Kapta

What Kapta is

Kapta is a CRM and system of work for account teams focused on customer retention, expansion, and post-sale revenue. Its account plans turn customer goals into owned team actions and track goals and commitments in real time. Health scores combine account activity, stakeholder coverage, meeting cadence, renewal readiness, sentiment, outcomes, and commitments to help identify retention risks. Kapta says its AI uses account activity and best practices to surface account changes, risks, insights, and recommended next actions. QBR workflows track account data, changes, commitments, completed work, and progress. For growth and renewal work, the platform supports whitespace analysis, renewal workflows, and upsell and cross-sell opportunities. Integrations include Salesforce, HubSpot, Microsoft Dynamics, Microsoft Teams, Zoho, Slack, Mailchimp, and ConnectWise. Kapta synchronizes accounts and contacts with Salesforce and can push notes, updates, and opportunities there. It also offers a REST API. Pricing is available on request, and there is no free plan. The company says it works best for organizations with at least five full-time key account managers and high-value customers worth at least $100K annually.