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CaptivateIQ

CaptivateIQ

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.

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Recent Reviews

Excellent tool!

10 out of 10
January 31, 2024
Incentivized
In my role, my commission rate is different when I sell SaaS vs prepaid advertising media vs advertising media in arrears. These payments …
Continue reading

Transparent Pay!!

8 out of 10
January 08, 2024
Incentivized
Verifying commission payouts - we use this for monthly commission reports so as AEs we can verify our sold accounts are all being …
Continue reading
Read all reviews

Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 8 features
  • Sales compensation process automation (312)
    8.9
    89%
  • Sales compensation plan creation (271)
    8.4
    84%
  • Sales compensation dashboards & forecasting (281)
    8.3
    83%
  • Complex sales crediting (245)
    8.3
    83%

Reviewer Pros & Cons

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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

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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SAP SuccessFactors is a suite of HR/HCM products covering these capability areas: core HR and payroll, recruiting and onboarding, learning and development, performance and compensation management, workforce analytics and planning, and employee experience management.

What is Visdum?

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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Features

Sales ICM

Features around incentive compensation management for sales

8.2
Avg 7.7
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Product Details

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.

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

Screenshot of Automatically syncs commission data to power commission reports in real-time across every team. Data sources can be integrated directly into the commission system.Screenshot of Customized user access and visibility into commission plans and data to meet security and compliance requirements.Screenshot of The Approvals workflow, where reps and managers can ensure every payout is correct before it’s distributed.Screenshot of Displays for business performance by team, comp plan, territory, or any other metric to make data-driven decisions.Screenshot of The reps' view into earnings, with a homepage and customizable commissions statements that outline how much they've earned, details by deal, and future earning potential to keep them motivated.

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 Competitors

CaptivateIQ Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo

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.

Xactly Incent, Spiff, and Performio are common alternatives for CaptivateIQ.

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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Comparisons

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Reviews and Ratings

(475)

Attribute Ratings

Reviews

(1-25 of 352)
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February 28, 2024

Great Product

Jimmy Knapp | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
January 31, 2024

Excellent tool!

Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
January 08, 2024

Transparency for Sales

Jeremy Levenson | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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
Iyer Amruthur | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.

Conner Curtis | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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
January 05, 2024

CaptivateIQ is great.

Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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
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.
Drew Hultgren | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
November 02, 2023

Great Commission Software

Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
October 30, 2023

Great Goal Setting Tool!

Score 10 out of 10
Vetted Review
Verified User
Incentivized
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!
Rashad Nilamdeen | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
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