Kapta’s Client Management Software helps you grow revenue and build stronger relationships with your most important clients.
Customer loyalty is everything for your company. If your churn rates are high, you’ll end up spending way too much time and money trying to recruit, and onboard new clients and Key Account Managers will have to start at square one each time to grow the relationship again.
To encourage revenue growth and customer loyalty, you need a strategy that focuses on the 20% of clients that bring in the most revenue and work to keep them with you by promoting their success in both the short and long term. It can be challenging to accomplish this with an outdated CRM from a decade ago, and to keep up with the competition; you need a client management software platform geared toward continuous relationship management, not short-term gains.
Kapta is the best tool for not only keeping track of your customers but also for strategizing successful plans to help your clients grow and build your authority as their trusted business advisor. Traditionally key account managers would have to bounce between multiple dedicated software platforms to fully manage every aspect of their accounts. With Kapta, all of the tools you need are in one place with an intuitive design to make it easier to find what you need when you need it.
Your clients are always connected and so should you. Instead of waiting for a problem to arise, with Kapta’s client management capabilities, you can proactively adjust your account management strategy and plans to exceed their expectations accurately. By continuing to deliver solutions to their organization’s challenges, you make your client the hero of their office, encouraging them to keep purchasing from you again and again.
To help save time and effort, Kapta’s built-in visualization tools let you know the client’s health score, track the account’s success metrics, and more at a glance. You don’t need to get lost in a sea of numbers in a spreadsheet anymore with these powerful customer success features.
Why work harder when you can skip the tedious steps in account planning? Once you find a plan that works for you, you can then duplicate one client’s success and apply their template to a different account. Quickly and easily create actionable account plans for each of your clients without having to reinvent the wheel each time you bring on a new client.
Kapta’s templates are an incredible time-saver to help you start working towards a client’s success automatically without having to spend hours in spreadsheets trying to formulate a new strategy.
You aren’t the only person in your office that cares about boosting customer loyalty, so why should you work alone? Kapta makes collaboration simple and easy; the way it should be. Anyone and everyone can post updates on the platform so the entire customer success team can stay in the loop, so they aren’t caught off guard in client meetings.
No more bouncing between different messaging and project management software platforms with Kapta! Keep track of deliverables and commitments, and encourage everyone on the team to participate in driving successful outcomes to your clients.
Nobody likes being kept in the dark, so why aren’t you keeping your customers in the loop? Your key accounts are always connected, and with Kapta, you can provide them with frequent status updates, so they know that you and your account management team is working tirelessly to solve their problems.
They don’t always need to know everything you have planned for their success, so you can pick and choose what they can see and what remains private.
These are just a few of the many integrated account management features within Kapta.
To see the rest of the awesome customer loyalty-boosting tools and more, schedule your free demo today.