Ridgewood Corporate Square,
11900 N.E. 1st Street, Suite 300, Building G,
Bellevue, Washington 98005, United States of America.
Tel: +1 (425) 523-9362
Fax: +1 (302) 351-8845
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Kapta helps Account Managers keep track of key accounts while creating personalized, result-oriented, and collaborative experiences for those most valuable of customers. Kapta puts Key Account Managers and customers on an active footing, facilitating greater interaction and improved responsiveness in processes that were once treated retroactively. Kapta is a Web-based software-as-a-service application (SaaS) that requires no software installation or manual updates.
Kapta lets users give attention where attention is needed with Account Health Scoring, which gives users a metric to help them improve customer relationships. Real-time insights in Kapta allow Key Account Manager a continuous overview of the status of the customer relationship. This allows Kapta users to track not only their organization’s success, but also client success, which encourages collaboration with clients. Kapta lets Key Account Managers track and measure customer satisfaction, potential risks, and emerging needs, all from a browser-based dashboard.
This SaaS also gathers detailed customer data and leverages it to improve customer relations with measurable results. The most successful customer relationships are those which are tailored to the key customer’s business needs and Kapta has been designed with this in mind. Kapta allows users to manage accounts pragmatically, as customer needs change, keeping the relationship focused on those customers by improving the metrics that matter to them.
Kapta creates and exports a variety of customizable reports featuring up-to-the minute analytics. Report generation is an automated process, as is report delivery. This feature of Kapta is built around creating a feeling of partnership with key customers, and it achieves this by keeping the lines of communication and interaction always open. Ultimately, Kapta trains the focus of account management processes on customer success, which is crucial to retaining existing accounts. This works with the help of proprietary algorithms and customizable functions which allow account managers to adapt to clients’ needs, quickly.
Kapta comes in three versions, each aimed at a different type of organization. Kapta Individual gives a user the ability to manage up to ten customer accounts. Kapta Team allows five users to mange up to 50 customer accounts. Kapta Enterprise supports up to 25 users and 250 customers. The most feature-rich version, Kapta Premium supports more than 250 users and customers and adds Salesforce integration and a customizable API. All Kapta versions offer online support and the Individual and Premium subscriptions offer phone help.
What Is Investment portfolio management software?
Investment portfolio management software, also known as wealth management software, tracks and manages investor portfolios. These solutions are used by investment professionals to build, track, and manage their clients’ investment portfolios. Investment portfolio management software includes communication tools to facilitate client investor communication and is designed to be used by investors, financial advisors, and their clients.
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