All-in-One Commission Tracking for Simple Commission Plans
May 25, 2021

All-in-One Commission Tracking for Simple Commission Plans

Sarah Young (She/Her) | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Overall Satisfaction with CaptivateIQ

Roofr is using CaptivateIQ as a commission tracking platform for our Sales/Revenue team. In the past, we've had fairly complicated commission structures, so manually tracking commissions was a hassle. We were able to create data connectors that allowed CaptivateIQ to calculate and track commissions on a monthly basis for our Sales team members.
  • Monthly commission processing
  • Easy-to-read monthly statements
  • User-friendly dashboard
  • Data connections are complicated
  • Initial set up of the commission plans is time consuming and painful
  • Errors are not easy to fix without the help of a CaptivateIQ employee
  • General commission tracking
  • Employee accessibility
  • Simple commission statements and payouts
  • Increased commission visibility
I have not personally used or evaluated any alternatives to CaptivateIQ.

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If your commission plan is simple, CaptivateIQ will be great. It gives employees a great view into how they are doing month over month and allows employers to easily track commissions. I can see CaptivateIQ working very well at scale with simple commission plans. If, however, you have a more complicated commission plan, CaptivateIQ can get confusing and difficult to set up.

CaptivateIQ Feature Ratings

Complex sales crediting
Sales compensation process automation
Incentive auditing/regulation compliance
Sales compensation dashboards & forecasting
Agile incentive strategy
ICM mobile visibility