President, Client Partnerships

Small-Business (50 or fewer emp.)

3/18/2021

"Helpful Relationship Management Tool"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Kapta?

For very complex organizations, with multiple subsidiaries, it can be more difficult to organize the client org charts. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.