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.
Best commissions software for big companies!
Excellent tool!
Great platform for quota and comp management
CIQ Very user friendly & great support
Breath of Fresh Air - Transparency, Ease of Use, Visibility
Transparent Pay!!
Fuss-Free gets the job done
Easy, simple, transparent sales numbers/commissions
A Sales Rep Reviews a Sales Software
Great for commission process
Transparency for Sales
Captivate IQ (Everything you need for your sales team today, and next month!)
CaptivateIQ has been a diamond in the Rough for this Sales Pro
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
- 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%
Reviewer Pros & Cons
Pricing
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
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Would you like us to let the vendor know that you want pricing?
18 people also want pricing
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Features
Sales ICM
Features around incentive compensation management for sales
- 8.4Sales compensation plan creation(271) Ratings
Easy for Sales to create incentive compensation plans without IT assistance.
- 8.3Complex sales crediting(245) Ratings
Users can set up complex crediting chains to attribute credit for sales to multiple tiers of employees and/or partners.
- 8.9Sales compensation process automation(312) Ratings
Automates processes related to sales compensation, like incentive and quota plans, approvals, dispute resolution, payroll processing, etc.
- 8.1Incentive auditing/regulation compliance(211) Ratings
Internal workflow and tracking elements create an audit trail and help ensure regulatory compliance.
- 8.3Sales compensation dashboards & forecasting(281) Ratings
Analytics tools give sales ops managers and/or reps a view into sales performance in terms of sales vs. quotas, as well as earnings so far and projected payouts. May include competitive stats.
- 8.2Incentive modeling(207) Ratings
Includes a sandbox or testing environment for users to explore what-if scenarios and develop incentive compensation strategies.
- 8.1Agile incentive strategy(176) Ratings
Incentive plans are flexible; users can create and adjust compensation plans and incentive rules in order to strategically adapt to changes in sales performance/the marketplace/corporate goals.
- 7.1ICM mobile visibility(166) Ratings
Real-time reports about sales performance and compensation are accessible on mobile devices; may also allow managers to update plans and/or reps to submit questions, disputes, etc.
Product Details
- About
- Integrations
- Competitors
- Tech Details
- Downloadables
- FAQs
What is CaptivateIQ?
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 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 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
Comparisons
Compare with
Reviews and Ratings
(476)Attribute Ratings
Reviews
(1-25 of 353)Great Product
- 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
Best commissions software for big companies!
- 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
Excellent tool!
- 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
Great platform for quota and comp management
- 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.
CIQ Very user friendly & great support
- 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
Breath of Fresh Air - Transparency, Ease of Use, Visibility
- 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
Transparent Pay!!
- Transparency
- Ease of submitting inquiries
- Reporting
- Cannot monitor on a weekly basis
Fuss-Free gets the job done
- transparency of processes
- easy way to get questions answered
- one-stop shop for all commission
- N/A
- N/A
Easy, simple, transparent sales numbers/commissions
- 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
A Sales Rep Reviews a Sales Software
- Insights
- Historical Analytics
- Bonus/Quarterly/Non-monthly tracking
- Honestly? Nothing comes to mind.
Great for commission process
- 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
Transparency for Sales
- Good UI
- Prediction and What If Analysis
- Detailed Information
- Advanced Dashboarding
- Cross Launching into Salesforce
- More API integrations
Its less appropriate if your looking to do detailed analysis or research or if you want dashboarding.
. 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.
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
CaptivateIQ has been a diamond in the Rough for this Sales Pro
- Tracks Commission
- Tracks Deals
- Streamlines information on Pay
- Improve the search function
- Improve organization of software
- Less complicate
CaptivateIQ is great.
- ease of use
- clearly see earnings
- There were mistakes sometimes, not sure if that's user error or platform errors
Great for Tracking Sales Impact/Commissions
- 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
CaptivateIQ Commissions
- 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
Easy to use commission software to support plans of any complexity.
- Ease of use.
- Customization
- End user transparency.
- Historical accuracy & records.
- Simplified plan organization and management.
- Easier user management.
- Individual record locking.
Great Commission Software
- Automate Commission
- Attainment Reporting
- Customizability
- Easier Syncs with an HRIS
Keep your sales people happy!!!!
- 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
Great Goal Setting Tool!
- Breaking down details
- Showing taxes
- Showing discrepancies
- Easier to navigate
- More analytics
- Cleaner dashboard
Empowering Flexibility: Transforming Commissions with Seamless integrations and agility
- Salesforce integration
- Custom Reporting and Analytics
- Straightforward UI
- Loading times
- Lack of Offline Access
- UI customization
Very happy with this platform as a sales rep
- 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
CaptivateIQ allows for compensation transparency and trust
- 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