Item: CaptivateIQ
Rating: 10
Author: Verified User

Overall Satisfaction with CaptivateIQ

Use Cases and Deployment Scope

It is a pretty solid piece of software for commissions and allows you to set up multiple packages/templates to easily send out to the team. The software is very intuitive and has a pretty easy learning curve. The integration with DocuSign works well and the routing to different approvers/managers is well done.

Pros and Cons

Pros

Intuitive
Easy to navigate
Good preview
Integration with DocuSign

Cons

Better guidance
Formulas can follow standard Excel, Google Sheets more

Most Important Features

Easy updating
Accuracy

Return on Investment

As I didn't work on anything except for commissions, I can't expand much on other areas but for commissions template creation, it is great

Alternatives Considered

I have not used other tools

Key Insights

Do you think CaptivateIQ delivers good value for the price?

Not sure

Are you happy with CaptivateIQ's feature set?

Yes

Did CaptivateIQ live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of CaptivateIQ go as expected?

I wasn't involved with the implementation phase

Would you buy CaptivateIQ again?

Yes

Likelihood to Recommend

It is very good for setting up multiple commission plans for different levels and allows for each one to be highly customized using formulas. There is a trial and error component to it but it definitely works well when you have it set up properly. The ability to clone is also a great feature.

CaptivateIQ Feature Ratings

Comments

Please log in to join the conversation

I only used for commissions, but it was really good for our needs