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Kapta
Boulder, Colorado, United States
What it is
Kapta is a CRM and system of work for account teams managing customer retention, expansion, and post-sale revenue. Account plans convert customer goals into owned actions and track commitments in real time. Health scores combine activity, stakeholder coverage, meeting cadence, renewal readiness, sentiment, outcomes, and commitments to identify retention risks. Kapta says its AI surfaces account changes, risks, insights, and suggested next actions from account activity and best practices. QBR workflows organize account data, changes, commitments, completed work, and progress. The platform also supports whitespace analysis, renewal workflows, and opportunities for renewals, upsell, and cross-sell. Listed integrations include Salesforce, HubSpot, Microsoft Dynamics, Microsoft Teams, Zoho, Slack, Mailchimp, and ConnectWise. Salesforce synchronization covers accounts and contacts and can send notes, updates, and opportunities. Kapta offers a REST API, encrypted data in transit and at rest, AWS-hosted infrastructure it describes as SOC 2 accredited, and options such as single-tenant private cloud and SSO. Pricing is available on request.
For and against
For
- Turns account goals into owned actions
- Combines multiple signals in health scores
- Includes AI account coaching insights
- Supports QBR, renewal, and expansion workflows
- Offers many listed CRM and collaboration integrations
Against
- No free plan
- Pricing is available only on request
- Best fit assumes at least five key account managers
- REST API questions require contacting Kapta
The verdict
Kapta brings planning, health monitoring, QBRs, renewals, and expansion work into one account-team system. Its stated ideal customer profile and paid, custom-pricing approach make fit and budget checks important.
Who it suits
Kapta says it works best for companies with at least five full-time key account managers and high-value customers worth at least $100K annually. It is designed for teams coordinating retention, renewals, expansion, and post-sale work.
Plans and prices
Custom pricing
Custom solutions with a tailored blend of features and support
Read 2 Oct 2026 · kapta.com
On the record
- Account health
- Health scores combine account activity, stakeholder coverage, meeting cadence, renewal readiness, sentiment, outcomes, and commitments to identify retention risks.kapta.com · read 2 Oct 2026
- Account planning
- Account plans turn customer goals into owned team actions and track goals and commitments in real time.kapta.com · read 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 · read 2 Oct 2026
- API
- Kapta offers a REST API and directs developers to contact its team for questions.kapta.com · read 2 Oct 2026
- Integrations
- The site lists Salesforce, HubSpot, Microsoft Dynamics, Microsoft Teams, Zoho, Slack, Mailchimp, and ConnectWise integrations.kapta.com · read 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 · read 2 Oct 2026
- QBRs
- QBR workflows use account data and track changes, commitments, completed work, and progress over time.kapta.com · read 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 · read 2 Oct 2026
- Salesforce sync
- Kapta synchronizes accounts and contacts with Salesforce and pushes notes, updates, and opportunities to Salesforce.kapta.com · read 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 · read 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 · read 2 Oct 2026
- Support and onboarding
- Kapta offers consulting, implementation support, and in-person or online training services.kapta.com · read 2 Oct 2026
- 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 · read 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 · read 2 Oct 2026
