Kapta

C tier on Account Planning SoftwareScore 6.0 · #9 of 20

Android app: Not listed
Free plan: No
Runs on: api, Web

kapta.com

Summary

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.

Who it is for

Kapta is aimed at account teams managing retention, expansion, and post-sale revenue. The company says it works best for organizations with at least five full-time key account managers and customers worth at least $100K annually.

What is good

Account plans assign ownership to team actions.
Health scores combine multiple account and renewal signals.
Supports QBR, renewal, upsell, and cross-sell workflows.
Salesforce sync covers accounts, contacts, notes, and opportunities.
Offers a REST API and listed CRM integrations.

What to know first

Pricing is available on request.
There is no free plan.
The company says it works best for teams with at least five full-time key account managers.

Verdict

Kapta brings account planning, health signals, QBRs, and renewal workflows into a CRM for post-sale teams. Its stated best fit is organizations with established key account management teams and high-value customers.

Kapta plans and pricing

All plans

Custom pricing Not published Custom solutions with a tailored blend of features and support kapta.com · 2 Oct 2026

Compared on account planning software

Free plan: Nokapta.com
Stakeholder management: Yeskapta.com
Relationship maps: Yeskapta.com
Whitespace analysis: Yeskapta.com
Account objectives: Yeskapta.com
Account action tracking: Yeskapta.com
CRM synchronization: Yeskapta.com

Facts

What it does: Kapta is a purpose-built CRM and system of work for account teams focused on customer retention, expansion, and post-sale revenue.kapta.com · 2 Oct 2026
Account planning: Account plans turn customer goals into owned team actions and track goals and commitments in real time.kapta.com · 2 Oct 2026
Account health: Health scores combine account activity, stakeholder coverage, meeting cadence, renewal readiness, sentiment, outcomes, and commitments to identify retention risks.kapta.com · 2 Oct 2026
AI coaching: Kapta says its AI surfaces account changes, risks, insights, and recommended next actions based on account activity and best practices.kapta.com · 2 Oct 2026
QBRs: QBR workflows use account data and track changes, commitments, completed work, and progress over time.kapta.com · 2 Oct 2026
Renewals and expansion: Kapta supports whitespace analysis, renewal workflows, and opportunities for renewals, upsell, and cross-sell across strategic accounts.kapta.com · 2 Oct 2026
Integrations: The site lists Salesforce, HubSpot, Microsoft Dynamics, Microsoft Teams, Zoho, Slack, Mailchimp, and ConnectWise integrations.kapta.com · 2 Oct 2026
Salesforce sync: Kapta synchronizes accounts and contacts with Salesforce and pushes notes, updates, and opportunities to Salesforce.kapta.com · 2 Oct 2026
API: Kapta offers a REST API and directs developers to contact its team for questions.kapta.com · 2 Oct 2026
Security: Kapta says data is encrypted in transit and at rest, and hosted in AWS data centers it describes as SOC 2 accredited.kapta.com · 2 Oct 2026
Security practices: Kapta says it performs regular penetration tests, quarterly dynamic and static code scans, and at least annual reviews of its information security policies.kapta.com · 2 Oct 2026
Privacy options: The security page lists a single-tenant SaaS private cloud option, SSO integrations such as Okta and Azure, and GDPR compliance.kapta.com · 2 Oct 2026
Support and onboarding: Kapta offers consulting, implementation support, and in-person or online training services.kapta.com · 2 Oct 2026
Who it is for: Kapta says it works best for companies with at least five full-time key account managers and high-value customers, which it describes as worth at least $100K annually.kapta.com · 2 Oct 2026