Item: CaptivateIQ
Rating: 6
Author: Sarah Young (She/Her)

Use Cases and Deployment Scope

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.

Pros and Cons

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

Most Important Features

General commission tracking
Employee accessibility
Simple commission statements and payouts

Return on Investment

Increased commission visibility

Alternatives Considered

I have not personally used or evaluated any alternatives to CaptivateIQ.

Key Insights

Do you think CaptivateIQ delivers good value for the price?

Yes

Are you happy with CaptivateIQ's feature set?

Did CaptivateIQ live up to sales and marketing promises?

Yes

Did implementation of CaptivateIQ go as expected?

Would you buy CaptivateIQ again?

Other Software Used

Gusto, MySQL, Wagepoint

Likelihood to Recommend

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.

All-in-One Commission Tracking for Simple Commission Plans

Overall Satisfaction with CaptivateIQ