Kapta Features
What are the features of Kapta?
Customer Information
- Customer Monitoring
- Customer Profiles
Platform
- Reporting & Dashboards
- Data Import & Export Tools
- Customization
- Scalability
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Kapta Categories on G2
Filter for Features
Customer Information
Customer Health Scores | Provides users a customer-specific score to determine the overall satisfaction of each customer. | Not enough data | |
Customer Monitoring | Based on 10 Kapta reviews and verified by the G2 Product R&D team. Monitor customer actions overall as well as their interactions with different teams within the company, such as the support team | 92% (Based on 10 reviews) | |
Customer Profiles | Based on 10 Kapta reviews and verified by the G2 Product R&D team. Gain a holistic view of your customers. Create customer profiles based on data pulled in from multiple sources including CRMs, service desks, marketing tools, and financial systems such as accounting and payroll software. | 92% (Based on 10 reviews) | |
Playbooks | Create and structure key customer success processes into a "playbook" to create unified team best practices for handling customers. | Not enough data | |
Customer Segments | Separate customers into similar segments based on criteria such as subscription models, support needs, or usage behaviors to allow for more personalized and specific attention. | Not enough data | |
Product Engagement | Identify which customers are getting the most out of your products or services and highlight those who have not yet fully adopted or may need further training. | Not enough data | |
Surveys | Allows users to create and send out surveys to customers to determine net promoter scores and other key satisfaction information. | Not enough data |
Predictions
Churn Risk | Calculates the risk that your customers will not renew or continue using your product or service. | Not enough data | |
Upsell Opportunities | Discovers and highlights factors that lead to upsell opportunities. | Not enough data | |
Custom Triggers | Allows users to set custom triggers to signal actions that will lead a customer to act in a particular way. | Not enough data | |
Machine Learning | Ability for the platform to learn and improve predictions based on previous customer behavior and a growing database of customer information. | Not enough data |
Platform
Reporting & Dashboards | Based on 10 Kapta reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards for viewing | 83% (Based on 10 reviews) | |
API & Integrations | The number of sources from which the platform can pull customer data and how well those integrations are supported. | Not enough data | |
Data Import & Export Tools | Based on 10 Kapta reviews and verified by the G2 Product R&D team. Ability to input, modify, and extract data from the application in bulk through a structured file. | 85% (Based on 10 reviews) | |
Workflow Capability | Automates everday customer success functions for more efficient and effective day-to-day processes. | Not enough data | |
Notifications | Set alerts for customer actions in order to respond quickly and proactively. | Not enough data | |
Customization | Based on 10 Kapta reviews and verified by the G2 Product R&D team. Allows administrators to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views. | 87% (Based on 10 reviews) | |
Scalability | Based on 10 Kapta reviews and verified by the G2 Product R&D team. Ability for the platform to grow with the user's company and support an increasing number of customers and users within the platform. | 90% (Based on 10 reviews) | |
Data Security | The measures taken to ensure that the customer data being held within the platform is being hosted in a safe environment and is not prone to risks. | Not enough data | |
Performance & Reliability | Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond. | Not enough data | |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | Not enough data |
Incentives
Triggers | Automatically recognizes achievements that should be added to the leaderboard. | Not enough data | |
Commission Calculator | Helps users determine sales goals by calculating potential commission rates. | Not enough data |
Personalization
Custom Reports | Generates reports with customizable fields to further understand employee performance. | Not enough data | |
Dashboards | Visualizes individual and team insights such as new leads and outbound calls. | Not enough data | |
Goal Setting | Allows teams to set trackable goals within the tool. | Not enough data |
Administrative
Integration | Integrates with CRM and financial systems to help determine goals | Not enough data | |
Employee Structure | Organizes team members by roles, activities and objectives and weighs tasks by importance. | Not enough data | |
Behavior Monitoring | Allows managers and administrators to peruse profiles and monitor employee behavior and performance. | Not enough data |
Sales Team
Flexible Sales Process | Can operate under at least two distinct sales methodologies | Not enough data | |
Training Mode | Includes recording and review capabilities to train new salespeople or review old deals | Not enough data | |
Playbooks | Creates and stores multiple playbooks for sales | Not enough data |
Intelligence
Opportunity Identification | Highlights cross-sell, upsell, and white space opportunities | Not enough data | |
Zero-touch Renewals | Can fully automate the deal renewal process | Not enough data | |
Smart Content | Suggests content appropriate to stage and tone of the deal | Not enough data |
Mapping
Multiple Org Charts | Allows multiple relationship maps for each account and opportunity | Not enough data | |
Stakeholder Roles | Includes explicit definitions of stakeholder roles | Not enough data |
Generative AI
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data |
