Kapta Reviews & Product Details

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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.

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.

The ability track accountability and progression with customer accounts. Review collected by and hosted on G2.com.

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? Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

None at this time, we are starting to create account plans for our top 100 clients. Review collected by and hosted on G2.com.

Relationship mapping, contact freshness, and key account planning tools help keep you on track. Email forwarding capabilities also help with note tracking. Review collected by and hosted on G2.com.

I'd like the ability to link with more apps, like OneNote for more robust note tracking with accounts. Review collected by and hosted on G2.com.

Kapta is easy to use, reinforces key account management processes, and the support is phenomenal. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

-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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

- 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 Review collected by and hosted on G2.com.

- Occasionally restricted in areas by the web view nature of the product, however, these are often overcome. Review collected by and hosted on G2.com.

Takes customer success and account management beyond CRM with manual processes into a slick tool that creates the right discussion and drivers behaviours Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

More customization of reports would be most helpful. Review collected by and hosted on G2.com.