Takes customer success and account management beyond CRM with manual processes into a slick tool that creates the right discussion and drivers behaviours

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.

Kapta is a great tool that benefited our company. The most beneficial functions of the Kapta system were the contacts, contracts, and notes section. Our team was able to see in real time what are clients were dealing with and we were able to act on that.