Item: CaptivateIQ
Rating: 8
Author: Nick Pedisich

Use Cases and Deployment Scope

CaptivateIQ is being used by our sales and accounting department to track compensation, most importantly, commissions. It helps solve the problems of tracking and monitoring commissions.

Pros and Cons

Tracks commissions month to month
Tracks commissions by account

More integration with the systems we use here at Newfront to better communicate with our team.

Most Important Features

Real Time Accessibility all the time
Accurate data

Return on Investment

Less time for our accounting teams answering questions and chasing commission questions

Other Software Used

AblyPro Salesforce CPQ Managed Services, Zywave Analytics Cloud - Decision Master Warehouse, Google Ad Manager

CaptivateIQ is really well suited for exactly what we are using it for - an insurance company, tracking commissions for their sales team. It helps not only management keep a real time eye on production goals and statistics, but most importantly, the producers themselves are always in the know about where the stand and the information is always accessible.

Captivate IQ - the answer for the Insurance Agency

Overall Satisfaction with CaptivateIQ

Use Cases and Deployment Scope

Pros and Cons

Most Important Features

Return on Investment

Alternatives Considered

Key Insights

Do you think CaptivateIQ delivers good value for the price?

Are you happy with CaptivateIQ's feature set?

Did CaptivateIQ live up to sales and marketing promises?

Did implementation of CaptivateIQ go as expected?

Would you buy CaptivateIQ again?

Other Software Used

Likelihood to Recommend

CaptivateIQ Feature Ratings