Freedom251 › Customer Revenue Optimization (CRO) Software
Kapta
What Kapta is
Kapta is an account management CRM and system of work for teams responsible for customer retention, expansion, and post-sale revenue. Its account plans translate customer goals into team actions with ownership, while tracking goals and commitments in real time. Account health scores bring together activity, stakeholder coverage, meeting cadence, renewal readiness, sentiment, outcomes, and commitments to help identify retention risks. Kapta says its AI draws on account activity and best practices to surface account changes, risks, insights, and recommended next actions.
Teams can use QBR workflows to review account data and follow changes, commitments, completed work, and progress over time. For renewal and growth efforts, Kapta supports whitespace analysis and workflows for renewals, upsell, and cross-sell opportunities across strategic accounts. Listed integrations include Salesforce, HubSpot, Microsoft Dynamics, Microsoft Teams, Zoho, Slack, Mailchimp, and ConnectWise. Salesforce synchronization includes accounts and contacts, and can send notes, updates, and opportunities to Salesforce. Kapta offers a REST API. Founded in 2012 and headquartered in Boulder, Colorado, the company says the product works best for businesses with at least five full-time key account managers and high-value customers worth at least $100K annually.
Who it suits
Kapta suits businesses with at least five full-time key account managers and high-value customers, which the company describes as worth at least $100K annually. It is aimed at teams coordinating account plans, customer health, QBRs, renewals, and expansion work.
What it does well
- Account plans assign ownership to customer goals and commitments.
- Health scores combine multiple account signals to identify retention risks.
- QBR workflows track commitments, completed work, and progress over time.
- Supports whitespace analysis, renewals, upsell, and cross-sell opportunities.
- Integrates with Salesforce, HubSpot, Microsoft Dynamics, Teams, and others.
- Offers a REST API and Salesforce synchronization.
What to know first
- No free plan is available.
- Pricing is provided on request.
- The company says it works best for teams with at least five full-time key account managers.
Limits
There is no free plan. The listed custom plan has a tailored blend of features and support, with pricing on request.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Custom pricing | Custom solutions with a tailored blend of features and support | On request |
As kapta.com lists them, read 2 Oct 2026. The maker's own page has the final word.
Getting started
- Visit kapta.com to learn about the product and request pricing.
- Choose a web or API access route.
- Contact Kapta for questions about its REST API.
- Ask about consulting, implementation support, and online or in-person training.
Verdict
Choose Kapta if your team manages strategic, high-value accounts and needs account planning, health tracking, QBRs, and renewal or expansion workflows in one system. The company identifies businesses with fewer than five full-time key account managers or lower-value customers as a less direct fit.
Questions
How much does Kapta cost?
Kapta is paid, with pricing on request. Its listed plan is custom pricing with a tailored blend of features and support.
Is there a free plan?
No, Kapta does not offer a free plan.
Which platforms does Kapta support?
The listed platforms are web and API.
Which integrations are listed?
Kapta lists Salesforce, HubSpot, Microsoft Dynamics, Microsoft Teams, Zoho, Slack, Mailchimp, and ConnectWise integrations.
Does Kapta synchronize with Salesforce?
Yes. It synchronizes accounts and contacts with Salesforce and can push notes, updates, and opportunities to Salesforce.
Who makes Kapta, and where is it based?
Kapta was founded in 2012 and is headquartered in Boulder, Colorado, United States.
Facts from Kapta's own pages
- Account health
- Health scores combine account activity, stakeholder coverage, meeting cadence, renewal readiness, sentiment, outcomes, and commitments to identify retention risks. · kapta.com, 2 Oct 2026
- Account planning
- Account plans turn customer goals into owned team actions and track goals and commitments in real time. · kapta.com, 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, 2 Oct 2026
- API
- Kapta offers a REST API and directs developers to contact its team for questions. · kapta.com, 2 Oct 2026
- Founded
- 2012 · kapta.com, 28 Sept 2026
- Headquarters
- Boulder, Colorado, United States · kapta.com, 28 Sept 2026
- Integrations
- The site lists Salesforce, HubSpot, Microsoft Dynamics, Microsoft Teams, Zoho, Slack, Mailchimp, and ConnectWise integrations. · kapta.com, 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, 2 Oct 2026
- QBRs
- QBR workflows use account data and track changes, commitments, completed work, and progress over time. · kapta.com, 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, 2 Oct 2026
- Salesforce sync
- Kapta synchronizes accounts and contacts with Salesforce and pushes notes, updates, and opportunities to Salesforce. · kapta.com, 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, 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, 2 Oct 2026
- Support and onboarding
- Kapta offers consulting, implementation support, and in-person or online training services. · kapta.com, 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, 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, 2 Oct 2026
Where Kapta stands on Freedom251
- Customer Revenue Optimization (CRO) Software#11 of 19
- Account Planning Software#12 of 20
- Account Management#8 of 12