Improve Customer Management

Kapta automates Customer Management functions, allowing your team to focus on what they do best:
delivering maximum value to your customers

In the 21st-Century, Key Account Managers need a 21st-Century account management platform to keep up with their B2B customers. Your accounts are always online, checking their social media feeds and conducting business so account managers must stay in the digital loop as well. At Kapta, we pioneered the Customer Management System, taking the best elements of a traditional CRM while improving upon it for the modern account manager.

Everything You Need to Know About Your Customers

With Kapta, account managers know who is who in their accounts. From gatekeepers to the ultimate decision-makers, make sure that you’re speaking to the right person and you’re speaking their language. Kapta makes it easy for account managers to store customer contact information, their history with the company, and their plans for the future.

The platform also features powerful account relationship mapping tools, so you never lose touch with the members of their organization. Quickly at a glance figure out who knows who, how they know them, and who has the most influence over other members.

Rinse and repeat – Know where you stand with each customer.

Everything You Need to Know About Your Customers

Help Them Exceed Their Goals

With Kapta, helping your customers conquer their short and long-term goals is easier than ever with our intuitive goal tracking features. The key towards building and nourishing a mutually-successful relationship with your key accounts is to find ways to make them the hero for their company. Don’t lose sight of these goals by burying them in a spreadsheet! Use Kapta to easily track and manage their progress over time.

Help Them Exceed Their Goals

Create a Plan for Success

You can’t help your customers tackle their goals by winging it, and you need a powerful set of account planning tools to be with your every step of the way. From initial contact to years down the road, you need to be one step ahead of your customer’s expectations at every milestone. Kapta’s account planning tools allow you to customize your account plans, so you know which services and products to push and when to push them for greater success. Your end goal is to make your customer the hero of their organization, and if you have the tools and means to do so, you can be the hero of their success.

Create a Plan for Success

Speak Your Customer’s Language

Do you know what keeps your customers up at night? Do you know what they worry about on a daily basis? If you’re still relying on quarterly lookbacks, you’ll never be able to stay in the loop with your customers. Goals change, ideas come and go, and if you only take to customers every 90 days, you will be caught off guard.

Built into Kapta is the Voice of Customer insight tool to help you get the most out of your weekly meetings with clients. Check in to see how their goals are changing, determine what you can do better to help them reach their new goals, and discover hidden pain points. With this powerful tool, no time is wasted in getting to the heart of your customer’s problems. You will instantly know which solutions to present, and you’ll be able to input their answers into the platform for future use.

Speak Your Customer’s Language

Learn how Kapta is taking Customer Management to the next level

Kapta is one of the only Customer Management System designed for Key Account Managers specifically. Schedule your free demo today to see how it can change the way you do business.