KaptaUsed by 86% Professionals

Kapta Reviews

Paid

3.5

/5

(Alternatives.co rating)
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Kapta is an all-in-one account management and customer engagement platform that enables teams to improve client relationships and accelerate revenue growth. The platform monitors all of your workflows and ensures that your customers are satisfied on any given day.

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Alternatives.co has rated
Kapta
4.2
Select Application
  • 4.7
  • 4
  • 4
G2
4.7
Top Comments by G2
Positive Comments
  • Chuck P.Chairman and CEO
    Review
    5.0

    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. There are a few parts of Kapta that we do not use: Advanced Metrics or Opportunity Tracking. 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

  • Michael W.Business Development Manager
    Review
    5.0

    Kapta is easy to use, reinforces key account management processes, and the support is phenomenal. 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. 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. 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.

  • Ashley P.Vice President, Business Development
    Review
    5.0

    -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 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. Spend time with the group and go through a workshop and your implementation will be quite successful -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

Negative Comments
  • Chuck P.Chairman and CEO
    Review
    5.0

    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. There are a few parts of Kapta that we do not use: Advanced Metrics or Opportunity Tracking. 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

  • Michael W.Business Development Manager
    Review
    5.0

    Kapta is easy to use, reinforces key account management processes, and the support is phenomenal. 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. 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. 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.

  • Ashley P.Vice President, Business Development
    Review
    5.0

    -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 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. Spend time with the group and go through a workshop and your implementation will be quite successful -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

GetApp
4.0
Top Comments by GetApp
Positive Comments
  • Akhilesh M.Telecommunications
    Review
    4.0

    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.

Negative Comments
  • Akhilesh M.Telecommunications
    Review
    4.0

    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.

Capterra
4.0
Top Comments by Capterra
Comments
  • Akhilesh M.Software Test Engineer
    Review
    4.0

    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.