Great Product
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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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Pricing
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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.
Entry-level set up fee?
- 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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Product Details
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- 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).
Comparisons
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Reviews and Ratings
(475)Attribute Ratings
Reviews
(1-25 of 36)Companies can't remove reviews or game the system. Here's why
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
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 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 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
October 24, 2023
Increase productivity with Transparency
I use it to ensure my reps are compensated correctly for their efforts. I also use it to show potential payouts in order to drive maximum effort. It makes tracking performance easier by allowing me to monitor the performance of my teams. For the rep having access to the platform to view their performance metrics and commission details motivates them to not just reach their targets but surpass them.
- Detail reporting on Commission
- Forecasting Potential Compensation
- Employee visibility
- Easy to understand reporting
- Mobile functionality -Mobile App
April 11, 2023
Make getting paid fun
Forecast and verify pay. All of my commissions are entered and improved inside of the site.
- User friendliness
- Easy interface
- Accuracy
- Mobile dashboard
- Tax information
- Compare to last year same period
April 05, 2023
Captivate this!
Helps us understand commission structure and keep track of on target earnings. Without this we would be lost having to calculate our own commissions.
- Visually pleasing
- Simple to use
- Always works
- More features
- 5 star phone app
April 04, 2023
EASE of USE- CAPTIVATE
Paystubs and commission checks. It is very organized and easy to use.
- Splits up commisison vs salary
- shows net new logos
- not too much on the page, makes it easy to navigate the platform
- n/a
- n/a
- n/a
March 31, 2023
Great interface and display of detail
commissions processing and transparency
- transparency
- detail
- easy to use
August 31, 2022
Great tool to track Sales compensations! A must have for any organization with Sales people!
We use CaptivateIQ for Sales compensations; we can track our targets at the end of the month and check if everything is correct. It is a good SaaS to prevent any mistakes and it is good also at tracking the ratio of our different kinds of targets. All sales use it and we check it out at the end of the month. It's a good tool to be sure what money we will get on our salary. No more mistakes!
- Tracking opportunities.
- We have clear figures for compensation so we know how much we will earn.
- Clean dashboard.
- No more mistakes.
- Working on the design.
- No app (IOS/ANDROID).
- More languages are needed (French, Spanish...etc...)
August 23, 2022
Excellent Commission Tracking Software.
Before CaptivateIQ, I would receive a list of closed deals I was a part of on an excel doc. Sometimes there would be details missing and errors since it wasn't integrated with the other software we used. Now I get an email from CaptivateIQ as soon as my commission has been calculated so I can review the apps I was a part of as well as the commission details for each deal. It has made catching errors and reviewing the data much easier.
- Transparency
- Highly Detailed.
- Convenient.
- links to Salesforce opp.
- Names of other people on the closed deals.
- Payout details per deal.
August 06, 2022
Easy to use commission software for CSM teams
We use CaptivateIQ to manage and display commission for our account management organization. It is extremely intuitive from an end-user perspective. My team never has follow-up questions when they get their statements. Having worked with our Payroll admin, I know that her feedback and experience have been positive as well. We do not have the most straightforward comp plan, and so CaptivateIQ's flexibility is great. It also has seamless integration with Salesforce.
- Easy to use
- Not buggy
- In general I don't love apps that pop open new tabs.
Score 9 out of 10
Vetted Review
Verified User
We use CaptivateIQ to coordinate commissions on our sales team. It is incredibly easy to use and sends over reports to our reps to confirm their commission for the month. We were previously using spreadsheets to track and report commission and now CaptivateIQ makes the whole process so much easier. CaptivateIQ was rolled out across the entire sales organization and had received great reviews from our reps.
- Breaks down payouts.
- Sends information directly to email
- Allows you to download a copy of your payout.
- Able to query your statement if there has been an issue.
- Mobile App
- Would be nice to have real time look on your earnings throughout the month
We use it to track our salespeople's commissions. We also do commission plans on this application. What really attracted us is the ability to do a single sign-on that integrates to our network's active directory account. This in turn helps us to secure login credentials and prevent the ability of hackers to log in or do an impersonation attack because of the multi-factor authentication with our SSO service (OKTA). In today's climate of cyberattacks, this cannot be emphasized more than enough. We also like the ability of this app to integrate with Excel and Salesforce.
- Excel and Salesforce Integrarion
- Single SIgn On Enforcement with MFA (Multi Factor Authentication)
- User Friendly Portal
- Could not think of any at this point.
November 13, 2021
Amazing platform
Score 7 out of 10
Vetted Review
Verified User
CaptivateIQ is being used by our entire organization. It is being used by almost all departments across the whole organization. It solves essential business problems of tracking our metrics, tracking them in real-time, and ensuring transparency across the board. I greatly appreciate the fact that I do not have to wait until month end to receive my metrics and incentive details from the accounting team.
- transparency
- breaking down incentive numbers
- general metric updates
- Integrating it with slack or other workflow
- having a mobile app
- notification options
November 12, 2021
No More Spreadsheets!
It means no more clumsy spreadsheets to track compensation. Previously it meant using spreadsheets that were taxing to create and took a long time to receive. CaptivateIQ offers very quick and very detailed access to all compensation data.
- Ease of access
- Good reporting
- Stronger mobile experience
November 12, 2021
Great App to Showcase Production!
Score 10 out of 10
Vetted Review
Verified User
[It] allows me to see clearly where I am with monthly and quarterly metrics and what to anticipate for any earned commissions.
- Organized Information
- Ease of Use
- Clean Information
- Not too much; the application is straightforward to navigate and extract information.
November 12, 2021
Easy to Use
It's being used by our sales department to give account executives an outlet to calculate and organize payouts throughout the month.
- Organizes my past payouts in one place, which allows me to easily compare my performances of past months.
- Allows me to see the breakdown of my payout. Prior to the tool, I never really knew how each particular input counted and it is very helpful to see it all together.
- The ability to communicate with my manager and ask questions within the app would be helpful.
November 12, 2021
Easy to use and understand
Used across the company for all sales jobs. Allows us to view and approve our commission payouts easily. It allows for an easy-to-read breakdown of our commissions, us to easily download paystubs for our commission checks, and can communicate with our managers very easily. Overall makes the entire process easy for those on commission.
- Makes commission easy to view and understand.
- Allows to easily download our paystubs.
- Allows us to easily accept or deny payouts.
- Log in issues at time.
- Wish downloads came in more forms.
- Would like for there to be an app.
November 11, 2021
No brainer for scaling sales organizations
We use CaptivateIQ to manage commission plans for 8+ teams. As an individual contributor, I use CaptivateIQ to review my monthly payouts and ensure I am paid correctly. It is extremely user friendly and gives me complete confidence that my commission is accurate. Our finance team used Excel up until implementing CaptivateIQ, which created a number of difficult situations related to compensation. CaptivateIQ has solved most if not all of these issues.
- By integrating directly with Salesforce, I can see payouts for each specific deal I have closed.
- CaptivateIQ shows the waterfall of payouts and makes it much easier to understand our comp plan.
- Captivate IQ has a seamless inquiry submission system, so I can solve any potential issues with my commission directly through the platform.
- CaptivateIQ has room to improve in modeling potential payouts for a commission period
- The filtering capabilities within your personal page are fairly limited
- More custom fields
November 11, 2021
Upon first use I was truly Captivated by CaptivateIQ
Currently, we use CaptivateIQ for our commission tracking and calculation. It addresses not the problem of employees having to keep track of their commissions themselves. Normally this could cause discrepancies in previous months, in certain cases. Captivate makes it very easy to keep track of everything from the back end.
- User Interface
- Data management
- Customer Support
- Submitting Cases/Reviews
- Education of the tools you can use
- Integration with the mobile app
- Graphs and more visuals
November 11, 2021
First Time User
It has streamlined the compensation process and the way it makes it visible to all stakeholders. The user interface is very neat and can be easily accessed via any medium—phone or computer. The ability to download the statements is also very convenient and can be used for future reference.
- Easy to use
- Simple user interface
- Attractive colour scheme
- Integration with payroll
- Custom colour schemes
- Simpler user interface
November 11, 2021
Transparency with CaptivateIQ
We brought on CaptivateIQ to help manage compensation and commissions for our revenue org. Everyone from Chief to Reps are users in the platform across multiple revenue-generating departments. It's helped increase our transparency because end-users can log in and get what they need instead of sending an email to finance. It has also helped operations and admins save time because we just need to set the tool up in the beginning and it'll do the rest until a comp plan changes again.
- Gives end users transparency into their compensations and comissions
- Saves operations and admins time because we set the tool up once and it'll take care of the rest
- Saves everyone time because it allows end-users to be self-service rather than reaching out to operations or finance
- Better "slack-like" functionality like Salesforce's "Chatter"
- Fully functional mobile app
- Integrating with tools like Slack
November 10, 2021
Captivate IQ is a time saving easy solution
Score 8 out of 10
Vetted Review
Verified User
My company is using Captivate IQ to calculate Sales commissions. It is being used by the HR and Finance departments for the benefit of the Sales department. It has simplified the process to calculate commissions. It has allowed us to review historical calculations and improve processing times compared to using Excel.
- Excel like formulas
- Tracks information in multiple tables
- Allows statements for end users
- Workflow approvals
- The statements are not as flexible to use as they should be
- The graphs on the statements are a little complicated
- The graphs on the statements should allow for color scheme and visualization changes