Great Product
It is a great service and software, easily allows me to see where I am month over month, and where I need to be. I would recommend it to …
Overview
What is CaptivateIQ?
CaptivateIQ in San Francisco offers their flagship sales commission management product designed to enable companies to manage and tailor mission critical sales incentive compensation programs for their workforce.
Recent Reviews
Awards
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Popular Features
- Sales compensation process automation (312)8.989%
- Sales compensation plan creation (271)8.484%
- Sales compensation dashboards & forecasting (281)8.383%
- Complex sales crediting (245)8.383%
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What is CaptivateIQ?
CaptivateIQ in San Francisco offers their flagship sales commission management product designed to enable companies to manage and tailor mission critical sales incentive compensation programs for their workforce.
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- No setup fee
For the latest information on pricing, visithttp://www.captivateiq.com/pricing
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- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Visdum is a Sales Compensation System built to help companies manage and optimize sales incentives, to produce a motivated sales team. Visdum is a no-code SaaS platform that allows companies to design and automate any compensation plan, with the flexibility to add SPIFFs, Bonuses, and Kickers.…
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Product Details
- About
- Integrations
- Competitors
- Tech Details
- Downloadables
- FAQs
What is CaptivateIQ?
CaptivateIQ is an agile commission solution, enabling companies to consistently align revenue teams with evolving business goals.
CaptivateIQ offers companies like Gong, Figma, and 1Password the ability to build any commission plan, save time in payout processing, and motivate sales reps with real-time visibility into earnings.
CaptivateIQ gives finance, operations, and sales teams insights and control over their incentive compensation programs – so that they can better adapt to change, and more easily tailor plans to meet the current needs of their business.
CaptivateIQ offers companies like Gong, Figma, and 1Password the ability to build any commission plan, save time in payout processing, and motivate sales reps with real-time visibility into earnings.
CaptivateIQ gives finance, operations, and sales teams insights and control over their incentive compensation programs – so that they can better adapt to change, and more easily tailor plans to meet the current needs of their business.
For more information, visit www.captivateiq.com.
CaptivateIQ Features
Sales ICM Features
- Supported: Sales compensation plan creation
- Supported: Complex sales crediting
- Supported: Sales compensation process automation
- Supported: Incentive auditing/regulation compliance
- Supported: Sales compensation dashboards & forecasting
- Supported: Incentive modeling
- Supported: Agile incentive strategy
- Supported: ICM mobile visibility
CaptivateIQ Screenshots
CaptivateIQ Videos
CaptivateIQ offers teams an easier way to track and manage commission plans so that finance, ops, sales, and leadership teams are all aligned.
CaptivateIQ Dashboards enables Commissions Admins and leadership to see if their incentives are driving the right behaviors among their reps.
CaptivateIQ's Rep Experience gives sales teams complete visibility into earnings, so they can focus on driving results.
When Commissions Don't Go Exactly to Plan
Why ASC606 Matters for People Besides Accountants
CaptivateIQ Integrations
CaptivateIQ Competitors
CaptivateIQ Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
CaptivateIQ Downloadables
Frequently Asked Questions
CaptivateIQ in San Francisco offers their flagship sales commission management product designed to enable companies to manage and tailor mission critical sales incentive compensation programs for their workforce.
Reviewers rate Sales compensation process automation highest, with a score of 8.9.
The most common users of CaptivateIQ are from Mid-sized Companies (51-1,000 employees).
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Reviews and Ratings
(476)Attribute Ratings
Reviews
(1-25 of 353)Companies can't remove reviews or game the system. Here's why
February 28, 2024
Great Product
It is a great service and software, easily allows me to see where I am month over month, and where I need to be. I would recommend it to any job with sales or performance based roles. It seems to be very transparent and allows you see see any wholes or errors in your numbers.
- Commission visibility
- Sales transparency
- Title progression
- The graphs are hard to read sometimes
- Charts for title progression are sometimes tricky to understand
- charts and graphs need labels of some sort
February 13, 2024
Best commissions software for big companies!
The CaptivateIQ interface enables me and my coworkers to approve commission rates and amounts easily and gives my managers a chance to review whether everything aligns with the quarterly totals from our sales tracking software. It is super helpful and has a great UX, which makes facilitating every quarter commission drop simple and effective.
- One click and done for approving commission amounts
- Line by line descriptions of each account spend and associated commission
- Ability to approve or dispute anything from the report quickly
- N/A
January 31, 2024
Excellent tool!
In my role, my commission rate is different when I sell SaaS vs prepaid advertising media vs advertising media in arrears. These payments are also released on different schedules. CaptivateIQ allows our sellers to spend less time tracking our commissions, bonuses, and SPIFFs in easy downloadable dashboards and more time selling. Any potential errors can be easily flagged for our comp team to review.
- Customizable dashboards
- Commission inquiries and error resolution
- Ease of use
- I wish there was a mobile app
- Customizable dashboards for non-admins
- I dislike how some sections of my payouts are cumulative; while some are by pay period
January 09, 2024
Great platform for quota and comp management
I use it to see my quota and monitor my achievements and bonuses. The platform allows my to easily see where I am at and how the bonus for Q was calculated.
- Display quota
- Display bonus
- Display progress state vs quota
- Could be easier for understanding the bonus calculations (formulas)
- Could be easier to connect between the comp and the deals it was made from.
January 09, 2024
CIQ Very user friendly & great support
We use CIQ to calculate sales reps commission payouts, the main business problem is the automation and streamlined process that the CIQ solution provides, it eliminates human error
- calculates the commission accurately
- Reporting
- Cloning existing plans
- Creating plans from scratch without support
- test environment isn't 100% replicated from production
- More reporting functionalities
January 09, 2024
Breath of Fresh Air - Transparency, Ease of Use, Visibility
I use Captivate IQ for tracking my commission payouts and making sure everything reflects accurately with my sales reports. This tool also helps me with tracking my performance to goal and attainment for quarterly performance and yearly quota as well. I really like it, it's simple and easy to understand and use.
- Tracking commissions from individual sales
- Showing attainment quota
- Showing churn accurately
- Showing percentage to quarterly and yearly goals
- being able to request a change beside an individual line item if my commission is incorrect
January 08, 2024
Transparent Pay!!
Verifying commission payouts - we use this for monthly commission reports so as AEs we can verify our sold accounts are all being correctly reflected on commission checks for the previous month.
- Transparency
- Ease of submitting inquiries
- Reporting
- Cannot monitor on a weekly basis
January 08, 2024
Fuss-Free gets the job done
This tool brings in all the transparency of payouts and commission questions. It really gives you everything you need to understand the process and an easy way to get your questions answered. Problem-free single pane of glass to see it all.
- transparency of processes
- easy way to get questions answered
- one-stop shop for all commission
- N/A
- N/A
January 08, 2024
Easy, simple, transparent sales numbers/commissions
We currently used CaptivateIQ to review sales goals, commissionable earnings and sales payouts.
- Transparency in sales numbers
- Approval of commission incentives
- Ability to reject and provide feedback to team on discrepancies
- Formatting on #'s is a bit off
- Graphs/charts showing goal and progress would be super helpful
January 08, 2024
A Sales Rep Reviews a Sales Software
We switched from Excel spreadsheets and some awful Salesforce raw data report to Captivate 1.5 years ago. Night and day difference. I went from having 20% clarity into my commission payout to 95%+ clarity. About once a quarter I bump into an issue of some sort, whereas before I couldn't even begin to understand my pay without my own personal calculations alongside the company tools.
- Insights
- Historical Analytics
- Bonus/Quarterly/Non-monthly tracking
- Honestly? Nothing comes to mind.
January 08, 2024
Great for commission process
I use CaptivateIQ to track and approve commission payments for the sales department. The product clearly lays out the metrics commissions are tied to and makes it easy to cross-check payments. We also use the product to track progress on sales teams to provide metrics to the rest of the company.
- tracks metrics commission is tied to
- delivers commission statements to team
- review and approve payments in timely manner
- enhanced UI; better viewing experience for user
- better mobile capabilities
- simplified correction administration
January 08, 2024
Transparency for Sales
We use this to showcase commisions to be paid out at the end of each month. It gives us a breakdown of all closed business. It provides a layer of transparency and math into how all of that is calculated. It also provides predictions and estimates of total comp before EOM
- Good UI
- Prediction and What If Analysis
- Detailed Information
- Advanced Dashboarding
- Cross Launching into Salesforce
- More API integrations
Captivate IQ is our new streamlined software to have an easy overview or in-depth view of commissions paid out to our sales force. Prior to this, we had all our employees "Hand-calculate" commissions which were subject to human error, and at times took quite a bit of time (was painstaking). In addition, we would have to jump to different parts of our CRM to get everything. While we do still "double-check" Captivate IQ, we now primarily rely on it
. So far it has been 100% accurate for what I look at.
It's very nice as we can directly have it updated by our commissions department, so it can observe in-house special incentive programs, and degrading payouts, and it organizes it into one easy to view website. The ability to make inquiries/argue a particular transaction has been very helpful, as before this email or direct calls used to flood our commissions' team every month.
. So far it has been 100% accurate for what I look at.
It's very nice as we can directly have it updated by our commissions department, so it can observe in-house special incentive programs, and degrading payouts, and it organizes it into one easy to view website. The ability to make inquiries/argue a particular transaction has been very helpful, as before this email or direct calls used to flood our commissions' team every month.
- Stores YTD Comissions
- Calculates current, and future commissions (prediction based)
- Able to integrate with our inhouse tech
- Fast and lightweight
- Easy to interpret
- It could use some improvement on putting the data into pie charts that are exportable
- A little more interaction from the sales person such as advanced inquiries would be helpful
- Annotating loads with comments that can be flagged are very needed.
January 08, 2024
CaptivateIQ for Sales VCPs
- Calculate Variable pay
- Feedback to the required stakeholders
- keeps track of my data well
- Feedback notifications not very effective
- The calculation metric shown are not easy to understand
- Not integrated with Slack
January 05, 2024
CaptivateIQ has been a diamond in the Rough for this Sales Pro
CaptivateIQ is a great addition to track your commissions and pay related to your perfromance. Its very easy to navigate and search for specific time periods as well as when a client has actually closed or not. All necessary information to track your performance. I would definitely recommend this product to any Sales Reps out there who like to track their success
- Tracks Commission
- Tracks Deals
- Streamlines information on Pay
- Improve the search function
- Improve organization of software
- Less complicate
January 05, 2024
CaptivateIQ is great.
mainly used it as a commission statement platform. Easy way to see how much i earned and how. Also made it easy to see how on track I was to quota and my on target earnings. Instead of manually sending it out to the sales reps, we all received it at the same time and was able to accept it with a click of a button.
- ease of use
- clearly see earnings
- There were mistakes sometimes, not sure if that's user error or platform errors
January 05, 2024
Great for Tracking Sales Impact/Commissions
I love the UI CaptivateIQ provides. It's easy to navigate in terms of reporting, and accessible from desktop and mobile which makes it that much more useful.After using CaptivateIQ for multiple years, I have found no gaps in the product. It is honestly a great tool for the SalesOrg and keeps everything laid out plain and simple
- CaptivateIQ assists in managing my sales compensation every month.
- Provides me with deep analytics and historical records to ensure everything is living in one space.
- Perfect UI for simple navigation
- None
December 29, 2023
CaptivateIQ Commissions
Score 9 out of 10
Vetted Review
Verified User
Sales Compensation. We used to use Excel to calculate commissions but with dozens of commission plans and multitudes of variations of those plans and ramp plans, etc., it just made sense to move to a commission system. We wanted it to pull directly from our CRM and output to our ERP. It's only been a couple of months but there has just been a lot of good feedback and they especially love the commission report that is available to them.
- Pull data from CRM
- Export to ERP
- Commission Reports
- Easier to input new templates
- Fewer complexities so that we don't need a consulting partner
- Better mobile experience
November 07, 2023
Easy to use commission software to support plans of any complexity.
We use CaptivateIQ for our quota-carrying sales rep commission calculations and pay statements. We are processing commission monthly, and implementing Captivate has given us the ability to process pay with accuracy quickly, as well as provide pay statements to our team in a transparent manner. This has solved a plethora of pay friction and eased the time spent on calculations.
- Ease of use.
- Customization
- End user transparency.
- Historical accuracy & records.
- Simplified plan organization and management.
- Easier user management.
- Individual record locking.
November 02, 2023
Great Commission Software
CaptivateIQ is our commission software that we use to calculate out commission for all individuals with a variable compensation plan. This includes our Sales and CX Orgs as a whole. In addition, we use it as a reporting tool to list out attainment by rep/manager/org. The next step of our plan with CaptivateIQ is to help automate the ASC 606 treatment of commission. We are very happy with the tool and have the utmost confidence as our organization continues to scale.
- Automate Commission
- Attainment Reporting
- Customizability
- Easier Syncs with an HRIS
October 31, 2023
Keep your sales people happy!!!!
Before CapIQ, we were consistently using spreadsheets for commissions. CapIQ is an incredible system to keep your commissions accurate and sales people happy. It also has a great system for filing notifications and tracking attainment. My team could not be happier that we onboarded this system.
- Tracks commissions month over month
- allows reps to file tickets
- helps reps track attainment across multiple SKUs
- In some views I wish it was a little simpler to understand. There are a lot of columns
October 30, 2023
Great Goal Setting Tool!
CaptivateIQ is used to show how much commission I get per paycheck. It does a great job of showing exactly how you will get paid by breaking down taxes and other things. This makes it easier to see if there are any discrepancies in my pay as well. I love CaptivateIQ!
- Breaking down details
- Showing taxes
- Showing discrepancies
- Easier to navigate
- More analytics
- Cleaner dashboard
October 27, 2023
Empowering Flexibility: Transforming Commissions with Seamless integrations and agility
CaptivateIQ serves as the backbone of our sales compensation system. It allows us to create and manage complex compensation plans tailored to our unique sales processes at MaintainX. One of the main benefits is the ability to seamlessly integrate with Salesforce to pull our data into our CaptivateIQ instance, which being able to control and filter the inflow of data via SOQL query, while simultaneously applying formulas at the point of entry, which is crucial to us in our use case.
- Salesforce integration
- Custom Reporting and Analytics
- Straightforward UI
- Loading times
- Lack of Offline Access
- UI customization
October 25, 2023
Very happy with this platform as a sales rep
We use captivate for account executives to be able to track their variable comp for the month, quarter, and year. This has made it easy to get transparency around where we sit compensation wise per time period.
- tracking commissions owed
- easy to raise a ticket
- shows entire years variable comp picture
- honestly, really happy with the product - does exactly what I need it to
October 25, 2023
CaptivateIQ allows for compensation transparency and trust
I use CaptivateIQ to check in on my sales commission. It does a great job of highlighting every deal closed and associated revenue.
- Showcases deal closed and associated revenue
- Gives you the opportunity to review and open any cases if any issues
- Detailed information if you want to dive deeper into exact numbers and percentages
- Review page takes way too long to load