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SPECIFICTION
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Kapta

kapta.com

WebAPI
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Spec score 7.3 #7 of 12 in Account Management

What it is

Kapta is a web and API CRM system of work for account teams managing customer retention, expansion and post-sale revenue. Account plans turn customer goals into owned actions while tracking goals and 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 recommended next actions from account activity and best practices. QBR workflows use account data to follow changes, commitments, completed work and progress over time. The platform 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 push notes, updates and opportunities. Kapta also offers a REST API. Pricing is on request, with consulting, implementation and training available.

Spec sheet

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.Read 2 Oct 2026 · kapta.com
API
Kapta offers a REST API and directs developers to contact its team for questions.Read 2 Oct 2026 · kapta.com
Integrations
The site lists Salesforce, HubSpot, Microsoft Dynamics, Microsoft Teams, Zoho, Slack, Mailchimp, and ConnectWise integrations.Read 2 Oct 2026 · kapta.com
Security
Kapta says data is encrypted in transit and at rest, and hosted in AWS data centers it describes as SOC 2 accredited.Read 2 Oct 2026 · kapta.com
Headquarters
Boulder, Colorado, United StatesRead 28 Sep 2026 · kapta.com
Founded
2012Read 28 Sep 2026 · kapta.com
Account health
Health scores combine account activity, stakeholder coverage, meeting cadence, renewal readiness, sentiment, outcomes, and commitments to identify retention risks.Read 2 Oct 2026 · kapta.com
Account planning
Account plans turn customer goals into owned team actions and track goals and commitments in real time.Read 2 Oct 2026 · kapta.com
AI coaching
Kapta says its AI surfaces account changes, risks, insights, and recommended next actions based on account activity and best practices.Read 2 Oct 2026 · kapta.com
Privacy options
The security page lists a single-tenant SaaS private cloud option, SSO integrations such as Okta and Azure, and GDPR compliance.Read 2 Oct 2026 · kapta.com
QBRs
QBR workflows use account data and track changes, commitments, completed work, and progress over time.Read 2 Oct 2026 · kapta.com
Renewals and expansion
Kapta supports whitespace analysis, renewal workflows, and opportunities for renewals, upsell, and cross-sell across strategic accounts.Read 2 Oct 2026 · kapta.com
Salesforce sync
Kapta synchronizes accounts and contacts with Salesforce and pushes notes, updates, and opportunities to Salesforce.Read 2 Oct 2026 · kapta.com
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.Read 2 Oct 2026 · kapta.com
Support and onboarding
Kapta offers consulting, implementation support, and in-person or online training services.Read 2 Oct 2026 · kapta.com
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.Read 2 Oct 2026 · kapta.com

Plans and prices

Custom pricing Priced on request Custom solutions with a tailored blend of features and support Read 2 Oct 2026 · kapta.com

Every Kapta plan and price →

Strong points and limits

Strong points

  • Real-time account goals and commitments
  • Health scores combine multiple account signals
  • AI recommends next actions
  • QBR workflows track progress
  • Broad listed CRM and collaboration integrations

Limits

  • No free plan
  • Pricing is on request
  • Best fit starts at five key account managers
  • REST API questions require contacting the team

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 suits teams needing structured account planning, health tracking and renewal work.

Verdict

Kapta brings account planning, health, QBR and expansion workflows together with CRM integrations. Its stated target profile is relatively specific, so smaller account teams should confirm fit before requesting a quote.

Where Specifiction places it

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