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Kapta - Customer Success Software

Kapta Reviews in December 2024: User Ratings, Pros & Cons

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Kapta Reviews & Ratings

Rating Distribution

Excellent

(20)

Very Good

(0)

Good

(0)

Poor

(0)

Terible

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Showing 1-10 out of 20

MM

Matt M

03/18/22

5 out of 5

"Helpful Relationship Management Tool"

What do you like best about Kapta? 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.

AB

Annabelle B

03/30/21

5 out of 5

"Improving the customer experience"

What do you like best about Kapta? Kapta is an easy to use tool which captures all parts of our client information at the click of a button. My favourite part has to be the hierarchy tree to better understand our client relationships and identifies key stakeholders.

TR

Tony R

03/17/21

5 out of 5

"Great Account Planning Tool"

What do you like best about Kapta? 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.

LB

Lindsay B

03/17/21

5 out of 5

"Kapta is true account management software to manage existing VIP accounts"

What do you like best about Kapta? Relationship mapping, contact freshness, and key account planning tools help keep you on track. Email forwarding capabilities also help with note tracking.

MW

Michael W

10/05/20

5 out of 5

"Kapta - Great Product and Even Better TEAM!"

What do you like best about Kapta? Kapta is easy to use, reinforces key account management processes, and the support is phenomenal. What do you dislike about Kapta?

AP

Ashley P

09/11/20

5 out of 5

"Going from vendor to trusted advisor -- with top information at our finger tips!"

What do you like best about Kapta? -The ease of the UI -Ability to build it to our needs

CP

Chuck P

08/24/20

5 out of 5

"Best Key Account Management Tool available"

What do you like best about Kapta? 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.

AU

Anonymous User

08/19/20

5 out of 5

"An Exceptional Customer-Centric CRM Thats Intuitive and Easily Adopted by Reps"

What do you like best about Kapta? It's a streamlined and intuitive CRM that emphasizes the most impactful pieces of key account management. I've found that reps are more willing to fill out each piece of information at the contact/account-level with how these objects are presented; you never feel overwhelmed with unnecessary features. In time, it takes on a life of its own with user input and provides critical insight at a high-level to make decisions

AU

Anonymous User

09/15/19

5 out of 5

"Best account manager"

What do you like best about Kapta? It brings accounts plans to life by breaking them down into what we owe and how we are going to build and expand. It also allows one to create sales stages, see pipeline, and analyze progress.

DS

Devin S

03/16/21

4.5 out of 5

"Tracking Accountability and Progress"

What do you like best about Kapta? The ability track accountability and progression with customer accounts. What do you dislike about Kapta?