Kapta vs Squivr
Kapta
kapta.com
Squivr
squivr.comSide by side
| Figure | Kapta | Squivr |
|---|---|---|
| Price from | — | $10/mo |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| API | Yes | — |
| Plans published | 1 | 6 |
| Spec score · Account Management | 7.3 (#7) | 7.0 (#9) |
| Spec score · Account Planning Software | 7.2 (#15) | 7.1 (#17) |
| Account planning | Account plans turn customer goals into owned team actions and track goals and commitments in real time. | Squivr supports account, opportunity, and sales action plans, playbooks, and frameworks including MEDDICC, MEDDPICC, BANT, and Challenger. |
| Headquarters | Boulder, Colorado, United States | Denver, Colorado |
| Integrations | The site lists Salesforce, HubSpot, Microsoft Dynamics, Microsoft Teams, Zoho, Slack, Mailchimp, and ConnectWise integrations. | Squivr runs natively inside Salesforce and says core functionality requires no third-party integrations or external API calls. |
| Security | Kapta says data is encrypted in transit and at rest, and hosted in AWS data centers it describes as SOC 2 accredited. | Squivr says data is stored and processed within the Salesforce org and that Salesforce security controls, including encryption at rest and in transit, are inherited. |
Plans
Squivr
- Individual Modules$10 a month
- Squivr ArcSight$15 a month
- Squivr Account Plans (AP) Suite$25 a month
- Squivr Analytics Suite$25 a month
- Squivr ArcSuite$25 a month
- Squivr Enterprise Suite$65 a month
In their own words
Kapta
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.
Squivr
Squivr is a Salesforce-native application for relationship intelligence and account planning. ArcSight supplies interactive organization charts and relationship maps, while ArcGroups groups stakeholders into buying committees through configurable rules. Planning features cover accounts, opportunities, and sales actions, with playbooks and frameworks including MEDDICC, MEDDPICC, BANT, and Challenger. The Analytics Suite adds reports, dashboards, KPIs, rep scorecards, and spreadsheet-style inline or bulk editing across Salesforce objects. Squivr says its core functions run inside Salesforce without third-party integrations or external API calls. It offers explainable, rule-based AI and describes its revenue context as usable by Salesforce Agentforce and Claudeforce. Data is stored and processed in the Salesforce org and inherits Salesforce security controls, including encryption in transit and at rest. Plans start at $10 per user per month, with a stated 10-user minimum. Paid subscriptions include business-hours email support.