The G2 on Kapta

Kapta Pros and Cons: Top Advantages and Disadvantages

Quick AI Summary Based on G2 Reviews

Generated from real user reviews

Users appreciate the intuitive reporting and support in Kapta, enhancing their account management and engagement strategies. (1 mentions)

Users praise the excellent customer support and onboarding offered by Kapta, enhancing their account management experience. (1 mentions)

Users value the efficiency of Kapta, benefiting from intuitive reporting and effective account management tools. (1 mentions)

Users appreciate the intuitive reporting and sentiment analysis in Kapta, enhancing account engagement strategies effectively. (1 mentions)

Users appreciate the intuitive reporting and sentiment analysis of Kapta, aiding in effective account management and engagement. (1 mentions)

Top Pros or Advantages of Kapta

1. Account Management

Users appreciate the intuitive reporting and support in Kapta, enhancing their account management and engagement strategies.

See 1 mentions

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PD

Pam D.

Small-Business (50 or fewer emp.)

5.0/5

"A great account management platform to monitor and grow revenue with existing customers"

What do you like about Kapta?

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.

2. Customer Support

Users praise the excellent customer support and onboarding offered by Kapta, enhancing their account management experience.

See 1 mentions

See Related User Reviews

PD

Pam D.

Small-Business (50 or fewer emp.)

5.0/5

"A great account management platform to monitor and grow revenue with existing customers"

What do you like about Kapta?

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.

3. Efficiency

Users value the efficiency of Kapta, benefiting from intuitive reporting and effective account management tools.

See 1 mentions

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PD

Pam D.

Small-Business (50 or fewer emp.)

5.0/5

"A great account management platform to monitor and grow revenue with existing customers"

What do you like about Kapta?

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.

4. Intuitive

Users appreciate the intuitive reporting and sentiment analysis in Kapta, enhancing account engagement strategies effectively.

See 1 mentions

See Related User Reviews

PD

Pam D.

Small-Business (50 or fewer emp.)

5.0/5

"A great account management platform to monitor and grow revenue with existing customers"

What do you like about Kapta?

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.

5. Reporting

Users appreciate the intuitive reporting and sentiment analysis of Kapta, aiding in effective account management and engagement.

See 1 mentions

See Related User Reviews

PD

Pam D.

Small-Business (50 or fewer emp.)

5.0/5

"A great account management platform to monitor and grow revenue with existing customers"

What do you like about Kapta?

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.

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PD

Pam D.

VP of Marketing

Small-Business (50 or fewer emp.)

2/5/2025

"A great account management platform to monitor and grow revenue with existing customers"

5/5

What do you like best about Kapta?

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.

What do you dislike about Kapta?

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.

MM

Matt M.

Vice President, Client Partnerships

Small-Business (50 or fewer emp.)

3/18/2021

"Helpful Relationship Management Tool"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Kapta?

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.

What problems is Kapta solving and how is that benefiting you?

Kapta helps us to have a clear process for organizing and reporting on our opportunities and sales pipeline. It also helps us keep track of key players and contacts at our clients. It is also helpful to understand the history of a client relationship over time, especially for a new account person coming in. Review collected by and hosted on G2.com.

AB

Annabelle B.

Team Lead, Customer Success Director

Mid-Market (51-1000 emp.)

3/30/2021

"Improving the customer experience"

5/5

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.

We use this portal to inform to form strategic account plans across our regions. Review collected by and hosted on G2.com.

What do you dislike about Kapta?

Nothing yet! It's fairly early days but looking forward to making Kapta work harder for us! Review collected by and hosted on G2.com.

DS

Devin S.

Director of Sales, West Coast

Mid-Market (51-1000 emp.)

3/16/2021

"Tracking Accountability and Progress"

4.5/5

What do you like best about Kapta?

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

What do you dislike about Kapta?

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.

TR

Tony R.

Senior Customer Success Manager

Mid-Market (51-1000 emp.)

3/17/2021

"Great Account Planning Tool"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Kapta?

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

LB

Lindsay B.

National Account Manager

Small-Business (50 or fewer emp.)

3/17/2021

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

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Kapta?

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.

MW

Michael W.

Business Development Manager

Enterprise (> 1000 emp.)

10/5/2020

"Kapta - Great Product and Even Better TEAM!"

5/5

What do you like best about Kapta?

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

What do you dislike about Kapta?

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.

Recommendations to others considering Kapta:

Kapta is a tool to enhance an organization's ability to conduct key account / strategic account management. As an organization, the team is responsive, supportive, and always open to collaboration. If integrating KAPTA with an existing CRM, ensure your team is properly utilizing the CRM and populating it with quality data. The data in the CRM can be leverage in amazing ways through the addition of Kapta. Review collected by and hosted on G2.com.

What problems is Kapta solving and how is that benefiting you?

Bringing key account management concepts to life within our company. Kapta has helped us reinforce processes and be more deeply engaged with our clients. Kapta has allowed with better global coordination, consistency in our approach, and alignment between internal/external goals. Kapta is easy to use. The best part about Kapta is the team behind the software. Kapta has a great team to help coach, guide, and adapt with us as we implement the software into our business. Kapta as an organization has been a pleasure to work with over the years. Review collected by and hosted on G2.com.

AP

Ashley P.

Vice President, Business Development

Mid-Market (51-1000 emp.)

9/11/2020

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

5/5

What do you like best about Kapta?

-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.

What do you dislike about Kapta?

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.

Recommendations to others considering Kapta:

Spend time with the group and go through a workshop and your implementation will be quite successful Review collected by and hosted on G2.com.

What problems is Kapta solving and how is that benefiting you?

-Data driven decisoin making at the management level

-Better touchpoints with clients

-Doing "defensive driving" to see where we might avoid problems in an account

-Better transitions between account managers

-Better management between AM's and their own managers

-Insights that we were never able to get before in a few single clicks

-Better account retetion

-Improved account growth and tracking from reviewing whitespace and creating strategies as a team Review collected by and hosted on G2.com.

JS

Josh S.

Mid-Market (51-1000 emp.)

8/27/2020

"Perfect Platform for Customer Centric Businesses"

4.5/5

What do you like best about Kapta?

- 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.

What do you dislike about Kapta?

- 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.

Recommendations to others considering Kapta:

Speak to the Kapta team, they are brilliant. Review collected by and hosted on G2.com.

What problems is Kapta solving and how is that benefiting you?

Kapta helps us strategically plan the vision of our customer and keeps us on track to achieving those goals. Kapta helps us keep organised and honest in progressing our relationships with clients. Review collected by and hosted on G2.com.

AH

Al H.

Chief Sales Officer

Mid-Market (51-1000 emp.)

8/27/2020

"Great platform"

4/5

What do you like best about Kapta?

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.

What do you dislike about Kapta?

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.

What problems is Kapta solving and how is that benefiting you?

Enables the Account Managers to have internal Account Reviews with our Exec team using the reporting set available which is something that use to take hours of time to prepare...now it's at a click of the button

The way that Kapta presents information sometimes highlights blind spots and help steer the Account team in the right direction Review collected by and hosted on G2.com.